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
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.43K- 16.08% |
$2.31M - $2.48M
|
28.3K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.48K- 5.65% |
$2.33M - $2.51M
|
91.5K
$54.5M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-5.55K- 20.65% |
$2.36M - $2.54M
|
21.3K
$12.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5.75K- 6.27% |
$2.45M - $2.63M
|
85.9K
$51.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.79K- 74.53% |
$2.46M - $2.65M
|
1.98K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.79K- 52.18% |
$2.47M - $2.65M
|
5.31K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.85K- 41.0% |
$2.49M - $2.68M
|
8.41K
$5.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-5.89K- 2.54% |
$2.51M - $2.7M
|
226K
$134M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.95K- 11.15% |
$2.53M - $2.72M
|
47.4K
$28.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.97K- 6.07% |
$2.54M - $2.73M
|
92.4K
$55M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6K- 23.89% |
$2.55M - $2.74M
|
19.1K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6K- 2.46% |
$2.55M - $2.74M
|
238K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6K- 15.95% |
$2.55M - $2.75M
|
31.6K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.13K- 14.56% |
$2.61M - $2.8M
|
35.9K
$21.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.16K- 16.26% |
$2.62M - $2.82M
|
31.7K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-6.29K- 4.87% |
$2.68M - $2.88M
|
123K
$73.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.3K- 35.03% |
$2.68M - $2.88M
|
11.7K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-6.32K- 67.88% |
$2.69M - $2.89M
|
2.99K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Passaic Partners LLC
|
SELL
|
- |
-6.41K- 1.17% |
$2.73M - $2.93M
|
544K
$323M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.42K- 8.02% |
$2.73M - $2.94M
|
73.6K
$43.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.59K- 6.51% |
$2.81M - $3.02M
|
94.7K
$56.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.64K- 12.59% |
$2.83M - $3.04M
|
46.1K
$27.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.68K- 34.67% |
$2.84M - $3.06M
|
12.6K
$7.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.84K- 2.33% |
$2.91M - $3.13M
|
287K
$171M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.85K- 22.28% |
$2.92M - $3.13M
|
23.9K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-6.96K- 11.88% |
$2.96M - $3.18M
|
51.6K
$30.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 30.95% |
$2.97M - $3.19M
|
15.5K
$9.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.97K- 29.31% |
$2.97M - $3.19M
|
16.8K
$10M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-7.12K- 53.26% |
$3.03M - $3.26M
|
6.25K
$3.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-7.14K- 56.37% |
$3.04M - $3.27M
|
5.53K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.2K- 4.36% |
$3.06M - $3.29M
|
158K
$93.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7.2K- 1.75% |
$3.07M - $3.3M
|
405K
$241M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.28K- 3.11% |
$3.1M - $3.33M
|
227K
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-7.3K- 16.85% |
$3.11M - $3.34M
|
36K
$21.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.34K- 0.98% |
$3.13M - $3.36M
|
740K
$440M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-7.35K- 15.21% |
$3.13M - $3.37M
|
41K
$24.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.47K- 26.02% |
$3.18M - $3.42M
|
21.2K
$12.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.54K- 1.85% |
$3.21M - $3.45M
|
401K
$238M
|
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-7.59K- 81.79% |
$3.23M - $3.48M
|
1.69K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.67K- 1.91% |
$3.27M - $3.51M
|
395K
$235M
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.68K- 92.87% |
$3.27M - $3.51M
|
589
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.82K- 18.58% |
$3.33M - $3.58M
|
34.3K
$20.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.88K- 49.66% |
$3.36M - $3.61M
|
7.99K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7.9K- 85.72% |
$3.36M - $3.61M
|
1.32K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-7.96K- 3.63% |
$3.39M - $3.64M
|
211K
$126M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.09K- 1.36% |
$3.44M - $3.7M
|
588K
$350M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-8.13K- 6.98% |
$3.46M - $3.72M
|
108K
$64.4M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.26K- 6.83% |
$3.52M - $3.78M
|
113K
$67.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.29K- 6.62% |
$3.53M - $3.79M
|
117K
$69.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-8.38K- 8.12% |
$3.57M - $3.83M
|
94.8K
$56.4M
|