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 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
38+ 1.27% |
$16.2K - $17.4K
|
3.03K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.11% |
$16.2K - $17.4K
|
36.1K
$21.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 3.78% |
$15.8K - $16.9K
|
1.02K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37+ 2.32% |
$15.8K - $16.9K
|
1.64K
$958K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
36+ 0.35% |
$15.3K - $16.5K
|
10.2K
$5.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 1.3% |
$14.9K - $16K
|
2.74K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 0.11% |
$14.9K - $16K
|
30.6K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
35+ 1.01% |
$14.9K - $16K
|
3.51K
$2.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.89% |
$14.5K - $15.6K
|
3.84K
$2.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
34+ 0.44% |
$14.5K - $15.6K
|
7.8K
$4.57M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
34+ 0.53% |
$14.5K - $15.6K
|
6.41K
$3.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
33+ 0.95% |
$14.1K - $15.1K
|
3.49K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33+ 6.52% |
$14.1K - $15.1K
|
539
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33+ 0.18% |
$14.1K - $15.1K
|
18.7K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
33+ 3.16% |
$14.1K - $15.1K
|
1.08K
$631K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
32+ 1.07% |
$13.6K - $14.6K
|
3.04K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
32+ 3.54% |
$13.6K - $14.6K
|
935
$548K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
31+ 0.53% |
$13.2K - $14.2K
|
5.84K
$3.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
31+ 0.2% |
$13.2K - $14.2K
|
15.4K
$9.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
31+ 0.09% |
$13.2K - $14.2K
|
32.7K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
31+ 6.33% |
$13.2K - $14.2K
|
521
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
30+ 0.54% |
$12.8K - $13.7K
|
5.6K
$3.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
30+ 0.4% |
$12.8K - $13.7K
|
7.55K
$4.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.35% |
$12.8K - $13.7K
|
8.64K
$5.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$12.4K - $13.3K
|
8.1K
$4.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
29+ 2.31% |
$12.4K - $13.3K
|
1.28K
$751K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
29+ 0.29% |
$12.4K - $13.3K
|
9.91K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
29+ 0.14% |
$12.4K - $13.3K
|
20.9K
$12.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.35% |
$11.9K - $12.8K
|
8.01K
$4.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 11.02% |
$11.9K - $12.8K
|
282
$165K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
27+ 0.29% |
$11.5K - $12.4K
|
9.4K
$5.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27+ 0.55% |
$11.5K - $12.4K
|
4.9K
$2.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
27+ 0.15% |
$11.5K - $12.4K
|
17.5K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
27+ 1.55% |
$11.5K - $12.4K
|
1.77K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27+ 51.92% |
$11.5K - $12.4K
|
79
$46.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
27+ 3.51% |
$11.5K - $12.4K
|
796
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
26+ 0.17% |
$11.1K - $11.9K
|
15K
$8.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
26+ 1.03% |
$11.1K - $11.9K
|
2.55K
$1.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
26+ 0.59% |
$11.1K - $11.9K
|
4.43K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$11.1K - $11.9K
|
8.64K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
26+ 0.44% |
$11.1K - $11.9K
|
5.98K
$3.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
25+ 0.51% |
$10.6K - $11.4K
|
4.97K
$2.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
25+ 1.48% |
$10.6K - $11.4K
|
1.72K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 0.01% |
$10.6K - $11.4K
|
198K
$116M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
25+ 1.85% |
$10.6K - $11.4K
|
1.38K
$806K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
24+ 1.67% |
$10.2K - $11K
|
1.47K
$859K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
24+ 1.41% |
$10.2K - $11K
|
1.72K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
24+ 0.39% |
$10.2K - $11K
|
6.15K
$3.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
24+ 0.76% |
$10.2K - $11K
|
3.18K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
24+ 0.9% |
$10.2K - $11K
|
2.7K
$1.58M
|