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 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
192+ 18.15% |
$77.6K - $85.1K
|
1.25K
$745K
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
190+ 15.36% |
$76.8K - $84.2K
|
1.43K
$851K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
188+ 0.33% |
$76K - $83.3K
|
57.5K
$34.3M
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
188New |
$76K - $83.3K
|
188
$112K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
186+ 10.27% |
$75.2K - $82.5K
|
2K
$1.19M
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
185+ 1.92% |
$74.8K - $82K
|
9.81K
$5.85M
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
185+ 37.22% |
$74.8K - $82K
|
682
$407K
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
185+ 7.19% |
$74.8K - $82K
|
2.76K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
185+ 6.28% |
$74.8K - $82K
|
3.13K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
185+ 17.55% |
$74.8K - $82K
|
1.24K
$739K
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
184+ 3.9% |
$74.4K - $81.6K
|
4.9K
$2.92M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
184+ 1.39% |
$74.4K - $81.6K
|
13.5K
$8.03M
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
183+ 273.13% |
$74K - $81.1K
|
250
$149K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
182+ 1.53% |
$73.6K - $80.7K
|
12.1K
$7.19M
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
182+ 15.69% |
$73.6K - $80.7K
|
1.34K
$800K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
182+ 16.47% |
$73.6K - $80.7K
|
1.29K
$767K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
182+ 7.23% |
$73.6K - $80.7K
|
2.7K
$1.61M
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
180+ 13.36% |
$72.8K - $79.8K
|
1.53K
$910K
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
177+ 6.57% |
$71.6K - $78.5K
|
2.87K
$1.71M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
177+ 0.54% |
$71.6K - $78.5K
|
33K
$19.7M
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
175+ 5.66% |
$70.8K - $77.6K
|
3.27K
$1.95M
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
175+ 15.84% |
$70.8K - $77.6K
|
1.28K
$763K
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
175+ 16.45% |
$70.8K - $77.6K
|
1.24K
$739K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
173+ 0.43% |
$70K - $76.7K
|
40.7K
$24.3M
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
170+ 29.26% |
$68.7K - $75.4K
|
751
$448K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
170+ 24.5% |
$68.7K - $75.4K
|
864
$515K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
170+ 5.29% |
$68.7K - $75.4K
|
3.38K
$2.02M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
169+ 11.75% |
$68.3K - $74.9K
|
1.61K
$958K
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
169+ 10.57% |
$68.3K - $74.9K
|
1.77K
$1.05M
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
167+ 4.87% |
$67.5K - $74K
|
3.59K
$2.14M
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
166+ 5.3% |
$67.1K - $73.6K
|
3.3K
$1.97M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
165+ 11.84% |
$66.7K - $73.1K
|
1.56K
$929K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
162+ 0.67% |
$65.5K - $71.8K
|
24.5K
$14.6M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
161+ 7.52% |
$65.1K - $71.4K
|
2.3K
$1.37M
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
160+ 4.94% |
$64.7K - $70.9K
|
3.4K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
160+ 11.98% |
$64.7K - $70.9K
|
1.5K
$892K
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
157+ 1.27% |
$63.5K - $69.6K
|
12.5K
$7.44M
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
154+ 1.45% |
$62.3K - $68.3K
|
10.8K
$6.42M
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
152+ 0.16% |
$61.5K - $67.4K
|
93K
$55.4M
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
152+ 3.15% |
$61.5K - $67.4K
|
4.97K
$2.96M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
152+ 2.85% |
$61.5K - $67.4K
|
5.49K
$3.27M
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
151+ 17.24% |
$61.1K - $66.9K
|
1.03K
$612K
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 5.09% |
$60.7K - $66.5K
|
3.1K
$1.85M
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
150+ 30.0% |
$60.7K - $66.5K
|
650
$387K
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
149+ 2.16% |
$60.2K - $66K
|
7.06K
$4.21M
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
147+ 2.45% |
$59.4K - $65.2K
|
6.14K
$3.66M
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
146+ 2.67% |
$59K - $64.7K
|
5.62K
$3.35M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
145+ 3.81% |
$58.6K - $64.3K
|
3.95K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
145+ 11.23% |
$58.6K - $64.3K
|
1.44K
$856K
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
143+ 6.6% |
$57.8K - $63.4K
|
2.31K
$1.38M
|