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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.02% |
$3.41K - $3.66K
|
35.8K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8+ 0.34% |
$3.41K - $3.66K
|
2.39K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8New |
$3.41K - $3.66K
|
8
$4.21K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8+ 1.18% |
$3.41K - $3.66K
|
686
$361K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.07% |
$2.98K - $3.2K
|
9.45K
$4.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.12% |
$2.98K - $3.2K
|
5.81K
$3.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7+ 0.34% |
$2.98K - $3.2K
|
2.06K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.07% |
$2.98K - $3.2K
|
10.5K
$5.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
7+ 0.74% |
$2.98K - $3.2K
|
959
$505K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.27% |
$2.98K - $3.2K
|
557
$293K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 7.45% |
$2.98K - $3.2K
|
101
$53.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.39% |
$2.98K - $3.2K
|
1.8K
$948K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
6+ 0.14% |
$2.56K - $2.75K
|
4.4K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6+ 0.33% |
$2.56K - $2.75K
|
1.85K
$972K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.42% |
$2.56K - $2.75K
|
1.44K
$755K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
6+ 0.36% |
$2.56K - $2.75K
|
1.69K
$887K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6+ 0.09% |
$2.56K - $2.75K
|
6.34K
$3.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.13% |
$2.56K - $2.75K
|
4.51K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
6+ 0.84% |
$2.56K - $2.75K
|
720
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.45% |
$2.56K - $2.75K
|
1.33K
$701K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 0.02% |
$2.13K - $2.29K
|
20.1K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.3% |
$2.13K - $2.29K
|
1.68K
$885K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5+ 0.43% |
$2.13K - $2.29K
|
1.18K
$620K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5+ 0.7% |
$2.13K - $2.29K
|
721
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.13K - $2.29K
|
7.75K
$4.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
5+ 0.34% |
$2.13K - $2.29K
|
1.47K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 1.29% |
$2.13K - $2.29K
|
393
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.37% |
$2.13K - $2.29K
|
1.34K
$707K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5+ 0.04% |
$2.13K - $2.29K
|
11.8K
$6.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4+ 0.02% |
$1.7K - $1.83K
|
22.2K
$11.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4+ 0.16% |
$1.7K - $1.83K
|
2.56K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.24% |
$1.7K - $1.83K
|
1.66K
$876K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.7K - $1.83K
|
583
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
4+ 0.72% |
$1.7K - $1.83K
|
560
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
$1.7K - $1.83K
|
1.48K
$778K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4+ 0.35% |
$1.7K - $1.83K
|
1.16K
$610K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 2.41% |
$1.7K - $1.83K
|
170
$89.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$1.7K - $1.83K
|
6.4K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$1.7K - $1.83K
|
3.34K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.04% |
$1.7K - $1.83K
|
11.4K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.7K - $1.83K
|
1.47K
$771K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4+ 0.27% |
$1.7K - $1.83K
|
1.48K
$778K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$1.28K - $1.37K
|
6.65K
$3.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3New |
$1.28K - $1.37K
|
3
$1.58K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.28K - $1.37K
|
6.91K
$3.64M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$1.28K - $1.37K
|
1.1K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$1.28K - $1.37K
|
653
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
3+ 0.19% |
$1.28K - $1.37K
|
1.54K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3+ 0.3% |
$1.28K - $1.37K
|
1K
$526K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.38% |
$852 - $916
|
525
$276K
|