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 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 16.67% |
$8.09K - $8.7K
|
95
$55.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-19- 1.21% |
$8.09K - $8.7K
|
1.55K
$904K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20- 0.24% |
$8.52K - $9.16K
|
8.39K
$4.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-20- 2.89% |
$8.52K - $9.16K
|
672
$393K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-20- 0.04% |
$8.52K - $9.16K
|
56.1K
$32.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-20- 0.82% |
$8.52K - $9.16K
|
2.41K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-20- 2.36% |
$8.52K - $9.16K
|
826
$483K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-20- 1.48% |
$8.52K - $9.16K
|
1.34K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 0.93% |
$8.52K - $9.16K
|
2.14K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-20- 0.66% |
$8.52K - $9.16K
|
3K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-20- 2.87% |
$8.52K - $9.16K
|
676
$395K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-21- 2.63% |
$8.94K - $9.61K
|
776
$454K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-21- 0.29% |
$8.94K - $9.61K
|
7.17K
$4.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-21- 0.53% |
$8.94K - $9.61K
|
3.92K
$2.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-21- 2.28% |
$8.94K - $9.61K
|
900
$526K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-21- 0.22% |
$8.94K - $9.61K
|
9.44K
$5.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-22- 0.12% |
$9.37K - $10.1K
|
18.9K
$11.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-22- 0.88% |
$9.37K - $10.1K
|
2.49K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-22- 22.0% |
$9.37K - $10.1K
|
78
$45.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-22- 3.84% |
$9.37K - $10.1K
|
551
$322K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-22- 0.6% |
$9.37K - $10.1K
|
3.66K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22- 2.0% |
$9.37K - $10.1K
|
1.08K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-22- 1.68% |
$9.37K - $10.1K
|
1.29K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-22- 0.51% |
$9.37K - $10.1K
|
4.29K
$2.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-23- 4.49% |
$9.8K - $10.5K
|
489
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-23- 0.83% |
$9.8K - $10.5K
|
2.76K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-23- 1.82% |
$9.8K - $10.5K
|
1.24K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-23- 0.29% |
$9.8K - $10.5K
|
8.05K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-23- 1.37% |
$9.8K - $10.5K
|
1.66K
$968K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-24- 2.39% |
$10.2K - $11K
|
980
$573K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-24- 0.1% |
$10.2K - $11K
|
23.8K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-24- 0.76% |
$10.2K - $11K
|
3.12K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-25- 1.11% |
$10.6K - $11.4K
|
2.23K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-25- 0.3% |
$10.6K - $11.4K
|
8.35K
$4.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.53% |
$10.6K - $11.4K
|
4.66K
$2.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-25- 1.83% |
$10.6K - $11.4K
|
1.34K
$784K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-25- 1.4% |
$10.6K - $11.4K
|
1.77K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-25- 0.37% |
$10.6K - $11.4K
|
6.72K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-25- 0.25% |
$10.6K - $11.4K
|
10K
$5.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 1.09% |
$10.6K - $11.4K
|
2.28K
$1.33M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-25- 0.19% |
$10.6K - $11.4K
|
12.8K
$7.49M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 0.09% |
$10.6K - $11.4K
|
26.7K
$15.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-26- 0.64% |
$11.1K - $11.9K
|
4.03K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-26- 0.25% |
$11.1K - $11.9K
|
10.2K
$5.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26- 1.97% |
$11.1K - $11.9K
|
1.29K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-26- 1.33% |
$11.1K - $11.9K
|
1.92K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-27- 0.48% |
$11.5K - $12.4K
|
5.64K
$3.3M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-27- 2.03% |
$11.5K - $12.4K
|
1.31K
$764K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-27- 0.75% |
$11.5K - $12.4K
|
3.57K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-28- 3.56% |
$11.9K - $12.8K
|
759
$444K
|