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
Dec 05, 2023 Q3 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
89
+ 2.17%
$37.9K - $40.7K
4.19K $2.63M
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
88
+ 16.03%
$37.5K - $40.3K
637 $400K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
87
+ 0.02%
$37.1K - $39.8K
349K $219M
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
87
+ 34.8%
$37.1K - $39.8K
337 $212K
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

BUY
 -
86
+ 13.37%
$36.6K - $39.4K
729 $458K
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
86
+ 1.18%
$36.6K - $39.4K
7.39K $4.64M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
84
+ 1.72%
$35.8K - $38.5K
4.97K $3.12M
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
83
+ 3.21%
$35.3K - $38K
2.67K $1.67M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
82
+ 0.03%
$34.9K - $37.5K
322K $202M
Oct 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
82
+ 15.27%
$34.9K - $37.5K
619 $389K
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
81
+ 6.29%
$34.5K - $37.1K
1.37K $859K
Nov 13, 2023 Q3 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
81
+ 9.62%
$34.5K - $37.1K
923 $580K
Oct 04, 2023 Q3 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
80
+ 0.27%
$34.1K - $36.6K
30.2K $19M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
80
+ 14.01%
$34.1K - $36.6K
651 $409K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
80
+ 0.68%
$34.1K - $36.6K
11.8K $7.4M
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
80
+ 10.26%
$34.1K - $36.6K
860 $540K
Oct 11, 2023 Q3 2023
J2 Capital Management Inc

BUY
 -
79
+ 11.3%
$33.6K - $36.2K
778 $489K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
79
+ 0.49%
$33.6K - $36.2K
16.2K $10.2M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
79
New
$33.6K - $36.2K
79 $49.6K
Nov 13, 2023 Q3 2023
Apriem Advisors

Irvine, CA
BUY
 -
78
+ 0.28%
$33.2K - $35.7K
28.1K $17.6M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
76
+ 3.81%
$32.4K - $34.8K
2.07K $1.3M
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
76
+ 5.33%
$32.4K - $34.8K
1.5K $944K
Oct 26, 2023 Q3 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
75
+ 4.13%
$31.9K - $34.3K
1.89K $1.19M
Nov 02, 2023 Q3 2023
Lincoln Capital Corp

BUY
 -
75
+ 3.72%
$31.9K - $34.3K
2.09K $1.31M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
75
+ 0.31%
$31.9K - $34.3K
24.5K $15.4M
Nov 13, 2023 Q3 2023
Long Road Investment Counsel, LLC

BUY
 -
75
+ 3.77%
$31.9K - $34.3K
2.06K $1.3M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
73
+ 7.94%
$31.1K - $33.4K
992 $623K
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
72
+ 3.4%
$30.7K - $33K
2.19K $1.38M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
72
+ 0.07%
$30.7K - $33K
104K $65.1M
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
71
+ 0.47%
$30.2K - $32.5K
15.3K $9.61M
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
70
+ 10.32%
$29.8K - $32K
748 $470K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
69
+ 17.29%
$29.4K - $31.6K
468 $294K
Oct 25, 2023 Q3 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
67
+ 0.22%
$28.5K - $30.7K
30.9K $19.4M
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
67
+ 4.71%
$28.5K - $30.7K
1.49K $935K
Oct 10, 2023 Q3 2023
Strid Group, LLC

BUY
 -
66
+ 3.07%
$28.1K - $30.2K
2.22K $1.39M
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
66
+ 3.4%
$28.1K - $30.2K
2.01K $1.26M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
65
+ 0.28%
$27.7K - $29.8K
23.1K $14.5M
Nov 13, 2023 Q3 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
65
+ 4.94%
$27.7K - $29.8K
1.38K $867K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
63
+ 2.74%
$26.8K - $28.8K
2.36K $1.48M
Nov 08, 2023 Q3 2023
Summit Place Financial Advisors, LLC

BUY
 -
63
+ 1.24%
$26.8K - $28.8K
5.14K $3.23M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
63
+ 13.85%
$26.8K - $28.8K
518 $325K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
63
+ 1.21%
$26.8K - $28.8K
5.25K $3.3M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
62
+ 0.05%
$26.4K - $28.4K
120K $75.6M
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
62
+ 6.28%
$26.4K - $28.4K
1.05K $659K
Nov 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
62
+ 1.78%
$26.4K - $28.4K
3.55K $2.23M
Oct 25, 2023 Q3 2023
Dougherty Wealth Advisers LLC

BUY
 -
60
+ 16.13%
$25.6K - $27.5K
432 $271K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
59
+ 4.59%
$25.1K - $27K
1.34K $844K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
59
+ 0.66%
$25.1K - $27K
9K $5.65M
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
59
+ 5.97%
$25.1K - $27K
1.05K $658K

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