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 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-262- 0.97% |
$112K - $120K
|
26.6K
$14.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-263- 5.45% |
$112K - $120K
|
4.57K
$2.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-264- 4.04% |
$112K - $121K
|
6.27K
$3.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-267- 6.93% |
$114K - $122K
|
3.59K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-271- 5.4% |
$115K - $124K
|
4.74K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-272- 0.98% |
$116K - $125K
|
27.4K
$15.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-275- 5.72% |
$117K - $126K
|
4.53K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-276- 20.52% |
$118K - $126K
|
1.07K
$598K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-280- 1.06% |
$119K - $128K
|
26.2K
$14.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-281- 5.08% |
$120K - $129K
|
5.25K
$2.94M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-284- 6.87% |
$121K - $130K
|
3.85K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-284- 1.28% |
$121K - $130K
|
21.8K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-287- 1.77% |
$122K - $131K
|
15.9K
$8.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-293- 0.59% |
$125K - $134K
|
49.8K
$27.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-294- 1.19% |
$125K - $135K
|
24.3K
$13.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-294- 3.03% |
$125K - $135K
|
9.4K
$5.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-297- 13.22% |
$126K - $136K
|
1.95K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-300- 8.84% |
$128K - $137K
|
3.09K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-300- 0.41% |
$128K - $137K
|
72.2K
$40.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-301- 2.98% |
$128K - $138K
|
9.8K
$5.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-302- 0.15% |
$129K - $138K
|
206K
$115M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-304- 2.33% |
$129K - $139K
|
12.8K
$7.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-304- 1.54% |
$129K - $139K
|
19.5K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-306- 8.28% |
$130K - $140K
|
3.39K
$1.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-307- 6.21% |
$131K - $141K
|
4.63K
$2.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-307- 7.32% |
$131K - $141K
|
3.89K
$2.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-308- 83.47% |
$131K - $141K
|
61
$34.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-309- 18.44% |
$132K - $141K
|
1.37K
$765K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-309- 33.51% |
$132K - $141K
|
613
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-310- 23.08% |
$132K - $142K
|
1.03K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-312- 29.83% |
$133K - $143K
|
734
$411K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-312- 16.43% |
$133K - $143K
|
1.59K
$888K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-314- 3.18% |
$134K - $144K
|
9.57K
$5.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-315- 10.87% |
$134K - $144K
|
2.58K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-316- 0.89% |
$135K - $145K
|
35.4K
$19.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-316- 1.6% |
$135K - $145K
|
19.4K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-317- 0.69% |
$135K - $145K
|
45.5K
$25.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-317- 11.97% |
$135K - $145K
|
2.33K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-317- 20.91% |
$135K - $145K
|
1.2K
$671K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-319- 2.34% |
$136K - $146K
|
13.3K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-319- 1.46% |
$136K - $146K
|
21.6K
$12.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-320- 14.37% |
$136K - $146K
|
1.91K
$1.07M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-320- 9.91% |
$136K - $146K
|
2.91K
$1.63M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-327- 1.7% |
$139K - $150K
|
19K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-328- 15.46% |
$140K - $150K
|
1.79K
$1M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-329- 2.1% |
$140K - $151K
|
15.4K
$8.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-330- 12.21% |
$141K - $151K
|
2.37K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-332- 2.74% |
$141K - $152K
|
11.8K
$6.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-335- 5.36% |
$143K - $153K
|
5.91K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-337- 4.03% |
$144K - $154K
|
8.04K
$4.49M
|