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 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-66- 2.6% |
$26.7K - $29.3K
|
2.47K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-66- 9.52% |
$26.7K - $29.3K
|
627
$394K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-66- 0.59% |
$26.7K - $29.3K
|
11.1K
$6.98M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-66- 3.21% |
$26.7K - $29.3K
|
1.99K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-67- 0.57% |
$27.1K - $29.7K
|
11.8K
$7.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-67- 9.64% |
$27.1K - $29.7K
|
628
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-67- 0.93% |
$27.1K - $29.7K
|
7.17K
$4.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-68- 0.25% |
$27.5K - $30.1K
|
27.3K
$17.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-68- 1.14% |
$27.5K - $30.1K
|
5.88K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-68- 0.59% |
$27.5K - $30.1K
|
11.5K
$7.24M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-68- 8.61% |
$27.5K - $30.1K
|
722
$454K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-69- 2.7% |
$27.9K - $30.6K
|
2.49K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-69- 5.08% |
$27.9K - $30.6K
|
1.29K
$811K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-69- 1.5% |
$27.9K - $30.6K
|
4.54K
$2.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-69- 1.12% |
$27.9K - $30.6K
|
6.1K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-70- 1.23% |
$28.3K - $31K
|
5.64K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 4.3% |
$28.3K - $31K
|
1.56K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-70- 3.78% |
$28.3K - $31K
|
1.78K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-71- 2.02% |
$28.7K - $31.5K
|
3.45K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-71- 4.19% |
$28.7K - $31.5K
|
1.62K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-71- 0.39% |
$28.7K - $31.5K
|
18.1K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-72- 0.94% |
$29.1K - $31.9K
|
7.62K
$4.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-72- 5.16% |
$29.1K - $31.9K
|
1.32K
$833K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-72- 0.25% |
$29.1K - $31.9K
|
28.2K
$17.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-73- 1.84% |
$29.5K - $32.4K
|
3.89K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-73- 2.19% |
$29.5K - $32.4K
|
3.26K
$2.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-74- 0.19% |
$29.9K - $32.8K
|
39.9K
$25.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-74- 2.59% |
$29.9K - $32.8K
|
2.78K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-74- 0.21% |
$29.9K - $32.8K
|
35.8K
$22.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-74- 3.39% |
$29.9K - $32.8K
|
2.11K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-74- 1.15% |
$29.9K - $32.8K
|
6.36K
$4M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-75- 3.16% |
$30.3K - $33.2K
|
2.3K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-75- 2.28% |
$30.3K - $33.2K
|
3.21K
$2.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-75- 0.61% |
$30.3K - $33.2K
|
12.1K
$7.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-75- 0.87% |
$30.3K - $33.2K
|
8.55K
$5.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-76- 2.17% |
$30.7K - $33.7K
|
3.43K
$2.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-76- 0.64% |
$30.7K - $33.7K
|
11.8K
$7.43M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-76- 25.08% |
$30.7K - $33.7K
|
227
$143K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-78- 1.26% |
$31.5K - $34.6K
|
6.12K
$3.85M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-79- 1.54% |
$31.9K - $35K
|
5.06K
$3.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-79- 16.92% |
$31.9K - $35K
|
388
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-79- 0.18% |
$31.9K - $35K
|
44.1K
$27.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-79- 4.07% |
$31.9K - $35K
|
1.86K
$1.17M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-80- 0.76% |
$32.3K - $35.5K
|
10.5K
$6.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-80- 1.73% |
$32.3K - $35.5K
|
4.55K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-80- 4.13% |
$32.3K - $35.5K
|
1.86K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-80- 0.02% |
$32.3K - $35.5K
|
425K
$267M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-81- 14.49% |
$32.8K - $35.9K
|
478
$301K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-81- 3.02% |
$32.8K - $35.9K
|
2.6K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-82- 1.62% |
$33.2K - $36.3K
|
4.98K
$3.13M
|