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 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
56+ 4.58% |
$23.8K - $25.6K
|
1.28K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
56+ 0.17% |
$23.8K - $25.6K
|
32.1K
$16.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
55+ 1.68% |
$23.4K - $25.2K
|
3.32K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
55+ 2.93% |
$23.4K - $25.2K
|
1.93K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
55+ 7.42% |
$23.4K - $25.2K
|
796
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
54+ 3.11% |
$23K - $24.7K
|
1.79K
$943K
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
54+ 0.63% |
$23K - $24.7K
|
8.61K
$4.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
53+ 4.54% |
$22.6K - $24.3K
|
1.22K
$643K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
53+ 6.99% |
$22.6K - $24.3K
|
811
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
53+ 4.18% |
$22.6K - $24.3K
|
1.32K
$695K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
53+ 2.46% |
$22.6K - $24.3K
|
2.21K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
52+ 4.09% |
$22.1K - $23.8K
|
1.32K
$696K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
52+ 5.08% |
$22.1K - $23.8K
|
1.08K
$566K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
52+ 0.14% |
$22.1K - $23.8K
|
38.3K
$20.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
52+ 10.95% |
$22.1K - $23.8K
|
527
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
51+ 4.03% |
$21.7K - $23.3K
|
1.32K
$694K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
51+ 0.16% |
$21.7K - $23.3K
|
32.4K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
51+ 4.26% |
$21.7K - $23.3K
|
1.25K
$657K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 3.0% |
$21.3K - $22.9K
|
1.72K
$905K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
50+ 2.41% |
$21.3K - $22.9K
|
2.13K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
50+ 1.02% |
$21.3K - $22.9K
|
4.96K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
50+ 0.51% |
$21.3K - $22.9K
|
9.94K
$5.23M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
50+ 7.16% |
$21.3K - $22.9K
|
748
$394K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
49+ 1.89% |
$20.9K - $22.4K
|
2.64K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
49+ 1.19% |
$20.9K - $22.4K
|
4.17K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
48+ 9.16% |
$20.4K - $22K
|
572
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
47+ 8.42% |
$20K - $21.5K
|
605
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
47+ 9.85% |
$20K - $21.5K
|
524
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.1% |
$20K - $21.5K
|
47.9K
$25.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
47+ 7.08% |
$20K - $21.5K
|
711
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.56% |
$19.6K - $21.1K
|
8.23K
$4.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
46+ 9.94% |
$19.6K - $21.1K
|
509
$268K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
45+ 2.4% |
$19.2K - $20.6K
|
1.92K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 2.22% |
$19.2K - $20.6K
|
2.07K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
45+ 0.05% |
$19.2K - $20.6K
|
93K
$49M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
45+ 6.33% |
$19.2K - $20.6K
|
756
$398K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
44+ 3.02% |
$18.7K - $20.1K
|
1.5K
$790K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
43+ 30.07% |
$18.3K - $19.7K
|
186
$97.9K
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
42+ 1.12% |
$17.9K - $19.2K
|
3.8K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 0.38% |
$17.9K - $19.2K
|
11K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
42+ 2.51% |
$17.9K - $19.2K
|
1.72K
$904K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
41+ 0.93% |
$17.5K - $18.8K
|
4.47K
$2.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
41+ 1.7% |
$17.5K - $18.8K
|
2.45K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
41+ 0.26% |
$17.5K - $18.8K
|
16K
$8.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
41+ 0.28% |
$17.5K - $18.8K
|
14.5K
$7.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
41+ 0.23% |
$17.5K - $18.8K
|
17.6K
$9.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
40+ 1.55% |
$17K - $18.3K
|
2.61K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
40+ 6.62% |
$17K - $18.3K
|
644
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
40+ 0.41% |
$17K - $18.3K
|
9.85K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
40+ 4.04% |
$17K - $18.3K
|
1.03K
$542K
|