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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-11- 0.08% |
$4.45K - $4.88K
|
14.4K
$8.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 0.09% |
$4.85K - $5.32K
|
12.9K
$7.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-12- 0.19% |
$4.85K - $5.32K
|
6.41K
$3.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 0.74% |
$4.85K - $5.32K
|
1.62K
$948K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-12- 0.78% |
$4.85K - $5.32K
|
1.53K
$895K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.3% |
$4.85K - $5.32K
|
3.93K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12- 0.94% |
$4.85K - $5.32K
|
1.27K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-12- 0.1% |
$4.85K - $5.32K
|
11.6K
$6.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-13- 0.24% |
$5.26K - $5.76K
|
5.41K
$3.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.63% |
$5.26K - $5.76K
|
2.04K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-14- 2.46% |
$5.66K - $6.21K
|
556
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14- 0.69% |
$5.66K - $6.21K
|
2.01K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$5.66K - $6.21K
|
7.88K
$4.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-14- 1.9% |
$5.66K - $6.21K
|
722
$423K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-14- 0.22% |
$5.66K - $6.21K
|
6.37K
$3.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-14- -0.0% |
$5.66K - $6.21K
|
326K
$191M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-14- 0.28% |
$5.66K - $6.21K
|
5.03K
$2.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-14- 0.17% |
$5.66K - $6.21K
|
8.36K
$4.9M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-14- 0.37% |
$5.66K - $6.21K
|
3.76K
$2.2M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-14- 2.46% |
$5.66K - $6.21K
|
556
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-15- 0.34% |
$6.07K - $6.65K
|
4.44K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.52% |
$6.07K - $6.65K
|
2.89K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-15- 0.49% |
$6.07K - $6.65K
|
3.05K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.85% |
$6.07K - $6.65K
|
1.75K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-15- 0.27% |
$6.07K - $6.65K
|
5.44K
$3.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-15- 0.74% |
$6.07K - $6.65K
|
2.01K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-15- 2.45% |
$6.07K - $6.65K
|
597
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.22% |
$6.07K - $6.65K
|
6.69K
$3.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-15- 2.61% |
$6.07K - $6.65K
|
560
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-15- 0.55% |
$6.07K - $6.65K
|
2.72K
$1.59M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-15- 0.1% |
$6.07K - $6.65K
|
14.3K
$8.4M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-16- 1.53% |
$6.47K - $7.09K
|
1.03K
$604K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 0.33% |
$6.47K - $7.09K
|
4.84K
$2.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-16- 1.52% |
$6.47K - $7.09K
|
1.04K
$607K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-16- 2.04% |
$6.47K - $7.09K
|
768
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-16- 0.19% |
$6.47K - $7.09K
|
8.42K
$4.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-16- 1.09% |
$6.47K - $7.09K
|
1.45K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16- 0.07% |
$6.47K - $7.09K
|
23.7K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 1.55% |
$6.87K - $7.54K
|
1.08K
$631K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-17- 0.57% |
$6.87K - $7.54K
|
2.95K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.03% |
$7.28K - $7.98K
|
1.74K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-18- 0.12% |
$7.28K - $7.98K
|
15K
$8.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-19- 0.46% |
$7.68K - $8.42K
|
4.15K
$2.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-19- 11.73% |
$7.68K - $8.42K
|
143
$83.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-19- 2.49% |
$7.68K - $8.42K
|
745
$437K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-19- 2.32% |
$7.68K - $8.42K
|
799
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-19- 2.18% |
$7.68K - $8.42K
|
852
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19- 2.96% |
$7.68K - $8.42K
|
623
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-19- 1.33% |
$7.68K - $8.42K
|
1.41K
$828K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.48% |
$8.09K - $8.87K
|
4.13K
$2.42M
|