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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
163+ 3.08% |
$69.4K - $74.6K
|
5.46K
$3.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
162+ 28.93% |
$69K - $74.2K
|
722
$477K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
161+ 3.18% |
$68.6K - $73.7K
|
5.22K
$3.45M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
160+ 0.75% |
$68.1K - $73.2K
|
21.4K
$14.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
160+ 0.41% |
$68.1K - $73.2K
|
39.3K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
160+ 6.68% |
$68.1K - $73.2K
|
2.55K
$1.69M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
160+ 6.68% |
$68.1K - $73.2K
|
2.55K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
159+ 0.57% |
$67.7K - $72.8K
|
28.2K
$18.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
158+ 10.91% |
$67.3K - $72.3K
|
1.61K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
157+ 3.93% |
$66.9K - $71.9K
|
4.15K
$2.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
157+ 0.46% |
$66.9K - $71.9K
|
34.6K
$22.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
156+ 0.72% |
$66.4K - $71.4K
|
21.8K
$14.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
156+ 21.7% |
$66.4K - $71.4K
|
875
$578K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
155+ 20.64% |
$66K - $71K
|
906
$599K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
154+ 26.19% |
$65.6K - $70.5K
|
742
$490K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
154+ 1.1% |
$65.6K - $70.5K
|
14.2K
$9.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
153+ 12.44% |
$65.2K - $70K
|
1.38K
$914K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
152+ 8.87% |
$64.7K - $69.6K
|
1.87K
$1.23M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
151+ 6.27% |
$64.3K - $69.1K
|
2.56K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 0.12% |
$63.9K - $68.7K
|
130K
$85.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 0.12% |
$63.9K - $68.7K
|
130K
$85.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
149+ 2.73% |
$63.5K - $68.2K
|
5.61K
$3.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
145+ 8.7% |
$61.8K - $66.4K
|
1.81K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
145+ 2.99% |
$61.8K - $66.4K
|
4.99K
$3.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
145+ 2.61% |
$61.8K - $66.4K
|
5.71K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
144+ 0.71% |
$61.3K - $65.9K
|
20.3K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
144+ 1.08% |
$61.3K - $65.9K
|
13.4K
$8.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
142+ 0.82% |
$60.5K - $65K
|
17.4K
$11.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
140+ 1.96% |
$59.6K - $64.1K
|
7.28K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
140+ 1.08% |
$59.6K - $64.1K
|
13K
$8.62M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
140+ 1.08% |
$59.6K - $64.1K
|
13K
$8.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
139+ 2.95% |
$59.2K - $63.6K
|
4.85K
$3.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
138+ 8.37% |
$58.8K - $63.2K
|
1.79K
$1.18M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
137+ 5.31% |
$58.3K - $62.7K
|
2.72K
$1.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
135+ 0.69% |
$57.5K - $61.8K
|
19.7K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
135+ 3.17% |
$57.5K - $61.8K
|
4.39K
$2.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
134+ 2.28% |
$57.1K - $61.3K
|
6.01K
$3.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
134+ 0.34% |
$57.1K - $61.3K
|
39K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
134+ 6.87% |
$57.1K - $61.3K
|
2.08K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
132+ 1.92% |
$56.2K - $60.4K
|
6.99K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
132+ 2.93% |
$56.2K - $60.4K
|
4.63K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
130+ 6.84% |
$55.4K - $59.5K
|
2.03K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
130+ 1.86% |
$55.4K - $59.5K
|
7.12K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
128+ 1.08% |
$54.5K - $58.6K
|
12K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
128+ 0.59% |
$54.5K - $58.6K
|
21.7K
$14.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
127+ 1.5% |
$54.1K - $58.1K
|
8.57K
$5.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
125+ 9.27% |
$53.2K - $57.2K
|
1.47K
$973K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
125+ 8.18% |
$53.2K - $57.2K
|
1.65K
$1.09M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
125+ 0.07% |
$53.2K - $57.2K
|
186K
$123M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
123+ 5.89% |
$52.4K - $56.3K
|
2.21K
$1.46M
|