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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
24+ 0.16% |
$10.2K - $11K
|
15.2K
$8.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
23+ 0.8% |
$9.8K - $10.5K
|
2.92K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 0.9% |
$9.8K - $10.5K
|
2.57K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23+ 0.04% |
$9.8K - $10.5K
|
55K
$32.2M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
23+ 0.8% |
$9.8K - $10.5K
|
2.91K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23+ 2.67% |
$9.8K - $10.5K
|
884
$518K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
23+ 1.22% |
$9.8K - $10.5K
|
1.91K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
22+ 0.38% |
$9.37K - $10.1K
|
5.83K
$3.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
22+ 0.22% |
$9.37K - $10.1K
|
10K
$5.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
22+ 0.68% |
$9.37K - $10.1K
|
3.28K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
22+ 3.05% |
$9.37K - $10.1K
|
744
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
22+ 0.2% |
$9.37K - $10.1K
|
11.1K
$6.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
22+ 0.48% |
$9.37K - $10.1K
|
4.56K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
22+ 2.86% |
$9.37K - $10.1K
|
790
$463K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21+ 3.23% |
$8.94K - $9.61K
|
671
$393K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
21+ 0.05% |
$8.94K - $9.61K
|
41.4K
$24.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21+ 1.61% |
$8.94K - $9.61K
|
1.32K
$775K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20+ 0.85% |
$8.52K - $9.16K
|
2.38K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 1.42% |
$8.52K - $9.16K
|
1.43K
$840K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
20+ 0.34% |
$8.52K - $9.16K
|
5.84K
$3.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
20+ 4.18% |
$8.52K - $9.16K
|
498
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
20+ 0.6% |
$8.52K - $9.16K
|
3.38K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
20+ 0.69% |
$8.52K - $9.16K
|
2.93K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
19+ 0.28% |
$8.09K - $8.7K
|
6.74K
$3.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 0.69% |
$8.09K - $8.7K
|
2.79K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
18+ 0.25% |
$7.67K - $8.24K
|
7.18K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.35% |
$7.67K - $8.24K
|
5.11K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
18+ 0.41% |
$7.67K - $8.24K
|
4.36K
$2.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
17+ 0.4% |
$7.24K - $7.78K
|
4.23K
$2.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.25% |
$7.24K - $7.78K
|
6.7K
$3.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.91% |
$7.24K - $7.78K
|
1.89K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
17+ 0.31% |
$7.24K - $7.78K
|
5.44K
$3.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17+ 0.19% |
$7.24K - $7.78K
|
8.89K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 0.3% |
$7.24K - $7.78K
|
5.64K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.21% |
$7.24K - $7.78K
|
7.95K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 4.97% |
$7.24K - $7.78K
|
359
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.32% |
$7.24K - $7.78K
|
5.31K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
16+ 0.23% |
$6.81K - $7.32K
|
7.07K
$4.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 1.05% |
$6.81K - $7.32K
|
1.54K
$900K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
16+ 0.25% |
$6.81K - $7.32K
|
6.52K
$3.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
16New |
$6.81K - $7.32K
|
16
$9.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16+ 0.31% |
$6.81K - $7.32K
|
5.25K
$3.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
16+ 0.34% |
$6.81K - $7.32K
|
4.73K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
15+ 1.03% |
$6.39K - $6.87K
|
1.48K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.22% |
$6.39K - $6.87K
|
6.82K
$4M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
15+ 0.13% |
$6.39K - $6.87K
|
11.2K
$6.55M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
15+ 1.67% |
$6.39K - $6.87K
|
914
$536K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14+ 3.17% |
$5.96K - $6.41K
|
456
$267K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.08% |
$5.96K - $6.41K
|
16.5K
$9.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14+ 0.31% |
$5.96K - $6.41K
|
4.55K
$2.67M
|