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 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.07K+ 216.86% |
$851K - $987K
|
3.03K
$1.8M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.05KNew |
$842K - $977K
|
2.05K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.05K+ 10.12% |
$840K - $975K
|
22.3K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.05KNew |
$840K - $975K
|
2.05K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.04K+ 14.67% |
$838K - $972K
|
15.9K
$9.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.03KNew |
$835K - $969K
|
2.03K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.03K+ 16.38% |
$832K - $966K
|
14.4K
$8.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.03KNew |
$832K - $966K
|
2.03K
$1.21M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.03KNew |
$832K - $965K
|
2.03K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.02KNew |
$830K - $963K
|
2.02K
$1.2M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
2.02KNew |
$828K - $961K
|
2.02K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.01K+ 388.03% |
$825K - $958K
|
2.53K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2KNew |
$823K - $955K
|
2K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
2K+ 0.78% |
$822K - $954K
|
258K
$154M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2KNew |
$821K - $953K
|
2K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.98K+ 58.78% |
$813K - $943K
|
5.35K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.98K+ 8.94% |
$812K - $943K
|
24.1K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.97K+ 119.93% |
$811K - $941K
|
3.62K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.97K+ 0.62% |
$807K - $937K
|
318K
$189M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.95K+ 298.32% |
$802K - $931K
|
2.61K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.95K+ 7.49% |
$802K - $931K
|
28K
$16.7M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.94K+ 25.87% |
$796K - $924K
|
9.43K
$5.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.94K+ 8.97% |
$795K - $922K
|
23.5K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.93K+ 2.97% |
$794K - $922K
|
67.1K
$39.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.93K+ 4.02% |
$794K - $921K
|
50K
$29.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.93KNew |
$793K - $920K
|
1.93K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.93K+ 2.5% |
$791K - $918K
|
78.9K
$47M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.92KNew |
$790K - $917K
|
1.92K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.91K+ 39.16% |
$786K - $912K
|
6.8K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.91K+ 2.12% |
$784K - $910K
|
91.8K
$54.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.88K+ 69.78% |
$770K - $894K
|
4.56K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.86K+ 39.39% |
$764K - $887K
|
6.59K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$764K - $887K
|
1.86K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.86K+ 0.58% |
$762K - $884K
|
321K
$191M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.85K+ 30.58% |
$759K - $880K
|
7.89K
$4.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.85K+ 10.13% |
$759K - $880K
|
20.1K
$11.9M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.85K+ 10.13% |
$759K - $880K
|
20.1K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.85KNew |
$758K - $879K
|
1.85K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.83KNew |
$752K - $872K
|
1.83K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.83K+ 9.58% |
$752K - $872K
|
20.9K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.83K+ 0.64% |
$750K - $870K
|
289K
$172M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.82K+ 8.83% |
$749K - $869K
|
22.5K
$13.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.81K+ 235.63% |
$744K - $864K
|
2.58K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.8K+ 21.9% |
$739K - $858K
|
10K
$5.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.79KNew |
$735K - $853K
|
1.79K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.79KNew |
$734K - $852K
|
1.79K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.79K+ 3.72% |
$733K - $851K
|
49.8K
$29.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.78KNew |
$732K - $849K
|
1.78K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.77K+ 20.7% |
$726K - $843K
|
10.3K
$6.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 9.14% |
$724K - $840K
|
21.1K
$12.5M
|