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
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
383+ 2.16% |
$163K - $175K
|
18.1K
$10.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
380+ 11.05% |
$162K - $174K
|
3.82K
$2.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
376+ 5.23% |
$160K - $172K
|
7.56K
$4.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
376+ 5.69% |
$160K - $172K
|
6.98K
$4.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
373+ 0.3% |
$159K - $171K
|
123K
$73M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
371+ 63.31% |
$158K - $170K
|
957
$569K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
369+ 3.85% |
$157K - $169K
|
9.94K
$5.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
366+ 1.1% |
$156K - $168K
|
33.7K
$20.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
366+ 1.7% |
$156K - $168K
|
21.9K
$13M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
366+ 1.1% |
$156K - $168K
|
33.7K
$20.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
363+ 1.67% |
$155K - $166K
|
22.1K
$13.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
361+ 10.86% |
$154K - $165K
|
3.68K
$2.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
360+ 65.1% |
$153K - $165K
|
913
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
359+ 5.91% |
$153K - $164K
|
6.43K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
358+ 0.54% |
$152K - $164K
|
66.8K
$39.7M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
358+ 0.54% |
$152K - $164K
|
66.8K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
351+ 5.67% |
$149K - $161K
|
6.54K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
350+ 29.51% |
$149K - $160K
|
1.54K
$914K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
349+ 0.54% |
$149K - $160K
|
64.5K
$38.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
348+ 22.1% |
$148K - $159K
|
1.92K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
346+ 5.44% |
$147K - $158K
|
6.71K
$3.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
345+ 35.53% |
$147K - $158K
|
1.32K
$783K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
342+ 2.9% |
$146K - $157K
|
12.2K
$7.23M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
342+ 3.74% |
$146K - $157K
|
9.49K
$5.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
341+ 0.48% |
$145K - $156K
|
70.7K
$42.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
341+ 2.94% |
$145K - $156K
|
11.9K
$7.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
340+ 31.48% |
$145K - $156K
|
1.42K
$845K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
339+ 200.59% |
$144K - $155K
|
508
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
339+ 55.03% |
$144K - $155K
|
955
$568K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
338+ 24.21% |
$144K - $155K
|
1.73K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
338+ 7.8% |
$144K - $155K
|
4.67K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
338+ 14.7% |
$144K - $155K
|
2.64K
$1.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
331+ 50.92% |
$141K - $152K
|
981
$584K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
330+ 8.45% |
$141K - $151K
|
4.24K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
329+ 27.67% |
$140K - $151K
|
1.52K
$903K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
328+ 2.49% |
$140K - $150K
|
13.5K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
328+ 10.51% |
$140K - $150K
|
3.45K
$2.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
327+ 6.21% |
$139K - $150K
|
5.6K
$3.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
327+ 19.72% |
$139K - $150K
|
1.99K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
323+ 17.96% |
$138K - $148K
|
2.12K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
322+ 11.19% |
$137K - $147K
|
3.2K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
321+ 1.44% |
$137K - $147K
|
22.6K
$13.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
320+ 15.7% |
$136K - $146K
|
2.36K
$1.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
320+ 1.71% |
$136K - $146K
|
19K
$11.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
319+ 7.92% |
$136K - $146K
|
4.35K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
318+ 0.77% |
$135K - $146K
|
41.9K
$24.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
315+ 9.27% |
$134K - $144K
|
3.71K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
313+ 29.17% |
$133K - $143K
|
1.39K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
311+ 35.87% |
$132K - $142K
|
1.18K
$701K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
308+ 20.32% |
$131K - $141K
|
1.82K
$1.09M
|