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 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-177- 2.66% |
$75.4K - $81K
|
6.49K
$3.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-177- 13.09% |
$75.4K - $81K
|
1.18K
$699K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-178- 2.76% |
$75.8K - $81.5K
|
6.27K
$3.73M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-178- 0.49% |
$75.8K - $81.5K
|
35.9K
$21.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-180- 1.4% |
$76.7K - $82.4K
|
12.7K
$7.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-182- 4.17% |
$77.5K - $83.3K
|
4.18K
$2.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-185- 3.22% |
$78.8K - $84.7K
|
5.57K
$3.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-187- 0.11% |
$79.6K - $85.6K
|
174K
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-187- 0.58% |
$79.6K - $85.6K
|
31.9K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-187- 2.53% |
$79.6K - $85.6K
|
7.2K
$4.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-188- 8.14% |
$80.1K - $86.1K
|
2.12K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-188- 6.26% |
$80.1K - $86.1K
|
2.81K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-190- 0.98% |
$80.9K - $87K
|
19.1K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-190- 2.52% |
$80.9K - $87K
|
7.35K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-190- 3.37% |
$80.9K - $87K
|
5.45K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-191- 3.04% |
$81.3K - $87.4K
|
6.09K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-193- 3.16% |
$82.2K - $88.4K
|
5.91K
$3.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-194- 9.16% |
$82.6K - $88.8K
|
1.92K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-195- 5.04% |
$83K - $89.3K
|
3.67K
$2.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.15% |
$84.3K - $90.6K
|
9K
$5.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-198- 2.57% |
$84.3K - $90.6K
|
7.51K
$4.47M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-198- 4.23% |
$84.3K - $90.6K
|
4.48K
$2.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-199- 2.11% |
$84.8K - $91.1K
|
9.23K
$5.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-201- 2.31% |
$85.6K - $92K
|
8.52K
$5.07M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-202- 8.44% |
$86K - $92.5K
|
2.19K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-203- 1.2% |
$86.5K - $92.9K
|
16.7K
$9.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-203- 0.94% |
$86.5K - $92.9K
|
21.3K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-204- 0.85% |
$86.9K - $93.4K
|
23.7K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-204- 1.39% |
$86.9K - $93.4K
|
14.5K
$8.61M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-204- 1.39% |
$86.9K - $93.4K
|
14.5K
$8.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 2.65% |
$87.3K - $93.8K
|
7.54K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-205- 14.24% |
$87.3K - $93.8K
|
1.24K
$735K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-205- 1.42% |
$87.3K - $93.8K
|
14.2K
$8.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-207- 6.34% |
$88.2K - $94.8K
|
3.06K
$1.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-209- 9.09% |
$89K - $95.7K
|
2.09K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-210- 2.77% |
$89.4K - $96.1K
|
7.38K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-211- 1.21% |
$89.9K - $96.6K
|
17.2K
$10.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-212- 3.63% |
$90.3K - $97.1K
|
5.63K
$3.35M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-213- 3.76% |
$90.7K - $97.5K
|
5.45K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-213- 1.25% |
$90.7K - $97.5K
|
16.8K
$10M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-214- 1.19% |
$91.1K - $98K
|
17.8K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-214- 18.42% |
$91.1K - $98K
|
948
$564K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-215- 3.71% |
$91.6K - $98.4K
|
5.58K
$3.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-215- 1.88% |
$91.6K - $98.4K
|
11.2K
$6.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-217- 5.53% |
$92.4K - $99.3K
|
3.71K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-217- 0.4% |
$92.4K - $99.3K
|
54K
$32.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-219- 2.82% |
$93.3K - $100K
|
7.55K
$4.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-219- 8.51% |
$93.3K - $100K
|
2.36K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-219- 4.98% |
$93.3K - $100K
|
4.18K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-220- 1.07% |
$93.7K - $101K
|
20.4K
$12.1M
|