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 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
81
+ 6.29%
$34.5K - $37.1K
1.37K $805K
Nov 13, 2023 Q3 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
81
+ 9.62%
$34.5K - $37.1K
923 $543K
Oct 04, 2023 Q3 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
80
+ 0.27%
$34.1K - $36.6K
30.2K $17.8M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
80
+ 14.01%
$34.1K - $36.6K
651 $383K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
80
+ 0.68%
$34.1K - $36.6K
11.8K $6.93M
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
80
+ 10.26%
$34.1K - $36.6K
860 $506K
Oct 11, 2023 Q3 2023
J2 Capital Management Inc

BUY
 -
79
+ 11.3%
$33.6K - $36.2K
778 $458K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
79
+ 0.49%
$33.6K - $36.2K
16.2K $9.51M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
79
New
$33.6K - $36.2K
79 $46.5K
Nov 13, 2023 Q3 2023
Apriem Advisors

Irvine, CA
BUY
 -
78
+ 0.28%
$33.2K - $35.7K
28.1K $16.5M
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
76
+ 5.33%
$32.4K - $34.8K
1.5K $884K
Oct 26, 2023 Q3 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
75
+ 4.13%
$31.9K - $34.3K
1.89K $1.11M
Nov 02, 2023 Q3 2023
Lincoln Capital Corp

BUY
 -
75
+ 3.72%
$31.9K - $34.3K
2.09K $1.23M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
75
+ 0.31%
$31.9K - $34.3K
24.5K $14.4M
Nov 13, 2023 Q3 2023
Long Road Investment Counsel, LLC

BUY
 -
75
+ 3.77%
$31.9K - $34.3K
2.06K $1.21M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
73
+ 7.94%
$31.1K - $33.4K
992 $584K
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
72
+ 3.4%
$30.7K - $33K
2.19K $1.29M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
72
+ 0.07%
$30.7K - $33K
104K $61M
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
71
+ 0.47%
$30.2K - $32.5K
15.3K $9M
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
70
+ 10.32%
$29.8K - $32K
748 $440K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
69
+ 17.29%
$29.4K - $31.6K
468 $275K
Oct 25, 2023 Q3 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
67
+ 0.22%
$28.5K - $30.7K
30.9K $18.2M
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
67
+ 4.71%
$28.5K - $30.7K
1.49K $875K
Oct 10, 2023 Q3 2023
Strid Group, LLC

BUY
 -
66
+ 3.07%
$28.1K - $30.2K
2.22K $1.3M
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
66
+ 3.4%
$28.1K - $30.2K
2.01K $1.18M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
65
+ 0.28%
$27.7K - $29.8K
23.1K $13.6M
Nov 13, 2023 Q3 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
65
+ 4.94%
$27.7K - $29.8K
1.38K $812K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
63
+ 2.74%
$26.8K - $28.8K
2.36K $1.39M
Nov 08, 2023 Q3 2023
Summit Place Financial Advisors, LLC

BUY
 -
63
+ 1.24%
$26.8K - $28.8K
5.14K $3.02M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
63
+ 13.85%
$26.8K - $28.8K
518 $305K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
63
+ 1.21%
$26.8K - $28.8K
5.25K $3.09M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
62
+ 0.05%
$26.4K - $28.4K
120K $70.8M
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
62
+ 6.28%
$26.4K - $28.4K
1.05K $618K
Nov 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
62
+ 1.78%
$26.4K - $28.4K
3.55K $2.09M
Oct 25, 2023 Q3 2023
Dougherty Wealth Advisers LLC

BUY
 -
60
+ 16.13%
$25.6K - $27.5K
432 $254K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
59
+ 4.59%
$25.1K - $27K
1.34K $791K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
59
+ 0.66%
$25.1K - $27K
9K $5.29M
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
59
+ 5.97%
$25.1K - $27K
1.05K $616K
Oct 27, 2023 Q3 2023
Schiavi & CO LLC

Wilmington, DE
BUY
 -
58
+ 12.66%
$24.7K - $26.6K
516 $304K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
58
+ 0.17%
$24.7K - $26.6K
35.1K $20.6M
Nov 14, 2023 Q3 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
57
New
$24.3K - $26.1K
57 $33.5K
Oct 13, 2023 Q3 2023
Retirement Solution Inc.

BUY
 -
56
+ 4.58%
$23.8K - $25.6K
1.28K $752K
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
56
+ 0.17%
$23.8K - $25.6K
32.1K $18.9M
Nov 06, 2023 Q3 2023
Manchester Financial Inc

BUY
 -
55
+ 1.68%
$23.4K - $25.2K
3.32K $1.95M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
55
+ 2.93%
$23.4K - $25.2K
1.93K $1.13M
Nov 14, 2023 Q3 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
55
+ 7.42%
$23.4K - $25.2K
796 $468K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
54
+ 3.11%
$23K - $24.7K
1.79K $1.05M
Oct 30, 2023 Q3 2023
Waycross Investment Management CO

Bellingham, WA
BUY
 -
54
+ 0.63%
$23K - $24.7K
8.61K $5.06M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
53
+ 4.54%
$22.6K - $24.3K
1.22K $718K

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