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 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-224- 1.36% |
$90.6K - $99.3K
|
16.2K
$9.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-226- 7.89% |
$91.4K - $100K
|
2.64K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-227- 16.34% |
$91.8K - $101K
|
1.16K
$681K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-230- 5.56% |
$93K - $102K
|
3.91K
$2.29M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-230- 30.26% |
$93K - $102K
|
530
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-231- 1.52% |
$93.4K - $102K
|
15K
$8.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-234- 20.38% |
$94.6K - $104K
|
914
$536K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-234- 0.22% |
$94.6K - $104K
|
108K
$63.5M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-234- 9.62% |
$94.6K - $104K
|
2.2K
$1.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-235- 0.65% |
$95K - $104K
|
35.7K
$20.9M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-235- 0.45% |
$95K - $104K
|
52.5K
$30.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-238- 3.37% |
$96.2K - $106K
|
6.82K
$4M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-238- 1.2% |
$96.2K - $106K
|
19.6K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-238- 10.88% |
$96.2K - $106K
|
1.95K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-239- 0.63% |
$96.6K - $106K
|
37.6K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Granger Management LLC
|
SELL
|
- |
-239- 0.21% |
$96.6K - $106K
|
114K
$66.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-240- 2.98% |
$97K - $106K
|
7.81K
$4.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-240- 12.51% |
$97K - $106K
|
1.68K
$984K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-243- 2.42% |
$98.3K - $108K
|
9.81K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-243- 1.25% |
$98.3K - $108K
|
19.1K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-244- 0.84% |
$98.7K - $108K
|
28.7K
$16.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-244- 0.34% |
$98.7K - $108K
|
71.5K
$41.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-245- 11.67% |
$99.1K - $109K
|
1.86K
$1.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-250- 1.47% |
$101K - $111K
|
16.8K
$9.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-250- 3.7% |
$101K - $111K
|
6.5K
$3.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-250- 13.52% |
$101K - $111K
|
1.6K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-250- 1.85% |
$101K - $111K
|
13.2K
$7.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-254- 11.02% |
$103K - $113K
|
2.05K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-255- 2.77% |
$103K - $113K
|
8.94K
$5.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-256- 7.23% |
$104K - $113K
|
3.29K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-256- 0.61% |
$104K - $113K
|
41.9K
$24.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-261- 4.5% |
$106K - $116K
|
5.54K
$3.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-263- 8.11% |
$106K - $117K
|
2.98K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-263- 3.27% |
$106K - $117K
|
7.79K
$4.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-264- 2.52% |
$107K - $117K
|
10.2K
$5.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-264- 1.34% |
$107K - $117K
|
19.5K
$11.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-264- 7.13% |
$107K - $117K
|
3.44K
$2.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-265- 0.96% |
$107K - $117K
|
27.3K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-266- 1.11% |
$108K - $118K
|
23.7K
$13.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-268- 1.03% |
$108K - $119K
|
25.7K
$15.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-269- 8.78% |
$109K - $119K
|
2.8K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-272- 12.67% |
$110K - $121K
|
1.87K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-273- 1.05% |
$110K - $121K
|
25.7K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-274- 1.98% |
$111K - $121K
|
13.6K
$7.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-274- 13.7% |
$111K - $121K
|
1.73K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-274- 0.1% |
$111K - $121K
|
275K
$161M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-275- 38.35% |
$111K - $122K
|
442
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-275- 3.49% |
$111K - $122K
|
7.61K
$4.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-276- 1.95% |
$112K - $122K
|
13.9K
$8.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-277- 0.59% |
$112K - $123K
|
47.1K
$27.6M
|