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 26, 2023 Q3 2023
First City Capital Management, Inc.

BUY
 -
237
+ 2.03%
$101K - $108K
11.9K $7.09M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
235
+ 1.0%
$100K - $108K
23.8K $14.1M
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

BUY
 -
233
+ 2.36%
$99.2K - $107K
10.1K $6.02M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
233
+ 2.8%
$99.2K - $107K
8.54K $5.08M
Nov 08, 2023 Q3 2023
Costello Asset Management, Inc

BUY
 -
233
+ 21.92%
$99.2K - $107K
1.3K $771K
Nov 15, 2023 Q3 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
233
+ 3.8%
$99.2K - $107K
6.36K $3.78M
Nov 07, 2023 Q3 2023
Gryphon Financial Partners LLC

BUY
 -
232
+ 0.82%
$98.8K - $106K
28.4K $16.9M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
232
+ 1.23%
$98.8K - $106K
19.1K $11.4M
Oct 10, 2023 Q3 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
230
+ 48.42%
$98K - $105K
705 $419K
Nov 08, 2023 Q3 2023
United Bank

Vienna, VA
BUY
 -
230
+ 2.63%
$98K - $105K
8.96K $5.33M
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
229
+ 11.52%
$97.5K - $105K
2.22K $1.32M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
228
+ 9.98%
$97.1K - $104K
2.51K $1.5M
Nov 14, 2023 Q3 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
228
+ 0.13%
$97.1K - $104K
177K $105M
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
225
+ 0.92%
$95.8K - $103K
24.8K $14.7M
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
222
+ 0.23%
$94.5K - $102K
96.1K $57.2M
Nov 14, 2023 Q3 2023
Mma Asset Management LLC

New York, NY
BUY
 -
222
+ 36.33%
$94.5K - $102K
833 $496K
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
221
+ 6.83%
$94.1K - $101K
3.46K $2.06M
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
220
+ 0.45%
$93.7K - $101K
49.3K $29.4M
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
219
+ 5.02%
$93.3K - $100K
4.59K $2.73M
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
219
+ 3.3%
$93.3K - $100K
6.85K $4.08M
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
219
+ 1.74%
$93.3K - $100K
12.8K $7.6M
Nov 14, 2023 Q3 2023
Port Capital LLC

Chicago, IL
BUY
 -
219
+ 1.88%
$93.3K - $100K
11.8K $7.05M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
218
+ 0.3%
$92.8K - $99.8K
72.2K $42.9M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
217
+ 3.19%
$92.4K - $99.3K
7.02K $4.18M
Oct 27, 2023 Q3 2023
Narwhal Capital Management

BUY
 -
214
+ 19.04%
$91.1K - $98K
1.34K $796K
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
214
+ 3.25%
$91.1K - $98K
6.8K $4.04M
Oct 30, 2023 Q3 2023
Trevian Wealth Management LLC

BUY
 -
212
+ 9.68%
$90.3K - $97.1K
2.4K $1.43M
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

BUY
 -
211
+ 2.88%
$89.9K - $96.6K
7.53K $4.48M
Oct 23, 2023 Q3 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
210
+ 13.78%
$89.4K - $96.1K
1.73K $1.03M
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
210
+ 2.54%
$89.4K - $96.1K
8.48K $5.05M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
210
+ 72.41%
$89.4K - $96.1K
500 $298K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
209
+ 0.34%
$89K - $95.7K
61.5K $36.6M
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
209
+ 0.62%
$89K - $95.7K
33.9K $20.2M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
209
+ 1.94%
$89K - $95.7K
11K $6.52M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
207
+ 1.27%
$88.2K - $94.8K
16.5K $9.79M
Nov 07, 2023 Q3 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
207
+ 7.95%
$88.2K - $94.8K
2.81K $1.67M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
207
+ 18.63%
$88.2K - $94.8K
1.32K $784K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
206
+ 2.97%
$87.7K - $94.3K
7.13K $4.24M
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
203
+ 0.33%
$86.5K - $92.9K
61.6K $36.7M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
203
+ 1.32%
$86.5K - $92.9K
15.6K $9.29M
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
202
+ 74.26%
$86K - $92.5K
474 $282K
Oct 25, 2023 Q3 2023
Geneva Partners, LLC

BUY
 -
201
+ 5.08%
$85.6K - $92K
4.16K $2.47M
Dec 02, 2024 Q3 2023
Cypress Capital, LLC

BUY
 -
200
+ 6.4%
$85.2K - $91.6K
3.33K $1.98M
Oct 23, 2023 Q3 2023
Financial Guidance Group, Inc.

BUY
 -
199
+ 1.16%
$84.8K - $91.1K
17.3K $10.3M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
199
+ 4.79%
$84.8K - $91.1K
4.35K $2.59M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
197
+ 1.37%
$83.9K - $90.2K
14.5K $8.65M
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
197
+ 6.7%
$83.9K - $90.2K
3.14K $1.87M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
196
+ 0.51%
$83.5K - $89.7K
38.8K $23.1M
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
196
New
$83.5K - $89.7K
196 $117K

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