Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 11, 2023 Q2 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
2.44K
+ 18.99%
$988K - $1.08M
15.3K $9.21M
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
2.42K
+ 25.76%
$978K - $1.07M
11.8K $7.1M
Dec 01, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
2.39K
+ 1.32%
$966K - $1.06M
184K $111M
Aug 10, 2023 Q2 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
2.37K
+ 5.64%
$957K - $1.05M
44.3K $26.6M
Aug 04, 2023 Q2 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
2.37K
+ 10.36%
$957K - $1.05M
25.2K $15.2M
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
2.36K
+ 3.98%
$956K - $1.05M
61.8K $37.2M
Jul 21, 2023 Q2 2023
Sequent Asset Management, LLC

BUY
 -
2.36K
+ 41.08%
$955K - $1.05M
8.11K $4.88M
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
2.34K
New
$945K - $1.04M
2.34K $1.4M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
2.33K
+ 8.05%
$943K - $1.03M
31.3K $18.8M
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
2.33K
+ 291.85%
$942K - $1.03M
3.13K $1.88M
Jul 18, 2023 Q2 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
2.31K
+ 6.26%
$934K - $1.02M
39.2K $23.6M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.3K
+ 16.01%
$928K - $1.02M
16.6K $10M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
2.28K
+ 300.79%
$923K - $1.01M
3.04K $1.83M
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
2.28K
+ 34.08%
$921K - $1.01M
8.96K $5.39M
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
2.26K
+ 13.02%
$913K - $1M
19.6K $11.8M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
2.26K
+ 1.34%
$912K - $1M
171K $103M
Jul 25, 2023 Q2 2023
Smart Money Group LLC

BUY
 -
2.24K
+ 6.51%
$905K - $993K
36.6K $22M
Aug 03, 2023 Q2 2023
Corundum Trust Company, Inc

Sioux Falls, SD
BUY
 -
2.23K
New
$901K - $987K
2.23K $1.34M
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
2.22K
+ 4.01%
$899K - $985K
57.6K $34.6M
Jul 27, 2023 Q2 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
2.2K
+ 0.38%
$890K - $976K
588K $354M
Jul 06, 2023 Q2 2023
Enterprise Bank & Trust CO

BUY
 -
2.2K
+ 16.32%
$888K - $974K
15.7K $9.42M
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
2.19K
+ 127.09%
$886K - $971K
3.92K $2.35M
Jul 28, 2023 Q2 2023
Clarity Wealth Advisors, LLC

BUY
 -
2.19K
+ 5.86%
$886K - $971K
39.6K $23.8M
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
2.18K
+ 4.48%
$881K - $965K
50.8K $30.5M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
2.16K
+ 2.78%
$875K - $959K
79.9K $48M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
2.16K
+ 13.56%
$873K - $957K
18.1K $10.9M
Aug 11, 2023 Q2 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
2.13K
+ 36.53%
$863K - $946K
7.98K $4.8M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
2.11K
+ 189.57%
$852K - $934K
3.22K $1.94M
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.1K
+ 40.5%
$849K - $930K
7.28K $4.38M
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
2.08K
+ 113.88%
$843K - $924K
3.91K $2.35M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.08K
+ 7.89%
$842K - $923K
28.5K $17.1M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
2.08K
+ 5.32%
$840K - $921K
41.1K $24.7M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
2.08K
+ 5.32%
$840K - $921K
41.1K $24.7M
Aug 10, 2023 Q2 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
2.05K
+ 4.72%
$829K - $909K
45.5K $27.4M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
2.05K
+ 0.73%
$828K - $908K
281K $169M
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
2.05K
+ 135.47%
$828K - $907K
3.56K $2.14M
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
2.04K
+ 9.35%
$827K - $906K
23.9K $14.4M
Aug 11, 2023 Q2 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
2.04K
New
$824K - $903K
2.04K $1.23M
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
2.04K
+ 10.43%
$823K - $902K
21.5K $13M
Jul 14, 2023 Q2 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
2.03K
+ 36.04%
$819K - $898K
7.65K $4.6M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.02K
+ 1.54%
$815K - $894K
133K $80.1M
Aug 14, 2023 Q2 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
2.01K
+ 13.61%
$812K - $890K
16.8K $10.1M
Jul 11, 2023 Q2 2023
Wj Wealth Management, LLC

BUY
 -
1.99K
New
$806K - $883K
1.99K $1.2M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.98K
+ 0.4%
$802K - $879K
502K $302M
Aug 14, 2023 Q2 2023
Mairs & Power Inc

St Paul, MN
BUY
 -
1.96K
+ 14.67%
$791K - $867K
15.3K $9.2M
Aug 07, 2023 Q2 2023
Shaker Financial Services, LLC

BUY
 -
1.95K
New
$789K - $864K
1.95K $1.17M
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.95K
+ 6.93%
$789K - $864K
30.1K $18.1M
Jul 28, 2023 Q2 2023
Shilanski & Associates, Inc.

BUY
 -
1.92K
+ 3.66%
$775K - $849K
54.2K $32.6M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.91K
+ 23.93%
$774K - $848K
9.91K $5.96M

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