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 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 1.23% |
$16.2K - $17.7K
|
3.2K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 0.68% |
$16.2K - $17.7K
|
5.85K
$3.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-40- 1.25% |
$16.2K - $17.7K
|
3.16K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-40- 2.89% |
$16.2K - $17.7K
|
1.34K
$787K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-40- 1.06% |
$16.2K - $17.7K
|
3.75K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-40- 5.24% |
$16.2K - $17.7K
|
723
$424K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 1.04% |
$16.2K - $17.7K
|
3.82K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-40- 2.99% |
$16.2K - $17.7K
|
1.3K
$762K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-40- 0.37% |
$16.2K - $17.7K
|
10.7K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-40- 1.71% |
$16.2K - $17.7K
|
2.3K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-41- 0.76% |
$16.6K - $18.2K
|
5.32K
$3.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-41- 1.03% |
$16.6K - $18.2K
|
3.94K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-41- 0.83% |
$16.6K - $18.2K
|
4.88K
$2.86M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-41- 0.99% |
$16.6K - $18.2K
|
4.1K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-42- 7.43% |
$17K - $18.6K
|
523
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-42- 0.32% |
$17K - $18.6K
|
13.1K
$7.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42- 1.25% |
$17K - $18.6K
|
3.32K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-42- 0.09% |
$17K - $18.6K
|
44.8K
$26.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-44- 0.38% |
$17.8K - $19.5K
|
11.5K
$6.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-44- 1.36% |
$17.8K - $19.5K
|
3.2K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 3.54% |
$17.8K - $19.5K
|
1.2K
$702K
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-44- 1.06% |
$17.8K - $19.5K
|
4.12K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-44- 1.92% |
$17.8K - $19.5K
|
2.25K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-45- 0.97% |
$18.2K - $19.9K
|
4.57K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-47- 0.32% |
$19K - $20.8K
|
14.8K
$8.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-47- 4.21% |
$19K - $20.8K
|
1.07K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-48- 0.46% |
$19.4K - $21.3K
|
10.4K
$6.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-49- 0.47% |
$19.8K - $21.7K
|
10.5K
$6.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-49- 1.3% |
$19.8K - $21.7K
|
3.72K
$2.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-49- 3.42% |
$19.8K - $21.7K
|
1.38K
$811K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-49- 1.1% |
$19.8K - $21.7K
|
4.42K
$2.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-49- 2.3% |
$19.8K - $21.7K
|
2.09K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-49- 1.08% |
$19.8K - $21.7K
|
4.51K
$2.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-49- 6.1% |
$19.8K - $21.7K
|
754
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-49- 25.26% |
$19.8K - $21.7K
|
145
$85K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-49- 0.13% |
$19.8K - $21.7K
|
39K
$22.9M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-49- 25.26% |
$19.8K - $21.7K
|
145
$85K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-50- 1.12% |
$20.2K - $22.2K
|
4.43K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 6.74% |
$20.2K - $22.2K
|
692
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-50- 1.16% |
$20.2K - $22.2K
|
4.27K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 50.0% |
$20.2K - $22.2K
|
50
$29.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 2.81% |
$20.2K - $22.2K
|
1.73K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 2.71% |
$20.2K - $22.2K
|
1.79K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-50- 1.0% |
$20.2K - $22.2K
|
4.94K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 1.3% |
$20.2K - $22.2K
|
3.78K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-50- 4.69% |
$20.2K - $22.2K
|
1.02K
$596K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-50- 0.23% |
$20.2K - $22.2K
|
21.5K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-51- 1.83% |
$20.6K - $22.6K
|
2.73K
$1.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-51- 0.61% |
$20.6K - $22.6K
|
8.3K
$4.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-52- 1.05% |
$21K - $23.1K
|
4.91K
$2.88M
|