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
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.62% |
$852 - $916
|
323
$189K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.24% |
$852 - $916
|
833
$487K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.22% |
$852 - $916
|
927
$542K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2+ 0.03% |
$852 - $916
|
7.07K
$4.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$852 - $916
|
1.1K
$645K
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$852 - $916
|
966
$565K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.19% |
$852 - $916
|
1.07K
$627K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.09% |
$852 - $916
|
2.17K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.25% |
$852 - $916
|
804
$470K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.03% |
$852 - $916
|
6.22K
$3.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
2+ 0.39% |
$852 - $916
|
512
$299K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2+ 0.19% |
$852 - $916
|
1.07K
$626K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.1% |
$852 - $916
|
1.96K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.07% |
$852 - $916
|
2.74K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2+ 0.1% |
$852 - $916
|
1.98K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$852 - $916
|
909
$531K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.27% |
$852 - $916
|
747
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.35% |
$852 - $916
|
575
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.25% |
$852 - $916
|
818
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.17% |
$852 - $916
|
1.16K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2+ 0.15% |
$852 - $916
|
1.3K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$852 - $916
|
1.09K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.08% |
$852 - $916
|
2.55K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 2.67% |
$852 - $916
|
77
$45K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$852 - $916
|
1.53K
$893K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1+ 0.47% |
$426 - $458
|
214
$125K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$426 - $458
|
215
$126K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.04% |
$426 - $458
|
2.63K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$426 - $458
|
1.18K
$690K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.09% |
$426 - $458
|
1.13K
$661K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
1+ 0.17% |
$426 - $458
|
577
$337K
|
|
|
Oct 18, 2023
Q3 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1New |
$426 - $458
|
1
$585
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.1% |
$426 - $458
|
1.03K
$603K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$426 - $458
|
888
$519K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$426 - $458
|
2.12K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.04% |
$426 - $458
|
2.64K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$426 - $458
|
416
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
1+ 0.04% |
$426 - $458
|
2.49K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.12% |
$426 - $458
|
865
$506K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.19% |
$426 - $458
|
531
$310K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1+ 0.2% |
$426 - $458
|
497
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.02% |
$426 - $458
|
6.56K
$3.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1+ 0.01% |
$426 - $458
|
9.36K
$5.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$426 - $458
|
1.75K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.05% |
$426 - $458
|
1.94K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1+ 0.01% |
$426 - $458
|
9.12K
$5.33M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.05% |
$426 - $458
|
1.97K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.34% |
$426 - $458
|
292
$171K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.14% |
$426 - $458
|
700
$409K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$426 - $458
|
1.99K
$1.16M
|