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 13, 2023 Q3 2023
Sbb Research Group LLC

BUY
 -
9.54K
+ 41.53%
$4.06M - $4.37M
32.5K $19.5M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
9.48K
New
$4.04M - $4.34M
9.48K $5.7M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.47K
+ 0.46%
$4.03M - $4.34M
2.08M $1.25B
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
9.43K
+ 15.28%
$4.02M - $4.32M
71.2K $42.8M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
9.27K
+ 108.03%
$3.95M - $4.24M
17.8K $10.7M
Oct 19, 2023 Q3 2023
P&S Credit Management, L.P.

New York, NY
BUY
 -
9.14K
New
$3.89M - $4.18M
9.14K $5.49M
Nov 14, 2023 Q3 2023
Berkeley Capital Partners, LLC

BUY
 -
9.11K
+ 8.51%
$3.88M - $4.17M
116K $69.8M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
9.09K
+ 5.47%
$3.87M - $4.16M
175K $105M
Nov 09, 2023 Q3 2023
Canada Pension Plan Investment Board

Toronto Ontario, A6
BUY
 -
9K
+ 0.41%
$3.83M - $4.12M
2.23M $1.34B
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.99K
+ 2.55%
$3.83M - $4.11M
361K $217M
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
8.84K
+ 150.35%
$3.76M - $4.05M
14.7K $8.85M
Nov 06, 2023 Q3 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
8.81K
+ 13.44%
$3.75M - $4.03M
74.3K $44.7M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
8.8K
+ 10.69%
$3.75M - $4.03M
91.1K $54.8M
Nov 14, 2023 Q3 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
8.78K
+ 18.35%
$3.74M - $4.02M
56.6K $34M
Nov 01, 2023 Q3 2023
Empowered Funds, LLC

BUY
 -
8.69K
New
$3.7M - $3.98M
8.69K $5.22M
Nov 06, 2023 Q3 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
8.65K
+ 36.7%
$3.68M - $3.96M
32.2K $19.4M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
8.54K
+ 16.49%
$3.64M - $3.91M
60.3K $36.3M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
8.52K
+ 3.96%
$3.63M - $3.9M
224K $134M
Nov 13, 2023 Q3 2023
Ramsey Quantitative Systems

Louisville, KY
BUY
 -
8.47K
+ 6.61%
$3.61M - $3.88M
137K $82.2M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
8.39K
+ 4.47%
$3.57M - $3.84M
196K $118M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
8.26K
+ 1209.37%
$3.52M - $3.78M
8.94K $5.38M
Oct 16, 2023 Q3 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
8.23K
+ 32.0%
$3.5M - $3.77M
34K $20.4M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
8.21K
+ 30.74%
$3.5M - $3.76M
34.9K $21M
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
8.18K
New
$3.48M - $3.75M
8.18K $4.92M
Nov 14, 2023 Q3 2023
Bluefin Capital Management, LLC

New York, NY
BUY
 -
8.18K
+ 996.22%
$3.48M - $3.74M
9K $5.41M
Nov 14, 2023 Q3 2023
Aristotle Capital Management, LLC

Los Angeles, CA
BUY
 -
8.09K
+ 6.33%
$3.45M - $3.7M
136K $81.7M
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
8.01K
+ 835.04%
$3.41M - $3.67M
8.97K $5.39M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
8K
+ 50.7%
$3.41M - $3.66M
23.8K $14.3M
Oct 25, 2023 Q3 2023
Seaview Investment Managers LLC

BUY
 -
7.98K
+ 25.82%
$3.4M - $3.65M
38.9K $23.4M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
7.94K
+ 4.87%
$3.38M - $3.63M
171K $103M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
7.7K
+ 8.43%
$3.28M - $3.52M
99K $59.5M
Nov 07, 2023 Q3 2023
Quantbot Technologies LP

New York, NY
BUY
 -
7.62K
New
$3.25M - $3.49M
7.62K $4.58M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.62K
+ 0.5%
$3.24M - $3.49M
1.54M $925M
Nov 14, 2023 Q3 2023
Gillson Capital LP

Chicago, IL
BUY
 -
7.56K
+ 43.34%
$3.22M - $3.46M
25K $15M
Oct 10, 2023 Q3 2023
Abner Herrman & Brock LLC

BUY
 -
7.55K
+ 474.07%
$3.22M - $3.46M
9.15K $5.5M
Nov 06, 2023 Q3 2023
Victory Capital Management Inc

BUY
 -
7.46K
+ 32.66%
$3.18M - $3.42M
30.3K $18.2M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
7.23K
+ 54.44%
$3.08M - $3.31M
20.5K $12.3M
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
BUY
 -
7.09K
+ 9.92%
$3.02M - $3.25M
78.6K $47.3M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
7K
+ 0.36%
$2.98M - $3.2M
1.93M $1.16B
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
6.96K
+ 54.92%
$2.96M - $3.18M
19.6K $11.8M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
6.9K
+ 23.68%
$2.94M - $3.16M
36.1K $21.7M
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
6.71K
+ 28.02%
$2.86M - $3.07M
30.7K $18.4M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.68K
+ 43.55%
$2.85M - $3.06M
22K $13.2M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
6.61K
+ 0.81%
$2.82M - $3.03M
821K $494M
Oct 24, 2023 Q3 2023
Bank Hapoalim Bm

BUY
 -
6.57K
+ 16.82%
$2.8M - $3.01M
45.6K $27.4M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
6.5K
+ 14.38%
$2.77M - $2.98M
51.7K $31.1M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
6.35K
+ 84.49%
$2.7M - $2.91M
13.9K $8.34M
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
6.32K
+ 5.27%
$2.69M - $2.89M
126K $75.9M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
6.32K
+ 19.13%
$2.69M - $2.89M
39.4K $23.7M

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