Purchases and Sales Made in Q3 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Plan Group Financial, LLC

Oklahoma City, OK
SELL
 -
-663
- 14.46%
$282K - $304K
3.92K $2.19M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

SELL
 -
-669
- 2.56%
$285K - $306K
25.4K $14.2M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-675
- 18.6%
$287K - $309K
2.96K $1.65M
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
SELL
 -
-676
- 2.58%
$288K - $309K
25.6K $14.3M
Oct 02, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-677
Closed
$288K - $310K
0 $0
Oct 25, 2023 Q3 2023
Veracity Capital LLC

SELL
 -
-680
- 6.12%
$290K - $311K
10.4K $5.84M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

SELL
 -
-682
- 1.83%
$290K - $312K
36.5K $20.4M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
SELL
 -
-689
- 0.89%
$293K - $315K
76.7K $42.9M
Nov 14, 2023 Q3 2023
Bienville Capital Management, LLC

New York, NY
SELL
 -
-689
- 3.11%
$293K - $315K
21.5K $12M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

SELL
 -
-690
- 9.13%
$294K - $316K
6.87K $3.84M
Apr 01, 2024 Q3 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
SELL
 -
-706
Closed
$301K - $323K
0 $0
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
SELL
 -
-711
- 18.18%
$303K - $325K
3.2K $1.79M
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-712
- 0.53%
$303K - $326K
132K $74.1M
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
SELL
 -
-712
- 1.92%
$303K - $326K
36.3K $20.3M
Oct 23, 2023 Q3 2023
Boyd Watterson Asset Management LLC

SELL
 -
-713
- 1.55%
$304K - $326K
45.4K $25.4M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

SELL
 -
-721
- 13.5%
$307K - $330K
4.62K $2.58M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-730
- 12.2%
$311K - $334K
5.25K $2.94M
Oct 17, 2023 Q3 2023
Howland Capital Management LLC

SELL
 -
-733
- 1.27%
$312K - $336K
57K $31.9M
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

SELL
 -
-740
- 30.58%
$315K - $339K
1.68K $940K
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
SELL
 -
-745
- 32.18%
$317K - $341K
1.57K $878K
Nov 03, 2023 Q3 2023
Main Street Research LLC

Sausalito, CA
SELL
 -
-748
- 30.58%
$319K - $342K
1.7K $950K
Nov 21, 2023 Q3 2023
Spears Abacus Advisors LLC

SELL
 -
-748
- 5.45%
$319K - $342K
13K $7.26M
Nov 01, 2023 Q3 2023
Baron Wealth Management LLC

Troy, MI
SELL
 -
-753
- 8.02%
$321K - $345K
8.63K $4.83M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-761
- 1.49%
$324K - $348K
50.4K $28.2M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-764
- 6.9%
$325K - $350K
10.3K $5.77M
Oct 24, 2023 Q3 2023
Vera Bank, N.A.

SELL
 -
-771
- 9.72%
$328K - $353K
7.16K $4.01M
Oct 17, 2023 Q3 2023
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-775
- 3.02%
$330K - $355K
24.9K $13.9M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-775
- 6.27%
$330K - $355K
11.6K $6.49M
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

SELL
 -
-776
- 2.79%
$330K - $355K
27K $15.1M
Oct 19, 2023 Q3 2023
Country Club Bank

SELL
 -
-777
- 2.38%
$331K - $356K
31.9K $17.8M
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

SELL
 -
-777
- 54.11%
$331K - $356K
659 $369K
Nov 01, 2023 Q3 2023
Stonehage Fleming Financial Services Holdings LTD

SELL
 -
-778
- 4.58%
$331K - $356K
16.2K $9.07M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

SELL
 -
-782
- 8.42%
$333K - $358K
8.51K $4.76M
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

SELL
 -
-792
- 8.1%
$337K - $363K
8.98K $5.03M
Oct 05, 2023 Q3 2023
Taylor & Morgan Wealth Management, LLC

SELL
 -
-794
- 1.73%
$338K - $363K
45.2K $25.3M
Oct 17, 2023 Q3 2023
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-796
- 7.79%
$339K - $364K
9.42K $5.27M
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

SELL
 -
-797
- 18.59%
$339K - $365K
3.49K $1.95M
Nov 13, 2023 Q3 2023
Meeder Advisory Services, Inc.

Dublin, OH
SELL
 -
-797
- 19.14%
$339K - $365K
3.37K $1.88M
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-805
- 16.3%
$343K - $369K
4.13K $2.31M
Oct 10, 2023 Q3 2023
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-812
- 4.14%
$346K - $372K
18.8K $10.5M
Nov 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-812
- 0.96%
$346K - $372K
84.1K $47M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

SELL
 -
-813
- 2.98%
$346K - $372K
26.5K $14.8M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-817
- 18.25%
$348K - $374K
3.66K $2.05M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-820
- 0.45%
$349K - $375K
180K $100M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-824
- 1.77%
$351K - $377K
45.9K $25.7M
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
SELL
 -
-834
- 3.03%
$355K - $382K
26.7K $14.9M
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-841
- 18.24%
$358K - $385K
3.77K $2.11M
Oct 10, 2023 Q3 2023
Sinecera Capital, LLC

SELL
 -
-845
- 25.63%
$360K - $387K
2.45K $1.37M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-847
- 3.95%
$361K - $388K
20.6K $11.5M

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