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
Laffer Tengler Investments

Nashville, TN
BUY
 -
601
+ 70.96%
$256K - $275K
1.45K $862K
Nov 13, 2023 Q3 2023
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
600
+ 0.99%
$256K - $275K
61.2K $36.4M
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
600
+ 39.5%
$256K - $275K
2.12K $1.26M
Nov 14, 2023 Q3 2023
M.D. Sass Investors Services, Inc.

New York, NY
BUY
 -
600
+ 1.29%
$256K - $275K
47K $28M
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
600
New
$256K - $275K
600 $357K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
599
+ 2.84%
$255K - $274K
21.7K $12.9M
Nov 14, 2023 Q3 2023
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
599
New
$255K - $274K
599 $356K
Oct 24, 2023 Q3 2023
Horizon Wealth Management, LLC

BUY
 -
598
+ 4.48%
$255K - $274K
14K $8.31M
Nov 01, 2023 Q3 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
596
+ 11.96%
$254K - $273K
5.58K $3.32M
Nov 08, 2023 Q3 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
593
+ 9.26%
$253K - $271K
7K $4.16M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
582
New
$248K - $266K
582 $346K
Oct 16, 2023 Q3 2023
Well Done, LLC

BUY
 -
579
+ 5.71%
$247K - $265K
10.7K $6.38M
Nov 06, 2023 Q3 2023
Kaye Capital Management

El Segundo, CA
BUY
 -
579
New
$247K - $265K
579 $345K
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
574
+ 0.98%
$244K - $263K
59.1K $35.1M
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
572
+ 10.03%
$244K - $262K
6.27K $3.73M
Oct 19, 2023 Q3 2023
Lockerman Financial Group, Inc.

BUY
 -
571
+ 7.35%
$243K - $261K
8.34K $4.96M
Nov 14, 2023 Q3 2023
American Capital Management Inc

New York, NY
BUY
 -
571
+ 26.62%
$243K - $261K
2.72K $1.62M
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
565
+ 14.04%
$241K - $259K
4.59K $2.73M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
562
+ 18.17%
$239K - $257K
3.66K $2.17M
Nov 07, 2023 Q3 2023
Cookson Peirce & CO Inc

BUY
 -
559
New
$238K - $256K
559 $333K
Jan 17, 2024 Q3 2023
Dixon Mitchell Investment Counsel Inc.

Vancouver, A1
BUY
 -
550
New
$234K - $252K
550 $327K
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
545
+ 10.63%
$232K - $249K
5.67K $3.37M
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
544
+ 11.34%
$232K - $249K
5.34K $3.18M
Oct 10, 2023 Q3 2023
C2 C Wealth Management, LLC

BUY
 -
534
+ 3.18%
$227K - $244K
17.3K $10.3M
Oct 25, 2023 Q3 2023
Crown Wealth Group, LLC

BUY
 -
533
New
$227K - $244K
533 $317K
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
531
+ 14.34%
$226K - $243K
4.23K $2.52M
Nov 07, 2023 Q3 2023
Community Financial Services Group, LLC

Newport, VT
BUY
 -
529
+ 12.57%
$225K - $242K
4.74K $2.82M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
526
+ 0.74%
$224K - $241K
71.9K $42.8M
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
521
+ 4.23%
$222K - $239K
12.8K $7.64M
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
520
+ 22.87%
$221K - $238K
2.79K $1.66M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
520
+ 18.6%
$221K - $238K
3.32K $1.97M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
519
+ 73.41%
$221K - $238K
1.23K $729K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
517
+ 15.57%
$220K - $237K
3.84K $2.28M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
517
+ 10.96%
$220K - $237K
5.24K $3.12M
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
515
+ 4.13%
$219K - $236K
13K $7.73M
Nov 14, 2023 Q3 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
514
+ 16.01%
$219K - $235K
3.73K $2.22M
Oct 05, 2023 Q3 2023
Life Pro Asset Management

BUY
 -
513
New
$218K - $235K
513 $305K
Oct 10, 2023 Q3 2023
Osher Van De Voorde Investment Management

BUY
 -
510
New
$217K - $233K
510 $303K
Nov 08, 2023 Q3 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
510
+ 3.87%
$217K - $233K
13.7K $8.14M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
506
+ 5.74%
$215K - $232K
9.33K $5.55M
Oct 24, 2023 Q3 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
505
New
$215K - $231K
505 $300K
Oct 13, 2023 Q3 2023
Brave Asset Management Inc

BUY
 -
504
+ 1.54%
$215K - $231K
33.2K $19.7M
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
504
New
$215K - $231K
504 $300K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
502
+ 4.64%
$214K - $230K
11.3K $6.73M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
501
+ 278.33%
$213K - $229K
681 $405K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
500
+ 27.78%
$213K - $229K
2.3K $1.37M
Nov 14, 2023 Q3 2023
Black Maple Capital Management LP

Milwaukee, WI
BUY
 -
500
+ 0.8%
$213K - $229K
63.3K $37.6M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
499
+ 5.17%
$213K - $228K
10.2K $6.04M
Nov 14, 2023 Q3 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
497
New
$212K - $228K
497 $296K

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