Purchases and Sales Made in Q3 2023 in Spdr S&P 500 ETF Trust (SPY)
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
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.97K+ 199.7% |
$840K - $903K
|
2.96K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.96K+ 244.75% |
$834K - $896K
|
2.76K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 29.91% |
$826K - $888K
|
8.42K
$5.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.94K+ 7.55% |
$824K - $886K
|
27.6K
$16.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 6.77% |
$821K - $883K
|
30.4K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.92K+ 4.79% |
$816K - $877K
|
41.9K
$25M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.88K+ 9.5% |
$799K - $859K
|
21.6K
$12.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 103.36% |
$799K - $858K
|
3.69K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.87K+ 12.85% |
$794K - $854K
|
16.4K
$9.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.86KNew |
$793K - $853K
|
1.86K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
1.85K+ 4.78% |
$788K - $847K
|
40.6K
$24.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.82K+ 1.14% |
$773K - $831K
|
161K
$95.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 4.57% |
$771K - $829K
|
41.4K
$24.7M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 15.04% |
$767K - $824K
|
13.8K
$8.21M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 8.09% |
$756K - $813K
|
23.7K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.78K+ 8.22% |
$756K - $813K
|
23.4K
$13.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.77K+ 10.4% |
$755K - $811K
|
18.8K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 16.48% |
$745K - $801K
|
12.4K
$7.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.75K+ 26.85% |
$743K - $799K
|
8.24K
$4.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.74K+ 78.35% |
$741K - $797K
|
3.96K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.74K+ 80.42% |
$741K - $797K
|
3.91K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.74K+ 2.62% |
$739K - $795K
|
67.9K
$40.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.74K+ 3.16% |
$739K - $794K
|
56.6K
$33.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.73K+ 5.24% |
$738K - $793K
|
34.8K
$20.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.73K+ 15.25% |
$737K - $792K
|
13.1K
$7.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.72K+ 58.78% |
$732K - $786K
|
4.64K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.71K+ 3.05% |
$727K - $781K
|
57.6K
$34.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.69K+ 0.64% |
$720K - $774K
|
268K
$160M
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.68K+ 3.38% |
$717K - $771K
|
51.5K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.68K+ 9.64% |
$714K - $767K
|
19.1K
$11.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.67K+ 215.59% |
$712K - $766K
|
2.45K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.65KNew |
$701K - $754K
|
1.65K
$981K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.64K+ 27.47% |
$697K - $749K
|
7.59K
$4.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.6K+ 27.05% |
$681K - $732K
|
7.51K
$4.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.6K+ 1.67% |
$680K - $731K
|
97.2K
$57.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.59K+ 22.3% |
$678K - $728K
|
8.73K
$5.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 42.81% |
$674K - $724K
|
5.28K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.58K+ 5.99% |
$673K - $724K
|
28K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.56K+ 68.95% |
$664K - $714K
|
3.82K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
1.56K+ 2.66% |
$662K - $712K
|
60K
$35.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.55K+ 4.12% |
$660K - $709K
|
39.1K
$23.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.53K+ 4.23% |
$649K - $698K
|
37.6K
$22.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.52K+ 8.42% |
$648K - $696K
|
19.6K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 30.35% |
$639K - $687K
|
6.44K
$3.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.5KNew |
$639K - $687K
|
1.5K
$894K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 30.35% |
$639K - $687K
|
6.44K
$3.84M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.49K+ 11.26% |
$633K - $680K
|
14.7K
$8.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.48K+ 4.29% |
$632K - $679K
|
36.1K
$21.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.48KNew |
$629K - $676K
|
1.48K
$880K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.2% |
$627K - $674K
|
68.4K
$40.8M
|