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 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
1.43K
New
$608K - $654K
1.43K $859K
Nov 09, 2023 Q3 2023
Nichols & Pratt Advisers LLP

BUY
 -
1.43K
+ 285.4%
$608K - $653K
1.93K $1.16M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.42K
+ 2.35%
$604K - $650K
61.8K $37.1M
Nov 09, 2023 Q3 2023
Bcm Advisors, LLC

BUY
 -
1.41K
+ 22.27%
$601K - $646K
7.75K $4.66M
Oct 10, 2023 Q3 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
1.41K
+ 4.99%
$600K - $645K
29.6K $17.8M
Jun 21, 2024 Q3 2023
Envoi LLC

Minneapolis, MN
BUY
 -
1.41K
New
$599K - $644K
1.41K $845K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
1.41K
+ 4.91%
$598K - $643K
30K $18.1M
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
1.4K
+ 2.2%
$596K - $640K
65K $39.1M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
1.39K
+ 19.12%
$593K - $637K
8.67K $5.21M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
1.38K
+ 2.99%
$587K - $631K
47.4K $28.5M
Oct 27, 2023 Q3 2023
Sanchez Wealth Management Group

BUY
 -
1.37K
+ 4.32%
$583K - $626K
33K $19.9M
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
1.36K
+ 1.36%
$577K - $621K
101K $60.6M
Oct 12, 2023 Q3 2023
Sage Capital Advisors,Llc

BUY
 -
1.34K
+ 7.74%
$570K - $613K
18.6K $11.2M
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
1.32K
+ 4.0%
$561K - $603K
34.2K $20.6M
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
1.32K
+ 3.37%
$560K - $602K
40.4K $24.3M
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
1.3K
+ 15.37%
$555K - $597K
9.79K $5.89M
Oct 17, 2023 Q3 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
1.3K
+ 7.16%
$554K - $596K
19.5K $11.7M
Nov 13, 2023 Q3 2023
Beck Mack & Oliver LLC

New York, NY
BUY
 -
1.29K
+ 243.31%
$550K - $591K
1.82K $1.1M
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
1.29K
+ 33.08%
$549K - $590K
5.18K $3.12M
Nov 14, 2023 Q3 2023
Tcw Group Inc

BUY
 -
1.28K
+ 1.05%
$546K - $586K
124K $74.3M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.27K
+ 1.96%
$541K - $582K
66K $39.7M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.25K
+ 3.02%
$534K - $574K
42.8K $25.7M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.24K
New
$529K - $569K
1.24K $747K
Nov 06, 2023 Q3 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
1.23K
New
$524K - $563K
1.23K $740K
Nov 14, 2023 Q3 2023
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
1.23K
New
$523K - $563K
1.23K $739K
Nov 14, 2023 Q3 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
1.23K
New
$523K - $563K
1.23K $739K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.22K
+ 2.72%
$520K - $559K
46.1K $27.7M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
1.22K
+ 151.05%
$519K - $558K
2.03K $1.22M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.22K
+ 3.89%
$518K - $557K
32.5K $19.5M
Oct 10, 2023 Q3 2023
Wj Wealth Management, LLC

BUY
 -
1.21K
+ 60.81%
$516K - $555K
3.21K $1.93M
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
1.2K
New
$511K - $550K
1.2K $722K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
1.2K
+ 31.56%
$511K - $549K
5K $3.01M
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
1.18K
+ 8.9%
$504K - $542K
14.5K $8.71M
Oct 27, 2023 Q3 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.18K
+ 6.03%
$503K - $541K
20.8K $12.5M
Feb 14, 2024 Q3 2023
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
1.18K
New
$500K - $538K
1.18K $707K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
1.17K
+ 46.77%
$500K - $537K
3.68K $2.22M
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
1.15K
+ 20.32%
$490K - $527K
6.82K $4.1M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.15K
+ 2.46%
$490K - $526K
48K $28.9M
Nov 14, 2023 Q3 2023
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
1.15K
New
$488K - $524K
1.15K $689K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
1.14K
+ 10.4%
$487K - $524K
12.1K $7.31M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
1.13K
+ 9.38%
$482K - $518K
13.2K $7.93M
Nov 15, 2023 Q3 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1.13K
+ 1.97%
$482K - $518K
58.6K $35.3M
Nov 14, 2023 Q3 2023
Kerrisdale Advisers, LLC

Miami, FL
BUY
 -
1.12K
New
$477K - $513K
1.12K $674K
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.12K
+ 82.95%
$477K - $512K
2.47K $1.48M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
1.12K
+ 0.62%
$477K - $512K
182K $109M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
1.12K
+ 4.24%
$476K - $512K
27.5K $16.5M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.11K
+ 6.42%
$473K - $508K
18.4K $11.1M
Nov 14, 2023 Q3 2023
Investidor Profissional Gestao De Recursos Ltda.

Rio De Janeiro, D5
BUY
 -
1.11K
+ 166.22%
$471K - $507K
1.77K $1.07M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
1.1K
+ 69.17%
$470K - $505K
2.7K $1.62M

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