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 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.32K+ 131.1% |
$2.69M - $2.89M
|
11.1K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
6.26K+ 97.29% |
$2.67M - $2.86M
|
12.7K
$7.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.25K+ 8.83% |
$2.66M - $2.86M
|
76.9K
$46.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
6.1K+ 30.87% |
$2.6M - $2.79M
|
25.8K
$15.5M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.07K+ 47.08% |
$2.59M - $2.78M
|
19K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.03K+ 7.7% |
$2.57M - $2.76M
|
84.4K
$50.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
6KNew |
$2.56M - $2.75M
|
6K
$3.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.97K+ 54.42% |
$2.54M - $2.73M
|
16.9K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
5.96K+ 10.35% |
$2.54M - $2.73M
|
63.6K
$38.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.96K+ 32.46% |
$2.54M - $2.73M
|
24.3K
$14.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.79K+ 19.83% |
$2.47M - $2.65M
|
35K
$21M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.78K+ 69.35% |
$2.46M - $2.65M
|
14.1K
$8.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.74K+ 55.12% |
$2.44M - $2.63M
|
16.2K
$9.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
5.74KNew |
$2.44M - $2.63M
|
5.74K
$3.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.65KNew |
$2.41M - $2.59M
|
5.65K
$3.4M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.65KNew |
$2.4M - $2.59M
|
5.65K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.51K+ 12.6% |
$2.35M - $2.52M
|
49.3K
$29.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.5K+ 47.17% |
$2.34M - $2.52M
|
17.2K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.47K+ 78.41% |
$2.33M - $2.5M
|
12.4K
$7.48M
|
|
|
Oct 24, 2023
Q3 2023
|
American Asset Management Inc.
|
BUY
|
- |
5.46K+ 6.93% |
$2.33M - $2.5M
|
84.3K
$50.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.43K+ 5.42% |
$2.31M - $2.49M
|
106K
$63.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.26K+ 2.7% |
$2.24M - $2.41M
|
200K
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.01K+ 9.67% |
$2.13M - $2.29M
|
56.8K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
5KNew |
$2.13M - $2.29M
|
5K
$3.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
4.98KNew |
$2.12M - $2.28M
|
4.98K
$3M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.91K+ 4911.0% |
$2.09M - $2.25M
|
5.01K
$3.01M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
4.91K+ 480.71% |
$2.09M - $2.25M
|
5.93K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.87KNew |
$2.07M - $2.23M
|
4.87K
$2.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
4.87K+ 64.94% |
$2.07M - $2.23M
|
12.4K
$7.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.72KNew |
$2.01M - $2.16M
|
4.72K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.67K+ 11.95% |
$1.99M - $2.14M
|
43.8K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.61K+ 6.76% |
$1.96M - $2.11M
|
72.8K
$43.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.53K+ 6.18% |
$1.93M - $2.08M
|
77.9K
$46.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
4.51K+ 25.26% |
$1.92M - $2.07M
|
22.4K
$13.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.42KNew |
$1.88M - $2.02M
|
4.42K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
4.42K+ 4.47% |
$1.88M - $2.02M
|
103K
$62.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.39K+ 5.7% |
$1.87M - $2.01M
|
81.4K
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.35K+ 0.87% |
$1.85M - $1.99M
|
506K
$304M
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
4.31K+ 3.06% |
$1.84M - $1.97M
|
145K
$87.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.26K+ 2.95% |
$1.81M - $1.95M
|
149K
$89.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.24K+ 739.62% |
$1.8M - $1.94M
|
4.81K
$2.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.22K+ 8.92% |
$1.8M - $1.93M
|
51.6K
$31M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.19K+ 0.84% |
$1.78M - $1.92M
|
505K
$303M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.11KNew |
$1.75M - $1.88M
|
4.11K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.09KNew |
$1.74M - $1.87M
|
4.09K
$2.46M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.05K+ 16.85% |
$1.72M - $1.85M
|
28.1K
$16.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
4.01K+ 96.88% |
$1.71M - $1.84M
|
8.15K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
4K+ 3.87% |
$1.7M - $1.83M
|
107K
$64.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.96KNew |
$1.69M - $1.81M
|
3.96K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.95KNew |
$1.68M - $1.81M
|
3.95K
$2.38M
|