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
|
Edge Wealth Management LLC
|
BUY
|
- |
16+ 0.25% |
$6.81K - $7.32K
|
6.52K
$3.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
16New |
$6.81K - $7.32K
|
16
$9.51K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16+ 0.31% |
$6.81K - $7.32K
|
5.25K
$3.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
16+ 0.34% |
$6.81K - $7.32K
|
4.73K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
15+ 1.03% |
$6.39K - $6.87K
|
1.48K
$878K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.22% |
$6.39K - $6.87K
|
6.82K
$4.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
15+ 0.13% |
$6.39K - $6.87K
|
11.2K
$6.64M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
15+ 1.67% |
$6.39K - $6.87K
|
914
$543K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14+ 3.17% |
$5.96K - $6.41K
|
456
$271K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.08% |
$5.96K - $6.41K
|
16.5K
$9.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14+ 0.31% |
$5.96K - $6.41K
|
4.55K
$2.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.62% |
$5.96K - $6.41K
|
2.28K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14+ 0.41% |
$5.96K - $6.41K
|
3.43K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14+ 0.85% |
$5.96K - $6.41K
|
1.67K
$992K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
14+ 0.64% |
$5.96K - $6.41K
|
2.2K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
13+ 0.23% |
$5.54K - $5.95K
|
5.77K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.56% |
$5.54K - $5.95K
|
2.35K
$1.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
13+ 0.37% |
$5.54K - $5.95K
|
3.55K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
13+ 0.35% |
$5.54K - $5.95K
|
3.7K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
13New |
$5.54K - $5.95K
|
13
$7.73K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
12+ 0.77% |
$5.11K - $5.49K
|
1.57K
$933K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 1.11% |
$5.11K - $5.49K
|
1.1K
$652K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.27% |
$5.11K - $5.49K
|
4.42K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.3% |
$5.11K - $5.49K
|
4.01K
$2.38M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 0.3% |
$5.11K - $5.49K
|
3.96K
$2.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
11+ 0.4% |
$4.68K - $5.04K
|
2.74K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
11+ 7.8% |
$4.68K - $5.04K
|
152
$90.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
11+ 0.28% |
$4.68K - $5.04K
|
3.93K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11+ 1.18% |
$4.68K - $5.04K
|
947
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
11+ 0.16% |
$4.68K - $5.04K
|
7.06K
$4.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
10+ 0.2% |
$4.26K - $4.58K
|
4.91K
$2.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
10+ 2.14% |
$4.26K - $4.58K
|
477
$283K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10+ 0.02% |
$4.26K - $4.58K
|
46.9K
$27.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.51% |
$4.26K - $4.58K
|
1.96K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
10+ 1.86% |
$4.26K - $4.58K
|
549
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10+ 1.64% |
$4.26K - $4.58K
|
620
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.37% |
$4.26K - $4.58K
|
2.73K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10+ 0.86% |
$4.26K - $4.58K
|
1.17K
$695K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10+ 0.25% |
$4.26K - $4.58K
|
4.03K
$2.4M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10+ 1.1% |
$4.26K - $4.58K
|
923
$549K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.07% |
$3.83K - $4.12K
|
13.6K
$8.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
9+ 0.06% |
$3.83K - $4.12K
|
14.1K
$8.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9+ 1.44% |
$3.83K - $4.12K
|
635
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
9+ 0.39% |
$3.83K - $4.12K
|
2.3K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 0.25% |
$3.83K - $4.12K
|
3.66K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.11% |
$3.83K - $4.12K
|
8.42K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
9+ 0.82% |
$3.83K - $4.12K
|
1.11K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.36% |
$3.83K - $4.12K
|
2.5K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.27% |
$3.83K - $4.12K
|
3.32K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8+ 0.18% |
$3.41K - $3.66K
|
4.45K
$2.65M
|