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 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12+ 0.21% |
$4.85K - $5.32K
|
5.75K
$3.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
12+ 0.07% |
$4.85K - $5.32K
|
16.1K
$9.53M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12+ 0.29% |
$4.85K - $5.32K
|
4.12K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.06% |
$4.85K - $5.32K
|
20.6K
$12.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
11+ 0.37% |
$4.45K - $4.88K
|
3K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 0.97% |
$4.45K - $4.88K
|
1.14K
$677K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11+ 0.12% |
$4.45K - $4.88K
|
8.91K
$5.27M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11+ 0.96% |
$4.45K - $4.88K
|
1.16K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.17% |
$4.45K - $4.88K
|
6.4K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
11+ 1.43% |
$4.45K - $4.88K
|
780
$462K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 4.93% |
$4.04K - $4.43K
|
213
$126K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.82% |
$4.04K - $4.43K
|
1.23K
$728K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
10+ 1.73% |
$4.04K - $4.43K
|
589
$349K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$4.04K - $4.43K
|
4.68K
$2.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.07% |
$4.04K - $4.43K
|
14.1K
$8.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 2.39% |
$4.04K - $4.43K
|
429
$254K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$4.04K - $4.43K
|
3.96K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
10+ 0.28% |
$4.04K - $4.43K
|
3.6K
$2.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
9+ 0.27% |
$3.64K - $3.99K
|
3.35K
$1.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 2.22% |
$3.64K - $3.99K
|
415
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
9+ 0.54% |
$3.64K - $3.99K
|
1.69K
$1M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 1.23% |
$3.64K - $3.99K
|
742
$439K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9+ 0.08% |
$3.64K - $3.99K
|
11.5K
$6.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 0.09% |
$3.64K - $3.99K
|
10.2K
$6.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.39% |
$3.64K - $3.99K
|
2.35K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.27% |
$3.64K - $3.99K
|
3.31K
$1.96M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
8+ 0.72% |
$3.23K - $3.55K
|
1.12K
$663K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
8+ 0.56% |
$3.23K - $3.55K
|
1.44K
$853K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
8+ 0.11% |
$3.23K - $3.55K
|
7.25K
$4.29M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.14% |
$3.23K - $3.55K
|
5.66K
$3.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 2.56% |
$3.23K - $3.55K
|
321
$190K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.12% |
$3.23K - $3.55K
|
6.63K
$3.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.16% |
$3.23K - $3.55K
|
5K
$2.96M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.04% |
$3.23K - $3.55K
|
18.6K
$11M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8+ 0.29% |
$3.23K - $3.55K
|
2.73K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
8+ 0.16% |
$3.23K - $3.55K
|
5.15K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
8+ 0.19% |
$3.23K - $3.55K
|
4.29K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.93% |
$3.23K - $3.55K
|
867
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.68% |
$3.23K - $3.55K
|
1.19K
$703K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
7+ 0.69% |
$2.83K - $3.1K
|
1.02K
$606K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
7+ 1.06% |
$2.83K - $3.1K
|
666
$394K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7+ 0.49% |
$2.83K - $3.1K
|
1.43K
$845K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$2.83K - $3.1K
|
8.48K
$5.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$2.83K - $3.1K
|
2.12K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7+ 0.3% |
$2.83K - $3.1K
|
2.37K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
7+ 1.03% |
$2.83K - $3.1K
|
687
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 1.32% |
$2.83K - $3.1K
|
536
$317K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$2.43K - $2.66K
|
9.44K
$5.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
6+ 0.65% |
$2.43K - $2.66K
|
925
$548K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 0.78% |
$2.43K - $2.66K
|
776
$459K
|