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 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-293- 0.59% |
$125K - $134K
|
49.8K
$29.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-294- 1.19% |
$125K - $135K
|
24.3K
$14.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-294- 3.03% |
$125K - $135K
|
9.4K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-297- 13.22% |
$126K - $136K
|
1.95K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-300- 8.84% |
$128K - $137K
|
3.09K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-300- 0.41% |
$128K - $137K
|
72.2K
$43M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-301- 2.98% |
$128K - $138K
|
9.8K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-302- 0.15% |
$129K - $138K
|
206K
$123M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-304- 2.33% |
$129K - $139K
|
12.8K
$7.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-304- 1.54% |
$129K - $139K
|
19.5K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-306- 8.28% |
$130K - $140K
|
3.39K
$2.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-307- 6.21% |
$131K - $141K
|
4.63K
$2.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-307- 7.32% |
$131K - $141K
|
3.89K
$2.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-308- 83.47% |
$131K - $141K
|
61
$36.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-309- 18.44% |
$132K - $141K
|
1.37K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-310- 23.08% |
$132K - $142K
|
1.03K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-312- 29.83% |
$133K - $143K
|
734
$437K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-312- 16.43% |
$133K - $143K
|
1.59K
$944K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-314- 3.18% |
$134K - $144K
|
9.57K
$5.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-315- 10.87% |
$134K - $144K
|
2.58K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-316- 0.89% |
$135K - $145K
|
35.4K
$21.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-316- 1.6% |
$135K - $145K
|
19.4K
$11.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-317- 0.69% |
$135K - $145K
|
45.5K
$27.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-317- 11.97% |
$135K - $145K
|
2.33K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-317- 20.91% |
$135K - $145K
|
1.2K
$713K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-319- 2.34% |
$136K - $146K
|
13.3K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-319- 1.46% |
$136K - $146K
|
21.6K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-320- 14.37% |
$136K - $146K
|
1.91K
$1.13M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-320- 9.91% |
$136K - $146K
|
2.91K
$1.73M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-327- 1.7% |
$139K - $150K
|
19K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-328- 15.46% |
$140K - $150K
|
1.79K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-329- 2.1% |
$140K - $151K
|
15.4K
$9.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-330- 12.21% |
$141K - $151K
|
2.37K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-332- 2.74% |
$141K - $152K
|
11.8K
$7.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-335- 5.36% |
$143K - $153K
|
5.91K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-337- 4.03% |
$144K - $154K
|
8.04K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-340- 1.5% |
$145K - $156K
|
22.4K
$13.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-342- 7.69% |
$146K - $157K
|
4.1K
$2.44M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-344- 0.41% |
$147K - $157K
|
82.7K
$49.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-348- 32.07% |
$148K - $159K
|
737
$439K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-350- 6.95% |
$149K - $160K
|
4.68K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-351- 3.75% |
$149K - $161K
|
9.01K
$5.36M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-353- 4.31% |
$150K - $162K
|
7.84K
$4.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-355- 7.58% |
$151K - $163K
|
4.33K
$2.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-356- 32.69% |
$152K - $163K
|
733
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-358- 9.31% |
$152K - $164K
|
3.49K
$2.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-359- 2.25% |
$153K - $164K
|
15.6K
$9.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-360- 3.5% |
$153K - $165K
|
9.92K
$5.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-363- 1.67% |
$155K - $166K
|
21.4K
$12.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-363- 1.44% |
$155K - $166K
|
24.8K
$14.8M
|