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
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-223- 6.98% |
$95K - $102K
|
2.97K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-224- 2.93% |
$95.4K - $103K
|
7.43K
$4.42M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-225- 6.01% |
$95.8K - $103K
|
3.52K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-225- 12.61% |
$95.8K - $103K
|
1.56K
$928K
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-226- 4.6% |
$96.2K - $103K
|
4.69K
$2.79M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-227- 3.19% |
$96.7K - $104K
|
6.9K
$4.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-228- 2.7% |
$97.1K - $104K
|
8.22K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-228- 1.94% |
$97.1K - $104K
|
11.5K
$6.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-230- 7.93% |
$98K - $105K
|
2.67K
$1.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-230- 3.87% |
$98K - $105K
|
5.71K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-230- 0.69% |
$98K - $105K
|
32.9K
$19.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-231- 11.68% |
$98.4K - $106K
|
1.75K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-234- 2.39% |
$99.7K - $107K
|
9.55K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-235- 5.29% |
$100K - $108K
|
4.2K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-235- 5.76% |
$100K - $108K
|
3.84K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-235- 7.2% |
$100K - $108K
|
3.03K
$1.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-236- 2.71% |
$101K - $108K
|
8.46K
$5.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-236- 2.0% |
$101K - $108K
|
11.6K
$6.88M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.53% |
$101K - $109K
|
44.6K
$26.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-239- 5.83% |
$102K - $109K
|
3.86K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-241- 1.93% |
$103K - $110K
|
12.2K
$7.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-242- 15.31% |
$103K - $111K
|
1.34K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-243- 10.6% |
$103K - $111K
|
2.05K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-244- 0.57% |
$104K - $112K
|
42.2K
$25.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-244- 0.31% |
$104K - $112K
|
79K
$47M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-246- 2.38% |
$105K - $113K
|
10.1K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-247- 18.36% |
$105K - $113K
|
1.1K
$653K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-250- 7.56% |
$106K - $114K
|
3.06K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-252- 2.49% |
$107K - $115K
|
9.87K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-253- 1.34% |
$108K - $116K
|
18.7K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-254- 3.57% |
$108K - $116K
|
6.87K
$4.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-257- 1.28% |
$109K - $118K
|
19.8K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-258- 16.07% |
$110K - $118K
|
1.35K
$801K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-258- 2.16% |
$110K - $118K
|
11.7K
$6.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-258- 4.39% |
$110K - $118K
|
5.61K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-259- 10.1% |
$110K - $119K
|
2.31K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-260- 2.57% |
$111K - $119K
|
9.84K
$5.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-262- 0.97% |
$112K - $120K
|
26.6K
$15.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-263- 5.45% |
$112K - $120K
|
4.57K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-264- 4.04% |
$112K - $121K
|
6.27K
$3.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-267- 6.93% |
$114K - $122K
|
3.59K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-271- 5.4% |
$115K - $124K
|
4.74K
$2.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-272- 0.98% |
$116K - $125K
|
27.4K
$16.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-275- 5.72% |
$117K - $126K
|
4.53K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-276- 20.52% |
$118K - $126K
|
1.07K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-280- 1.06% |
$119K - $128K
|
26.2K
$15.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-281- 5.08% |
$120K - $129K
|
5.25K
$3.13M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-284- 6.87% |
$121K - $130K
|
3.85K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-284- 1.28% |
$121K - $130K
|
21.8K
$13M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-287- 1.77% |
$122K - $131K
|
15.9K
$9.49M
|