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 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 4.3% |
$28.3K - $31K
|
1.56K
$914K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-70- 3.78% |
$28.3K - $31K
|
1.78K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-71- 2.02% |
$28.7K - $31.5K
|
3.45K
$2.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-71- 4.19% |
$28.7K - $31.5K
|
1.62K
$952K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-71- 0.39% |
$28.7K - $31.5K
|
18.1K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-72- 0.94% |
$29.1K - $31.9K
|
7.62K
$4.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-72- 5.16% |
$29.1K - $31.9K
|
1.32K
$776K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-72- 0.25% |
$29.1K - $31.9K
|
28.2K
$16.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-73- 1.84% |
$29.5K - $32.4K
|
3.89K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-73- 2.19% |
$29.5K - $32.4K
|
3.26K
$1.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-74- 0.19% |
$29.9K - $32.8K
|
39.9K
$23.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-74- 2.59% |
$29.9K - $32.8K
|
2.78K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-74- 0.21% |
$29.9K - $32.8K
|
35.8K
$21M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-74- 3.39% |
$29.9K - $32.8K
|
2.11K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-74- 1.15% |
$29.9K - $32.8K
|
6.36K
$3.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-75- 3.16% |
$30.3K - $33.2K
|
2.3K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-75- 2.28% |
$30.3K - $33.2K
|
3.21K
$1.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-75- 0.61% |
$30.3K - $33.2K
|
12.1K
$7.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-75- 0.87% |
$30.3K - $33.2K
|
8.55K
$5.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-76- 2.17% |
$30.7K - $33.7K
|
3.43K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-76- 0.64% |
$30.7K - $33.7K
|
11.8K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-76- 25.08% |
$30.7K - $33.7K
|
227
$133K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-78- 1.26% |
$31.5K - $34.6K
|
6.12K
$3.59M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-79- 1.54% |
$31.9K - $35K
|
5.06K
$2.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-79- 16.92% |
$31.9K - $35K
|
388
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-79- 0.18% |
$31.9K - $35K
|
44.1K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-79- 4.07% |
$31.9K - $35K
|
1.86K
$1.09M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-80- 0.76% |
$32.3K - $35.5K
|
10.5K
$6.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-80- 1.73% |
$32.3K - $35.5K
|
4.55K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-80- 4.13% |
$32.3K - $35.5K
|
1.86K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-80- 0.02% |
$32.3K - $35.5K
|
425K
$249M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-81- 14.49% |
$32.8K - $35.9K
|
478
$280K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-81- 3.02% |
$32.8K - $35.9K
|
2.6K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-82- 1.62% |
$33.2K - $36.3K
|
4.98K
$2.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-82- 3.19% |
$33.2K - $36.3K
|
2.49K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-82- 0.33% |
$33.2K - $36.3K
|
24.6K
$14.4M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-82- 0.67% |
$33.2K - $36.3K
|
12.1K
$7.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-84- 3.31% |
$34K - $37.2K
|
2.46K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-84- 1.87% |
$34K - $37.2K
|
4.41K
$2.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-85- 0.7% |
$34.4K - $37.7K
|
12K
$7.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-85- 2.74% |
$34.4K - $37.7K
|
3.02K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-86- 3.96% |
$34.8K - $38.1K
|
2.08K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86- 1.54% |
$34.8K - $38.1K
|
5.48K
$3.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-87- 2.48% |
$35.2K - $38.6K
|
3.42K
$2M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-88- 7.99% |
$35.6K - $39K
|
1.01K
$594K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-88- 11.18% |
$35.6K - $39K
|
699
$410K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-89- 3.95% |
$36K - $39.5K
|
2.16K
$1.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-89- 4.29% |
$36K - $39.5K
|
1.99K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-89- 10.03% |
$36K - $39.5K
|
798
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-89- 9.75% |
$36K - $39.5K
|
824
$483K
|