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
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5- 0.01% |
$2.13K - $2.29K
|
64.8K
$37.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-6- 0.39% |
$2.56K - $2.75K
|
1.55K
$903K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-6- 0.47% |
$2.56K - $2.75K
|
1.27K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6- 0.53% |
$2.56K - $2.75K
|
1.12K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6- 0.71% |
$2.56K - $2.75K
|
834
$488K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-7- 0.58% |
$2.98K - $3.2K
|
1.21K
$707K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7- 0.29% |
$2.98K - $3.2K
|
2.45K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-7- 0.4% |
$2.98K - $3.2K
|
1.74K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-7- 1.24% |
$2.98K - $3.2K
|
559
$327K
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-7- 0.21% |
$2.98K - $3.2K
|
3.25K
$1.9M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-7- 0.51% |
$2.98K - $3.2K
|
1.36K
$792K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 1.19% |
$2.98K - $3.2K
|
582
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7- 0.21% |
$2.98K - $3.2K
|
3.35K
$1.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7- 1.46% |
$2.98K - $3.2K
|
473
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$2.98K - $3.2K
|
14K
$8.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7- 0.09% |
$2.98K - $3.2K
|
7.64K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-7- 1.12% |
$2.98K - $3.2K
|
617
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-8- 1.32% |
$3.41K - $3.66K
|
597
$349K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-8- 0.25% |
$3.41K - $3.66K
|
3.19K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-8- 0.25% |
$3.41K - $3.66K
|
3.22K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-8- 0.92% |
$3.41K - $3.66K
|
857
$501K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9- 0.07% |
$3.83K - $4.12K
|
13.7K
$8.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9- 0.05% |
$3.83K - $4.12K
|
19.6K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-9- 1.06% |
$3.83K - $4.12K
|
843
$493K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.31% |
$4.26K - $4.58K
|
3.23K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-10- 0.69% |
$4.26K - $4.58K
|
1.43K
$837K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.35% |
$4.26K - $4.58K
|
2.84K
$1.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-10- 1.36% |
$4.26K - $4.58K
|
724
$423K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-10- 1.13% |
$4.26K - $4.58K
|
875
$512K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 1.23% |
$4.26K - $4.58K
|
805
$471K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-10- 0.65% |
$4.26K - $4.58K
|
1.52K
$887K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-10- 0.97% |
$4.26K - $4.58K
|
1.03K
$600K
|
|
|
Nov 02, 2023
Q3 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-10- 1.47% |
$4.26K - $4.58K
|
670
$392K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-10- 0.6% |
$4.26K - $4.58K
|
1.64K
$961K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$4.26K - $4.58K
|
3.87K
$2.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-10- 0.39% |
$4.26K - $4.58K
|
2.52K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-10- 0.25% |
$4.26K - $4.58K
|
4.05K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-10- 0.43% |
$4.26K - $4.58K
|
2.34K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.25% |
$4.26K - $4.58K
|
3.92K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 21.28% |
$4.26K - $4.58K
|
37
$21.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.71% |
$4.26K - $4.58K
|
1.39K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-10- 0.56% |
$4.26K - $4.58K
|
1.77K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.08% |
$4.68K - $5.04K
|
13.2K
$7.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.5% |
$4.68K - $5.04K
|
723
$423K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 1.36% |
$4.68K - $5.04K
|
799
$467K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.11% |
$4.68K - $5.04K
|
511
$299K
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-11- 0.36% |
$4.68K - $5.04K
|
3K
$1.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-11- 0.16% |
$4.68K - $5.04K
|
6.82K
$3.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-11- 1.16% |
$4.68K - $5.04K
|
940
$550K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-11- 2.88% |
$4.68K - $5.04K
|
371
$217K
|