Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
196+ 64.47% |
$83.5K - $89.7K
|
500
$298K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
193+ 34.77% |
$82.2K - $88.4K
|
748
$445K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
192+ 10.07% |
$81.8K - $87.9K
|
2.1K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
191+ 8.98% |
$81.3K - $87.4K
|
2.32K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
191+ 7.69% |
$81.3K - $87.4K
|
2.68K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
191+ 7.24% |
$81.3K - $87.4K
|
2.83K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
189+ 0.32% |
$80.5K - $86.5K
|
60K
$35.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
189+ 1.23% |
$80.5K - $86.5K
|
15.6K
$9.27M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
189+ 4.25% |
$80.5K - $86.5K
|
4.63K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
189+ 3.41% |
$80.5K - $86.5K
|
5.73K
$3.41M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
189+ 7.32% |
$80.5K - $86.5K
|
2.77K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
188+ 15.15% |
$80.1K - $86.1K
|
1.43K
$850K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
187+ 5.45% |
$79.6K - $85.6K
|
3.62K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
187+ 13.53% |
$79.6K - $85.6K
|
1.57K
$934K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
187+ 9.56% |
$79.6K - $85.6K
|
2.14K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
186+ 64.36% |
$79.2K - $85.1K
|
475
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
184+ 0.11% |
$78.4K - $84.2K
|
162K
$96.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
183+ 0.25% |
$77.9K - $83.8K
|
74.4K
$44.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
182+ 0.44% |
$77.5K - $83.3K
|
41.3K
$24.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
182+ 6.88% |
$77.5K - $83.3K
|
2.83K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
181+ 5.4% |
$77.1K - $82.9K
|
3.53K
$2.1M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
178+ 30.96% |
$75.8K - $81.5K
|
753
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
175+ 11.54% |
$74.5K - $80.1K
|
1.69K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
175+ 1.39% |
$74.5K - $80.1K
|
12.7K
$7.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
175+ 1.69% |
$74.5K - $80.1K
|
10.5K
$6.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
171+ 2.15% |
$72.8K - $78.3K
|
8.11K
$4.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
171+ 0.31% |
$72.8K - $78.3K
|
56K
$33.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
170+ 15.5% |
$72.4K - $77.8K
|
1.27K
$754K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
170+ 28.29% |
$72.4K - $77.8K
|
771
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
169+ 2.94% |
$72K - $77.4K
|
5.92K
$3.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
167+ 2.7% |
$71.1K - $76.5K
|
6.35K
$3.78M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
166+ 2.28% |
$70.7K - $76K
|
7.45K
$4.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
165+ 1.43% |
$70.3K - $75.5K
|
11.7K
$6.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
165+ 4.18% |
$70.3K - $75.5K
|
4.12K
$2.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
165+ 24.59% |
$70.3K - $75.5K
|
836
$497K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
165+ 10.14% |
$70.3K - $75.5K
|
1.79K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
163+ 3.08% |
$69.4K - $74.6K
|
5.46K
$3.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
162+ 28.93% |
$69K - $74.2K
|
722
$430K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
161+ 3.18% |
$68.6K - $73.7K
|
5.22K
$3.11M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
160+ 0.75% |
$68.1K - $73.2K
|
21.4K
$12.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
160+ 0.41% |
$68.1K - $73.2K
|
39.3K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
160+ 6.68% |
$68.1K - $73.2K
|
2.55K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
159+ 0.57% |
$67.7K - $72.8K
|
28.2K
$16.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
158+ 10.91% |
$67.3K - $72.3K
|
1.61K
$956K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
157+ 3.93% |
$66.9K - $71.9K
|
4.15K
$2.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
157+ 0.46% |
$66.9K - $71.9K
|
34.6K
$20.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
156+ 0.72% |
$66.4K - $71.4K
|
21.8K
$13M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
156+ 21.7% |
$66.4K - $71.4K
|
875
$521K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
155+ 20.64% |
$66K - $71K
|
906
$539K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
154+ 26.19% |
$65.6K - $70.5K
|
742
$441K
|