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
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-65- 6.2% |
$27.7K - $29.8K
|
983
$517K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-65- 4.02% |
$27.7K - $29.8K
|
1.55K
$817K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-65- 6.61% |
$27.7K - $29.8K
|
919
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-65- 3.02% |
$27.7K - $29.8K
|
2.09K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-66- 5.77% |
$28.1K - $30.2K
|
1.08K
$567K
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-67- 1.38% |
$28.5K - $30.7K
|
4.79K
$2.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-68- 0.67% |
$29K - $31.1K
|
10K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-68- 0.68% |
$29K - $31.1K
|
9.91K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-68- 1.08% |
$29K - $31.1K
|
6.23K
$3.28M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 2.84% |
$29.8K - $32K
|
2.4K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-70- 0.18% |
$29.8K - $32K
|
39.7K
$20.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-70- 2.82% |
$29.8K - $32K
|
2.41K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-71- 5.01% |
$30.2K - $32.5K
|
1.35K
$709K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-71- 18.88% |
$30.2K - $32.5K
|
305
$161K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-72- 10.48% |
$30.7K - $33K
|
615
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-73- 1.47% |
$31.1K - $33.4K
|
4.9K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-73- 2.17% |
$31.1K - $33.4K
|
3.3K
$1.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-74- 8.84% |
$31.5K - $33.9K
|
763
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-74- 0.46% |
$31.5K - $33.9K
|
16K
$8.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-75- 2.7% |
$31.9K - $34.3K
|
2.71K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-75- 3.59% |
$31.9K - $34.3K
|
2.02K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.81% |
$31.9K - $34.3K
|
1.48K
$781K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-75- 1.59% |
$31.9K - $34.3K
|
4.65K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-75- 2.75% |
$31.9K - $34.3K
|
2.66K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-77- 30.56% |
$32.8K - $35.2K
|
175
$92.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-78- 3.04% |
$33.2K - $35.7K
|
2.49K
$1.31M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-78- 8.73% |
$33.2K - $35.7K
|
815
$429K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-79- 2.71% |
$33.6K - $36.2K
|
2.84K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-79- 2.42% |
$33.6K - $36.2K
|
3.19K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-79- 1.82% |
$33.6K - $36.2K
|
4.27K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-80- 1.08% |
$34.1K - $36.6K
|
7.32K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-80- 1.71% |
$34.1K - $36.6K
|
4.6K
$2.42M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-80- 6.72% |
$34.1K - $36.6K
|
1.11K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-81- 1.35% |
$34.5K - $37.1K
|
5.94K
$3.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-82- 2.69% |
$34.9K - $37.5K
|
2.96K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-83- 4.46% |
$35.3K - $38K
|
1.78K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.41% |
$35.3K - $38K
|
5.78K
$3.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-84- 1.58% |
$35.8K - $38.5K
|
5.24K
$2.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-84- 1.6% |
$35.8K - $38.5K
|
5.16K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-85- 2.85% |
$36.2K - $38.9K
|
2.9K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.1% |
$36.6K - $39.4K
|
87.8K
$46.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 3.31% |
$37.1K - $39.8K
|
2.54K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-87- 1.2% |
$37.1K - $39.8K
|
7.14K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-87- 6.7% |
$37.1K - $39.8K
|
1.21K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-89- 0.75% |
$37.9K - $40.7K
|
11.8K
$6.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-90- 0.7% |
$38.3K - $41.2K
|
12.8K
$6.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-90- 6.8% |
$38.3K - $41.2K
|
1.23K
$650K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-91- 0.81% |
$38.8K - $41.7K
|
11.1K
$5.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-91- 4.13% |
$38.8K - $41.7K
|
2.11K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-91- 0.05% |
$38.8K - $41.7K
|
201K
$106M
|