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 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.1K+ 31.83% |
$1.32M - $1.42M
|
12.8K
$7.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.09K+ 23.37% |
$1.32M - $1.42M
|
16.3K
$9.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.04K+ 4.92% |
$1.3M - $1.39M
|
64.8K
$38.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.03K+ 46.7% |
$1.29M - $1.38M
|
9.5K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.02K+ 163.19% |
$1.29M - $1.38M
|
4.87K
$2.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3.01KNew |
$1.28M - $1.38M
|
3.01K
$1.8M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.01K+ 8.16% |
$1.28M - $1.38M
|
39.8K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
3K+ 30.0% |
$1.28M - $1.37M
|
13K
$7.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.96K+ 0.54% |
$1.26M - $1.35M
|
548K
$327M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.95K+ 51.09% |
$1.26M - $1.35M
|
8.73K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.92K+ 7.1% |
$1.24M - $1.34M
|
44.1K
$26.3M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.92K+ 7.1% |
$1.24M - $1.34M
|
44.1K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 61.25% |
$1.24M - $1.33M
|
7.66K
$4.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.87K+ 110.81% |
$1.22M - $1.31M
|
5.46K
$3.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.85K+ 15.28% |
$1.21M - $1.3M
|
21.5K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.85K+ 7.01% |
$1.21M - $1.3M
|
43.4K
$26M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.82K+ 35.07% |
$1.2M - $1.29M
|
10.9K
$6.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.82K+ 16.26% |
$1.2M - $1.29M
|
20.1K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.8K+ 560.0% |
$1.19M - $1.28M
|
3.3K
$1.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.76K+ 18.27% |
$1.18M - $1.27M
|
17.9K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.73K+ 1.7% |
$1.16M - $1.25M
|
163K
$97.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.71K+ 1.73% |
$1.15M - $1.24M
|
159K
$95.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2.7KNew |
$1.15M - $1.24M
|
2.7K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.68K+ 3.98% |
$1.14M - $1.23M
|
70.1K
$41.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.68K+ 0.91% |
$1.14M - $1.23M
|
296K
$177M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.66K+ 15.98% |
$1.13M - $1.22M
|
19.3K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
2.65K+ 1.11% |
$1.13M - $1.21M
|
242K
$145M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
2.65KNew |
$1.13M - $1.21M
|
2.65K
$1.58M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.65K+ 22.53% |
$1.13M - $1.21M
|
14.4K
$8.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.64K+ 2.92% |
$1.12M - $1.21M
|
93.1K
$55.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
2.64K+ 11.06% |
$1.12M - $1.21M
|
26.5K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.61K+ 30.12% |
$1.11M - $1.2M
|
11.3K
$6.75M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.61K+ 6.1% |
$1.11M - $1.19M
|
45.3K
$27.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.61K+ 23.13% |
$1.11M - $1.19M
|
13.9K
$8.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.61K+ 2.1% |
$1.11M - $1.19M
|
127K
$75.8M
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.6K+ 80.22% |
$1.11M - $1.19M
|
5.83K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.6K+ 80.22% |
$1.11M - $1.19M
|
5.83K
$3.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$1.09M - $1.17M
|
2.55K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.55K+ 560.88% |
$1.09M - $1.17M
|
3.01K
$1.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.53K+ 10.35% |
$1.08M - $1.16M
|
27K
$16.1M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.53K+ 6.28% |
$1.08M - $1.16M
|
42.8K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.51KNew |
$1.07M - $1.15M
|
2.51K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.49K+ 103.5% |
$1.06M - $1.14M
|
4.89K
$2.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
2.48K+ 6.33% |
$1.06M - $1.14M
|
41.7K
$24.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.48K+ 3.96% |
$1.06M - $1.14M
|
65.2K
$39M
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.47K+ 4.96% |
$1.05M - $1.13M
|
52.2K
$31.2M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.46K+ 3.39% |
$1.05M - $1.12M
|
75K
$44.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.46K+ 133.97% |
$1.05M - $1.12M
|
4.29K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 7.57% |
$1.05M - $1.12M
|
34.9K
$20.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
2.46K+ 9.32% |
$1.05M - $1.12M
|
28.8K
$17.2M
|