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 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.48K+ 15.84% |
$3.83M - $4.2M
|
69.3K
$41.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.38K+ 64.35% |
$3.79M - $4.16M
|
24K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
9.34K+ 6.91% |
$3.77M - $4.14M
|
144K
$86.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
9.28K+ 697.74% |
$3.75M - $4.11M
|
10.6K
$6.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.28K+ 4.64% |
$3.75M - $4.11M
|
209K
$126M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
9.28KNew |
$3.75M - $4.11M
|
9.28K
$5.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
9.22K+ 1628.98% |
$3.73M - $4.09M
|
9.79K
$5.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
9.15K+ 217.01% |
$3.7M - $4.05M
|
13.4K
$8.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9.12K+ 19.95% |
$3.69M - $4.04M
|
54.9K
$33M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9.04K+ 21.28% |
$3.66M - $4.01M
|
51.5K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
9.03K+ 161.68% |
$3.65M - $4M
|
14.6K
$8.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9K+ 4.0% |
$3.64M - $3.99M
|
234K
$141M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.93K+ 10.49% |
$3.61M - $3.96M
|
94.1K
$56.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.9K+ 15.71% |
$3.6M - $3.95M
|
65.5K
$39.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.86K+ 219.79% |
$3.58M - $3.93M
|
12.9K
$7.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.85K+ 8.4% |
$3.58M - $3.92M
|
114K
$68.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.81K+ 13.15% |
$3.56M - $3.91M
|
75.8K
$45.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
8.69K+ 59.29% |
$3.51M - $3.85M
|
23.4K
$14M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.45KNew |
$3.42M - $3.74M
|
8.45K
$5.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
8.31KNew |
$3.36M - $3.68M
|
8.31K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7.97K+ 67.66% |
$3.22M - $3.53M
|
19.8K
$11.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
7.92K+ 50.62% |
$3.2M - $3.51M
|
23.6K
$14.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.92K+ 293.37% |
$3.2M - $3.51M
|
10.6K
$6.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
7.88K+ 2.06% |
$3.19M - $3.49M
|
390K
$234M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.78K+ 46.07% |
$3.15M - $3.45M
|
24.7K
$14.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.77KNew |
$3.14M - $3.44M
|
7.77K
$4.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
7.74K+ 5.37% |
$3.13M - $3.43M
|
152K
$91.3M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.67K+ 22.12% |
$3.1M - $3.4M
|
42.3K
$25.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
7.6K+ 1137.13% |
$3.07M - $3.37M
|
8.26K
$4.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.52K+ 48.48% |
$3.04M - $3.33M
|
23K
$13.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.45K+ 17.05% |
$3.01M - $3.3M
|
51.2K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.43K+ 0.49% |
$3.01M - $3.29M
|
1.53M
$921M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.27K+ 2.44% |
$2.94M - $3.22M
|
306K
$184M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.22KNew |
$2.92M - $3.2M
|
7.22K
$4.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
7.19KNew |
$2.91M - $3.19M
|
7.19K
$4.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
7.19K+ 45.89% |
$2.91M - $3.19M
|
22.9K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.09K+ 2.47% |
$2.87M - $3.14M
|
294K
$177M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.08K+ 64.91% |
$2.86M - $3.14M
|
18K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
7.07K+ 126.44% |
$2.86M - $3.14M
|
12.7K
$7.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.03K+ 38.76% |
$2.84M - $3.12M
|
25.2K
$15.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
7.01K+ 36.24% |
$2.83M - $3.11M
|
26.3K
$15.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.89K+ 1.92% |
$2.79M - $3.05M
|
366K
$220M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.87K+ 140.78% |
$2.78M - $3.05M
|
11.8K
$7.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.86K+ 18.21% |
$2.77M - $3.04M
|
44.5K
$26.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$2.76M - $3.03M
|
6.83K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.71KNew |
$2.71M - $2.97M
|
6.71K
$4.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.7K+ 5.22% |
$2.71M - $2.97M
|
135K
$81.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
6.64K+ 264.8% |
$2.68M - $2.94M
|
9.14K
$5.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
6.64K+ 39.61% |
$2.68M - $2.94M
|
23.4K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.62K+ 29.58% |
$2.68M - $2.93M
|
29K
$17.4M
|