Purchases and Sales Made in Q4 2023 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
8.32KNew |
$3.41M - $3.96M
|
8.32K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.21KNew |
$3.37M - $3.91M
|
8.21K
$4.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.19K+ 9.71% |
$3.36M - $3.9M
|
92.5K
$55.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
8.15K+ 1.93% |
$3.35M - $3.89M
|
430K
$259M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8.15KNew |
$3.35M - $3.88M
|
8.15K
$4.9M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
8.11KNew |
$3.33M - $3.86M
|
8.11K
$4.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.05K+ 41.98% |
$3.31M - $3.84M
|
27.2K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8K+ 44.53% |
$3.29M - $3.81M
|
26K
$15.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
7.97K+ 3076.45% |
$3.27M - $3.8M
|
8.23K
$4.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.95KNew |
$3.27M - $3.79M
|
7.95K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
7.83K+ 70.38% |
$3.21M - $3.73M
|
18.9K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.8K+ 64.18% |
$3.2M - $3.72M
|
19.9K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.79K+ 13.24% |
$3.2M - $3.71M
|
66.6K
$40.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.77KNew |
$3.19M - $3.71M
|
7.77K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.77K+ 32.53% |
$3.19M - $3.7M
|
31.6K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
7.73K+ 13.77% |
$3.17M - $3.68M
|
63.8K
$38.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
7.7K+ 8.68% |
$3.16M - $3.67M
|
96.3K
$57.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.65K+ 4.29% |
$3.14M - $3.64M
|
186K
$112M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
7.62K+ 59.32% |
$3.13M - $3.63M
|
20.5K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7.61K+ 215.86% |
$3.12M - $3.63M
|
11.1K
$6.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.59KNew |
$3.12M - $3.62M
|
7.59K
$4.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.58K+ 64.71% |
$3.11M - $3.61M
|
19.3K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.51K+ 11.58% |
$3.08M - $3.58M
|
72.3K
$43.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.39KNew |
$3.03M - $3.52M
|
7.39K
$4.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.34K+ 8.7% |
$3.01M - $3.5M
|
91.7K
$55.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.31K+ 0.49% |
$3M - $3.49M
|
1.51M
$911M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.29K+ 15.41% |
$3M - $3.48M
|
54.6K
$32.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
7.25K+ 673.35% |
$2.98M - $3.46M
|
8.33K
$5.01M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.19KNew |
$2.95M - $3.43M
|
7.19K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.18K+ 37.62% |
$2.95M - $3.42M
|
26.3K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 24.81% |
$2.94M - $3.41M
|
36K
$21.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.1KNew |
$2.91M - $3.38M
|
7.1K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.01K+ 19.51% |
$2.88M - $3.34M
|
42.9K
$25.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
6.96K+ 6.35% |
$2.86M - $3.32M
|
116K
$70M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.95K+ 5.59% |
$2.85M - $3.31M
|
131K
$78.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.91KNew |
$2.84M - $3.29M
|
6.91K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
6.9KNew |
$2.83M - $3.29M
|
6.9K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6.83KNew |
$2.81M - $3.26M
|
6.83K
$4.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.81K+ 7.44% |
$2.8M - $3.25M
|
98.3K
$59.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.79K+ 13.25% |
$2.79M - $3.24M
|
58.1K
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.78K+ 18.66% |
$2.78M - $3.23M
|
43.1K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.74K+ 9.46% |
$2.77M - $3.21M
|
78K
$46.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.7K+ 610.3% |
$2.75M - $3.19M
|
7.79K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
6.69K+ 18.32% |
$2.75M - $3.19M
|
43.2K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.67K+ 52.43% |
$2.74M - $3.18M
|
19.4K
$11.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
6.66K+ 7.74% |
$2.73M - $3.17M
|
92.6K
$55.7M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.65KNew |
$2.73M - $3.17M
|
6.65K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.62K+ 196.21% |
$2.72M - $3.16M
|
10K
$6.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
6.61K+ 75.72% |
$2.71M - $3.15M
|
15.3K
$9.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
6.6K+ 54.0% |
$2.71M - $3.14M
|
18.8K
$11.3M
|