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 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
91+ 0.84% |
$38.8K - $41.7K
|
10.9K
$7.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
90+ 6.52% |
$38.3K - $41.2K
|
1.47K
$971K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
90+ 0.29% |
$38.3K - $41.2K
|
30.9K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 2.74% |
$37.9K - $40.7K
|
3.34K
$2.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
89+ 0.18% |
$37.9K - $40.7K
|
48.7K
$32.2M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
89+ 2.17% |
$37.9K - $40.7K
|
4.19K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
88+ 16.03% |
$37.5K - $40.3K
|
637
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
87+ 0.02% |
$37.1K - $39.8K
|
349K
$231M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
87+ 34.8% |
$37.1K - $39.8K
|
337
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
86+ 13.37% |
$36.6K - $39.4K
|
729
$482K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
86+ 1.18% |
$36.6K - $39.4K
|
7.39K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84+ 1.72% |
$35.8K - $38.5K
|
4.97K
$3.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
83+ 3.21% |
$35.3K - $38K
|
2.67K
$1.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
82+ 0.03% |
$34.9K - $37.5K
|
322K
$212M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
82+ 15.27% |
$34.9K - $37.5K
|
619
$409K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
82+ 2.19% |
$34.9K - $37.5K
|
3.83K
$2.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
81+ 6.29% |
$34.5K - $37.1K
|
1.37K
$904K
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
81+ 9.62% |
$34.5K - $37.1K
|
923
$610K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
80+ 0.27% |
$34.1K - $36.6K
|
30.2K
$20M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
80+ 14.01% |
$34.1K - $36.6K
|
651
$430K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
80+ 0.68% |
$34.1K - $36.6K
|
11.8K
$7.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
80+ 10.26% |
$34.1K - $36.6K
|
860
$568K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
79+ 11.3% |
$33.6K - $36.2K
|
778
$514K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
79+ 0.49% |
$33.6K - $36.2K
|
16.2K
$10.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
79New |
$33.6K - $36.2K
|
79
$52.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
78+ 0.28% |
$33.2K - $35.7K
|
28.1K
$18.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
76+ 3.81% |
$32.4K - $34.8K
|
2.07K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
76+ 5.33% |
$32.4K - $34.8K
|
1.5K
$993K
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
75+ 4.13% |
$31.9K - $34.3K
|
1.89K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
75+ 3.72% |
$31.9K - $34.3K
|
2.09K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
75+ 0.31% |
$31.9K - $34.3K
|
24.5K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
75+ 3.77% |
$31.9K - $34.3K
|
2.06K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
73+ 7.94% |
$31.1K - $33.4K
|
992
$655K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
72+ 3.4% |
$30.7K - $33K
|
2.19K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
72+ 0.07% |
$30.7K - $33K
|
104K
$68.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
71+ 0.47% |
$30.2K - $32.5K
|
15.3K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
70+ 10.32% |
$29.8K - $32K
|
748
$494K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
69+ 17.29% |
$29.4K - $31.6K
|
468
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
67+ 0.22% |
$28.5K - $30.7K
|
30.9K
$20.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
67+ 4.71% |
$28.5K - $30.7K
|
1.49K
$983K
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
66+ 3.07% |
$28.1K - $30.2K
|
2.22K
$1.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
66+ 3.4% |
$28.1K - $30.2K
|
2.01K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.28% |
$27.7K - $29.8K
|
23.1K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
65+ 4.94% |
$27.7K - $29.8K
|
1.38K
$912K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
63+ 2.74% |
$26.8K - $28.8K
|
2.36K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
63+ 1.24% |
$26.8K - $28.8K
|
5.14K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
63+ 13.85% |
$26.8K - $28.8K
|
518
$342K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
63+ 1.21% |
$26.8K - $28.8K
|
5.25K
$3.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
62+ 0.05% |
$26.4K - $28.4K
|
120K
$79.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
62+ 6.28% |
$26.4K - $28.4K
|
1.05K
$694K
|