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
Polianta LTD

BUY
 -
31K
New
$13.2M - $14.2M
31K $18.6M
Nov 01, 2023 Q3 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
30.2K
+ 111.04%
$12.9M - $13.8M
57.4K $34.5M
Oct 13, 2023 Q3 2023
Hengehold Capital Management LLC

BUY
 -
30K
+ 474.66%
$12.8M - $13.7M
36.3K $21.8M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
29.2K
+ 5.16%
$12.4M - $13.4M
595K $358M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
29.1K
+ 127.82%
$12.4M - $13.3M
51.8K $31.1M
Nov 09, 2023 Q3 2023
Hap Trading, LLC

New York, NY
BUY
 -
28.2K
New
$12M - $12.9M
28.2K $17M
Oct 17, 2023 Q3 2023
Berkshire Money Management, Inc.

BUY
 -
28K
+ 10.69%
$11.9M - $12.8M
290K $174M
Nov 14, 2023 Q3 2023
Metropolitan Life Insurance CO

New York, NY
BUY
 -
27.4K
+ 14.46%
$11.7M - $12.5M
217K $130M
Nov 14, 2023 Q3 2023
Putnam Investments LLC

Boston, MA
BUY
 -
27.3K
+ 446.81%
$11.6M - $12.5M
33.5K $20.1M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
27.2K
+ 22.49%
$11.6M - $12.5M
148K $89.1M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
27K
New
$11.5M - $12.4M
27K $16.3M
Nov 22, 2023 Q3 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
26.5K
+ 30.04%
$11.3M - $12.1M
115K $68.9M
Nov 14, 2023 Q3 2023
Point72 Europe (London) LLP

London, X0
BUY
 -
26.4K
New
$11.2M - $12.1M
26.4K $15.9M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
26K
New
$11.1M - $11.9M
26K $15.7M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
25.6K
New
$10.9M - $11.7M
25.6K $15.4M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
25.4K
+ 50.1%
$10.8M - $11.6M
76K $45.7M
Nov 13, 2023 Q3 2023
Verdad Advisers, LP

Boston, MA
BUY
 -
25K
New
$10.6M - $11.4M
25K $15M
Oct 11, 2023 Q3 2023
Cullinan Associates Inc

BUY
 -
24.8K
+ 26.15%
$10.6M - $11.4M
120K $72M
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
24.7K
+ 71.86%
$10.5M - $11.3M
59.1K $35.5M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
24.6K
+ 10.87%
$10.5M - $11.3M
251K $151M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
24.4K
+ 107.99%
$10.4M - $11.2M
47.1K $28.3M
Nov 14, 2023 Q3 2023
Deep Currents Investment Group LLC

New York, NY
BUY
 -
24.4K
New
$10.4M - $11.2M
24.4K $14.7M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
23.1K
+ 193.36%
$9.85M - $10.6M
35.1K $21.1M
Nov 14, 2023 Q3 2023
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
21.8K
New
$9.29M - $9.98M
21.8K $13.1M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
21.8K
+ 6.79%
$9.27M - $9.97M
342K $206M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
21.5K
+ 2321.34%
$9.17M - $9.86M
22.5K $13.5M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
21.5K
+ 722.44%
$9.17M - $9.86M
24.5K $14.7M
Oct 16, 2023 Q3 2023
Paragon Wealth Strategies, LLC

BUY
 -
21.5K
+ 28.4%
$9.16M - $9.85M
97.2K $58.5M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
21.2K
+ 5.07%
$9.03M - $9.71M
440K $264M
Nov 13, 2023 Q3 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
21K
+ 318.33%
$8.94M - $9.61M
27.6K $16.6M
Nov 06, 2023 Q3 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
20.7K
+ 12.15%
$8.82M - $9.48M
191K $115M
Nov 13, 2023 Q3 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
20.6K
+ 155.49%
$8.77M - $9.43M
33.8K $20.3M
Nov 08, 2023 Q3 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
20.5K
New
$8.74M - $9.39M
20.5K $12.3M
Nov 13, 2023 Q3 2023
Teramo Advisors, LLC

Naples, FL
BUY
 -
20K
+ 8.33%
$8.52M - $9.16M
260K $156M
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
20K
+ 44.41%
$8.52M - $9.15M
65K $39.1M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
19.9K
+ 7.09%
$8.47M - $9.11M
300K $181M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
19.9K
+ 56.53%
$8.45M - $9.09M
55K $33.1M
Oct 13, 2023 Q3 2023
Sanders Morris Harris LLC

BUY
 -
19.4K
+ 2042.17%
$8.27M - $8.89M
20.4K $12.3M
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
19.4K
+ 55.09%
$8.24M - $8.86M
54.5K $32.8M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
19.1K
New
$8.14M - $8.76M
19.1K $11.5M
Nov 27, 2023 Q3 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
18.9K
+ 8072.65%
$8.04M - $8.65M
19.1K $11.5M
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
18.8K
+ 24.02%
$8.01M - $8.61M
97.1K $58.4M
Oct 11, 2023 Q3 2023
Constant Guidance Financial LLC

Attleboro Falls, MA
BUY
 -
18.5K
New
$7.86M - $8.45M
18.5K $11.1M
Oct 18, 2023 Q3 2023
Cornerstone Wealth Group, LLC

BUY
 -
18.4K
+ 32.29%
$7.85M - $8.44M
75.6K $45.4M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
18.4K
+ 15.4%
$7.84M - $8.43M
138K $82.9M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
18.4K
New
$7.83M - $8.42M
18.4K $11.1M
Oct 10, 2023 Q3 2023
Tlwm

San Antonio, TX
BUY
 -
18.3K
+ 12.07%
$7.8M - $8.39M
170K $102M
Nov 14, 2023 Q3 2023
Family Management Corp

New York, NY
BUY
 -
18.1K
+ 56.26%
$7.69M - $8.27M
50.2K $30.2M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
18K
+ 26.75%
$7.66M - $8.23M
85.2K $51.3M

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