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 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
53+ 6.99% |
$22.6K - $24.3K
|
811
$477K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
53+ 4.18% |
$22.6K - $24.3K
|
1.32K
$776K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
53+ 2.46% |
$22.6K - $24.3K
|
2.21K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
52+ 4.09% |
$22.1K - $23.8K
|
1.32K
$778K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
52+ 5.08% |
$22.1K - $23.8K
|
1.08K
$633K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
52+ 0.14% |
$22.1K - $23.8K
|
38.3K
$22.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
52+ 10.95% |
$22.1K - $23.8K
|
527
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
51+ 4.03% |
$21.7K - $23.3K
|
1.32K
$775K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
51+ 0.16% |
$21.7K - $23.3K
|
32.4K
$19.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
51+ 4.26% |
$21.7K - $23.3K
|
1.25K
$735K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
50+ 3.0% |
$21.3K - $22.9K
|
1.72K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
50+ 2.41% |
$21.3K - $22.9K
|
2.13K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
50+ 1.02% |
$21.3K - $22.9K
|
4.96K
$2.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
50+ 0.51% |
$21.3K - $22.9K
|
9.94K
$5.85M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
50+ 7.16% |
$21.3K - $22.9K
|
748
$440K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
49+ 1.89% |
$20.9K - $22.4K
|
2.64K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
49+ 1.19% |
$20.9K - $22.4K
|
4.17K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
48+ 9.16% |
$20.4K - $22K
|
572
$336K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
47+ 8.42% |
$20K - $21.5K
|
605
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
47+ 9.85% |
$20K - $21.5K
|
524
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.1% |
$20K - $21.5K
|
47.9K
$28.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
47+ 7.08% |
$20K - $21.5K
|
711
$418K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.56% |
$19.6K - $21.1K
|
8.23K
$4.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
46+ 9.94% |
$19.6K - $21.1K
|
509
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
45+ 2.4% |
$19.2K - $20.6K
|
1.92K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 2.22% |
$19.2K - $20.6K
|
2.07K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
45+ 0.05% |
$19.2K - $20.6K
|
93K
$54.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
45+ 6.33% |
$19.2K - $20.6K
|
756
$445K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
44+ 3.02% |
$18.7K - $20.1K
|
1.5K
$882K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
43+ 30.07% |
$18.3K - $19.7K
|
186
$109K
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
42+ 1.12% |
$17.9K - $19.2K
|
3.8K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 0.38% |
$17.9K - $19.2K
|
11K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
42+ 2.51% |
$17.9K - $19.2K
|
1.72K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
41+ 0.93% |
$17.5K - $18.8K
|
4.47K
$2.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
41+ 1.7% |
$17.5K - $18.8K
|
2.45K
$1.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
41+ 0.26% |
$17.5K - $18.8K
|
16K
$9.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
41+ 0.28% |
$17.5K - $18.8K
|
14.5K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
41+ 0.23% |
$17.5K - $18.8K
|
17.6K
$10.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
40+ 1.55% |
$17K - $18.3K
|
2.61K
$1.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
40+ 6.62% |
$17K - $18.3K
|
644
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
40+ 0.41% |
$17K - $18.3K
|
9.85K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
40+ 4.04% |
$17K - $18.3K
|
1.03K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 2.8% |
$17K - $18.3K
|
1.47K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 1.23% |
$17K - $18.3K
|
3.28K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
39+ 1.19% |
$16.6K - $17.9K
|
3.31K
$1.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.91% |
$16.6K - $17.9K
|
4.33K
$2.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.78% |
$16.6K - $17.9K
|
5.04K
$2.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
39+ 0.5% |
$16.6K - $17.9K
|
7.9K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
39+ 0.45% |
$16.6K - $17.9K
|
8.65K
$5.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
38+ 6.59% |
$16.2K - $17.4K
|
615
$362K
|