Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6+ 0.31% |
$2.43K - $2.66K
|
1.94K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6+ 0.08% |
$2.43K - $2.66K
|
7.74K
$4.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.35% |
$2.43K - $2.66K
|
1.74K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.13% |
$2.43K - $2.66K
|
4.5K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.34% |
$2.43K - $2.66K
|
1.79K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.55% |
$2.43K - $2.66K
|
1.1K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
6+ 0.57% |
$2.43K - $2.66K
|
1.05K
$618K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.03% |
$2.02K - $2.22K
|
14.3K
$8.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5+ 0.03% |
$2.02K - $2.22K
|
16.4K
$9.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.94% |
$2.02K - $2.22K
|
537
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$2.02K - $2.22K
|
2.19K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.35% |
$2.02K - $2.22K
|
1.43K
$838K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5+ 0.01% |
$2.02K - $2.22K
|
50.2K
$29.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$2.02K - $2.22K
|
1.46K
$857K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.34% |
$2.02K - $2.22K
|
1.47K
$864K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.92% |
$2.02K - $2.22K
|
550
$322K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
5+ 0.36% |
$2.02K - $2.22K
|
1.4K
$823K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
5+ 0.53% |
$2.02K - $2.22K
|
945
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5+ 0.29% |
$2.02K - $2.22K
|
1.75K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
5+ 0.1% |
$2.02K - $2.22K
|
4.81K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$2.02K - $2.22K
|
28.6K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.05% |
$2.02K - $2.22K
|
10K
$5.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.28% |
$1.62K - $1.77K
|
1.42K
$833K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4+ 0.07% |
$1.62K - $1.77K
|
5.87K
$3.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4+ 0.02% |
$1.62K - $1.77K
|
26.2K
$15.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.62K - $1.77K
|
5.07K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.14% |
$1.62K - $1.77K
|
2.86K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4+ 0.04% |
$1.62K - $1.77K
|
10.4K
$6.07M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.41% |
$1.62K - $1.77K
|
980
$575K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$1.21K - $1.33K
|
1.1K
$646K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.15% |
$1.21K - $1.33K
|
2.05K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.23% |
$1.21K - $1.33K
|
1.29K
$753K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3+ 13.04% |
$1.21K - $1.33K
|
26
$15.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.05% |
$1.21K - $1.33K
|
5.89K
$3.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$1.21K - $1.33K
|
3.26K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.16% |
$1.21K - $1.33K
|
1.89K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.03% |
$1.21K - $1.33K
|
11.5K
$6.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.21K - $1.33K
|
769
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.05% |
$1.21K - $1.33K
|
6.28K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$1.21K - $1.33K
|
47.8K
$28M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3+ 0.32% |
$1.21K - $1.33K
|
936
$549K
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.37% |
$1.21K - $1.33K
|
812
$476K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.04% |
$809 - $887
|
5.06K
$2.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2+ 0.09% |
$809 - $887
|
2.17K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
2+ 0.36% |
$809 - $887
|
558
$327K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2+ 0.23% |
$809 - $887
|
880
$516K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.28% |
$809 - $887
|
719
$422K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.19% |
$809 - $887
|
1.04K
$607K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.04% |
$809 - $887
|
5.64K
$3.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.39% |
$809 - $887
|
511
$300K
|