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 |
|---|---|---|---|---|---|---|---|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
883New |
$363K - $421K
|
883
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
881+ 1.17% |
$362K - $420K
|
75.9K
$51M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
880+ 5.52% |
$361K - $419K
|
16.8K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
875+ 4.0% |
$359K - $417K
|
22.7K
$15.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
874+ 17.47% |
$359K - $417K
|
5.88K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
873+ 23.86% |
$359K - $416K
|
4.53K
$3.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
870+ 3.27% |
$357K - $415K
|
27.5K
$18.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
869New |
$357K - $414K
|
869
$583K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
864+ 2.93% |
$355K - $412K
|
30.3K
$20.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
864+ 4.2% |
$355K - $412K
|
21.5K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
861+ 3.96% |
$354K - $410K
|
22.6K
$15.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
860+ 33.67% |
$353K - $410K
|
3.41K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
860+ 62.18% |
$353K - $410K
|
2.24K
$1.51M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
859+ 100.23% |
$353K - $409K
|
1.72K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
856+ 37.41% |
$352K - $408K
|
3.14K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
852+ 34.79% |
$350K - $406K
|
3.3K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
850+ 11.56% |
$349K - $405K
|
8.2K
$5.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
845+ 3.55% |
$347K - $403K
|
24.6K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
845New |
$347K - $403K
|
845
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
844+ 0.95% |
$347K - $402K
|
89.7K
$60.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
844+ 2.76% |
$347K - $402K
|
31.5K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
843+ 1.03% |
$346K - $402K
|
83K
$55.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
842+ 30.16% |
$346K - $401K
|
3.63K
$2.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
837New |
$344K - $399K
|
837
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
836+ 58.1% |
$343K - $399K
|
2.28K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
832+ 17.93% |
$342K - $397K
|
5.47K
$3.67M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
829+ 16.48% |
$340K - $395K
|
5.86K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
828+ 0.89% |
$340K - $395K
|
94.1K
$63.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
828+ 0.41% |
$340K - $395K
|
201K
$135M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
825New |
$339K - $393K
|
825
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
823New |
$338K - $392K
|
823
$552K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
823New |
$338K - $392K
|
823
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
820+ 0.72% |
$337K - $391K
|
114K
$76.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
814New |
$334K - $388K
|
814
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
807New |
$331K - $385K
|
807
$542K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
802+ 5.94% |
$329K - $382K
|
14.3K
$9.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
797+ 2.69% |
$327K - $380K
|
30.4K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
797New |
$327K - $380K
|
797
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
796+ 68.62% |
$327K - $379K
|
1.96K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
795New |
$326K - $379K
|
795
$534K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
795+ 6.75% |
$326K - $379K
|
12.6K
$8.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
789New |
$324K - $376K
|
789
$530K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
786New |
$323K - $375K
|
786
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
781New |
$321K - $372K
|
781
$524K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
781+ 10.87% |
$321K - $372K
|
7.96K
$5.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
780New |
$320K - $372K
|
780
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
780+ 2.97% |
$320K - $372K
|
27K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
777New |
$319K - $370K
|
777
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
771New |
$317K - $368K
|
771
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
769+ 16.45% |
$316K - $367K
|
5.44K
$3.65M
|