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
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.12K+ 6.01% |
$459K - $533K
|
19.7K
$13.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.12KNew |
$458K - $532K
|
1.12K
$749K
|
|
|
Feb 27, 2024
Q4 2023
|
Zeno Equity Partners LLP
London, X0 |
BUY
|
- |
1.11KNew |
$454K - $527K
|
1.11K
$742K
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.1K+ 2.56% |
$453K - $526K
|
44.3K
$29.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.1K+ 64.9% |
$453K - $525K
|
2.8K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.1KNew |
$453K - $525K
|
1.1K
$740K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.1KNew |
$452K - $524K
|
1.1K
$738K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.1K+ 10.3% |
$451K - $523K
|
11.7K
$7.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
1.09KNew |
$449K - $521K
|
1.09K
$734K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.09KNew |
$449K - $521K
|
1.09K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
1.09K+ 1.05% |
$449K - $521K
|
105K
$70.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.09K+ 26.26% |
$448K - $520K
|
5.25K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.09K+ 20.63% |
$448K - $520K
|
6.37K
$4.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.09K+ 8.96% |
$447K - $519K
|
13.2K
$8.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.09K+ 14.38% |
$446K - $518K
|
8.65K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.09K+ 0.39% |
$446K - $517K
|
281K
$188M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.08K+ 90.33% |
$445K - $517K
|
2.28K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.08K+ 110.51% |
$445K - $516K
|
2.06K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.08K+ 14.37% |
$444K - $516K
|
8.61K
$5.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.08K+ 22.98% |
$444K - $515K
|
5.78K
$3.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.08KNew |
$442K - $513K
|
1.08K
$723K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.07KNew |
$441K - $512K
|
1.07K
$721K
|
|
|
Apr 17, 2025
Q4 2023
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.07KNew |
$441K - $512K
|
1.07K
$721K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.07K+ 51.81% |
$440K - $511K
|
3.14K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.07K+ 15.1% |
$440K - $511K
|
8.17K
$5.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.06K+ 12.5% |
$437K - $507K
|
9.57K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.06KNew |
$437K - $507K
|
1.06K
$714K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
1.06K+ 7.32% |
$435K - $505K
|
15.5K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.06K+ 2.34% |
$435K - $505K
|
46.4K
$31.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.06K+ 0.6% |
$434K - $503K
|
178K
$119M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.06KNew |
$433K - $503K
|
1.06K
$708K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.05K+ 3.98% |
$431K - $500K
|
27.4K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.05K+ 15.55% |
$430K - $500K
|
7.79K
$5.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 24.11% |
$430K - $500K
|
5.4K
$3.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.05K+ 190.36% |
$430K - $499K
|
1.6K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.04KNew |
$428K - $496K
|
1.04K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.04KNew |
$426K - $495K
|
1.04K
$697K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
1.04KNew |
$425K - $493K
|
1.04K
$695K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03K+ 140.87% |
$425K - $493K
|
1.77K
$1.19M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.03K+ 25.05% |
$425K - $493K
|
5.16K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.03K+ 94.08% |
$424K - $492K
|
2.13K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.03K+ 6.38% |
$424K - $492K
|
17.2K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.03K+ 4.19% |
$422K - $490K
|
25.6K
$17.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
1.03KNew |
$421K - $489K
|
1.03K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.02K+ 5.56% |
$419K - $487K
|
19.4K
$13M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.02KNew |
$418K - $485K
|
1.02K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.02KNew |
$417K - $484K
|
1.02K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 2.15% |
$417K - $484K
|
48.4K
$32.5M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.01K+ 8.44% |
$415K - $482K
|
13K
$8.72M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.01K+ 4.71% |
$414K - $481K
|
22.4K
$15.1M
|