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 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-71- 5.01% |
$30.2K - $32.5K
|
1.35K
$789K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-71- 18.88% |
$30.2K - $32.5K
|
305
$179K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-72- 10.48% |
$30.7K - $33K
|
615
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-73- 1.47% |
$31.1K - $33.4K
|
4.9K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-73- 2.17% |
$31.1K - $33.4K
|
3.3K
$1.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-74- 8.84% |
$31.5K - $33.9K
|
763
$447K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-74- 0.46% |
$31.5K - $33.9K
|
16K
$9.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-75- 2.7% |
$31.9K - $34.3K
|
2.71K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-75- 3.59% |
$31.9K - $34.3K
|
2.02K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.81% |
$31.9K - $34.3K
|
1.48K
$870K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-75- 1.59% |
$31.9K - $34.3K
|
4.65K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-75- 2.75% |
$31.9K - $34.3K
|
2.66K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-77- 30.56% |
$32.8K - $35.2K
|
175
$103K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-78- 3.04% |
$33.2K - $35.7K
|
2.49K
$1.46M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-78- 8.73% |
$33.2K - $35.7K
|
815
$478K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-79- 2.71% |
$33.6K - $36.2K
|
2.84K
$1.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-79- 2.42% |
$33.6K - $36.2K
|
3.19K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-79- 1.82% |
$33.6K - $36.2K
|
4.27K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-80- 1.08% |
$34.1K - $36.6K
|
7.32K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-80- 1.71% |
$34.1K - $36.6K
|
4.6K
$2.7M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-80- 6.72% |
$34.1K - $36.6K
|
1.11K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-81- 1.35% |
$34.5K - $37.1K
|
5.94K
$3.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-82- 2.69% |
$34.9K - $37.5K
|
2.96K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-83- 4.46% |
$35.3K - $38K
|
1.78K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.41% |
$35.3K - $38K
|
5.78K
$3.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-84- 1.58% |
$35.8K - $38.5K
|
5.24K
$3.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-84- 1.6% |
$35.8K - $38.5K
|
5.16K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-85- 2.85% |
$36.2K - $38.9K
|
2.9K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.1% |
$36.6K - $39.4K
|
87.8K
$51.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 3.31% |
$37.1K - $39.8K
|
2.54K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-87- 1.2% |
$37.1K - $39.8K
|
7.14K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-87- 6.7% |
$37.1K - $39.8K
|
1.21K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-89- 0.75% |
$37.9K - $40.7K
|
11.8K
$6.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-90- 0.7% |
$38.3K - $41.2K
|
12.8K
$7.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-90- 6.8% |
$38.3K - $41.2K
|
1.23K
$723K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-91- 0.81% |
$38.8K - $41.7K
|
11.1K
$6.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-91- 4.13% |
$38.8K - $41.7K
|
2.11K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-91- 0.05% |
$38.8K - $41.7K
|
201K
$118M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-91- 0.81% |
$38.8K - $41.7K
|
11.1K
$6.52M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-91- 1.62% |
$38.8K - $41.7K
|
5.53K
$3.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-92- 0.64% |
$39.2K - $42.1K
|
14.2K
$8.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-93- 2.05% |
$39.6K - $42.6K
|
4.45K
$2.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-93- 4.53% |
$39.6K - $42.6K
|
1.96K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-93- 3.27% |
$39.6K - $42.6K
|
2.75K
$1.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-93- 0.59% |
$39.6K - $42.6K
|
15.8K
$9.26M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-93- 12.86% |
$39.6K - $42.6K
|
630
$369K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-93- 0.39% |
$39.6K - $42.6K
|
23.8K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-93- 1.08% |
$39.6K - $42.6K
|
8.49K
$4.97M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-94- 13.02% |
$40K - $43K
|
628
$368K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-94- 1.23% |
$40K - $43K
|
7.52K
$4.41M
|