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 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
15.7K+ 61.18% |
$6.34M - $6.95M
|
41.3K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.6K+ 60.75% |
$6.33M - $6.94M
|
41.4K
$25M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
15.6K+ 24.79% |
$6.3M - $6.9M
|
78.4K
$47.4M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
15.6K+ 14.81% |
$6.29M - $6.9M
|
121K
$72.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.5K+ 2.33% |
$6.28M - $6.88M
|
683K
$413M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
15.3K+ 2.24% |
$6.2M - $6.8M
|
699K
$422M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.3K+ 18.14% |
$6.17M - $6.76M
|
99.3K
$60M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.1K+ 2.76% |
$6.1M - $6.69M
|
562K
$339M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
14.9K+ 39.16% |
$6.01M - $6.59M
|
52.8K
$31.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
14.6K+ 36.62% |
$5.91M - $6.47M
|
54.5K
$32.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.6K+ 1.54% |
$5.89M - $6.46M
|
963K
$582M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3K+ 46.25% |
$5.78M - $6.34M
|
45.2K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14KNew |
$5.67M - $6.22M
|
14K
$8.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.9K+ 4.26% |
$5.62M - $6.16M
|
340K
$205M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
13.7K+ 2197.6% |
$5.54M - $6.08M
|
14.3K
$8.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7K+ 36.0% |
$5.54M - $6.07M
|
51.8K
$31.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 23.85% |
$5.53M - $6.06M
|
71K
$42.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13.2K+ 7.15% |
$5.32M - $5.83M
|
197K
$119M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 36.63% |
$5.32M - $5.83M
|
49K
$29.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13K+ 76.85% |
$5.27M - $5.77M
|
30K
$18.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
13K+ 432.9% |
$5.26M - $5.76M
|
16K
$9.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.8K+ 2.27% |
$5.16M - $5.66M
|
575K
$348M
|
|
|
Aug 14, 2023
Q2 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
12.7K+ 264.91% |
$5.14M - $5.63M
|
17.5K
$10.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12.6K+ 505.88% |
$5.08M - $5.56M
|
15K
$9.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.4K+ 8.99% |
$5.02M - $5.5M
|
150K
$90.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12K+ 31.05% |
$4.85M - $5.32M
|
50.6K
$30.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
11.9K+ 73.92% |
$4.81M - $5.27M
|
28K
$16.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.8K+ 12.8% |
$4.78M - $5.24M
|
104K
$62.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 181.06% |
$4.73M - $5.19M
|
18.2K
$11M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.7K+ 23.05% |
$4.73M - $5.19M
|
62.5K
$37.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
11.5K+ 49.67% |
$4.64M - $5.09M
|
34.6K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 137.35% |
$4.61M - $5.05M
|
19.7K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
BUY
|
- |
11.1KNew |
$4.48M - $4.92M
|
11.1K
$6.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
11K+ 90.45% |
$4.46M - $4.88M
|
23.2K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
11KNew |
$4.44M - $4.87M
|
11K
$6.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
10.9K+ 6.41% |
$4.41M - $4.83M
|
181K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.6KNew |
$4.3M - $4.72M
|
10.6K
$6.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.6K+ 561.18% |
$4.28M - $4.7M
|
12.5K
$7.54M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
10.6K+ 87.23% |
$4.28M - $4.69M
|
22.7K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.5K+ 31.64% |
$4.25M - $4.66M
|
43.7K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
10.5K+ 72.65% |
$4.23M - $4.63M
|
24.8K
$15M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 846.34% |
$4.21M - $4.61M
|
11.6K
$7.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4K+ 22.69% |
$4.19M - $4.6M
|
56.1K
$33.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
10.1KNew |
$4.09M - $4.49M
|
10.1K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10K+ 36.15% |
$4.06M - $4.45M
|
37.8K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.77K+ 1.72% |
$3.95M - $4.33M
|
576K
$348M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.76K+ 42.96% |
$3.94M - $4.32M
|
32.5K
$19.6M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.71K+ 80.14% |
$3.93M - $4.31M
|
21.8K
$13.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
9.62K+ 16.66% |
$3.89M - $4.27M
|
67.4K
$40.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.6K+ 17.76% |
$3.88M - $4.25M
|
63.6K
$38.5M
|