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 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-49- 7.34% |
$20.9K - $22.4K
|
619
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-49- 3.47% |
$20.9K - $22.4K
|
1.36K
$810K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-50- 2.37% |
$21.3K - $22.9K
|
2.06K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 0.56% |
$21.3K - $22.9K
|
8.93K
$5.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-50- 7.69% |
$21.3K - $22.9K
|
600
$357K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 7.63% |
$21.3K - $22.9K
|
605
$360K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-50- 5.83% |
$21.3K - $22.9K
|
808
$480K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-50- 0.14% |
$21.3K - $22.9K
|
35.9K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 4.55% |
$21.3K - $22.9K
|
1.05K
$624K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.22% |
$21.7K - $23.3K
|
4.15K
$2.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 4.2% |
$22.1K - $23.8K
|
1.19K
$705K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-52- 0.18% |
$22.1K - $23.8K
|
28.6K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-52- 0.12% |
$22.1K - $23.8K
|
41.8K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-52- 0.71% |
$22.1K - $23.8K
|
7.24K
$4.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-53- 1.09% |
$22.6K - $24.3K
|
4.81K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-53- 5.17% |
$22.6K - $24.3K
|
972
$578K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-53- 0.63% |
$22.6K - $24.3K
|
8.36K
$4.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-54- 3.3% |
$23K - $24.7K
|
1.58K
$939K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-54- 0.4% |
$23K - $24.7K
|
13.4K
$7.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-55- 0.76% |
$23.4K - $25.2K
|
7.19K
$4.27M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-55- 0.92% |
$23.4K - $25.2K
|
5.9K
$3.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55- 8.04% |
$23.4K - $25.2K
|
629
$374K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-55- 1.02% |
$23.4K - $25.2K
|
5.36K
$3.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-55- 1.31% |
$23.4K - $25.2K
|
4.13K
$2.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-55- 2.68% |
$23.4K - $25.2K
|
2K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-56- 1.55% |
$23.8K - $25.6K
|
3.56K
$2.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-56- 1.03% |
$23.8K - $25.6K
|
5.39K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-56- 0.13% |
$23.8K - $25.6K
|
44.4K
$26.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-56- 0.74% |
$23.8K - $25.6K
|
7.56K
$4.49M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-57- 0.67% |
$24.3K - $26.1K
|
8.42K
$5M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-57- 1.03% |
$24.3K - $26.1K
|
5.48K
$3.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-58- 0.73% |
$24.7K - $26.6K
|
7.85K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-58- 1.39% |
$24.7K - $26.6K
|
4.1K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 1.17% |
$25.1K - $27K
|
5K
$2.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-59- 1.38% |
$25.1K - $27K
|
4.21K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-59- 1.63% |
$25.1K - $27K
|
3.57K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-60- 1.49% |
$25.6K - $27.5K
|
3.98K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-60- 1.87% |
$25.6K - $27.5K
|
3.14K
$1.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-60- 0.27% |
$25.6K - $27.5K
|
22.1K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-60- 0.4% |
$25.6K - $27.5K
|
15K
$8.89M
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-60- 0.7% |
$25.6K - $27.5K
|
8.46K
$5.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-61- 0.17% |
$26K - $27.9K
|
35.1K
$20.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-61- 2.59% |
$26K - $27.9K
|
2.29K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-61- 1.34% |
$26K - $27.9K
|
4.48K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 0.86% |
$26.4K - $28.4K
|
7.15K
$4.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-62- 0.31% |
$26.4K - $28.4K
|
19.7K
$11.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-63- 1.65% |
$26.8K - $28.8K
|
3.76K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-63- 1.12% |
$26.8K - $28.8K
|
5.56K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-63- 1.58% |
$26.8K - $28.8K
|
3.93K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-63- 2.61% |
$26.8K - $28.8K
|
2.35K
$1.4M
|