Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-223
- 5.51%
$90.2K - $98.9K
3.82K $2.27M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

SELL
 -
-224
- 1.36%
$90.6K - $99.3K
16.2K $9.66M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

SELL
 -
-226
- 7.89%
$91.4K - $100K
2.64K $1.57M
Jul 28, 2023 Q2 2023
Fort Pitt Capital Group, LLC

SELL
 -
-227
- 16.34%
$91.8K - $101K
1.16K $691K
Jul 14, 2023 Q2 2023
Hall Laurie J Trustee

SELL
 -
-230
- 5.56%
$93K - $102K
3.91K $2.32M
Nov 13, 2023 Q2 2023
Security National Bank Of Sioux City Iowa

Sioux City, IA
SELL
 -
-230
- 30.26%
$93K - $102K
530 $315K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-231
- 1.52%
$93.4K - $102K
15K $8.91M
Jul 31, 2023 Q2 2023
Waterford Advisors, LLC

Orchard Park, NY
SELL
 -
-234
- 20.38%
$94.6K - $104K
914 $544K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-234
- 0.22%
$94.6K - $104K
108K $64.5M
Aug 18, 2023 Q2 2023
Arq Wealth Advisors, LLC

SELL
 -
-234
- 9.62%
$94.6K - $104K
2.2K $1.31M
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
SELL
 -
-235
- 0.45%
$95K - $104K
52.5K $31.3M
Jul 12, 2023 Q2 2023
Platform Technology Partners

SELL
 -
-238
- 3.37%
$96.2K - $106K
6.82K $4.06M
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-238
- 1.2%
$96.2K - $106K
19.6K $11.7M
Aug 14, 2023 Q2 2023
London CO Of Virginia

Richmond, VA
SELL
 -
-238
- 10.88%
$96.2K - $106K
1.95K $1.16M
Aug 09, 2023 Q2 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-239
- 0.63%
$96.6K - $106K
37.6K $22.4M
Aug 11, 2023 Q2 2023
Granger Management LLC

SELL
 -
-239
- 0.21%
$96.6K - $106K
114K $67.8M
Jul 18, 2023 Q2 2023
Marietta Wealth Management, LLC

SELL
 -
-240
- 2.98%
$97K - $106K
7.81K $4.65M
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-240
- 12.51%
$97K - $106K
1.68K $998K
Jul 20, 2023 Q2 2023
Round Rock Advisors, LLC

SELL
 -
-243
- 2.42%
$98.3K - $108K
9.81K $5.84M
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-243
- 1.25%
$98.3K - $108K
19.1K $11.4M
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

SELL
 -
-244
- 0.84%
$98.7K - $108K
28.7K $17.1M
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

SELL
 -
-244
- 0.34%
$98.7K - $108K
71.5K $42.6M
Aug 02, 2023 Q2 2023
Poplar Forest Capital LLC

SELL
 -
-245
- 11.67%
$99.1K - $109K
1.86K $1.1M
Jul 12, 2023 Q2 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-250
- 1.47%
$101K - $111K
16.8K $9.99M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

SELL
 -
-250
- 3.7%
$101K - $111K
6.5K $3.87M
Aug 08, 2023 Q2 2023
Western Pacific Wealth Management, LP

SELL
 -
-250
- 13.52%
$101K - $111K
1.6K $951K
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-250
- 1.85%
$101K - $111K
13.2K $7.87M
Jul 19, 2023 Q2 2023
Heartwood Wealth Advisors LLC

SELL
 -
-254
- 11.02%
$103K - $113K
2.05K $1.22M
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-255
- 2.77%
$103K - $113K
8.94K $5.32M
Aug 02, 2023 Q2 2023
Gw Henssler & Associates LTD

SELL
 -
-256
- 7.23%
$104K - $113K
3.29K $1.96M
Aug 10, 2023 Q2 2023
Moran Wealth Management, LLC

Naples, FL
SELL
 -
-256
- 0.61%
$104K - $113K
41.9K $24.9M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

SELL
 -
-261
- 4.5%
$106K - $116K
5.54K $3.29M
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

SELL
 -
-263
- 8.11%
$106K - $117K
2.98K $1.77M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-263
- 3.27%
$106K - $117K
7.79K $4.63M
Jul 07, 2023 Q2 2023
Founders Capital Management

SELL
 -
-264
- 2.52%
$107K - $117K
10.2K $6.07M
Jul 13, 2023 Q2 2023
Summit Financial Group, Inc.

SELL
 -
-264
- 1.34%
$107K - $117K
19.5K $11.6M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-264
- 7.13%
$107K - $117K
3.44K $2.05M
Jul 11, 2023 Q2 2023
Trust CO Of Oklahoma

SELL
 -
-265
- 0.96%
$107K - $117K
27.3K $16.2M
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-266
- 1.11%
$108K - $118K
23.7K $14.1M
Jul 14, 2023 Q2 2023
Patten & Patten Inc

SELL
 -
-268
- 1.03%
$108K - $119K
25.7K $15.3M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-269
- 8.78%
$109K - $119K
2.8K $1.66M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-272
- 12.67%
$110K - $121K
1.87K $1.12M
Jul 26, 2023 Q2 2023
Palumbo Wealth Management LLC

Great Neck, NY
SELL
 -
-273
- 1.05%
$110K - $121K
25.7K $15.3M
Jul 26, 2023 Q2 2023
Aspire Capital Advisors LLC

Seattle, WA
SELL
 -
-274
- 1.98%
$111K - $121K
13.6K $8.08M
Aug 14, 2023 Q2 2023
Emc Capital Management

Houston, TX
SELL
 -
-274
- 13.7%
$111K - $121K
1.73K $1.03M
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
SELL
 -
-274
- 0.1%
$111K - $121K
275K $163M
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-275
- 38.35%
$111K - $122K
442 $263K
Aug 08, 2023 Q2 2023
Twin Lakes Capital Management, LLC

Redwood Shores, CA
SELL
 -
-275
- 3.49%
$111K - $122K
7.61K $4.53M
Aug 09, 2023 Q2 2023
Arrow Financial Corp

SELL
 -
-276
- 1.95%
$112K - $122K
13.9K $8.27M

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