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
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-438- 2.32% |
$187K - $201K
|
18.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-438- 2.38% |
$187K - $201K
|
18K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-439- 6.44% |
$187K - $201K
|
6.38K
$3.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-440- 54.46% |
$187K - $201K
|
368
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-440- 5.59% |
$187K - $201K
|
7.43K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-441- 3.17% |
$188K - $202K
|
13.5K
$7.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-442- 1.62% |
$188K - $202K
|
26.8K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-443Closed |
$189K - $203K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-444- 8.91% |
$189K - $203K
|
4.54K
$2.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-447- 36.4% |
$190K - $205K
|
781
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-449- 7.68% |
$191K - $206K
|
5.4K
$3.02M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-451- 31.49% |
$192K - $206K
|
981
$549K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-453- 4.01% |
$193K - $207K
|
10.8K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-456- 2.72% |
$194K - $209K
|
16.3K
$9.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-457- 4.01% |
$195K - $209K
|
10.9K
$6.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-457- 1.55% |
$195K - $209K
|
29K
$16.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-458- 11.85% |
$195K - $210K
|
3.41K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-458- 2.06% |
$195K - $210K
|
21.8K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-459- 3.06% |
$195K - $210K
|
14.6K
$8.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-459- 3.69% |
$195K - $210K
|
12K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-459- 8.97% |
$195K - $210K
|
4.66K
$2.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-465- 2.17% |
$198K - $213K
|
21K
$11.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-467- 1.87% |
$199K - $214K
|
24.5K
$13.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-469- 4.03% |
$200K - $215K
|
11.2K
$6.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-471- 3.24% |
$201K - $216K
|
14K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-471- 3.21% |
$201K - $216K
|
14.2K
$7.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-478- 7.25% |
$204K - $219K
|
6.12K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-480- 10.28% |
$204K - $220K
|
4.19K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-487- 1.68% |
$207K - $223K
|
28.5K
$16M
|
|
|
Nov 02, 2023
Q3 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-488- 4.62% |
$208K - $223K
|
10.1K
$5.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-490- 7.46% |
$209K - $224K
|
6.08K
$3.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-492- 12.97% |
$210K - $225K
|
3.3K
$1.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-493- 0.46% |
$210K - $226K
|
107K
$59.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-494- 13.8% |
$210K - $226K
|
3.09K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-498- 2.24% |
$212K - $228K
|
21.7K
$12.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 12.66% |
$213K - $229K
|
3.45K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-505- 1.92% |
$215K - $231K
|
25.8K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-507- 0.91% |
$216K - $232K
|
55.2K
$30.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-509- 5.24% |
$217K - $233K
|
9.21K
$5.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-515- 2.16% |
$219K - $236K
|
23.3K
$13M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-516- 10.45% |
$220K - $236K
|
4.42K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-516- 1.55% |
$220K - $236K
|
32.7K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-519- 9.17% |
$221K - $238K
|
5.14K
$2.87M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-523- 2.45% |
$223K - $239K
|
20.8K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-525- 0.55% |
$224K - $240K
|
94.3K
$52.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-529- 1.35% |
$225K - $242K
|
38.5K
$21.6M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-529- 19.48% |
$225K - $242K
|
2.19K
$1.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-531- 15.87% |
$226K - $243K
|
2.81K
$1.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-539- 14.01% |
$230K - $247K
|
3.31K
$1.85M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-543- 2.57% |
$231K - $249K
|
20.6K
$11.5M
|