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 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-16- 1.09% |
$6.47K - $7.09K
|
1.45K
$909K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16- 0.07% |
$6.47K - $7.09K
|
23.7K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 1.55% |
$6.87K - $7.54K
|
1.08K
$676K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-17- 0.57% |
$6.87K - $7.54K
|
2.95K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.03% |
$7.28K - $7.98K
|
1.74K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-18- 0.12% |
$7.28K - $7.98K
|
15K
$9.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-19- 0.46% |
$7.68K - $8.42K
|
4.15K
$2.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-19- 11.73% |
$7.68K - $8.42K
|
143
$89.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-19- 2.49% |
$7.68K - $8.42K
|
745
$468K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-19- 2.32% |
$7.68K - $8.42K
|
799
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-19- 2.18% |
$7.68K - $8.42K
|
852
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19- 2.96% |
$7.68K - $8.42K
|
623
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-19- 1.33% |
$7.68K - $8.42K
|
1.41K
$887K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.48% |
$8.09K - $8.87K
|
4.13K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-20- 0.4% |
$8.09K - $8.87K
|
4.94K
$3.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-20- 3.85% |
$8.09K - $8.87K
|
499
$313K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-20- 2.28% |
$8.09K - $8.87K
|
856
$538K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-20- 0.48% |
$8.09K - $8.87K
|
4.19K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 3.41% |
$8.09K - $8.87K
|
566
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20- 0.09% |
$8.09K - $8.87K
|
22.1K
$13.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-20- 0.49% |
$8.09K - $8.87K
|
4.05K
$2.55M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20- 2.87% |
$8.09K - $8.87K
|
678
$426K
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-20- 6.12% |
$8.09K - $8.87K
|
307
$193K
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-21- 0.69% |
$8.49K - $9.31K
|
3.02K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-21- 3.93% |
$8.49K - $9.31K
|
513
$322K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-21- 0.58% |
$8.49K - $9.31K
|
3.58K
$2.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-21- 0.15% |
$8.49K - $9.31K
|
13.7K
$8.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-21- 0.31% |
$8.49K - $9.31K
|
6.74K
$4.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-21- 0.41% |
$8.49K - $9.31K
|
5.15K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-21- 0.31% |
$8.49K - $9.31K
|
6.8K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-21- 1.51% |
$8.49K - $9.31K
|
1.37K
$858K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-21- 2.63% |
$8.49K - $9.31K
|
779
$489K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 6.42% |
$8.49K - $9.31K
|
306
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-22- 1.14% |
$8.9K - $9.75K
|
1.91K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-22- 0.05% |
$8.9K - $9.75K
|
46.2K
$29M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-23- 0.27% |
$9.3K - $10.2K
|
8.51K
$5.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-23- 0.23% |
$9.3K - $10.2K
|
10K
$6.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23- 3.69% |
$9.3K - $10.2K
|
601
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-23- 1.33% |
$9.3K - $10.2K
|
1.71K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-24- 0.49% |
$9.7K - $10.6K
|
4.86K
$3.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.57% |
$9.7K - $10.6K
|
4.2K
$2.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24- 0.41% |
$9.7K - $10.6K
|
5.8K
$3.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-24- 4.87% |
$9.7K - $10.6K
|
469
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24- 1.01% |
$9.7K - $10.6K
|
2.35K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-24- 2.32% |
$9.7K - $10.6K
|
1.01K
$636K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-24- 0.34% |
$9.7K - $10.6K
|
7.12K
$4.47M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 0.57% |
$10.1K - $11.1K
|
4.36K
$2.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.46% |
$10.1K - $11.1K
|
5.37K
$3.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-25- 0.6% |
$10.1K - $11.1K
|
4.12K
$2.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-25- 0.33% |
$10.1K - $11.1K
|
7.46K
$4.69M
|