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 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
110+ 6.01% |
$46.8K - $50.4K
|
1.94K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
110+ 3.04% |
$46.8K - $50.4K
|
3.73K
$2.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
109+ 12.85% |
$46.4K - $49.9K
|
957
$563K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
109+ 7.74% |
$46.4K - $49.9K
|
1.52K
$893K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
109+ 10.08% |
$46.4K - $49.9K
|
1.19K
$700K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
108+ 4.11% |
$46K - $49.4K
|
2.74K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
108+ 8.11% |
$46K - $49.4K
|
1.44K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
108+ 0.7% |
$46K - $49.4K
|
15.5K
$9.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
107+ 0.42% |
$45.6K - $49K
|
25.9K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
106+ 2.24% |
$45.1K - $48.5K
|
4.84K
$2.84M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
106+ 0.24% |
$45.1K - $48.5K
|
44.4K
$26.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
104+ 13.02% |
$44.3K - $47.6K
|
903
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
104+ 16.56% |
$44.3K - $47.6K
|
732
$431K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
103+ 1.1% |
$43.9K - $47.2K
|
9.51K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
102+ 6.71% |
$43.4K - $46.7K
|
1.62K
$954K
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
101+ 5.34% |
$43K - $46.2K
|
1.99K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 5.83% |
$42.6K - $45.8K
|
1.81K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
100+ 9.09% |
$42.6K - $45.8K
|
1.2K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
100+ 1.62% |
$42.6K - $45.8K
|
6.26K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
98+ 4.13% |
$41.7K - $44.9K
|
2.47K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
97+ 10.28% |
$41.3K - $44.4K
|
1.04K
$612K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
96+ 5.58% |
$40.9K - $43.9K
|
1.82K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
96+ 0.37% |
$40.9K - $43.9K
|
26.3K
$15.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
95+ 9.04% |
$40.5K - $43.5K
|
1.15K
$674K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
95+ 2.16% |
$40.5K - $43.5K
|
4.5K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
95+ 12.6% |
$40.5K - $43.5K
|
849
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
95New |
$40.5K - $43.5K
|
95
$55.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
BUY
|
- |
94+ 5.66% |
$40K - $43K
|
1.76K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
93+ 13.29% |
$39.6K - $42.6K
|
793
$466K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
93+ 4.29% |
$39.6K - $42.6K
|
2.26K
$1.33M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
92+ 10.45% |
$39.2K - $42.1K
|
972
$572K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
92+ 2.8% |
$39.2K - $42.1K
|
3.38K
$1.99M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
91+ 0.35% |
$38.8K - $41.7K
|
26.3K
$15.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
91+ 0.22% |
$38.8K - $41.7K
|
42.3K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
91+ 0.84% |
$38.8K - $41.7K
|
10.9K
$6.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
90+ 6.52% |
$38.3K - $41.2K
|
1.47K
$865K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
90+ 0.29% |
$38.3K - $41.2K
|
30.9K
$18.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 2.74% |
$37.9K - $40.7K
|
3.34K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
89+ 0.18% |
$37.9K - $40.7K
|
48.7K
$28.6M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
89+ 2.17% |
$37.9K - $40.7K
|
4.19K
$2.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
88+ 16.03% |
$37.5K - $40.3K
|
637
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
87+ 0.02% |
$37.1K - $39.8K
|
349K
$206M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
87+ 34.8% |
$37.1K - $39.8K
|
337
$198K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
86+ 13.37% |
$36.6K - $39.4K
|
729
$429K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
86+ 1.18% |
$36.6K - $39.4K
|
7.39K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84+ 1.72% |
$35.8K - $38.5K
|
4.97K
$2.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
83+ 3.21% |
$35.3K - $38K
|
2.67K
$1.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
82+ 0.03% |
$34.9K - $37.5K
|
322K
$189M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
82+ 15.27% |
$34.9K - $37.5K
|
619
$364K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
82+ 2.19% |
$34.9K - $37.5K
|
3.83K
$2.25M
|