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
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
154
+ 1.1%
$65.6K - $70.5K
14.2K $8.44M
Oct 24, 2023 Q3 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
153
+ 12.44%
$65.2K - $70K
1.38K $823K
Oct 16, 2023 Q3 2023
ETF Portfolio Partners, Inc.

BUY
 -
152
+ 8.87%
$64.7K - $69.6K
1.87K $1.11M
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
151
+ 6.27%
$64.3K - $69.1K
2.56K $1.52M
Nov 13, 2023 Q3 2023
Nsi Retail Advisors, LLC

Pittsburgh, PA
BUY
 -
150
+ 0.12%
$63.9K - $68.7K
130K $77.1M
Nov 13, 2023 Q3 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
150
+ 0.12%
$63.9K - $68.7K
130K $77.1M
Oct 25, 2023 Q3 2023
Jackson Square Capital, LLC

BUY
 -
149
+ 2.73%
$63.5K - $68.2K
5.61K $3.34M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
145
+ 8.7%
$61.8K - $66.4K
1.81K $1.08M
Oct 25, 2023 Q3 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
145
+ 2.99%
$61.8K - $66.4K
4.99K $2.97M
Oct 27, 2023 Q3 2023
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
145
+ 2.61%
$61.8K - $66.4K
5.71K $3.4M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
144
+ 1.08%
$61.3K - $65.9K
13.4K $7.99M
Oct 16, 2023 Q3 2023
Burke & Herbert Bank & Trust CO

BUY
 -
142
+ 0.82%
$60.5K - $65K
17.4K $10.4M
Oct 25, 2023 Q3 2023
Chicago Capital, LLC

BUY
 -
140
+ 1.96%
$59.6K - $64.1K
7.28K $4.33M
Nov 14, 2023 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
140
+ 1.08%
$59.6K - $64.1K
13K $7.76M
Oct 25, 2023 Q3 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
139
+ 2.95%
$59.2K - $63.6K
4.85K $2.89M
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

BUY
 -
138
+ 8.37%
$58.8K - $63.2K
1.79K $1.06M
Dec 13, 2024 Q3 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
137
+ 5.31%
$58.3K - $62.7K
2.72K $1.62M
Nov 06, 2023 Q3 2023
Schrum Private Wealth Management LLC

BUY
 -
135
+ 0.69%
$57.5K - $61.8K
19.7K $11.7M
Nov 09, 2023 Q3 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
135
+ 3.17%
$57.5K - $61.8K
4.39K $2.61M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
134
+ 2.28%
$57.1K - $61.3K
6.01K $3.58M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
134
+ 0.34%
$57.1K - $61.3K
39K $23.2M
Nov 14, 2023 Q3 2023
London CO Of Virginia

Richmond, VA
BUY
 -
134
+ 6.87%
$57.1K - $61.3K
2.08K $1.24M
Nov 03, 2023 Q3 2023
Heritage Investment Group, Inc.

BUY
 -
132
+ 1.92%
$56.2K - $60.4K
6.99K $4.16M
Nov 14, 2023 Q3 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
132
+ 2.93%
$56.2K - $60.4K
4.63K $2.76M
Nov 13, 2023 Q3 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
130
+ 6.84%
$55.4K - $59.5K
2.03K $1.21M
Nov 13, 2023 Q3 2023
Delta Investment Management, LLC

BUY
 -
130
+ 1.86%
$55.4K - $59.5K
7.12K $4.24M
Nov 14, 2023 Q3 2023
Nelson Capital Management, LLC

BUY
 -
128
+ 1.08%
$54.5K - $58.6K
12K $7.16M
Nov 14, 2023 Q3 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
128
+ 0.59%
$54.5K - $58.6K
21.7K $12.9M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
127
+ 1.5%
$54.1K - $58.1K
8.57K $5.1M
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
125
+ 9.27%
$53.2K - $57.2K
1.47K $876K
Nov 01, 2023 Q3 2023
Synergy Financial Group, LTD

BUY
 -
125
+ 8.18%
$53.2K - $57.2K
1.65K $984K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
125
+ 0.07%
$53.2K - $57.2K
186K $111M
Oct 10, 2023 Q3 2023
Fortem Financial Group, LLC

BUY
 -
123
+ 5.89%
$52.4K - $56.3K
2.21K $1.32M
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
123
+ 4.8%
$52.4K - $56.3K
2.69K $1.6M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
122
+ 2.13%
$52K - $55.9K
5.86K $3.49M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
121
+ 0.4%
$51.5K - $55.4K
30.2K $18M
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

BUY
 -
121
+ 5.41%
$51.5K - $55.4K
2.36K $1.4M
Oct 25, 2023 Q3 2023
Buffington Mohr Mc Neal

BUY
 -
120
+ 5.99%
$51.1K - $54.9K
2.13K $1.26M
Oct 10, 2023 Q3 2023
Ccg Wealth Management, LLC

BUY
 -
119
+ 3.09%
$50.7K - $54.5K
3.98K $2.37M
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
119
+ 6.24%
$50.7K - $54.5K
2.03K $1.21M
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
117
+ 1.59%
$49.8K - $53.6K
7.48K $4.45M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
116
+ 0.45%
$49.4K - $53.1K
25.7K $15.3M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
115
+ 7.4%
$49K - $52.6K
1.67K $994K
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
115
+ 7.29%
$49K - $52.6K
1.69K $1.01M
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
114
+ 2.22%
$48.6K - $52.2K
5.26K $3.13M
Feb 09, 2024 Q3 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
114
+ 7.65%
$48.6K - $52.2K
1.61K $955K
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
112
+ 1.28%
$47.7K - $51.3K
8.89K $5.29M
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
112
+ 15.32%
$47.7K - $51.3K
843 $502K
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
110
+ 21.44%
$46.8K - $50.4K
623 $371K

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