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 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
495
+ 0.7%
$211K - $227K
71.5K $42.6M
Oct 18, 2023 Q3 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
492
+ 6.95%
$210K - $225K
7.57K $4.51M
Nov 13, 2023 Q3 2023
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
480
+ 1.19%
$204K - $220K
40.8K $24.3M
Oct 10, 2023 Q3 2023
Baldwin Brothers LLC

BUY
 -
477
+ 8.12%
$203K - $218K
6.35K $3.78M
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
475
+ 1.22%
$202K - $217K
39.4K $23.4M
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
472
+ 90.77%
$201K - $216K
992 $590K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
471
+ 3.78%
$201K - $216K
12.9K $7.7M
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
470
+ 19.23%
$200K - $215K
2.91K $1.73M
Nov 01, 2023 Q3 2023
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
468
New
$199K - $214K
468 $278K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
468
New
$199K - $214K
468 $278K
Nov 06, 2023 Q3 2023
Aldebaran Financial Inc.

BUY
 -
466
+ 9.53%
$198K - $213K
5.36K $3.19M
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
461
+ 11.12%
$196K - $211K
4.61K $2.74M
Nov 06, 2023 Q3 2023
Ntv Asset Management LLC

BUY
 -
459
+ 0.47%
$195K - $210K
97.5K $58M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
457
+ 5.95%
$195K - $209K
8.14K $4.84M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
455
+ 2.53%
$194K - $208K
18.4K $11M
Nov 13, 2023 Q3 2023
Campbell Wealth Management

BUY
 -
455
+ 16.5%
$194K - $208K
3.21K $1.91M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
451
+ 1.69%
$192K - $206K
27.2K $16.2M
Nov 06, 2023 Q3 2023
Cottage Street Advisors LLC

BUY
 -
449
+ 11.77%
$191K - $206K
4.26K $2.54M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
447
+ 6.74%
$190K - $205K
7.08K $4.21M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
446
+ 1.72%
$190K - $204K
26.4K $15.7M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
446
+ 0.12%
$190K - $204K
372K $222M
Oct 31, 2023 Q3 2023
Lyell Wealth Management, LP

BUY
 -
442
+ 3.66%
$188K - $202K
12.5K $7.46M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
431
+ 19.59%
$184K - $197K
2.63K $1.57M
Nov 06, 2023 Q3 2023
Guidance Point Advisors, LLC

BUY
 -
430
+ 5.07%
$183K - $197K
8.91K $5.3M
Oct 12, 2023 Q3 2023
Wealthpoint, LLC

BUY
 -
429
+ 12.72%
$183K - $196K
3.8K $2.26M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
429
+ 16.13%
$183K - $196K
3.09K $1.84M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
428
+ 11.69%
$182K - $196K
4.09K $2.43M
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
425
+ 3.15%
$181K - $195K
13.9K $8.28M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
421
+ 1.41%
$179K - $193K
30.3K $18M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
420
+ 2.53%
$179K - $192K
17K $10.1M
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
420
+ 11.25%
$179K - $192K
4.15K $2.47M
Oct 10, 2023 Q3 2023
Jvl Associates LLC

BUY
 -
417
+ 34.07%
$178K - $191K
1.64K $976K
Nov 15, 2023 Q3 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
417
+ 48.15%
$178K - $191K
1.28K $763K
Oct 19, 2023 Q3 2023
Trust CO Of Virginia

BUY
 -
416
+ 0.78%
$177K - $190K
53.5K $31.8M
Oct 31, 2023 Q3 2023
Cutter & CO Brokerage, Inc.

BUY
 -
415
+ 9.38%
$177K - $190K
4.84K $2.88M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
415
+ 8.33%
$177K - $190K
5.4K $3.21M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
412
+ 2.83%
$175K - $189K
14.9K $8.89M
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
407
+ 66.29%
$173K - $186K
1.02K $608K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
404
+ 44.1%
$172K - $185K
1.32K $785K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
401
+ 0.84%
$171K - $184K
48.1K $28.6M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
400
+ 1.67%
$170K - $183K
24.3K $14.5M
Oct 30, 2023 Q3 2023
Sequent Asset Management, LLC

BUY
 -
400
+ 4.93%
$170K - $183K
8.51K $5.06M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
399
+ 9.68%
$170K - $183K
4.52K $2.69M
Nov 08, 2023 Q3 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
397
+ 37.67%
$169K - $182K
1.45K $863K
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
396
+ 54.4%
$169K - $181K
1.12K $669K
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
390
+ 31.48%
$166K - $179K
1.63K $969K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
390
New
$166K - $179K
390 $232K
Oct 10, 2023 Q3 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
388
+ 6.11%
$165K - $178K
6.74K $4.01M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
387
+ 0.85%
$165K - $177K
45.9K $27.3M

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