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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
956+ 30.6% |
$393K - $456K
|
4.08K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
955+ 5.18% |
$392K - $455K
|
19.4K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
954New |
$392K - $455K
|
954
$559K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
952New |
$391K - $454K
|
952
$558K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
947+ 16.45% |
$389K - $451K
|
6.7K
$3.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
946+ 4.33% |
$389K - $451K
|
22.8K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
943+ 21.75% |
$387K - $450K
|
5.28K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
941+ 4.69% |
$386K - $449K
|
21K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
941+ 0.34% |
$386K - $449K
|
280K
$164M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
939+ 21.59% |
$386K - $448K
|
5.29K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
939New |
$386K - $448K
|
939
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
938New |
$385K - $447K
|
938
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
937New |
$385K - $447K
|
937
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
935+ 0.44% |
$384K - $446K
|
215K
$126M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
929+ 4.46% |
$382K - $443K
|
21.7K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
928+ 10.61% |
$381K - $442K
|
9.68K
$5.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
915+ 38.92% |
$376K - $436K
|
3.27K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
913+ 19.87% |
$375K - $435K
|
5.51K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
913+ 36.49% |
$375K - $435K
|
3.42K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
911+ 1.56% |
$374K - $434K
|
59.4K
$34.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
910New |
$374K - $434K
|
910
$533K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
908+ 32.02% |
$373K - $433K
|
3.74K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
908+ 1.87% |
$373K - $433K
|
49.4K
$29M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
906New |
$372K - $432K
|
906
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
904+ 12.68% |
$371K - $431K
|
8.04K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
904+ 4.16% |
$371K - $431K
|
22.6K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
903+ 4.72% |
$371K - $430K
|
20K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
902+ 11.12% |
$370K - $430K
|
9.01K
$5.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
900+ 15.84% |
$370K - $429K
|
6.58K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
892New |
$366K - $425K
|
892
$523K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
889+ 92.89% |
$365K - $424K
|
1.85K
$1.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
888+ 6.73% |
$365K - $423K
|
14.1K
$8.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
888+ 28.75% |
$365K - $423K
|
3.98K
$2.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
886+ 33.59% |
$364K - $422K
|
3.52K
$2.07M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
884New |
$363K - $421K
|
884
$518K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
883New |
$363K - $421K
|
883
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
881+ 1.17% |
$362K - $420K
|
75.9K
$44.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
880+ 5.52% |
$361K - $419K
|
16.8K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
875+ 4.0% |
$359K - $417K
|
22.7K
$13.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
874+ 17.47% |
$359K - $417K
|
5.88K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
873+ 23.86% |
$359K - $416K
|
4.53K
$2.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
870+ 3.27% |
$357K - $415K
|
27.5K
$16.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
869New |
$357K - $414K
|
869
$509K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
864+ 2.93% |
$355K - $412K
|
30.3K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
864+ 4.2% |
$355K - $412K
|
21.5K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
861+ 3.96% |
$354K - $410K
|
22.6K
$13.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
860+ 33.67% |
$353K - $410K
|
3.41K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
860+ 62.18% |
$353K - $410K
|
2.24K
$1.31M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
859+ 100.23% |
$353K - $409K
|
1.72K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
856+ 37.41% |
$352K - $408K
|
3.14K
$1.84M
|