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 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-39- 0.4% |
$16.6K - $17.9K
|
9.77K
$5.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-39- 5.72% |
$16.6K - $17.9K
|
643
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 0.09% |
$16.6K - $17.9K
|
43.5K
$25.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-40- 5.54% |
$17K - $18.3K
|
682
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-40- 4.21% |
$17K - $18.3K
|
911
$536K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-40- 4.46% |
$17K - $18.3K
|
856
$504K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-40- 8.83% |
$17K - $18.3K
|
413
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-40- 0.42% |
$17K - $18.3K
|
9.42K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-40- 1.12% |
$17K - $18.3K
|
3.54K
$2.08M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-40- 8.83% |
$17K - $18.3K
|
413
$243K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-41- 0.48% |
$17.5K - $18.8K
|
8.47K
$4.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-41- 7.11% |
$17.5K - $18.8K
|
536
$315K
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-41- 3.51% |
$17.5K - $18.8K
|
1.13K
$662K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-41- 0.82% |
$17.5K - $18.8K
|
4.99K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43- 4.38% |
$18.3K - $19.7K
|
938
$552K
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-43- 6.35% |
$18.3K - $19.7K
|
634
$373K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-43- 2.17% |
$18.3K - $19.7K
|
1.94K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-43- 0.51% |
$18.3K - $19.7K
|
8.38K
$4.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-44- 2.15% |
$18.7K - $20.1K
|
2K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-44- 1.65% |
$18.7K - $20.1K
|
2.63K
$1.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-45- 1.39% |
$19.2K - $20.6K
|
3.2K
$1.88M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 5.62% |
$19.2K - $20.6K
|
756
$445K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-46- 2.26% |
$19.6K - $21.1K
|
1.99K
$1.17M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-46- 6.59% |
$19.6K - $21.1K
|
652
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-47- 0.64% |
$20K - $21.5K
|
7.26K
$4.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.9% |
$20K - $21.5K
|
2.43K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-47- 1.38% |
$20K - $21.5K
|
3.36K
$1.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-47- 1.9% |
$20K - $21.5K
|
2.43K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-47- 0.81% |
$20K - $21.5K
|
5.78K
$3.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-47- 0.22% |
$20K - $21.5K
|
21K
$12.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-47- 1.22% |
$20K - $21.5K
|
3.8K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-47- 5.4% |
$20K - $21.5K
|
824
$485K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-47- 5.96% |
$20K - $21.5K
|
741
$436K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-48- 4.13% |
$20.4K - $22K
|
1.11K
$655K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-48- 7.34% |
$20.4K - $22K
|
606
$356K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-48- 0.52% |
$20.4K - $22K
|
9.14K
$5.38M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-49- 7.34% |
$20.9K - $22.4K
|
619
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-49- 3.47% |
$20.9K - $22.4K
|
1.36K
$802K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-50- 2.37% |
$21.3K - $22.9K
|
2.06K
$1.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 0.56% |
$21.3K - $22.9K
|
8.93K
$5.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-50- 7.69% |
$21.3K - $22.9K
|
600
$353K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 7.63% |
$21.3K - $22.9K
|
605
$356K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-50- 5.83% |
$21.3K - $22.9K
|
808
$475K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-50- 0.14% |
$21.3K - $22.9K
|
35.9K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 4.55% |
$21.3K - $22.9K
|
1.05K
$618K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.22% |
$21.7K - $23.3K
|
4.15K
$2.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 4.2% |
$22.1K - $23.8K
|
1.19K
$698K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-52- 0.18% |
$22.1K - $23.8K
|
28.6K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-52- 0.12% |
$22.1K - $23.8K
|
41.8K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-52- 0.71% |
$22.1K - $23.8K
|
7.24K
$4.26M
|