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
Oct 30, 2023 Q3 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
308
+ 58.0%
$131K - $141K
839 $499K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
306
+ 28.1%
$130K - $140K
1.4K $830K
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
305
+ 32.48%
$130K - $140K
1.24K $740K
Aug 08, 2024 Q3 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
303
+ 5.26%
$129K - $139K
6.07K $3.61M
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
300
+ 23.98%
$128K - $137K
1.55K $923K
Feb 15, 2024 Q3 2023
Kbc Group Nv

BUY
 -
299
+ 15.83%
$127K - $137K
2.19K $1.3M
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
298
+ 0.79%
$127K - $136K
37.9K $22.5M
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

BUY
 -
292
+ 5.72%
$124K - $134K
5.4K $3.21M
Oct 31, 2023 Q3 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
292
+ 3.82%
$124K - $134K
7.94K $4.72M
Nov 14, 2023 Q3 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
292
+ 0.99%
$124K - $134K
29.9K $17.8M
Nov 14, 2023 Q3 2023
Tamar Securities, LLC

BUY
 -
290
New
$124K - $133K
290 $173K
Oct 26, 2023 Q3 2023
Mathes Company, Inc.

BUY
 -
289
+ 5.66%
$123K - $132K
5.39K $3.21M
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
289
+ 55.05%
$123K - $132K
814 $484K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
288
+ 0.35%
$123K - $132K
81.8K $48.7M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
285
+ 0.11%
$121K - $130K
258K $153M
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
285
+ 1.76%
$121K - $130K
16.5K $9.81M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
280
+ 1.24%
$119K - $128K
22.9K $13.6M
Nov 14, 2023 Q3 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
280
+ 3.13%
$119K - $128K
9.24K $5.5M
Oct 31, 2023 Q3 2023
Covenant Asset Management, LLC

BUY
 -
279
+ 3.59%
$119K - $128K
8.04K $4.79M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
276
+ 0.33%
$118K - $126K
82.8K $49.3M
Nov 09, 2023 Q3 2023
Emc Capital Management

Houston, TX
BUY
 -
274
+ 15.87%
$117K - $125K
2K $1.19M
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
273
+ 2.31%
$116K - $125K
12.1K $7.19M
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
273
+ 0.63%
$116K - $125K
43.7K $26M
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
269
+ 5.64%
$115K - $123K
5.04K $3M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
269
+ 5.49%
$115K - $123K
5.17K $3.07M
Nov 03, 2023 Q3 2023
Sentry Investment Management LLC

BUY
 -
269
New
$115K - $123K
269 $160K
Oct 25, 2023 Q3 2023
Chatham Capital Group, Inc.

BUY
 -
268
+ 1.63%
$114K - $123K
16.7K $9.92M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
267
+ 0.46%
$114K - $122K
58.8K $35M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
266
+ 7.48%
$113K - $122K
3.82K $2.28M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
265
+ 4.33%
$113K - $121K
6.39K $3.8M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
264
+ 1.77%
$112K - $121K
15.2K $9.02M
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
262
+ 1.32%
$112K - $120K
20.1K $11.9M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
259
+ 17.46%
$110K - $119K
1.74K $1.04M
Oct 10, 2023 Q3 2023
Maple Capital Management, Inc.

BUY
 -
256
+ 8.54%
$109K - $117K
3.25K $1.94M
Oct 10, 2023 Q3 2023
Savior LLC

BUY
 -
253
+ 4216.67%
$108K - $116K
259 $154K
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
253
+ 1.49%
$108K - $116K
17.2K $10.2M
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
252
+ 5.0%
$107K - $115K
5.29K $3.15M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
250
+ 1.94%
$106K - $114K
13.1K $7.82M
Oct 16, 2023 Q3 2023
Powell Investment Advisors, LLC

BUY
 -
250
+ 8.51%
$106K - $114K
3.19K $1.9M
Nov 14, 2023 Q3 2023
Coastal Bridge Advisors, LLC

BUY
 -
250
+ 12.93%
$106K - $114K
2.18K $1.3M
Nov 13, 2023 Q3 2023
Capital Counsel LLC

New York, NY
BUY
 -
249
+ 14.35%
$106K - $114K
1.98K $1.18M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
248
+ 15.75%
$106K - $114K
1.82K $1.08M
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
247
+ 6.68%
$105K - $113K
3.95K $2.35M
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
246
+ 28.84%
$105K - $113K
1.1K $654K
Oct 24, 2023 Q3 2023
First National Corp

BUY
 -
245
+ 0.5%
$104K - $112K
49.2K $29.3M
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
242
+ 3.32%
$103K - $111K
7.53K $4.48M
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
241
+ 8.74%
$103K - $110K
3K $1.78M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
240
+ 2.04%
$102K - $110K
12K $7.13M
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
239
+ 0.88%
$102K - $109K
27.4K $16.3M

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