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 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-331- 4.73% |
$134K - $147K
|
6.67K
$3.91M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-331- 1.51% |
$134K - $147K
|
21.5K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-333- 4.46% |
$135K - $148K
|
7.14K
$4.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-333- 34.72% |
$135K - $148K
|
626
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-334- 2.45% |
$135K - $148K
|
13.3K
$7.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-334- 1.51% |
$135K - $148K
|
21.8K
$12.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-334- 2.95% |
$135K - $148K
|
11K
$6.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-334- 37.24% |
$135K - $148K
|
563
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-336- 3.03% |
$136K - $149K
|
10.8K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-337- 1.39% |
$136K - $149K
|
23.9K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-338- 6.65% |
$137K - $150K
|
4.75K
$2.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-340- 12.6% |
$137K - $151K
|
2.36K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-344- 5.67% |
$139K - $152K
|
5.73K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-344- 3.64% |
$139K - $152K
|
9.11K
$5.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-345- 10.32% |
$140K - $153K
|
3K
$1.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-345- 6.94% |
$140K - $153K
|
4.63K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-347- 4.19% |
$140K - $154K
|
7.94K
$4.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-348- 13.91% |
$141K - $154K
|
2.15K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-352- 2.04% |
$142K - $156K
|
16.9K
$9.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-354- 2.91% |
$143K - $157K
|
11.8K
$6.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-354- 20.39% |
$143K - $157K
|
1.38K
$810K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-355- 15.28% |
$144K - $157K
|
1.97K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-355- 26.47% |
$144K - $157K
|
986
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-359- 5.46% |
$145K - $159K
|
6.21K
$3.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-363- 0.47% |
$147K - $161K
|
77K
$45.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-363- 24.63% |
$147K - $161K
|
1.11K
$651K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-364- 2.15% |
$147K - $161K
|
16.6K
$9.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-368- 4.19% |
$149K - $163K
|
8.42K
$4.94M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-370- 13.33% |
$150K - $164K
|
2.41K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-371- 9.15% |
$150K - $164K
|
3.68K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-372- 2.73% |
$150K - $165K
|
13.3K
$7.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-377- 0.21% |
$152K - $167K
|
177K
$104M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-382- 10.63% |
$154K - $169K
|
3.21K
$1.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-382- 9.61% |
$154K - $169K
|
3.59K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-382- 1.5% |
$154K - $169K
|
25K
$14.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-392- 0.47% |
$159K - $174K
|
82.6K
$48.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-392- 14.17% |
$159K - $174K
|
2.37K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-395- 15.21% |
$160K - $175K
|
2.2K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-396- 0.39% |
$160K - $176K
|
100K
$58.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-397- 11.75% |
$161K - $176K
|
2.98K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-398- 1.38% |
$161K - $176K
|
28.4K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-398- 9.63% |
$161K - $176K
|
3.73K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-399- 3.3% |
$161K - $177K
|
11.7K
$6.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-400- 3.9% |
$162K - $177K
|
9.85K
$5.78M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-401- 3.14% |
$162K - $178K
|
12.4K
$7.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-402- 0.42% |
$163K - $178K
|
94.8K
$55.6M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-403- 0.64% |
$163K - $179K
|
62.8K
$36.8M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-405- 5.99% |
$164K - $180K
|
6.35K
$3.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-407- 11.69% |
$165K - $180K
|
3.08K
$1.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-411- 1.21% |
$166K - $182K
|
33.7K
$19.8M
|