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 10, 2023 Q3 2023
Central Bank & Trust CO

BUY
 -
1.92K
+ 4.79%
$816K - $877K
41.9K $25.2M
Nov 07, 2023 Q3 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
1.88K
+ 9.5%
$799K - $859K
21.6K $13M
Nov 15, 2023 Q3 2023
Monograph Wealth Advisors, LLC

BUY
 -
1.88K
+ 103.36%
$799K - $858K
3.69K $2.22M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
1.87K
+ 12.85%
$794K - $854K
16.4K $9.85M
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.86K
New
$793K - $853K
1.86K $1.12M
Oct 27, 2023 Q3 2023
Brickley Wealth Management

BUY
 -
1.85K
+ 4.78%
$788K - $847K
40.6K $24.4M
Oct 16, 2023 Q3 2023
Howard Capital Management Group, LLC

BUY
 -
1.82K
+ 1.14%
$773K - $831K
161K $96.8M
Nov 06, 2023 Q3 2023
Clarity Wealth Advisors, LLC

BUY
 -
1.81K
+ 4.57%
$771K - $829K
41.4K $24.9M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.78K
+ 8.09%
$756K - $813K
23.7K $14.3M
Nov 07, 2023 Q3 2023
Mycio Wealth Partners, LLC

BUY
 -
1.78K
+ 8.22%
$756K - $813K
23.4K $14.1M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.75K
+ 16.48%
$745K - $801K
12.4K $7.44M
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
1.75K
+ 26.85%
$743K - $799K
8.24K $4.96M
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
1.74K
+ 78.35%
$741K - $797K
3.96K $2.38M
Nov 14, 2023 Q3 2023
Edge Rock Capital LLC

BUY
 -
1.74K
+ 80.42%
$741K - $797K
3.91K $2.35M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
1.74K
+ 2.62%
$739K - $795K
67.9K $40.8M
Oct 18, 2023 Q3 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
1.74K
+ 3.16%
$739K - $794K
56.6K $34M
Nov 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
1.73K
+ 5.24%
$738K - $793K
34.8K $20.9M
Nov 06, 2023 Q3 2023
Ami Investment Management Inc

Kendallville, IN
BUY
 -
1.73K
+ 15.25%
$737K - $792K
13.1K $7.87M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
1.72K
+ 58.78%
$732K - $786K
4.64K $2.79M
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
1.71K
+ 3.05%
$727K - $781K
57.6K $34.6M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
1.69K
+ 0.64%
$720K - $774K
268K $161M
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
1.68K
+ 3.38%
$717K - $771K
51.5K $31M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.68K
+ 9.64%
$714K - $767K
19.1K $11.5M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
1.67K
+ 215.59%
$712K - $766K
2.45K $1.47M
Nov 13, 2023 Q3 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
1.65K
New
$701K - $754K
1.65K $990K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.64K
+ 27.47%
$697K - $749K
7.59K $4.57M
Nov 02, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
1.6K
+ 27.05%
$681K - $732K
7.51K $4.52M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
1.6K
+ 1.67%
$680K - $731K
97.2K $58.4M
Nov 13, 2023 Q3 2023
Capital World Investors

Los Angeles, CA
BUY
 -
1.59K
+ 22.3%
$678K - $728K
8.73K $5.25M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.58K
+ 42.81%
$674K - $724K
5.28K $3.17M
Nov 13, 2023 Q3 2023
Blue Investment Partners LLC

Alamo, CA
BUY
 -
1.58K
+ 5.99%
$673K - $724K
28K $16.8M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.56K
+ 68.95%
$664K - $714K
3.82K $2.3M
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
1.56K
+ 2.66%
$662K - $712K
60K $36.1M
Nov 09, 2023 Q3 2023
Lazard Freres Gestion S.A.S.

BUY
 -
1.55K
+ 4.12%
$660K - $709K
39.1K $23.5M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
1.53K
+ 4.23%
$649K - $698K
37.6K $22.6M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
1.52K
+ 8.42%
$648K - $696K
19.6K $11.8M
Nov 06, 2023 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
1.5K
+ 30.35%
$639K - $687K
6.44K $3.87M
Nov 08, 2023 Q3 2023
Doheny Asset Management /Ca

Los Angeles, CA
BUY
 -
1.5K
New
$639K - $687K
1.5K $902K
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
1.5K
+ 30.35%
$639K - $687K
6.44K $3.87M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.49K
+ 11.26%
$633K - $680K
14.7K $8.83M
Nov 14, 2023 Q3 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
1.48K
+ 4.29%
$632K - $679K
36.1K $21.7M
Oct 19, 2023 Q3 2023
Fenimore Asset Management Inc

BUY
 -
1.48K
New
$629K - $676K
1.48K $888K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
1.47K
+ 2.2%
$627K - $674K
68.4K $41.1M
Nov 14, 2023 Q3 2023
Ethic Inc.

New York, NY
BUY
 -
1.47K
New
$627K - $674K
1.47K $886K
Nov 21, 2023 Q3 2023
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
1.45K
New
$619K - $665K
1.45K $874K
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
1.43K
+ 1.17%
$610K - $656K
124K $74.3M
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.43K
+ 17.53%
$610K - $656K
9.6K $5.77M
Oct 24, 2023 Q3 2023
Genesee Capital Advisors, LLC

BUY
 -
1.43K
New
$609K - $655K
1.43K $861K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.43K
+ 14.11%
$609K - $654K
11.6K $6.95M

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