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 01, 2023 Q3 2023
Emfo, LLC

BUY
 -
713
+ 8.09%
$304K - $326K
9.52K $5.67M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
713
New
$304K - $326K
713 $424K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
712
+ 5.42%
$303K - $326K
13.8K $8.24M
Oct 16, 2023 Q3 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
712
+ 13.81%
$303K - $326K
5.87K $3.49M
Nov 14, 2023 Q3 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
712
+ 19.41%
$303K - $326K
4.38K $2.61M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
710
+ 24.13%
$302K - $325K
3.65K $2.17M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
705
+ 4.21%
$300K - $323K
17.4K $10.4M
Nov 08, 2023 Q3 2023
Washburn Capital Management, Inc.

BUY
 -
704
+ 1.21%
$300K - $322K
58.8K $35M
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
704
+ 4.27%
$300K - $322K
17.2K $10.2M
Nov 14, 2023 Q3 2023
Foster Dykema Cabot & CO Inc

BUY
 -
703
+ 0.17%
$299K - $322K
426K $253M
Nov 15, 2023 Q3 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
670
New
$285K - $307K
670 $399K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
668
+ 12.44%
$284K - $306K
6.04K $3.59M
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

BUY
 -
665
+ 7.48%
$283K - $304K
9.55K $5.68M
Nov 13, 2023 Q3 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
663
+ 110.32%
$282K - $304K
1.26K $752K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
662
+ 13.18%
$282K - $303K
5.68K $3.38M
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
662
+ 5.21%
$282K - $303K
13.4K $7.95M
Nov 13, 2023 Q3 2023
Bedell Frazier Investment Counseling, LLC

BUY
 -
662
+ 61.35%
$282K - $303K
1.74K $1.04M
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
662
+ 5.67%
$282K - $303K
12.3K $7.34M
Oct 10, 2023 Q3 2023
Lvm Capital Management LTD

BUY
 -
660
+ 3.1%
$281K - $302K
21.9K $13M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
659
+ 1.98%
$281K - $302K
33.9K $20.2M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
659
+ 4.19%
$281K - $302K
16.4K $9.76M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
656
+ 6.99%
$279K - $300K
10K $5.97M
Oct 23, 2023 Q3 2023
Moneywise, Inc.

BUY
 -
655
New
$279K - $300K
655 $390K
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

BUY
 -
654
+ 19.31%
$279K - $299K
4.04K $2.4M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
652
+ 3.33%
$278K - $298K
20.2K $12M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
649
New
$276K - $297K
649 $386K
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
646
+ 16.84%
$275K - $296K
4.48K $2.67M
Nov 01, 2023 Q3 2023
Eliot Finkel Investment Counsel, LLC

BUY
 -
645
New
$275K - $295K
645 $384K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
643
+ 3.11%
$274K - $294K
21.3K $12.7M
Nov 01, 2023 Q3 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
643
New
$274K - $294K
643 $383K
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
643
New
$274K - $294K
643 $383K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
641
+ 34.31%
$273K - $293K
2.51K $1.49M
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
640
New
$273K - $293K
640 $381K
Oct 23, 2023 Q3 2023
Suncoast Equity Management

BUY
 -
638
+ 28.76%
$272K - $292K
2.86K $1.7M
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

BUY
 -
637
New
$271K - $292K
637 $379K
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
633
+ 53.06%
$270K - $290K
1.83K $1.09M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
633
+ 8.51%
$270K - $290K
8.07K $4.8M
Oct 26, 2023 Q3 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
632
New
$269K - $289K
632 $376K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
629
+ 17.97%
$268K - $288K
4.13K $2.46M
Oct 20, 2023 Q3 2023
Quattro Financial Advisors LLC

BUY
 -
627
+ 26.52%
$267K - $287K
2.99K $1.78M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
627
+ 0.87%
$267K - $287K
72.5K $43.1M
Nov 09, 2023 Q3 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
622
+ 23.25%
$265K - $285K
3.3K $1.96M
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
620
+ 2.61%
$264K - $284K
24.3K $14.5M
Nov 02, 2023 Q3 2023
Youngs Advisory Group, Inc.

BUY
 -
617
+ 1.44%
$263K - $282K
43.5K $25.9M
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
615
+ 29.51%
$262K - $282K
2.7K $1.61M
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
615
New
$262K - $282K
615 $366K
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
606
New
$258K - $277K
606 $361K
Oct 16, 2023 Q3 2023
Arcus Capital Partners, LLC

BUY
 -
605
+ 10.59%
$258K - $277K
6.32K $3.76M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
601
+ 2.7%
$256K - $275K
22.8K $13.6M

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