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 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-53- 1.09% |
$22.6K - $24.3K
|
4.81K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-53- 5.17% |
$22.6K - $24.3K
|
972
$572K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-53- 0.63% |
$22.6K - $24.3K
|
8.36K
$4.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-54- 3.3% |
$23K - $24.7K
|
1.58K
$929K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-54- 0.4% |
$23K - $24.7K
|
13.4K
$7.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-55- 0.76% |
$23.4K - $25.2K
|
7.19K
$4.23M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-55- 0.92% |
$23.4K - $25.2K
|
5.9K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55- 8.04% |
$23.4K - $25.2K
|
629
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-55- 1.02% |
$23.4K - $25.2K
|
5.36K
$3.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-55- 1.31% |
$23.4K - $25.2K
|
4.13K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-55- 2.68% |
$23.4K - $25.2K
|
2K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-56- 1.55% |
$23.8K - $25.6K
|
3.56K
$2.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-56- 1.03% |
$23.8K - $25.6K
|
5.39K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-56- 0.13% |
$23.8K - $25.6K
|
44.4K
$26.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-56- 0.74% |
$23.8K - $25.6K
|
7.56K
$4.45M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-57- 0.67% |
$24.3K - $26.1K
|
8.42K
$4.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-57- 1.03% |
$24.3K - $26.1K
|
5.48K
$3.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-58- 0.73% |
$24.7K - $26.6K
|
7.85K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-58- 1.39% |
$24.7K - $26.6K
|
4.1K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 1.17% |
$25.1K - $27K
|
5K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-59- 1.38% |
$25.1K - $27K
|
4.21K
$2.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-59- 1.63% |
$25.1K - $27K
|
3.57K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-60- 1.49% |
$25.6K - $27.5K
|
3.98K
$2.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-60- 1.87% |
$25.6K - $27.5K
|
3.14K
$1.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-60- 0.27% |
$25.6K - $27.5K
|
22.1K
$13M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-60- 0.4% |
$25.6K - $27.5K
|
15K
$8.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-61- 0.17% |
$26K - $27.9K
|
35.1K
$20.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-61- 2.59% |
$26K - $27.9K
|
2.29K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-61- 1.34% |
$26K - $27.9K
|
4.48K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 0.86% |
$26.4K - $28.4K
|
7.15K
$4.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-62- 0.31% |
$26.4K - $28.4K
|
19.7K
$11.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-63- 1.65% |
$26.8K - $28.8K
|
3.76K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-63- 1.12% |
$26.8K - $28.8K
|
5.56K
$3.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-63- 1.58% |
$26.8K - $28.8K
|
3.93K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-63- 2.61% |
$26.8K - $28.8K
|
2.35K
$1.38M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-63- 7.56% |
$26.8K - $28.8K
|
770
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.26% |
$27.3K - $29.3K
|
5.03K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64- 0.69% |
$27.3K - $29.3K
|
9.21K
$5.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-65- 6.2% |
$27.7K - $29.8K
|
983
$578K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-65- 4.02% |
$27.7K - $29.8K
|
1.55K
$913K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-65- 6.61% |
$27.7K - $29.8K
|
919
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-65- 3.02% |
$27.7K - $29.8K
|
2.09K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-66- 5.77% |
$28.1K - $30.2K
|
1.08K
$634K
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-67- 1.38% |
$28.5K - $30.7K
|
4.79K
$2.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-68- 0.67% |
$29K - $31.1K
|
10K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-68- 0.68% |
$29K - $31.1K
|
9.91K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-68- 1.08% |
$29K - $31.1K
|
6.23K
$3.66M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 2.84% |
$29.8K - $32K
|
2.4K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-70- 0.18% |
$29.8K - $32K
|
39.7K
$23.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-70- 2.82% |
$29.8K - $32K
|
2.41K
$1.42M
|