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 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.16% |
$1.21K - $1.33K
|
1.89K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.03% |
$1.21K - $1.33K
|
11.5K
$7.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.21K - $1.33K
|
769
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.05% |
$1.21K - $1.33K
|
6.28K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$1.21K - $1.33K
|
47.8K
$31.2M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3+ 0.32% |
$1.21K - $1.33K
|
936
$610K
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.37% |
$1.21K - $1.33K
|
812
$530K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.04% |
$809 - $887
|
5.06K
$3.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2+ 0.09% |
$809 - $887
|
2.17K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
2+ 0.36% |
$809 - $887
|
558
$364K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2+ 0.23% |
$809 - $887
|
880
$574K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.28% |
$809 - $887
|
719
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.19% |
$809 - $887
|
1.04K
$675K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.04% |
$809 - $887
|
5.64K
$3.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.39% |
$809 - $887
|
511
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.01% |
$809 - $887
|
32K
$20.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2+ 0.09% |
$809 - $887
|
2.12K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$809 - $887
|
8.87K
$5.79M
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$809 - $887
|
1.1K
$714K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.37% |
$809 - $887
|
546
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$809 - $887
|
2.85K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2+ 0.04% |
$809 - $887
|
4.54K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.03% |
$809 - $887
|
6.55K
$4.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.4% |
$809 - $887
|
506
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.35% |
$809 - $887
|
573
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.19% |
$809 - $887
|
1.07K
$699K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.02% |
$809 - $887
|
9.11K
$5.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.03% |
$809 - $887
|
6.62K
$4.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.16% |
$809 - $887
|
1.27K
$826K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.2% |
$809 - $887
|
997
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$809 - $887
|
14.4K
$9.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2+ 0.34% |
$809 - $887
|
582
$380K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$404 - $443
|
3.27K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1+ 0.2% |
$404 - $443
|
496
$323K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$404 - $443
|
520
$339K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.07% |
$404 - $443
|
1.47K
$959K
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1+ 0.1% |
$404 - $443
|
964
$629K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1+ 0.13% |
$404 - $443
|
769
$502K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.01% |
$404 - $443
|
11.6K
$7.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.06% |
$404 - $443
|
1.71K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$404 - $443
|
365
$238K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1+ 0.07% |
$404 - $443
|
1.36K
$888K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1New |
$404 - $443
|
1
$652
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.06% |
$404 - $443
|
1.67K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.06% |
$404 - $443
|
1.75K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.06% |
$404 - $443
|
1.7K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.14% |
$404 - $443
|
699
$456K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.19% |
$404 - $443
|
536
$350K
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
1+ 0.2% |
$404 - $443
|
510
$333K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.44% |
$404 - $443
|
42
$27.4K
|