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 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-107- 1.08% |
$45.6K - $49K
|
9.83K
$5.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-107- 14.42% |
$45.6K - $49K
|
635
$355K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-107- 1.03% |
$45.6K - $49K
|
10.2K
$5.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-109- 0.26% |
$46.4K - $49.9K
|
41.5K
$23.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 0.37% |
$46.8K - $50.4K
|
29.4K
$16.4M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-110- 0.59% |
$46.8K - $50.4K
|
18.5K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-110- 5.57% |
$46.8K - $50.4K
|
1.87K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-111- 1.96% |
$47.3K - $50.8K
|
5.56K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-112- 0.04% |
$47.7K - $51.3K
|
318K
$178M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-112- 1.88% |
$47.7K - $51.3K
|
5.86K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-114- 8.24% |
$48.6K - $52.2K
|
1.27K
$710K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-114- 6.41% |
$48.6K - $52.2K
|
1.66K
$931K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-115- 7.64% |
$49K - $52.6K
|
1.39K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-115- 4.02% |
$49K - $52.6K
|
2.74K
$1.53M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-115- 1.42% |
$49K - $52.6K
|
7.96K
$4.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-116- 0.84% |
$49.4K - $53.1K
|
13.7K
$7.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-116- 1.63% |
$49.4K - $53.1K
|
7K
$3.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-116- 1.36% |
$49.4K - $53.1K
|
8.39K
$4.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-117- 0.27% |
$49.8K - $53.6K
|
43.9K
$24.5M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-118- 0.22% |
$50.3K - $54K
|
52.4K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-118- 0.26% |
$50.3K - $54K
|
44.7K
$25M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-119- 1.14% |
$50.7K - $54.5K
|
10.3K
$5.79M
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-120- 1.72% |
$51.1K - $54.9K
|
6.85K
$3.83M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-120- 1.6% |
$51.1K - $54.9K
|
7.39K
$4.13M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-121- 5.51% |
$51.5K - $55.4K
|
2.08K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-122- 2.08% |
$52K - $55.9K
|
5.75K
$3.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-122- 13.02% |
$52K - $55.9K
|
815
$456K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-122- 5.04% |
$52K - $55.9K
|
2.3K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-124- 0.88% |
$52.8K - $56.8K
|
13.9K
$7.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-125- 1.73% |
$53.2K - $57.2K
|
7.09K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 1.68% |
$53.2K - $57.2K
|
7.34K
$4.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-125- 3.7% |
$53.2K - $57.2K
|
3.26K
$1.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-125- 16.62% |
$53.2K - $57.2K
|
627
$351K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 1.01% |
$53.7K - $57.7K
|
12.3K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-127- 1.05% |
$54.1K - $58.1K
|
12K
$6.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-127- 0.62% |
$54.1K - $58.1K
|
20.4K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-127- 7.17% |
$54.1K - $58.1K
|
1.64K
$920K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 3.53% |
$54.5K - $58.6K
|
3.5K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-128- 13.25% |
$54.5K - $58.6K
|
838
$469K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-128- 2.35% |
$54.5K - $58.6K
|
5.33K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-128- 2.86% |
$54.5K - $58.6K
|
4.35K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-128- 5.88% |
$54.5K - $58.6K
|
2.05K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-128- 0.84% |
$54.5K - $58.6K
|
15.2K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-129- 5.68% |
$54.9K - $59.1K
|
2.14K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-130- 2.81% |
$55.4K - $59.5K
|
4.5K
$2.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-130- 1.51% |
$55.4K - $59.5K
|
8.48K
$4.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-131- 1.14% |
$55.8K - $60K
|
11.4K
$6.37M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-131- 2.07% |
$55.8K - $60K
|
6.21K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 0.18% |
$55.8K - $60K
|
71.4K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-131- 9.58% |
$55.8K - $60K
|
1.24K
$692K
|