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 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4- 0.05% |
$1.62K - $1.77K
|
8.34K
$5.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4- 2.31% |
$1.62K - $1.77K
|
169
$110K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4- 0.13% |
$1.62K - $1.77K
|
3.05K
$1.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-4- 0.24% |
$1.62K - $1.77K
|
1.68K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.17% |
$1.62K - $1.77K
|
2.42K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-4- 0.2% |
$1.62K - $1.77K
|
2.03K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4- -0.0% |
$1.62K - $1.77K
|
683K
$446M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4- 0.13% |
$1.62K - $1.77K
|
3.1K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5- 0.1% |
$2.02K - $2.22K
|
5.04K
$3.29M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-5- 0.52% |
$2.02K - $2.22K
|
951
$620K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5- 0.37% |
$2.02K - $2.22K
|
1.36K
$887K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-5- 0.29% |
$2.02K - $2.22K
|
1.72K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5- 0.41% |
$2.02K - $2.22K
|
1.23K
$801K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-5- 0.07% |
$2.02K - $2.22K
|
7.23K
$4.72M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 2.81% |
$2.02K - $2.22K
|
173
$113K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5- 0.08% |
$2.02K - $2.22K
|
5.95K
$3.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-5- 0.27% |
$2.02K - $2.22K
|
1.84K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-5- 0.09% |
$2.02K - $2.22K
|
5.34K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.81% |
$2.02K - $2.22K
|
614
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 0.38% |
$2.02K - $2.22K
|
1.31K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.27% |
$2.02K - $2.22K
|
1.84K
$1.2M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5- 0.05% |
$2.02K - $2.22K
|
10.9K
$7.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-6- 0.12% |
$2.43K - $2.66K
|
5.03K
$3.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-6- 0.65% |
$2.43K - $2.66K
|
913
$595K
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-6- 0.27% |
$2.43K - $2.66K
|
2.19K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-6- 0.91% |
$2.43K - $2.66K
|
654
$427K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-6- 0.25% |
$2.43K - $2.66K
|
2.37K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.08% |
$2.43K - $2.66K
|
7.08K
$4.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6- 0.66% |
$2.43K - $2.66K
|
907
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-6- 0.18% |
$2.43K - $2.66K
|
3.34K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 0.09% |
$2.43K - $2.66K
|
6.37K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-6- 0.43% |
$2.43K - $2.66K
|
1.39K
$909K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-7- 0.13% |
$2.83K - $3.1K
|
5.3K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-7- 2.93% |
$2.83K - $3.1K
|
232
$151K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7- 0.87% |
$2.83K - $3.1K
|
797
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 1.17% |
$2.83K - $3.1K
|
589
$384K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-7- 0.52% |
$2.83K - $3.1K
|
1.33K
$868K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 0.12% |
$2.83K - $3.1K
|
5.98K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7- 0.24% |
$2.83K - $3.1K
|
2.94K
$1.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-8- 0.1% |
$3.23K - $3.55K
|
7.94K
$5.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.2% |
$3.23K - $3.55K
|
4.02K
$2.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-8- 0.43% |
$3.23K - $3.55K
|
1.87K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-8- 0.95% |
$3.23K - $3.55K
|
838
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-8- 0.12% |
$3.23K - $3.55K
|
6.59K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-8- 0.24% |
$3.23K - $3.55K
|
3.39K
$2.21M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-8- 0.17% |
$3.23K - $3.55K
|
4.74K
$3.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-9- 4.04% |
$3.64K - $3.99K
|
214
$140K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9- 1.04% |
$3.64K - $3.99K
|
858
$560K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-9- 0.15% |
$3.64K - $3.99K
|
5.84K
$3.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-9- 0.53% |
$3.64K - $3.99K
|
1.68K
$1.09M
|