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 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4- 0.15% |
$1.7K - $1.83K
|
2.67K
$1.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-4- 0.22% |
$1.7K - $1.83K
|
1.83K
$964K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-4- 0.03% |
$1.7K - $1.83K
|
11.5K
$6.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-5- 0.15% |
$2.13K - $2.29K
|
3.35K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.84% |
$2.13K - $2.29K
|
592
$312K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 0.29% |
$2.13K - $2.29K
|
1.74K
$916K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5- 0.22% |
$2.13K - $2.29K
|
2.31K
$1.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 6.67% |
$2.13K - $2.29K
|
70
$36.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-5- 0.08% |
$2.13K - $2.29K
|
5.93K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5- 0.89% |
$2.13K - $2.29K
|
558
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5- 0.01% |
$2.13K - $2.29K
|
64.8K
$34.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-6- 0.39% |
$2.56K - $2.75K
|
1.55K
$813K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-6- 0.47% |
$2.56K - $2.75K
|
1.27K
$667K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6- 0.53% |
$2.56K - $2.75K
|
1.12K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6- 0.71% |
$2.56K - $2.75K
|
834
$439K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-7- 0.58% |
$2.98K - $3.2K
|
1.21K
$637K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7- 0.29% |
$2.98K - $3.2K
|
2.45K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-7- 0.4% |
$2.98K - $3.2K
|
1.74K
$917K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-7- 1.24% |
$2.98K - $3.2K
|
559
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-7- 0.21% |
$2.98K - $3.2K
|
3.25K
$1.71M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-7- 0.51% |
$2.98K - $3.2K
|
1.36K
$713K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 1.19% |
$2.98K - $3.2K
|
582
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7- 0.21% |
$2.98K - $3.2K
|
3.35K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7- 1.46% |
$2.98K - $3.2K
|
473
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$2.98K - $3.2K
|
14K
$7.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7- 0.09% |
$2.98K - $3.2K
|
7.64K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-7- 1.12% |
$2.98K - $3.2K
|
617
$325K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-8- 1.32% |
$3.41K - $3.66K
|
597
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-8- 0.25% |
$3.41K - $3.66K
|
3.19K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-8- 0.25% |
$3.41K - $3.66K
|
3.22K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-8- 0.92% |
$3.41K - $3.66K
|
857
$451K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9- 0.07% |
$3.83K - $4.12K
|
13.7K
$7.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9- 0.05% |
$3.83K - $4.12K
|
19.6K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-9- 1.06% |
$3.83K - $4.12K
|
843
$444K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.31% |
$4.26K - $4.58K
|
3.23K
$1.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-10- 0.69% |
$4.26K - $4.58K
|
1.43K
$753K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.35% |
$4.26K - $4.58K
|
2.84K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-10- 1.36% |
$4.26K - $4.58K
|
724
$381K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-10- 1.13% |
$4.26K - $4.58K
|
875
$461K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 1.23% |
$4.26K - $4.58K
|
805
$424K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-10- 0.65% |
$4.26K - $4.58K
|
1.52K
$799K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-10- 0.97% |
$4.26K - $4.58K
|
1.03K
$540K
|
|
|
Nov 02, 2023
Q3 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-10- 1.47% |
$4.26K - $4.58K
|
670
$353K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-10- 0.6% |
$4.26K - $4.58K
|
1.64K
$865K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$4.26K - $4.58K
|
3.87K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-10- 0.39% |
$4.26K - $4.58K
|
2.52K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-10- 0.25% |
$4.26K - $4.58K
|
4.05K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-10- 0.43% |
$4.26K - $4.58K
|
2.34K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.25% |
$4.26K - $4.58K
|
3.92K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 21.28% |
$4.26K - $4.58K
|
37
$19.5K
|