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 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
26+ 0.59% |
$11.1K - $11.9K
|
4.43K
$2.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$11.1K - $11.9K
|
8.64K
$5.42M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
26+ 0.44% |
$11.1K - $11.9K
|
5.98K
$3.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
25+ 0.51% |
$10.6K - $11.4K
|
4.97K
$3.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
25+ 1.48% |
$10.6K - $11.4K
|
1.72K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 0.01% |
$10.6K - $11.4K
|
198K
$124M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
25+ 1.85% |
$10.6K - $11.4K
|
1.38K
$864K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
24+ 1.67% |
$10.2K - $11K
|
1.47K
$920K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
24+ 1.41% |
$10.2K - $11K
|
1.72K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
24+ 0.39% |
$10.2K - $11K
|
6.15K
$3.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
24+ 0.76% |
$10.2K - $11K
|
3.18K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
24+ 0.9% |
$10.2K - $11K
|
2.7K
$1.69M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
24+ 0.16% |
$10.2K - $11K
|
15.2K
$9.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
23+ 0.8% |
$9.8K - $10.5K
|
2.92K
$1.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 0.9% |
$9.8K - $10.5K
|
2.57K
$1.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23+ 0.04% |
$9.8K - $10.5K
|
55K
$34.6M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
23+ 0.8% |
$9.8K - $10.5K
|
2.91K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23+ 2.67% |
$9.8K - $10.5K
|
884
$555K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
23+ 1.22% |
$9.8K - $10.5K
|
1.91K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
22+ 0.38% |
$9.37K - $10.1K
|
5.83K
$3.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
22+ 0.22% |
$9.37K - $10.1K
|
10K
$6.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
22+ 0.68% |
$9.37K - $10.1K
|
3.28K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
22+ 3.05% |
$9.37K - $10.1K
|
744
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
22+ 0.2% |
$9.37K - $10.1K
|
11.1K
$6.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
22+ 0.48% |
$9.37K - $10.1K
|
4.56K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
22+ 2.86% |
$9.37K - $10.1K
|
790
$496K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21+ 3.23% |
$8.94K - $9.61K
|
671
$421K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
21+ 0.05% |
$8.94K - $9.61K
|
41.4K
$26M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21+ 1.61% |
$8.94K - $9.61K
|
1.32K
$830K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20+ 0.85% |
$8.52K - $9.16K
|
2.38K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 1.42% |
$8.52K - $9.16K
|
1.43K
$900K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
20+ 0.34% |
$8.52K - $9.16K
|
5.84K
$3.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
20+ 4.18% |
$8.52K - $9.16K
|
498
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
20+ 0.6% |
$8.52K - $9.16K
|
3.38K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
20+ 0.69% |
$8.52K - $9.16K
|
2.93K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
19+ 0.28% |
$8.09K - $8.7K
|
6.74K
$4.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 0.69% |
$8.09K - $8.7K
|
2.79K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
18+ 0.25% |
$7.67K - $8.24K
|
7.18K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.35% |
$7.67K - $8.24K
|
5.11K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
18+ 0.41% |
$7.67K - $8.24K
|
4.36K
$2.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
17+ 0.4% |
$7.24K - $7.78K
|
4.23K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.25% |
$7.24K - $7.78K
|
6.7K
$4.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.91% |
$7.24K - $7.78K
|
1.89K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
17+ 0.31% |
$7.24K - $7.78K
|
5.44K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17+ 0.19% |
$7.24K - $7.78K
|
8.89K
$5.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 0.3% |
$7.24K - $7.78K
|
5.64K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.21% |
$7.24K - $7.78K
|
7.95K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 4.97% |
$7.24K - $7.78K
|
359
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.32% |
$7.24K - $7.78K
|
5.31K
$3.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
16+ 0.23% |
$6.81K - $7.32K
|
7.07K
$4.44M
|