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 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-516- 1.55% |
$220K - $236K
|
32.7K
$21.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-519- 9.17% |
$221K - $238K
|
5.14K
$3.45M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-523- 2.45% |
$223K - $239K
|
20.8K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-525- 0.55% |
$224K - $240K
|
94.3K
$63.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-529- 1.35% |
$225K - $242K
|
38.5K
$25.9M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-529- 19.48% |
$225K - $242K
|
2.19K
$1.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-531- 15.87% |
$226K - $243K
|
2.81K
$1.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-539- 14.01% |
$230K - $247K
|
3.31K
$2.22M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-543- 2.57% |
$231K - $249K
|
20.6K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-545- 6.5% |
$232K - $249K
|
7.84K
$5.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-549- 6.26% |
$234K - $251K
|
8.22K
$5.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-553- 11.91% |
$236K - $253K
|
4.09K
$2.74M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-553- 14.56% |
$236K - $253K
|
3.24K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-557- 11.2% |
$237K - $255K
|
4.42K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-559- 16.82% |
$238K - $256K
|
2.76K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-560- 1.01% |
$238K - $256K
|
54.7K
$36.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-563- 1.55% |
$240K - $258K
|
35.8K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-565- 4.82% |
$241K - $259K
|
11.1K
$7.48M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-566- 0.9% |
$241K - $259K
|
62.2K
$41.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-567- 0.81% |
$241K - $260K
|
69.5K
$46.6M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-570- 4.14% |
$243K - $261K
|
13.2K
$8.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-575- 65.34% |
$245K - $263K
|
305
$205K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-576- 1.93% |
$245K - $264K
|
29.3K
$19.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-581- 6.36% |
$247K - $266K
|
8.56K
$5.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-581- 4.78% |
$247K - $266K
|
11.6K
$7.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-584- 1.93% |
$249K - $267K
|
29.6K
$19.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-585- 2.1% |
$249K - $268K
|
27.3K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-585- 4.24% |
$249K - $268K
|
13.2K
$8.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-585- 4.17% |
$249K - $268K
|
13.4K
$9.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-588- 43.82% |
$250K - $269K
|
754
$506K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-592- 2.14% |
$252K - $271K
|
27.1K
$18.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-592- 22.55% |
$252K - $271K
|
2.03K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-596- 0.44% |
$254K - $273K
|
136K
$91.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-600- 1.31% |
$256K - $275K
|
45.2K
$30.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-602- 0.47% |
$256K - $276K
|
128K
$85.9M
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-602- 0.47% |
$256K - $276K
|
128K
$85.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-603- 0.54% |
$257K - $276K
|
111K
$74.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-606- 10.9% |
$258K - $277K
|
4.96K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-606- 9.69% |
$258K - $277K
|
5.65K
$3.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-611- 33.74% |
$260K - $280K
|
1.2K
$806K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-612- 5.26% |
$261K - $280K
|
11K
$7.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-612- 0.65% |
$261K - $280K
|
93.3K
$62.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-615- 10.74% |
$262K - $282K
|
5.11K
$3.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-618- 18.13% |
$263K - $283K
|
2.79K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-620- 0.29% |
$264K - $284K
|
212K
$143M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-625- 25.83% |
$266K - $286K
|
1.8K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-626- 2.11% |
$267K - $287K
|
29.1K
$19.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-628- 0.76% |
$267K - $287K
|
82K
$55.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-632- 26.16% |
$269K - $289K
|
1.78K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-635- 2.95% |
$270K - $291K
|
20.9K
$14M
|