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 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-25- 0.33% |
$10.1K - $11.1K
|
7.46K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-25- 0.4% |
$10.1K - $11.1K
|
6.3K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-25- 2.4% |
$10.1K - $11.1K
|
1.02K
$646K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-26- 3.95% |
$10.5K - $11.5K
|
632
$401K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-26- 1.61% |
$10.5K - $11.5K
|
1.59K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-26- 1.18% |
$10.5K - $11.5K
|
2.18K
$1.38M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-26- 0.3% |
$10.5K - $11.5K
|
8.52K
$5.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-27- 0.25% |
$10.9K - $12K
|
11K
$6.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-28- 2.51% |
$11.3K - $12.4K
|
1.09K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-28- 0.23% |
$11.3K - $12.4K
|
11.9K
$7.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-28- 0.22% |
$11.3K - $12.4K
|
12.9K
$8.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-28- 0.4% |
$11.3K - $12.4K
|
7.02K
$4.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-28- 4.42% |
$11.3K - $12.4K
|
605
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28- 1.6% |
$11.3K - $12.4K
|
1.73K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 0.72% |
$11.3K - $12.4K
|
3.88K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-28- 0.04% |
$11.3K - $12.4K
|
74.2K
$47.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-29- 1.09% |
$11.7K - $12.9K
|
2.63K
$1.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-29- 4.79% |
$11.7K - $12.9K
|
577
$366K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-29- 2.03% |
$11.7K - $12.9K
|
1.4K
$887K
|
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-29- 1.87% |
$11.7K - $12.9K
|
1.52K
$964K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-30- 0.43% |
$12.1K - $13.3K
|
6.97K
$4.42M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-30- 0.54% |
$12.1K - $13.3K
|
5.57K
$3.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-30- 3.94% |
$12.1K - $13.3K
|
731
$464K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-30- 0.36% |
$12.1K - $13.3K
|
8.41K
$5.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-30- 1.47% |
$12.1K - $13.3K
|
2.02K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-30- 0.46% |
$12.1K - $13.3K
|
6.43K
$4.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-31- 2.53% |
$12.5K - $13.7K
|
1.19K
$757K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-31- 0.45% |
$12.5K - $13.7K
|
6.89K
$4.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 0.12% |
$12.5K - $13.7K
|
25.8K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-31- 6.4% |
$12.5K - $13.7K
|
453
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-31- 1.99% |
$12.5K - $13.7K
|
1.53K
$970K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-31- 6.4% |
$12.5K - $13.7K
|
453
$287K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-32- 4.69% |
$12.9K - $14.2K
|
650
$412K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-32- 0.73% |
$12.9K - $14.2K
|
4.33K
$2.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-32- 1.01% |
$12.9K - $14.2K
|
3.13K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-32- 0.01% |
$12.9K - $14.2K
|
530K
$337M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-32- 0.35% |
$12.9K - $14.2K
|
9.15K
$5.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-33- 0.28% |
$13.3K - $14.6K
|
11.9K
$7.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-33- 0.24% |
$13.3K - $14.6K
|
13.5K
$8.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-33- 1.97% |
$13.3K - $14.6K
|
1.64K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-33- 1.46% |
$13.3K - $14.6K
|
2.24K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-33- 1.27% |
$13.3K - $14.6K
|
2.57K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-33- 3.69% |
$13.3K - $14.6K
|
861
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-33- 0.68% |
$13.3K - $14.6K
|
4.8K
$3.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-34- 3.53% |
$13.7K - $15.1K
|
928
$589K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-34- 0.24% |
$13.7K - $15.1K
|
14.3K
$9.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-34- 5.57% |
$13.7K - $15.1K
|
576
$365K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-34- 0.62% |
$13.7K - $15.1K
|
5.43K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-34- 1.58% |
$13.7K - $15.1K
|
2.12K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-34- 1.03% |
$13.7K - $15.1K
|
3.25K
$2.06M
|