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 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
40+ 0.25% |
$16.2K - $17.7K
|
15.9K
$9.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
40+ 1.0% |
$16.2K - $17.7K
|
4.03K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
40+ 6.99% |
$16.2K - $17.7K
|
612
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
40New |
$16.2K - $17.7K
|
40
$23.7K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
40+ 2.15% |
$16.2K - $17.7K
|
1.9K
$1.13M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
39+ 0.45% |
$15.8K - $17.3K
|
8.64K
$5.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
39+ 0.13% |
$15.8K - $17.3K
|
30.9K
$18.3M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.02% |
$15.4K - $16.8K
|
1.3K
$770K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
38+ 0.06% |
$15.4K - $16.8K
|
64.6K
$38.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
38+ 0.06% |
$15.4K - $16.8K
|
65.1K
$38.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
38+ 6.92% |
$15.4K - $16.8K
|
587
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
38+ 0.56% |
$15.4K - $16.8K
|
6.8K
$4.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
37+ 1.03% |
$15K - $16.4K
|
3.62K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
37+ 30.08% |
$15K - $16.4K
|
160
$94.9K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37+ 25.87% |
$15K - $16.4K
|
180
$107K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
36+ 0.97% |
$14.6K - $16K
|
3.74K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
36+ 1.08% |
$14.6K - $16K
|
3.38K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
35+ 6.47% |
$14.2K - $15.5K
|
576
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
35+ 0.85% |
$14.2K - $15.5K
|
4.15K
$2.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
34+ 0.22% |
$13.7K - $15.1K
|
15.3K
$9.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
34+ 1.77% |
$13.7K - $15.1K
|
1.96K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
34+ 10.9% |
$13.7K - $15.1K
|
346
$205K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
33+ 0.24% |
$13.3K - $14.6K
|
13.7K
$8.14M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
33+ 0.83% |
$13.3K - $14.6K
|
4.02K
$2.39M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33+ 1.0% |
$13.3K - $14.6K
|
3.32K
$1.97M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
33+ 4.3% |
$13.3K - $14.6K
|
801
$475K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
32+ 2.94% |
$12.9K - $14.2K
|
1.12K
$665K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
31+ 3.63% |
$12.5K - $13.7K
|
885
$525K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 0.79% |
$12.5K - $13.7K
|
3.94K
$2.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
30+ 0.37% |
$12.1K - $13.3K
|
8.07K
$4.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
30+ 0.89% |
$12.1K - $13.3K
|
3.4K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30+ 2.2% |
$12.1K - $13.3K
|
1.4K
$828K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
30+ 1.29% |
$12.1K - $13.3K
|
2.36K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
30+ 1.55% |
$12.1K - $13.3K
|
1.97K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
30+ 0.1% |
$12.1K - $13.3K
|
29.7K
$17.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
30+ 0.32% |
$12.1K - $13.3K
|
9.39K
$5.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30+ 7.26% |
$12.1K - $13.3K
|
443
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
30+ 5.48% |
$12.1K - $13.3K
|
577
$342K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
29+ 0.36% |
$11.7K - $12.9K
|
7.98K
$4.73M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
29+ 0.23% |
$11.7K - $12.9K
|
12.4K
$7.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
29+ 1.36% |
$11.7K - $12.9K
|
2.17K
$1.29M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
28+ 0.63% |
$11.3K - $12.4K
|
4.45K
$2.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28+ 1.72% |
$11.3K - $12.4K
|
1.66K
$981K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
27+ 4.96% |
$10.9K - $12K
|
571
$339K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
27+ 1.22% |
$10.9K - $12K
|
2.24K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
27+ 0.4% |
$10.9K - $12K
|
6.83K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
27+ 23.68% |
$10.9K - $12K
|
141
$83.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
27New |
$10.9K - $12K
|
27
$16K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
26+ 3.99% |
$10.5K - $11.5K
|
677
$401K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26+ 0.78% |
$10.5K - $11.5K
|
3.36K
$1.99M
|