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 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.39K+ 28.99% |
$1.39M - $1.62M
|
15.1K
$8.97M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.39K+ 19.71% |
$1.39M - $1.61M
|
20.6K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.38KNew |
$1.39M - $1.61M
|
3.38K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.37K+ 13.81% |
$1.38M - $1.61M
|
27.8K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
3.35KNew |
$1.38M - $1.6M
|
3.35K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.35K+ 17.99% |
$1.38M - $1.6M
|
22K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.35K+ 158.73% |
$1.37M - $1.6M
|
5.45K
$3.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
3.34K+ 32.03% |
$1.37M - $1.59M
|
13.8K
$8.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
3.3KNew |
$1.36M - $1.57M
|
3.3K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.29K+ 12.1% |
$1.35M - $1.57M
|
30.5K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.27K+ 28.28% |
$1.34M - $1.56M
|
14.8K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.25KNew |
$1.34M - $1.55M
|
3.25K
$1.94M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.22KNew |
$1.32M - $1.53M
|
3.22K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.21KNew |
$1.32M - $1.53M
|
3.21K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.21K+ 3.65% |
$1.32M - $1.53M
|
90.9K
$54.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.2K+ 17.42% |
$1.32M - $1.53M
|
21.6K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.18K+ 4.88% |
$1.3M - $1.51M
|
68.2K
$40.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.17K+ 1482.24% |
$1.3M - $1.51M
|
3.39K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
3.17K+ 12.68% |
$1.3M - $1.51M
|
28.2K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
3.16K+ 9.09% |
$1.3M - $1.51M
|
38K
$22.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
3.13K+ 54.59% |
$1.29M - $1.49M
|
8.87K
$5.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
3.12KNew |
$1.28M - $1.49M
|
3.12K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.12K+ 149.71% |
$1.28M - $1.49M
|
5.2K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 149.49% |
$1.27M - $1.47M
|
5.16K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.07K+ 20.54% |
$1.26M - $1.46M
|
18K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.07KNew |
$1.26M - $1.46M
|
3.07K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.04K+ 7.57% |
$1.25M - $1.45M
|
43.1K
$25.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.03K+ 8.45% |
$1.24M - $1.44M
|
38.8K
$23.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.02K+ 18.87% |
$1.24M - $1.44M
|
19K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.02K+ 83.69% |
$1.24M - $1.44M
|
6.62K
$3.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3KNew |
$1.23M - $1.43M
|
3K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3K+ 69.89% |
$1.23M - $1.43M
|
7.3K
$4.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3K+ 6.9% |
$1.23M - $1.43M
|
46.4K
$27.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.99KNew |
$1.23M - $1.43M
|
2.99K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.98K+ 9.96% |
$1.22M - $1.42M
|
32.9K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.97KNew |
$1.22M - $1.41M
|
2.97K
$1.76M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.96KNew |
$1.22M - $1.41M
|
2.96K
$1.76M
|
|
|
Aug 23, 2024
Q4 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
2.96K+ 210.02% |
$1.21M - $1.41M
|
4.36K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
2.94KNew |
$1.21M - $1.4M
|
2.94K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.93K+ 9.1% |
$1.2M - $1.4M
|
35.1K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.93K+ 2.59% |
$1.2M - $1.4M
|
116K
$69M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.93KNew |
$1.2M - $1.4M
|
2.93K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.92K+ 28.09% |
$1.2M - $1.39M
|
13.3K
$7.92M
|
|
|
Feb 22, 2024
Q4 2023
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
2.92KNew |
$1.2M - $1.39M
|
2.92K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.88K+ 7.33% |
$1.18M - $1.37M
|
42.2K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.87K+ 0.55% |
$1.18M - $1.37M
|
525K
$312M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.87K+ 10.74% |
$1.18M - $1.37M
|
29.6K
$17.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.84KNew |
$1.17M - $1.35M
|
2.84K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
BUY
|
- |
2.84K+ 35.7% |
$1.17M - $1.35M
|
10.8K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.83K+ 94.58% |
$1.16M - $1.35M
|
5.82K
$3.46M
|