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
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.53K+ 1.07% |
$628K - $729K
|
145K
$95.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.53K+ 18.99% |
$627K - $728K
|
9.57K
$6.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.52K+ 5.09% |
$623K - $724K
|
31.3K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 3.47% |
$623K - $723K
|
45.3K
$29.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.51K+ 42.89% |
$622K - $722K
|
5.04K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.51K+ 4.2% |
$619K - $719K
|
37.4K
$24.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.5K+ 1.66% |
$614K - $713K
|
91.7K
$60.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.49K+ 3.58% |
$613K - $712K
|
43.2K
$28.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.49KNew |
$612K - $710K
|
1.49K
$984K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.49K+ 19.27% |
$612K - $710K
|
9.22K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 4.94% |
$612K - $710K
|
31.6K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.48KNew |
$609K - $707K
|
1.48K
$980K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.48K+ 0.5% |
$609K - $707K
|
297K
$196M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.48K+ 159.63% |
$609K - $707K
|
2.41K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.47K+ 25.96% |
$605K - $702K
|
7.14K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.47KNew |
$603K - $700K
|
1.47K
$970K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.47KNew |
$603K - $700K
|
1.47K
$970K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.46K+ 3.35% |
$600K - $696K
|
45K
$29.7M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.67% |
$599K - $695K
|
56.1K
$37.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.2% |
$595K - $690K
|
46.7K
$30.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.45K+ 1.18% |
$594K - $690K
|
124K
$82M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
1.45K+ 1.53% |
$593K - $689K
|
96.2K
$63.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.44K+ 12.25% |
$593K - $688K
|
13.2K
$8.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.44KNew |
$593K - $688K
|
1.44K
$953K
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.44KNew |
$590K - $685K
|
1.44K
$949K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.44K+ 17.94% |
$589K - $684K
|
9.43K
$6.23M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.43KNew |
$589K - $684K
|
1.43K
$947K
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
BUY
|
- |
1.43K+ 0.42% |
$589K - $683K
|
345K
$228M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.43K+ 159.64% |
$588K - $683K
|
2.33K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 8.84% |
$588K - $682K
|
17.6K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.43K+ 260.99% |
$585K - $679K
|
1.97K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
1.43K+ 5.17% |
$585K - $679K
|
29K
$19.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.42KNew |
$583K - $677K
|
1.42K
$938K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.41K+ 1.23% |
$577K - $670K
|
116K
$76.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.39K+ 8.18% |
$572K - $664K
|
18.4K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.39K+ 3.88% |
$570K - $661K
|
37.2K
$24.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.39KNew |
$569K - $661K
|
1.39K
$916K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.39K+ 19.03% |
$569K - $660K
|
8.66K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.38K+ 1.36% |
$565K - $655K
|
102K
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$560K - $650K
|
1.36K
$900K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 2.14% |
$559K - $648K
|
64.9K
$42.9M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.35KNew |
$555K - $644K
|
1.35K
$893K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.35K+ 1.55% |
$553K - $642K
|
88K
$58.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.35K+ 60.88% |
$553K - $642K
|
3.56K
$2.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.34K+ 138.17% |
$552K - $640K
|
2.32K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.34KNew |
$551K - $639K
|
1.34K
$886K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 17.41% |
$547K - $635K
|
8.99K
$5.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 5.08% |
$546K - $634K
|
27.5K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
1.32KNew |
$543K - $630K
|
1.32K
$873K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.32K+ 2.2% |
$542K - $629K
|
61.3K
$40.5M
|