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
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.53K
+ 6.28%
$1.08M - $1.16M
42.8K $28.3M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
2.51K
New
$1.07M - $1.15M
2.51K $1.66M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
2.49K
+ 103.5%
$1.06M - $1.14M
4.89K $3.23M
Nov 07, 2023 Q3 2023
Lcm Capital Management Inc

BUY
 -
2.48K
+ 6.33%
$1.06M - $1.14M
41.7K $27.5M
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
2.48K
+ 3.96%
$1.06M - $1.14M
65.2K $43.1M
Nov 13, 2023 Q3 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
2.47K
+ 4.96%
$1.05M - $1.13M
52.2K $34.5M
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
2.46K
+ 3.39%
$1.05M - $1.12M
75K $49.6M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
2.46K
+ 133.97%
$1.05M - $1.12M
4.29K $2.83M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.46K
+ 7.57%
$1.05M - $1.12M
34.9K $23.1M
Oct 23, 2023 Q3 2023
Deltec Asset Management LLC

BUY
 -
2.46K
+ 9.32%
$1.05M - $1.12M
28.8K $19M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.43K
+ 4.34%
$1.03M - $1.11M
58.4K $38.6M
Nov 14, 2023 Q3 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
2.42K
New
$1.03M - $1.11M
2.42K $1.6M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.4K
+ 1.18%
$1.02M - $1.1M
207K $136M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
2.4K
+ 3.46%
$1.02M - $1.1M
71.7K $47.4M
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
2.36K
+ 111.57%
$1.01M - $1.08M
4.48K $2.96M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
2.33K
+ 8976.92%
$994K - $1.07M
2.36K $1.56M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
2.33K
+ 11.95%
$990K - $1.06M
21.8K $14.4M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
2.32K
+ 19.38%
$990K - $1.06M
14.3K $9.46M
Nov 07, 2023 Q3 2023
Copperwynd Financial, LLC

BUY
 -
2.32K
+ 5.18%
$987K - $1.06M
47.1K $31.1M
Nov 03, 2023 Q3 2023
Q3 Asset Management

BUY
 -
2.31K
New
$983K - $1.06M
2.31K $1.53M
Nov 02, 2023 Q3 2023
Shaker Financial Services, LLC

BUY
 -
2.3K
+ 117.95%
$980K - $1.05M
4.25K $2.81M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.28K
+ 2.06%
$973K - $1.05M
113K $74.8M
Oct 19, 2023 Q3 2023
Alta Wealth Advisors LLC

BUY
 -
2.28K
+ 16.12%
$970K - $1.04M
16.4K $10.8M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
2.27K
+ 1.66%
$967K - $1.04M
139K $91.9M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.27K
+ 2.42%
$966K - $1.04M
96.2K $63.5M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
2.26K
+ 16.45%
$962K - $1.03M
16K $10.6M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.25K
+ 26.42%
$958K - $1.03M
10.8K $7.11M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
2.23K
+ 2.72%
$951K - $1.02M
84.3K $55.7M
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
2.2K
+ 7.73%
$935K - $1.01M
30.6K $20.2M
Oct 13, 2023 Q3 2023
Tran Capital Management, L.P.

BUY
 -
2.2K
+ 337.69%
$935K - $1M
2.85K $1.88M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.19K
+ 3.17%
$933K - $1M
71.2K $47.1M
Nov 14, 2023 Q3 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
2.18K
New
$928K - $998K
2.18K $1.44M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
2.18K
+ 0.4%
$926K - $996K
544K $359M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
2.15K
+ 154.93%
$916K - $985K
3.54K $2.34M
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
2.15K
+ 18.53%
$914K - $982K
13.7K $9.07M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
2.13K
+ 0.96%
$908K - $976K
223K $147M
Nov 06, 2023 Q3 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
2.12K
+ 7.55%
$901K - $969K
30.1K $19.9M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.11K
+ 50.53%
$898K - $965K
6.28K $4.15M
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
2.1K
+ 0.81%
$896K - $963K
263K $174M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.1K
+ 16.23%
$895K - $962K
15.1K $9.94M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.09K
+ 68.97%
$892K - $959K
5.13K $3.39M
Oct 27, 2023 Q3 2023
Ing Groep Nv

BUY
 -
2.08K
New
$888K - $954K
2.08K $1.38M
Oct 24, 2023 Q3 2023
Goodwin Daniel L

BUY
 -
2.08K
+ 9.01%
$886K - $953K
25.2K $16.6M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
2.08K
New
$885K - $951K
2.08K $1.37M
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
2.08K
New
$885K - $951K
2.08K $1.37M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
2.07K
+ 16.72%
$882K - $948K
14.4K $9.54M
Nov 13, 2023 Q3 2023
Miller Investment Management, LP

West Conshohocken, PA
BUY
 -
2.06K
+ 0.66%
$879K - $944K
316K $209M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
2.06K
+ 2.0%
$876K - $942K
105K $69.4M
Nov 13, 2023 Q3 2023
Allen Investment Management LLC

BUY
 -
2.05K
+ 2.01%
$872K - $937K
104K $68.5M

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