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 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.28KNew |
$524K - $608K
|
1.28K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 25.56% |
$520K - $604K
|
6.22K
$3.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.27K+ 208.91% |
$520K - $603K
|
1.87K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.26KNew |
$519K - $603K
|
1.26K
$707K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.26K+ 18.7% |
$518K - $601K
|
8K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.26K+ 3.48% |
$517K - $601K
|
37.5K
$21M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.26K+ 99.21% |
$517K - $600K
|
2.53K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.26K+ 7.67% |
$517K - $600K
|
17.7K
$9.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.25KNew |
$513K - $596K
|
1.25K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.25K+ 4.62% |
$513K - $595K
|
28.2K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.24KNew |
$509K - $591K
|
1.24K
$693K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.24K+ 10.19% |
$508K - $590K
|
13.4K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.24K+ 10.96% |
$508K - $590K
|
12.5K
$7.01M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.24K+ 4.53% |
$508K - $589K
|
28.5K
$16M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 16.41% |
$501K - $581K
|
8.65K
$4.84M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.21K+ 2.32% |
$499K - $579K
|
53.6K
$30M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.21K+ 6.35% |
$497K - $577K
|
20.3K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.21K+ 5.49% |
$496K - $576K
|
23.2K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.21K+ 1.59% |
$495K - $575K
|
77.2K
$43.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.21K+ 6.81% |
$495K - $574K
|
18.9K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.91% |
$495K - $574K
|
42.6K
$23.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.2K+ 24.62% |
$492K - $571K
|
6.06K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.2K+ 2.81% |
$492K - $571K
|
43.7K
$24.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$490K - $569K
|
1.19K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1.19K+ 44.81% |
$488K - $566K
|
3.84K
$2.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.19K+ 0.72% |
$487K - $565K
|
165K
$92.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.18KNew |
$486K - $564K
|
1.18K
$662K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.17KNew |
$481K - $558K
|
1.17K
$655K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.17KNew |
$478K - $555K
|
1.17K
$652K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.16K+ 3.87% |
$477K - $554K
|
31.2K
$17.4M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.16K+ 2.13% |
$476K - $552K
|
55.6K
$31.1M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.15K+ 79.45% |
$471K - $547K
|
2.59K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.14KNew |
$469K - $545K
|
1.14K
$639K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.14K+ 47.08% |
$467K - $542K
|
3.55K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.13K+ 1.08% |
$466K - $541K
|
106K
$59.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.13K+ 9.49% |
$464K - $539K
|
13.1K
$7.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.13K+ 7.66% |
$462K - $536K
|
15.8K
$8.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.12KNew |
$460K - $534K
|
1.12K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$460K - $534K
|
1.12K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.12K+ 6.01% |
$459K - $533K
|
19.7K
$11M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.12KNew |
$458K - $532K
|
1.12K
$624K
|
|
|
Feb 27, 2024
Q4 2023
|
Zeno Equity Partners LLP
London, X0 |
BUY
|
- |
1.11KNew |
$454K - $527K
|
1.11K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.1K+ 2.56% |
$453K - $526K
|
44.3K
$24.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.1K+ 64.9% |
$453K - $525K
|
2.8K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.1KNew |
$453K - $525K
|
1.1K
$616K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.1KNew |
$452K - $524K
|
1.1K
$615K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.1K+ 10.3% |
$451K - $523K
|
11.7K
$6.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
1.09KNew |
$449K - $521K
|
1.09K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.09KNew |
$449K - $521K
|
1.09K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
1.09K+ 1.05% |
$449K - $521K
|
105K
$58.7M
|