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
Ccg Wealth Management, LLC

BUY
 -
119
+ 3.09%
$50.7K - $54.5K
3.98K $2.5M
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
119
+ 6.24%
$50.7K - $54.5K
2.03K $1.27M
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
117
+ 1.59%
$49.8K - $53.6K
7.48K $4.7M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
116
+ 0.45%
$49.4K - $53.1K
25.7K $16.1M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
115
+ 7.4%
$49K - $52.6K
1.67K $1.05M
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
115
+ 7.29%
$49K - $52.6K
1.69K $1.06M
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
114
+ 2.22%
$48.6K - $52.2K
5.26K $3.3M
Feb 09, 2024 Q3 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
114
+ 7.65%
$48.6K - $52.2K
1.61K $1.01M
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
112
+ 1.28%
$47.7K - $51.3K
8.89K $5.59M
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
112
+ 15.32%
$47.7K - $51.3K
843 $529K
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
110
+ 6.01%
$46.8K - $50.4K
1.94K $1.22M
Nov 14, 2023 Q3 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
110
+ 3.04%
$46.8K - $50.4K
3.73K $2.34M
Oct 11, 2023 Q3 2023
Stewardship Advisors, LLC

BUY
 -
109
+ 12.85%
$46.4K - $49.9K
957 $601K
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
109
+ 7.74%
$46.4K - $49.9K
1.52K $953K
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

BUY
 -
109
+ 10.08%
$46.4K - $49.9K
1.19K $747K
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
108
+ 4.11%
$46K - $49.4K
2.74K $1.72M
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
108
+ 8.11%
$46K - $49.4K
1.44K $904K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
108
+ 0.7%
$46K - $49.4K
15.5K $9.74M
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
107
+ 0.42%
$45.6K - $49K
25.9K $16.2M
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
106
+ 2.24%
$45.1K - $48.5K
4.84K $3.04M
Oct 07, 2024 Q3 2023
Payden & Rygel

Los Angeles, CA
BUY
 -
106
+ 0.24%
$45.1K - $48.5K
44.4K $27.9M
Oct 19, 2023 Q3 2023
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
104
+ 13.02%
$44.3K - $47.6K
903 $567K
Nov 13, 2023 Q3 2023
Cutler Capital Management, LLC

Worcester, MA
BUY
 -
104
+ 16.56%
$44.3K - $47.6K
732 $460K
Oct 25, 2023 Q3 2023
Guyasuta Investment Advisors Inc

BUY
 -
103
+ 1.1%
$43.9K - $47.2K
9.51K $5.97M
Nov 13, 2023 Q3 2023
Hyperion Capital Advisors LP

New York, NY
BUY
 -
102
+ 6.71%
$43.4K - $46.7K
1.62K $1.02M
Oct 24, 2023 Q3 2023
Dorchester Wealth Management CO

BUY
 -
101
+ 5.34%
$43K - $46.2K
1.99K $1.25M
Nov 03, 2023 Q3 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
100
+ 5.83%
$42.6K - $45.8K
1.81K $1.14M
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
100
+ 9.09%
$42.6K - $45.8K
1.2K $754K
Nov 14, 2023 Q3 2023
Highland Capital Management, LLC

BUY
 -
100
+ 1.62%
$42.6K - $45.8K
6.26K $3.93M
Nov 09, 2023 Q3 2023
Innovis Asset Management LLC

Chicago, IL
BUY
 -
98
+ 4.13%
$41.7K - $44.9K
2.47K $1.55M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
97
+ 10.28%
$41.3K - $44.4K
1.04K $654K
Oct 16, 2023 Q3 2023
Clarus Group, Inc.

BUY
 -
96
+ 5.58%
$40.9K - $43.9K
1.82K $1.14M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
96
+ 0.37%
$40.9K - $43.9K
26.3K $16.5M
Oct 23, 2023 Q3 2023
Arbor Investment Advisors, LLC

BUY
 -
95
+ 9.04%
$40.5K - $43.5K
1.15K $720K
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
95
+ 2.16%
$40.5K - $43.5K
4.5K $2.83M
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
95
+ 12.6%
$40.5K - $43.5K
849 $533K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
95
New
$40.5K - $43.5K
95 $59.7K
Oct 23, 2023 Q3 2023
Independent Investors Inc

BUY
 -
94
+ 5.66%
$40K - $43K
1.76K $1.1M
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
93
+ 13.29%
$39.6K - $42.6K
793 $498K
Nov 08, 2023 Q3 2023
Appleton Group, LLC

BUY
 -
93
+ 4.29%
$39.6K - $42.6K
2.26K $1.42M
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
92
+ 10.45%
$39.2K - $42.1K
972 $610K
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
92
+ 2.8%
$39.2K - $42.1K
3.38K $2.12M
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
91
+ 0.35%
$38.8K - $41.7K
26.3K $16.5M
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
91
+ 0.22%
$38.8K - $41.7K
42.3K $26.6M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
91
+ 0.84%
$38.8K - $41.7K
10.9K $6.85M
Oct 18, 2023 Q3 2023
Ls Investment Advisors, LLC

BUY
 -
90
+ 6.52%
$38.3K - $41.2K
1.47K $923K
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
90
+ 0.29%
$38.3K - $41.2K
30.9K $19.4M
Oct 13, 2023 Q3 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
89
+ 2.74%
$37.9K - $40.7K
3.34K $2.1M
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
89
+ 0.18%
$37.9K - $40.7K
48.7K $30.6M

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