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 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
2.45K
+ 2.46%
$1.04M - $1.12M
102K $61.2M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.43K
+ 4.34%
$1.03M - $1.11M
58.4K $35.1M
Nov 14, 2023 Q3 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
2.42K
New
$1.03M - $1.11M
2.42K $1.45M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.4K
+ 1.18%
$1.02M - $1.1M
207K $124M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
2.4K
+ 3.46%
$1.02M - $1.1M
71.7K $43.1M
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
2.36K
+ 111.57%
$1.01M - $1.08M
4.48K $2.69M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
2.33K
+ 8976.92%
$994K - $1.07M
2.36K $1.42M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
2.33K
+ 11.95%
$990K - $1.06M
21.8K $13.1M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
2.32K
+ 19.38%
$990K - $1.06M
14.3K $8.61M
Nov 07, 2023 Q3 2023
Copperwynd Financial, LLC

BUY
 -
2.32K
+ 5.18%
$987K - $1.06M
47.1K $28.3M
Nov 02, 2023 Q3 2023
Shaker Financial Services, LLC

BUY
 -
2.3K
+ 117.95%
$980K - $1.05M
4.25K $2.56M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.28K
+ 2.06%
$973K - $1.05M
113K $68.1M
Oct 19, 2023 Q3 2023
Alta Wealth Advisors LLC

BUY
 -
2.28K
+ 16.12%
$970K - $1.04M
16.4K $9.87M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
2.27K
+ 1.66%
$967K - $1.04M
139K $83.7M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.27K
+ 2.42%
$966K - $1.04M
96.2K $57.8M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
2.26K
+ 16.45%
$962K - $1.03M
16K $9.62M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.25K
+ 26.42%
$958K - $1.03M
10.8K $6.47M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
2.23K
+ 2.72%
$951K - $1.02M
84.3K $50.7M
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
2.2K
+ 7.73%
$935K - $1.01M
30.6K $18.4M
Oct 13, 2023 Q3 2023
Tran Capital Management, L.P.

BUY
 -
2.2K
+ 337.69%
$935K - $1M
2.85K $1.71M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.19K
+ 3.17%
$933K - $1M
71.2K $42.8M
Nov 14, 2023 Q3 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
2.18K
New
$928K - $998K
2.18K $1.31M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
2.18K
+ 0.4%
$926K - $996K
544K $327M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
2.15K
+ 154.93%
$916K - $985K
3.54K $2.13M
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
2.15K
+ 18.53%
$914K - $982K
13.7K $8.26M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
2.13K
+ 0.96%
$908K - $976K
223K $134M
Nov 06, 2023 Q3 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
2.12K
+ 7.55%
$901K - $969K
30.1K $18.1M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.11K
+ 50.53%
$898K - $965K
6.28K $3.78M
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
2.1K
+ 0.81%
$896K - $963K
263K $158M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.1K
+ 16.23%
$895K - $962K
15.1K $9.05M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.09K
+ 68.97%
$892K - $959K
5.13K $3.08M
Oct 27, 2023 Q3 2023
Ing Groep Nv

BUY
 -
2.08K
New
$888K - $954K
2.08K $1.25M
Oct 24, 2023 Q3 2023
Goodwin Daniel L

BUY
 -
2.08K
+ 9.01%
$886K - $953K
25.2K $15.1M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
2.08K
New
$885K - $951K
2.08K $1.25M
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
2.08K
New
$885K - $951K
2.08K $1.25M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
2.07K
+ 16.72%
$882K - $948K
14.4K $8.69M
Nov 13, 2023 Q3 2023
Miller Investment Management, LP

West Conshohocken, PA
BUY
 -
2.06K
+ 0.66%
$879K - $944K
316K $190M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
2.06K
+ 2.0%
$876K - $942K
105K $63.2M
Nov 13, 2023 Q3 2023
Allen Investment Management LLC

BUY
 -
2.05K
+ 2.01%
$872K - $937K
104K $62.4M
Nov 13, 2023 Q3 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
2.04K
+ 59.37%
$869K - $934K
5.48K $3.29M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
2.04K
New
$867K - $932K
2.04K $1.22M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.02K
+ 1.47%
$860K - $925K
140K $83.9M
Nov 14, 2023 Q3 2023
Montz Harcus Wealth Management LLC

BUY
 -
2K
+ 4.34%
$850K - $914K
48.1K $28.9M
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
1.98K
+ 3.32%
$842K - $905K
61.5K $37M
Nov 13, 2023 Q3 2023
Capital Research Global Investors

Los Angeles, CA
BUY
 -
1.97K
+ 199.7%
$840K - $903K
2.96K $1.78M
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
1.96K
+ 244.75%
$834K - $896K
2.76K $1.66M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.94K
+ 29.91%
$826K - $888K
8.42K $5.06M
Oct 31, 2023 Q3 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
1.94K
+ 7.55%
$824K - $886K
27.6K $16.6M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.93K
+ 6.77%
$821K - $883K
30.4K $18.3M

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