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 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
185
+ 17.55%
$74.8K - $82K
1.24K $737K
Jul 17, 2023 Q2 2023
Geometric Wealth Advisors

BUY
 -
184
+ 3.9%
$74.4K - $81.6K
4.9K $2.91M
Aug 03, 2023 Q2 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
184
+ 1.39%
$74.4K - $81.6K
13.5K $8.01M
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 $7.18M
Jul 10, 2023 Q2 2023
Cox Capital Mgt LLC

BUY
 -
182
+ 15.69%
$73.6K - $80.7K
1.34K $799K
Jul 13, 2023 Q2 2023
Paradigm Financial Partners, LLC

BUY
 -
182
+ 16.47%
$73.6K - $80.7K
1.29K $766K
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 $909K
Jul 20, 2023 Q2 2023
Alta Capital Management LLC

BUY
 -
177
+ 6.57%
$71.6K - $78.5K
2.87K $1.71M
Jul 28, 2023 Q2 2023
Manchester Financial Inc

BUY
 -
175
+ 5.66%
$70.8K - $77.6K
3.27K $1.94M
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
175
+ 15.84%
$70.8K - $77.6K
1.28K $762K
Aug 14, 2023 Q2 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
175
+ 16.45%
$70.8K - $77.6K
1.24K $737K
Aug 07, 2023 Q2 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
173
+ 0.43%
$70K - $76.7K
40.7K $24.2M
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
170
+ 29.26%
$68.7K - $75.4K
751 $447K
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
170
+ 24.5%
$68.7K - $75.4K
864 $514K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
170
+ 5.29%
$68.7K - $75.4K
3.38K $2.01M
Jul 12, 2023 Q2 2023
First National Bank Of South Miami

BUY
 -
169
+ 11.75%
$68.3K - $74.9K
1.61K $956K
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 $1.96M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
165
+ 11.84%
$66.7K - $73.1K
1.56K $927K
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 $890K
Jul 28, 2023 Q2 2023
Bank Of New Hampshire

BUY
 -
157
+ 1.27%
$63.5K - $69.6K
12.5K $7.43M
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
154
+ 1.45%
$62.3K - $68.3K
10.8K $6.41M
Jul 18, 2023 Q2 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
152
+ 0.16%
$61.5K - $67.4K
93K $55.3M
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 $3.26M
Jul 31, 2023 Q2 2023
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
151
+ 17.24%
$61.1K - $66.9K
1.03K $611K
Jul 05, 2023 Q2 2023
Curbstone Financial Management Corp

BUY
 -
150
+ 5.09%
$60.7K - $66.5K
3.1K $1.84M
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 $4.2M
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 $3.34M
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 $854K
Jul 20, 2023 Q2 2023
True Link Financial Advisors, LLC

BUY
 -
143
+ 6.6%
$57.8K - $63.4K
2.31K $1.37M
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

BUY
 -
143
+ 2.09%
$57.8K - $63.4K
6.99K $4.16M
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

BUY
 -
142
+ 1.05%
$57.4K - $62.9K
13.6K $8.1M
Aug 08, 2023 Q2 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
142
+ 17.82%
$57.4K - $62.9K
939 $559K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
142
+ 0.53%
$57.4K - $62.9K
26.8K $15.9M
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
140
+ 6.17%
$56.6K - $62.1K
2.41K $1.43M
Jul 18, 2023 Q2 2023
Mitchell Sinkler & Starr

BUY
 -
140
+ 2.48%
$56.6K - $62.1K
5.8K $3.45M
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
140
+ 8.85%
$56.6K - $62.1K
1.72K $1.02M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
140
+ 1.49%
$56.6K - $62.1K
9.51K $5.66M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
137
+ 1.45%
$55.4K - $60.7K
9.57K $5.7M

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