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 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
852+ 34.79% |
$350K - $406K
|
3.3K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
850+ 11.56% |
$349K - $405K
|
8.2K
$4.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
845+ 3.55% |
$347K - $403K
|
24.6K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
845New |
$347K - $403K
|
845
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
844+ 0.95% |
$347K - $402K
|
89.7K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
844+ 2.76% |
$347K - $402K
|
31.5K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
843+ 1.03% |
$346K - $402K
|
83K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
842+ 30.16% |
$346K - $401K
|
3.63K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
837New |
$344K - $399K
|
837
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
836+ 58.1% |
$343K - $399K
|
2.28K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
832+ 17.93% |
$342K - $397K
|
5.47K
$3.21M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
829+ 16.48% |
$340K - $395K
|
5.86K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
828+ 0.89% |
$340K - $395K
|
94.1K
$55.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
828+ 0.41% |
$340K - $395K
|
201K
$118M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
825New |
$339K - $393K
|
825
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
823New |
$338K - $392K
|
823
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
823New |
$338K - $392K
|
823
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
820+ 0.72% |
$337K - $391K
|
114K
$66.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
814New |
$334K - $388K
|
814
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
807New |
$331K - $385K
|
807
$473K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
802+ 5.94% |
$329K - $382K
|
14.3K
$8.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
797+ 2.69% |
$327K - $380K
|
30.4K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
797New |
$327K - $380K
|
797
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
796+ 68.62% |
$327K - $379K
|
1.96K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
795New |
$326K - $379K
|
795
$466K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
795+ 6.75% |
$326K - $379K
|
12.6K
$7.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
789New |
$324K - $376K
|
789
$462K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
786New |
$323K - $375K
|
786
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
781New |
$321K - $372K
|
781
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
781+ 10.87% |
$321K - $372K
|
7.96K
$4.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
780New |
$320K - $372K
|
780
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
780+ 2.97% |
$320K - $372K
|
27K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
777New |
$319K - $370K
|
777
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
771New |
$317K - $368K
|
771
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
769+ 16.45% |
$316K - $367K
|
5.44K
$3.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
769+ 15.86% |
$316K - $367K
|
5.62K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
768New |
$315K - $366K
|
768
$450K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
767+ 0.59% |
$315K - $366K
|
131K
$76.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
766+ 2.42% |
$315K - $365K
|
32.5K
$19M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
763New |
$313K - $364K
|
763
$447K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
762+ 4.14% |
$313K - $363K
|
19.2K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
760New |
$312K - $362K
|
760
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
759New |
$312K - $362K
|
759
$445K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
759New |
$312K - $362K
|
759
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
759+ 6.34% |
$312K - $362K
|
12.7K
$7.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
759New |
$312K - $362K
|
759
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
757New |
$311K - $361K
|
757
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
754New |
$310K - $359K
|
754
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
752+ 8.16% |
$309K - $358K
|
9.97K
$5.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
752New |
$309K - $358K
|
752
$441K
|