Purchases and Sales Made in Q4 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 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
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
6.57K
+ 6.45%
$2.7M - $3.13M
108K $65.2M
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.48K
+ 39.61%
$2.66M - $3.09M
22.8K $13.7M
Feb 13, 2024 Q4 2023
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
6.38K
New
$2.62M - $3.04M
6.38K $3.84M
Jan 31, 2024 Q4 2023
Stephenson & Company, Inc.

San Clemente, CA
BUY
 -
6.32K
New
$2.6M - $3.01M
6.32K $3.8M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.32K
+ 13.08%
$2.59M - $3.01M
54.6K $32.8M
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
6.32K
+ 3.5%
$2.59M - $3.01M
187K $112M
Feb 08, 2024 Q4 2023
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
6.31K
New
$2.59M - $3.01M
6.31K $3.8M
Feb 01, 2024 Q4 2023
Kennicott Capital Management LLC

BUY
 -
6.29K
+ 5.61%
$2.58M - $3M
118K $71.2M
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
6.23K
+ 115.33%
$2.56M - $2.97M
11.6K $6.99M
Feb 08, 2024 Q4 2023
Greenup Street Wealth Management LLC

BUY
 -
6.18K
+ 346.41%
$2.54M - $2.95M
7.96K $4.79M
Jan 25, 2024 Q4 2023
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
6.12K
New
$2.51M - $2.92M
6.12K $3.68M
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

BUY
 -
6.07K
+ 1.17%
$2.49M - $2.89M
523K $315M
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
6.07K
+ 14.37%
$2.49M - $2.89M
48.3K $29M
Feb 06, 2024 Q4 2023
M&T Bank Corp

BUY
 -
6.03K
+ 0.87%
$2.48M - $2.87M
700K $421M
Feb 13, 2024 Q4 2023
Crossmark Global Holdings, Inc.

BUY
 -
6K
+ 314.08%
$2.46M - $2.86M
7.91K $4.76M
Feb 14, 2024 Q4 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
6K
+ 4.05%
$2.46M - $2.86M
154K $92.7M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
5.99K
+ 303.03%
$2.46M - $2.86M
7.97K $4.79M
Feb 13, 2024 Q4 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
5.99K
New
$2.46M - $2.86M
5.99K $3.6M
Feb 14, 2024 Q4 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
5.97K
New
$2.45M - $2.85M
5.97K $3.59M
Jan 31, 2024 Q4 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
5.92K
+ 39.83%
$2.43M - $2.82M
20.8K $12.5M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
5.91K
+ 3.71%
$2.43M - $2.82M
165K $99.3M
Jan 23, 2024 Q4 2023
All Season Financial Advisors, Inc.

BUY
 -
5.9K
New
$2.42M - $2.81M
5.9K $3.55M
Jan 16, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
5.84K
New
$2.4M - $2.79M
5.84K $3.51M
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
5.84K
New
$2.4M - $2.79M
5.84K $3.51M
Feb 06, 2024 Q4 2023
Breed'S Hill Capital LLC

Charlestown, MA
BUY
 -
5.84K
New
$2.4M - $2.78M
5.84K $3.51M
Jan 11, 2024 Q4 2023
17 Capital Partners, LLC

BUY
 -
5.84K
+ 583.5%
$2.4M - $2.78M
6.84K $4.11M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
5.84K
+ 11.82%
$2.4M - $2.78M
55.2K $33.2M
Jan 19, 2024 Q4 2023
Sfg Wealth Management, Llc.

BUY
 -
5.78K
+ 7.43%
$2.37M - $2.76M
83.6K $50.3M
Feb 02, 2024 Q4 2023
Dohj, LLC

Seattle, WA
BUY
 -
5.77K
+ 99.88%
$2.37M - $2.75M
11.5K $6.94M
Feb 01, 2024 Q4 2023
Slate Stone Wealth, LLC

BUY
 -
5.76K
+ 4.79%
$2.37M - $2.75M
126K $75.8M
Feb 09, 2024 Q4 2023
Ndwm LLC

La Jolla, CA
BUY
 -
5.75K
New
$2.36M - $2.74M
5.75K $3.46M
Feb 14, 2024 Q4 2023
Rdst Capital LLC

Seattle, WA
BUY
 -
5.71K
New
$2.34M - $2.72M
5.71K $3.43M
Feb 06, 2024 Q4 2023
Metis Global Partners, LLC

BUY
 -
5.71K
+ 7.5%
$2.34M - $2.72M
81.8K $49.2M
May 09, 2024 Q4 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
5.7K
+ 4.64%
$2.34M - $2.72M
129K $77.3M
May 10, 2024 Q4 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
5.7K
+ 4.64%
$2.34M - $2.72M
129K $77.3M
Feb 14, 2024 Q4 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
5.68K
+ 16.5%
$2.33M - $2.71M
40.1K $24.1M
Jan 08, 2024 Q4 2023
Tlwm

San Antonio, TX
BUY
 -
5.67K
+ 3.33%
$2.33M - $2.7M
176K $106M
Feb 02, 2024 Q4 2023
Tap Consulting, LLC

BUY
 -
5.67K
+ 18.14%
$2.33M - $2.7M
36.9K $22.2M
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

BUY
 -
5.64K
+ 165.1%
$2.31M - $2.69M
9.05K $5.44M
Feb 13, 2024 Q4 2023
Fox Run Management, L.L.C.

Greenwich, CT
BUY
 -
5.49K
+ 158.76%
$2.25M - $2.62M
8.95K $5.38M
Mar 19, 2024 Q4 2023
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
5.44K
New
$2.23M - $2.59M
5.44K $3.27M
Feb 05, 2024 Q4 2023
Norden Group LLC

Provo, UT
BUY
 -
5.41K
+ 260.28%
$2.22M - $2.58M
7.48K $4.5M
Jan 30, 2024 Q4 2023
North Crest Asset Manangement, LLC

BUY
 -
5.32K
+ 11.58%
$2.18M - $2.53M
51.2K $30.8M
Feb 01, 2024 Q4 2023
Cetera Trust Company, N.A

St. Paul, MN
BUY
 -
5.3K
New
$2.18M - $2.53M
5.3K $3.19M
Feb 14, 2024 Q4 2023
Hillman Capital Management, Inc.

Bethesda, MD
BUY
 -
5.29K
New
$2.17M - $2.52M
5.29K $3.18M
Feb 14, 2024 Q4 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
5.26K
+ 13.49%
$2.16M - $2.51M
44.3K $26.6M
Jan 29, 2024 Q4 2023
Genesee Capital Advisors, LLC

BUY
 -
5.25K
+ 366.95%
$2.16M - $2.5M
6.68K $4.02M
Jan 23, 2024 Q4 2023
Washburn Capital Management, Inc.

BUY
 -
5.25K
+ 8.93%
$2.16M - $2.5M
64.1K $38.5M
Feb 09, 2024 Q4 2023
Pictet Bank & Trust LTD

BUY
 -
5.24K
+ 76.01%
$2.15M - $2.5M
12.1K $7.29M

Track Institutional and Insider Activities on SPY

Follow SPDR S&P 500 ETF TRUST and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPY shares.

Notify only if

Insider Trading

Get notified when an Spdr S&P 500 ETF Trust insider buys or sells SPY shares.

Notify only if

News

Receive news related to SPDR S&P 500 ETF TRUST

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPY