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
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.41K+ 59.09% |
$989K - $1.15M
|
6.48K
$3.86M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.41K+ 11.19% |
$988K - $1.15M
|
23.9K
$14.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.39K+ 8.5% |
$979K - $1.14M
|
30.4K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.38K+ 94.78% |
$977K - $1.13M
|
4.89K
$2.91M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.38KNew |
$976K - $1.13M
|
2.38K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.37K+ 44.22% |
$974K - $1.13M
|
7.74K
$4.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
2.36K+ 2.32% |
$969K - $1.12M
|
104K
$61.8M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.36K+ 70.84% |
$968K - $1.12M
|
5.68K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.35KNew |
$964K - $1.12M
|
2.35K
$1.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.33KNew |
$958K - $1.11M
|
2.33K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.33KNew |
$957K - $1.11M
|
2.33K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.32K+ 3.31% |
$953K - $1.11M
|
72.4K
$43.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.32K+ 6.38% |
$951K - $1.1M
|
38.6K
$23M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
2.31K+ 12.16% |
$950K - $1.1M
|
21.3K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.3K+ 100.0% |
$944K - $1.1M
|
4.6K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.29K+ 28.95% |
$938K - $1.09M
|
10.2K
$6.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.28K+ 9.95% |
$934K - $1.08M
|
25.1K
$15M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.25KNew |
$926K - $1.07M
|
2.25K
$1.34M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.24KNew |
$919K - $1.07M
|
2.24K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.23K+ 6.95% |
$916K - $1.06M
|
34.3K
$20.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.2K+ 314.43% |
$904K - $1.05M
|
2.9K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.2K+ 232.21% |
$903K - $1.05M
|
3.15K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.2K+ 18.68% |
$902K - $1.05M
|
14K
$8.3M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.19KNew |
$901K - $1.05M
|
2.19K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.19K+ 120.77% |
$900K - $1.04M
|
4.01K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$895K - $1.04M
|
2.18K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.17K+ 7.84% |
$890K - $1.03M
|
29.8K
$17.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.16K+ 47.97% |
$888K - $1.03M
|
6.67K
$3.97M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$888K - $1.03M
|
2.16K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.15K+ 20.29% |
$883K - $1.03M
|
12.8K
$7.59M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.15K+ 25.53% |
$883K - $1.02M
|
10.6K
$6.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.15KNew |
$883K - $1.02M
|
2.15K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.15K+ 1.04% |
$881K - $1.02M
|
209K
$124M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
BUY
|
- |
2.13K+ 1.2% |
$876K - $1.02M
|
180K
$107M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.13KNew |
$875K - $1.02M
|
2.13K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.13K+ 448.42% |
$875K - $1.02M
|
2.61K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.13K+ 11.91% |
$873K - $1.01M
|
20K
$11.9M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.13K+ 4.12% |
$873K - $1.01M
|
53.7K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.12KNew |
$870K - $1.01M
|
2.12K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 10.11% |
$868K - $1.01M
|
23K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
2.11KNew |
$868K - $1.01M
|
2.11K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.11KNew |
$868K - $1.01M
|
2.11K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.11K+ 71.23% |
$866K - $1.01M
|
5.07K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.11KNew |
$866K - $1M
|
2.11K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.1K+ 12.89% |
$864K - $1M
|
18.4K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.1K+ 190.91% |
$862K - $1M
|
3.2K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.09K+ 30.71% |
$860K - $998K
|
8.91K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
2.09KNew |
$859K - $997K
|
2.09K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.08KNew |
$855K - $992K
|
2.08K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.08KNew |
$852K - $989K
|
2.08K
$1.23M
|