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 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
41+ 1.7% |
$17.5K - $18.8K
|
2.45K
$1.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
41+ 0.26% |
$17.5K - $18.8K
|
16K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
41+ 0.28% |
$17.5K - $18.8K
|
14.5K
$9.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
41+ 0.23% |
$17.5K - $18.8K
|
17.6K
$11.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
40+ 1.55% |
$17K - $18.3K
|
2.61K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
40+ 6.62% |
$17K - $18.3K
|
644
$425K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
40+ 0.41% |
$17K - $18.3K
|
9.85K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
40+ 4.04% |
$17K - $18.3K
|
1.03K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 2.8% |
$17K - $18.3K
|
1.47K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 1.23% |
$17K - $18.3K
|
3.28K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
39+ 1.19% |
$16.6K - $17.9K
|
3.31K
$2.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.91% |
$16.6K - $17.9K
|
4.33K
$2.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.78% |
$16.6K - $17.9K
|
5.04K
$3.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
39+ 0.5% |
$16.6K - $17.9K
|
7.9K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
39+ 0.45% |
$16.6K - $17.9K
|
8.65K
$5.72M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
38+ 6.59% |
$16.2K - $17.4K
|
615
$406K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
38+ 1.27% |
$16.2K - $17.4K
|
3.03K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.11% |
$16.2K - $17.4K
|
36.1K
$23.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 3.78% |
$15.8K - $16.9K
|
1.02K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37+ 2.32% |
$15.8K - $16.9K
|
1.64K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
36+ 0.35% |
$15.3K - $16.5K
|
10.2K
$6.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 1.3% |
$14.9K - $16K
|
2.74K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 0.11% |
$14.9K - $16K
|
30.6K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
35+ 1.01% |
$14.9K - $16K
|
3.51K
$2.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.89% |
$14.5K - $15.6K
|
3.84K
$2.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
34+ 0.44% |
$14.5K - $15.6K
|
7.8K
$5.15M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
34+ 0.53% |
$14.5K - $15.6K
|
6.41K
$4.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
33+ 0.95% |
$14.1K - $15.1K
|
3.49K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33+ 6.52% |
$14.1K - $15.1K
|
539
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33+ 0.18% |
$14.1K - $15.1K
|
18.7K
$12.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
33+ 3.16% |
$14.1K - $15.1K
|
1.08K
$712K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
32+ 1.07% |
$13.6K - $14.6K
|
3.04K
$2.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
32+ 3.54% |
$13.6K - $14.6K
|
935
$618K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
31+ 0.53% |
$13.2K - $14.2K
|
5.84K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
31+ 0.2% |
$13.2K - $14.2K
|
15.4K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
31+ 0.09% |
$13.2K - $14.2K
|
32.7K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
31+ 6.33% |
$13.2K - $14.2K
|
521
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
30+ 0.54% |
$12.8K - $13.7K
|
5.6K
$3.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
30+ 0.4% |
$12.8K - $13.7K
|
7.55K
$4.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.35% |
$12.8K - $13.7K
|
8.64K
$5.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$12.4K - $13.3K
|
8.1K
$5.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
29+ 2.31% |
$12.4K - $13.3K
|
1.28K
$847K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
29+ 0.29% |
$12.4K - $13.3K
|
9.91K
$6.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
29+ 0.14% |
$12.4K - $13.3K
|
20.9K
$13.8M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
29+ 0.29% |
$12.4K - $13.3K
|
9.87K
$6.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.35% |
$11.9K - $12.8K
|
8.01K
$5.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 11.02% |
$11.9K - $12.8K
|
282
$186K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
27+ 0.29% |
$11.5K - $12.4K
|
9.4K
$6.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27+ 0.55% |
$11.5K - $12.4K
|
4.9K
$3.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
27+ 0.15% |
$11.5K - $12.4K
|
17.5K
$11.5M
|