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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-115- 4.02% |
$49K - $52.6K
|
2.74K
$1.63M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-115- 1.42% |
$49K - $52.6K
|
7.96K
$4.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-116- 0.84% |
$49.4K - $53.1K
|
13.7K
$8.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-116- 1.63% |
$49.4K - $53.1K
|
7K
$4.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-116- 1.36% |
$49.4K - $53.1K
|
8.39K
$4.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-117- 0.27% |
$49.8K - $53.6K
|
43.9K
$26.1M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-118- 0.22% |
$50.3K - $54K
|
52.4K
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-118- 0.26% |
$50.3K - $54K
|
44.7K
$26.6M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-119- 1.14% |
$50.7K - $54.5K
|
10.3K
$6.16M
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-120- 1.72% |
$51.1K - $54.9K
|
6.85K
$4.07M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-120- 1.6% |
$51.1K - $54.9K
|
7.39K
$4.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-121- 5.51% |
$51.5K - $55.4K
|
2.08K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-122- 2.08% |
$52K - $55.9K
|
5.75K
$3.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-122- 13.02% |
$52K - $55.9K
|
815
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-122- 5.04% |
$52K - $55.9K
|
2.3K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-124- 0.88% |
$52.8K - $56.8K
|
13.9K
$8.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-125- 1.73% |
$53.2K - $57.2K
|
7.09K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 1.68% |
$53.2K - $57.2K
|
7.34K
$4.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-125- 3.7% |
$53.2K - $57.2K
|
3.26K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-125- 16.62% |
$53.2K - $57.2K
|
627
$373K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 1.01% |
$53.7K - $57.7K
|
12.3K
$7.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-127- 1.05% |
$54.1K - $58.1K
|
12K
$7.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-127- 0.62% |
$54.1K - $58.1K
|
20.4K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-127- 7.17% |
$54.1K - $58.1K
|
1.64K
$978K
|
|
|
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
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-128- 13.25% |
$54.5K - $58.6K
|
838
$499K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-128- 2.35% |
$54.5K - $58.6K
|
5.33K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-128- 2.86% |
$54.5K - $58.6K
|
4.35K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-128- 5.88% |
$54.5K - $58.6K
|
2.05K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-128- 0.84% |
$54.5K - $58.6K
|
15.2K
$9.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-129- 5.68% |
$54.9K - $59.1K
|
2.14K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-130- 2.81% |
$55.4K - $59.5K
|
4.5K
$2.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-130- 1.51% |
$55.4K - $59.5K
|
8.48K
$5.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-131- 1.14% |
$55.8K - $60K
|
11.4K
$6.78M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-131- 2.07% |
$55.8K - $60K
|
6.21K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 0.18% |
$55.8K - $60K
|
71.4K
$42.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-131- 9.58% |
$55.8K - $60K
|
1.24K
$736K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-131- 1.27% |
$55.8K - $60K
|
10.2K
$6.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-132- 5.56% |
$56.2K - $60.4K
|
2.24K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-133- 3.1% |
$56.6K - $60.9K
|
4.15K
$2.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-134- 4.28% |
$57.1K - $61.3K
|
3K
$1.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-134- 4.85% |
$57.1K - $61.3K
|
2.63K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-134- 0.32% |
$57.1K - $61.3K
|
42.1K
$25.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-136- 3.02% |
$57.9K - $62.3K
|
4.36K
$2.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-136- 1.43% |
$57.9K - $62.3K
|
9.37K
$5.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-138- 0.35% |
$58.8K - $63.2K
|
38.8K
$23.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-139- 8.75% |
$59.2K - $63.6K
|
1.45K
$863K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-139- 2.52% |
$59.2K - $63.6K
|
5.38K
$3.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-139- 4.22% |
$59.2K - $63.6K
|
3.16K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-140- 1.15% |
$59.6K - $64.1K
|
12K
$7.15M
|