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
|
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
$42.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-131- 9.58% |
$55.8K - $60K
|
1.24K
$735K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-131- 1.27% |
$55.8K - $60K
|
10.2K
$6.04M
|
|
|
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
$1.78M
|
|
|
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
$25M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-136- 3.02% |
$57.9K - $62.3K
|
4.36K
$2.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-136- 1.43% |
$57.9K - $62.3K
|
9.37K
$5.57M
|
|
|
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
$862K
|
|
|
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
$7.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-140- 9.4% |
$59.6K - $64.1K
|
1.35K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-140- 0.52% |
$59.6K - $64.1K
|
26.7K
$15.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-142- 5.74% |
$60.5K - $65K
|
2.33K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-143- 3.07% |
$60.9K - $65.5K
|
4.51K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-144- 1.34% |
$61.3K - $65.9K
|
10.6K
$6.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-146- 0.59% |
$62.2K - $66.8K
|
24.4K
$14.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-147- 8.41% |
$62.6K - $67.3K
|
1.6K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-148- 0.38% |
$63K - $67.8K
|
39.2K
$23.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-149- 7.87% |
$63.5K - $68.2K
|
1.74K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-149- 1.51% |
$63.5K - $68.2K
|
9.7K
$5.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-149- 2.37% |
$63.5K - $68.2K
|
6.15K
$3.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-150- 8.08% |
$63.9K - $68.7K
|
1.71K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-150- 11.89% |
$63.9K - $68.7K
|
1.11K
$661K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 9.7% |
$63.9K - $68.7K
|
1.4K
$830K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-150- 6.33% |
$63.9K - $68.7K
|
2.22K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-151- 2.7% |
$64.3K - $69.1K
|
5.45K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-151- 12.15% |
$64.3K - $69.1K
|
1.09K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-152- 0.79% |
$64.7K - $69.6K
|
19.2K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-153- 14.37% |
$65.2K - $70K
|
912
$542K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-153- 3.6% |
$65.2K - $70K
|
4.09K
$2.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-154- 14.94% |
$65.6K - $70.5K
|
877
$521K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-154- 2.01% |
$65.6K - $70.5K
|
7.51K
$4.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-154- 0.33% |
$65.6K - $70.5K
|
46.1K
$27.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-155- 4.7% |
$66K - $71K
|
3.14K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-155- 1.44% |
$66K - $71K
|
10.6K
$6.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-156- 1.98% |
$66.4K - $71.4K
|
7.73K
$4.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-156- 9.61% |
$66.4K - $71.4K
|
1.47K
$872K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-157- 3.75% |
$66.9K - $71.9K
|
4.03K
$2.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-158- 5.27% |
$67.3K - $72.3K
|
2.84K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-158- 11.3% |
$67.3K - $72.3K
|
1.24K
$737K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-158- 0.44% |
$67.3K - $72.3K
|
35.8K
$21.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-159- 3.49% |
$67.7K - $72.8K
|
4.4K
$2.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-159- 1.16% |
$67.7K - $72.8K
|
13.5K
$8.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-160- 4.27% |
$68.1K - $73.2K
|
3.59K
$2.13M
|