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 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
27+ 23.68% |
$10.9K - $12K
|
141
$92K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
27New |
$10.9K - $12K
|
27
$17.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
26+ 3.99% |
$10.5K - $11.5K
|
677
$442K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26+ 0.78% |
$10.5K - $11.5K
|
3.36K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
26+ 1.36% |
$10.5K - $11.5K
|
1.94K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.18% |
$10.5K - $11.5K
|
14.5K
$9.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
25+ 3.33% |
$10.1K - $11.1K
|
776
$506K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
25+ 0.11% |
$10.1K - $11.1K
|
23.1K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
25+ 0.56% |
$10.1K - $11.1K
|
4.47K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25+ 1.89% |
$10.1K - $11.1K
|
1.35K
$880K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25+ 4.73% |
$10.1K - $11.1K
|
554
$361K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
24+ 0.96% |
$9.7K - $10.6K
|
2.53K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
24+ 2.45% |
$9.7K - $10.6K
|
1K
$655K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
24+ 1.41% |
$9.7K - $10.6K
|
1.72K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
23+ 0.35% |
$9.3K - $10.2K
|
6.67K
$4.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
23+ 0.18% |
$9.3K - $10.2K
|
13.2K
$8.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.53% |
$9.3K - $10.2K
|
4.35K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.11% |
$9.3K - $10.2K
|
21.7K
$14.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
22+ 0.88% |
$8.9K - $9.75K
|
2.53K
$1.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
22+ 0.26% |
$8.9K - $9.75K
|
8.61K
$5.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
22+ 0.3% |
$8.9K - $9.75K
|
7.4K
$4.83M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
21+ 0.16% |
$8.49K - $9.31K
|
13.1K
$8.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21+ 5.82% |
$8.49K - $9.31K
|
382
$249K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.97% |
$8.09K - $8.87K
|
2.09K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.35% |
$8.09K - $8.87K
|
5.67K
$3.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
20+ 0.3% |
$8.09K - $8.87K
|
6.72K
$4.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
20+ 0.41% |
$8.09K - $8.87K
|
4.9K
$3.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
20+ 0.35% |
$8.09K - $8.87K
|
5.76K
$3.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20+ 0.78% |
$8.09K - $8.87K
|
2.57K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20+ 1.0% |
$8.09K - $8.87K
|
2.02K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
20+ 1.95% |
$8.09K - $8.87K
|
1.04K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
20+ 2.96% |
$8.09K - $8.87K
|
695
$453K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
19+ 7.48% |
$7.68K - $8.42K
|
273
$178K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19+ 0.04% |
$7.68K - $8.42K
|
46.9K
$30.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19+ 0.39% |
$7.68K - $8.42K
|
4.94K
$3.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19+ 2.31% |
$7.68K - $8.42K
|
842
$549K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19+ 0.39% |
$7.68K - $8.42K
|
4.94K
$3.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18+ 3.56% |
$7.28K - $7.98K
|
524
$342K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$7.28K - $7.98K
|
18
$11.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
18+ 3.21% |
$7.28K - $7.98K
|
579
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 0.62% |
$7.28K - $7.98K
|
2.94K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.34% |
$7.28K - $7.98K
|
5.29K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
18+ 2.46% |
$7.28K - $7.98K
|
749
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
18New |
$7.28K - $7.98K
|
18
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
18+ 0.26% |
$7.28K - $7.98K
|
7.05K
$4.6M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
18+ 3.28% |
$7.28K - $7.98K
|
566
$369K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
17+ 1.08% |
$6.87K - $7.54K
|
1.59K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17+ 20.48% |
$6.87K - $7.54K
|
100
$65.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
17+ 0.29% |
$6.87K - $7.54K
|
5.82K
$3.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
16+ 1.15% |
$6.47K - $7.09K
|
1.41K
$922K
|