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 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.27% |
$2.98K - $3.2K
|
557
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 7.45% |
$2.98K - $3.2K
|
101
$59K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.39% |
$2.98K - $3.2K
|
1.8K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
6+ 0.14% |
$2.56K - $2.75K
|
4.4K
$2.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6+ 0.33% |
$2.56K - $2.75K
|
1.85K
$1.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.42% |
$2.56K - $2.75K
|
1.44K
$839K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
6+ 0.36% |
$2.56K - $2.75K
|
1.69K
$985K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6+ 0.09% |
$2.56K - $2.75K
|
6.34K
$3.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.13% |
$2.56K - $2.75K
|
4.51K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
6+ 0.84% |
$2.56K - $2.75K
|
720
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.45% |
$2.56K - $2.75K
|
1.33K
$778K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 0.02% |
$2.13K - $2.29K
|
20.1K
$11.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.3% |
$2.13K - $2.29K
|
1.68K
$983K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5+ 0.43% |
$2.13K - $2.29K
|
1.18K
$689K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5+ 0.7% |
$2.13K - $2.29K
|
721
$422K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.13K - $2.29K
|
7.75K
$4.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
5+ 0.34% |
$2.13K - $2.29K
|
1.47K
$856K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 1.29% |
$2.13K - $2.29K
|
393
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.37% |
$2.13K - $2.29K
|
1.34K
$785K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5+ 0.04% |
$2.13K - $2.29K
|
11.8K
$6.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4+ 0.02% |
$1.7K - $1.83K
|
22.2K
$13M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4+ 0.16% |
$1.7K - $1.83K
|
2.56K
$1.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.24% |
$1.7K - $1.83K
|
1.66K
$973K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.7K - $1.83K
|
583
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
4+ 0.72% |
$1.7K - $1.83K
|
560
$327K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
$1.7K - $1.83K
|
1.48K
$864K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4+ 0.35% |
$1.7K - $1.83K
|
1.16K
$677K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 2.41% |
$1.7K - $1.83K
|
170
$99.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$1.7K - $1.83K
|
6.4K
$3.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$1.7K - $1.83K
|
3.34K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.04% |
$1.7K - $1.83K
|
11.4K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.7K - $1.83K
|
1.47K
$856K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4+ 0.27% |
$1.7K - $1.83K
|
1.48K
$864K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$1.28K - $1.37K
|
6.65K
$3.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3New |
$1.28K - $1.37K
|
3
$1.75K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.28K - $1.37K
|
6.91K
$4.04M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$1.28K - $1.37K
|
1.1K
$642K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$1.28K - $1.37K
|
653
$382K
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
3+ 0.19% |
$1.28K - $1.37K
|
1.54K
$902K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3+ 0.3% |
$1.28K - $1.37K
|
1K
$585K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.38% |
$852 - $916
|
525
$307K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
2+ 0.41% |
$852 - $916
|
486
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2+ 0.1% |
$852 - $916
|
2.03K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.37% |
$852 - $916
|
548
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.33% |
$852 - $916
|
601
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2+ 0.38% |
$852 - $916
|
522
$305K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2+ 0.18% |
$852 - $916
|
1.14K
$665K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.55% |
$852 - $916
|
367
$215K
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
2+ 0.39% |
$852 - $916
|
512
$299K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.02% |
$852 - $916
|
9.32K
$5.45M
|