Purchases and Sales Made in Q3 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 05, 2023 Q3 2023
Capital Cs Group, LLC

SELL
 -
-581
- 6.36%
$247K - $266K
8.56K $5.09M
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

SELL
 -
-581
- 4.78%
$247K - $266K
11.6K $6.88M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-584
- 1.93%
$249K - $267K
29.6K $17.6M
Oct 25, 2023 Q3 2023
Oldfather Financial Services, LLC

SELL
 -
-585
- 2.1%
$249K - $268K
27.3K $16.2M
Oct 30, 2023 Q3 2023
Meritage Portfolio Management

SELL
 -
-585
- 4.24%
$249K - $268K
13.2K $7.87M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
SELL
 -
-585
- 4.17%
$249K - $268K
13.4K $8M
Oct 10, 2023 Q3 2023
Cox Capital Mgt LLC

SELL
 -
-588
- 43.82%
$250K - $269K
754 $449K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
SELL
 -
-592
- 2.14%
$252K - $271K
27.1K $16.1M
Nov 15, 2023 Q3 2023
Exchange Bank

Santa Rosa, CA
SELL
 -
-592
- 22.55%
$252K - $271K
2.03K $1.21M
Nov 06, 2023 Q3 2023
Keystone Financial Group

SELL
 -
-596
- 0.44%
$254K - $273K
136K $81M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-602
- 0.47%
$256K - $276K
128K $76.2M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-603
- 0.54%
$257K - $276K
111K $66M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

SELL
 -
-606
- 10.9%
$258K - $277K
4.96K $2.95M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
SELL
 -
-606
- 9.69%
$258K - $277K
5.65K $3.36M
Oct 16, 2023 Q3 2023
Exeter Financial, LLC

SELL
 -
-611
- 33.74%
$260K - $280K
1.2K $714K
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

SELL
 -
-612
- 5.26%
$261K - $280K
11K $6.56M
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

SELL
 -
-612
- 0.65%
$261K - $280K
93.3K $55.5M
Nov 08, 2023 Q3 2023
Rede Wealth, LLC

SELL
 -
-615
- 10.74%
$262K - $282K
5.11K $3.04M
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

SELL
 -
-618
- 18.13%
$263K - $283K
2.79K $1.66M
Oct 19, 2023 Q3 2023
Benin Management Corp

SELL
 -
-620
- 0.29%
$264K - $284K
212K $126M
Nov 09, 2023 Q3 2023
Vectors Research Management, LLC

New York, NY
SELL
 -
-625
- 25.83%
$266K - $286K
1.8K $1.07M
Oct 16, 2023 Q3 2023
Legacy Trust

Grand Rapids, MI
SELL
 -
-626
- 2.11%
$267K - $287K
29.1K $17.3M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
SELL
 -
-628
- 0.76%
$267K - $287K
82K $48.8M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

SELL
 -
-632
- 26.16%
$269K - $289K
1.78K $1.06M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
SELL
 -
-635
- 2.95%
$270K - $291K
20.9K $12.4M
Oct 13, 2023 Q3 2023
Weaver Consulting Group

SELL
 -
-639
- 14.76%
$272K - $293K
3.69K $2.2M
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-646
- 4.87%
$275K - $296K
12.6K $7.5M
Nov 02, 2023 Q3 2023
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-647
- 9.65%
$276K - $296K
6.06K $3.6M
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
SELL
 -
-649
- 2.16%
$276K - $297K
29.4K $17.5M
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

SELL
 -
-651
- 7.32%
$277K - $298K
8.24K $4.91M
Nov 15, 2023 Q3 2023
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-651
- 0.04%
$277K - $298K
1.49M $887M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-652
- 2.41%
$278K - $298K
26.4K $15.7M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

SELL
 -
-653
- 4.89%
$278K - $299K
12.7K $7.56M
Oct 26, 2023 Q3 2023
Ironwood Wealth Management, Llc.

SELL
 -
-657
- 11.81%
$280K - $301K
4.91K $2.92M
Oct 27, 2023 Q3 2023
Grandview Asset Management LLC

SELL
 -
-663
- 3.76%
$282K - $304K
17K $10.1M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
SELL
 -
-663
- 14.46%
$282K - $304K
3.92K $2.33M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

SELL
 -
-669
- 2.56%
$285K - $306K
25.4K $15.1M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-675
- 18.6%
$287K - $309K
2.96K $1.76M
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
SELL
 -
-676
- 2.58%
$288K - $309K
25.6K $15.2M
Oct 02, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-677
Closed
$288K - $310K
0 $0
Oct 25, 2023 Q3 2023
Veracity Capital LLC

SELL
 -
-680
- 6.12%
$290K - $311K
10.4K $6.21M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

SELL
 -
-682
- 1.83%
$290K - $312K
36.5K $21.7M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
SELL
 -
-689
- 0.89%
$293K - $315K
76.7K $45.6M
Nov 14, 2023 Q3 2023
Bienville Capital Management, LLC

New York, NY
SELL
 -
-689
- 3.11%
$293K - $315K
21.5K $12.8M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

SELL
 -
-690
- 9.13%
$294K - $316K
6.87K $4.09M
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-692
- 5.8%
$295K - $317K
11.2K $6.69M
Apr 01, 2024 Q3 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
SELL
 -
-706
Closed
$301K - $323K
0 $0
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
SELL
 -
-711
- 18.18%
$303K - $325K
3.2K $1.9M
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-712
- 0.53%
$303K - $326K
132K $78.8M

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