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 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
62
+ 1.78%
$26.4K - $28.4K
3.55K $2.35M
Oct 25, 2023 Q3 2023
Dougherty Wealth Advisers LLC

BUY
 -
60
+ 16.13%
$25.6K - $27.5K
432 $285K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
59
+ 4.59%
$25.1K - $27K
1.34K $888K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
59
+ 0.66%
$25.1K - $27K
9K $5.95M
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
59
+ 5.97%
$25.1K - $27K
1.05K $692K
Oct 27, 2023 Q3 2023
Schiavi & CO LLC

Wilmington, DE
BUY
 -
58
+ 12.66%
$24.7K - $26.6K
516 $341K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
58
+ 0.17%
$24.7K - $26.6K
35.1K $23.2M
Nov 14, 2023 Q3 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
57
New
$24.3K - $26.1K
57 $37.7K
Oct 13, 2023 Q3 2023
Retirement Solution Inc.

BUY
 -
56
+ 4.58%
$23.8K - $25.6K
1.28K $844K
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
56
+ 0.17%
$23.8K - $25.6K
32.1K $21.2M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
55
+ 2.93%
$23.4K - $25.2K
1.93K $1.27M
Nov 14, 2023 Q3 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
55
+ 7.42%
$23.4K - $25.2K
796 $526K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
54
+ 3.11%
$23K - $24.7K
1.79K $1.18M
Oct 30, 2023 Q3 2023
Waycross Investment Management CO

Bellingham, WA
BUY
 -
54
+ 0.63%
$23K - $24.7K
8.61K $5.69M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
53
+ 4.54%
$22.6K - $24.3K
1.22K $807K
Oct 11, 2023 Q3 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
53
+ 6.99%
$22.6K - $24.3K
811 $536K
Nov 08, 2023 Q3 2023
Holistic Financial Partners

BUY
 -
53
+ 4.18%
$22.6K - $24.3K
1.32K $872K
Nov 08, 2023 Q3 2023
Lewis Capital Management, LLC

BUY
 -
53
+ 2.46%
$22.6K - $24.3K
2.21K $1.46M
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
52
+ 4.09%
$22.1K - $23.8K
1.32K $873K
Oct 13, 2023 Q3 2023
Sara Bay Financial

BUY
 -
52
+ 5.08%
$22.1K - $23.8K
1.08K $711K
Oct 24, 2023 Q3 2023
Claybrook Capital, LLC

BUY
 -
52
+ 0.14%
$22.1K - $23.8K
38.3K $25.3M
Nov 02, 2023 Q3 2023
Orcam Financial Group

Encinitas, CA
BUY
 -
52
+ 10.95%
$22.1K - $23.8K
527 $348K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
51
+ 4.03%
$21.7K - $23.3K
1.32K $871K
Oct 25, 2023 Q3 2023
Life Steps Financial, Inc.

BUY
 -
51
+ 0.16%
$21.7K - $23.3K
32.4K $21.4M
Oct 27, 2023 Q3 2023
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
51
+ 4.26%
$21.7K - $23.3K
1.25K $825K
Oct 10, 2023 Q3 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
50
+ 3.0%
$21.3K - $22.9K
1.72K $1.14M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
50
+ 2.41%
$21.3K - $22.9K
2.13K $1.41M
Nov 03, 2023 Q3 2023
Noesis Capital Mangement Corp

BUY
 -
50
+ 1.02%
$21.3K - $22.9K
4.96K $3.27M
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

BUY
 -
50
+ 0.51%
$21.3K - $22.9K
9.94K $6.57M
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
50
+ 7.16%
$21.3K - $22.9K
748 $494K
Oct 18, 2023 Q3 2023
Ss&H Financial Advisors, Inc.

BUY
 -
49
+ 1.89%
$20.9K - $22.4K
2.64K $1.74M
Nov 01, 2023 Q3 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
49
+ 1.19%
$20.9K - $22.4K
4.17K $2.75M
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
48
+ 9.16%
$20.4K - $22K
572 $378K
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
47
+ 8.42%
$20K - $21.5K
605 $400K
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
47
+ 9.85%
$20K - $21.5K
524 $346K
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
47
+ 0.1%
$20K - $21.5K
47.9K $31.6M
Nov 14, 2023 Q3 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
47
+ 7.08%
$20K - $21.5K
711 $470K
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
46
+ 0.56%
$19.6K - $21.1K
8.23K $5.44M
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
46
+ 9.94%
$19.6K - $21.1K
509 $336K
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
45
+ 2.4%
$19.2K - $20.6K
1.92K $1.27M
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
45
+ 2.22%
$19.2K - $20.6K
2.07K $1.37M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
45
+ 0.05%
$19.2K - $20.6K
93K $61.5M
Nov 08, 2023 Q3 2023
Rpg Investment Advisory, LLC

BUY
 -
45
+ 6.33%
$19.2K - $20.6K
756 $499K
Nov 02, 2023 Q3 2023
Wealth Trust Axiom LLC

BUY
 -
44
+ 3.02%
$18.7K - $20.1K
1.5K $991K
Oct 11, 2023 Q3 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
43
+ 30.07%
$18.3K - $19.7K
186 $123K
Nov 07, 2023 Q3 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
42
+ 1.12%
$17.9K - $19.2K
3.8K $2.51M
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
42
+ 0.38%
$17.9K - $19.2K
11K $7.24M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
42
+ 2.51%
$17.9K - $19.2K
1.72K $1.13M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
41
+ 0.93%
$17.5K - $18.8K
4.47K $2.95M

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