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 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
760New |
$312K - $362K
|
760
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
759New |
$312K - $362K
|
759
$451K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
759New |
$312K - $362K
|
759
$451K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
759+ 6.34% |
$312K - $362K
|
12.7K
$7.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
759New |
$312K - $362K
|
759
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
757New |
$311K - $361K
|
757
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
754New |
$310K - $359K
|
754
$448K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
752+ 8.16% |
$309K - $358K
|
9.97K
$5.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
752New |
$309K - $358K
|
752
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
750New |
$308K - $358K
|
750
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
748+ 21.39% |
$307K - $357K
|
4.25K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
747+ 69.75% |
$307K - $356K
|
1.82K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
745+ 3.43% |
$306K - $355K
|
22.5K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
744+ 11.24% |
$306K - $355K
|
7.36K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
740+ 5.98% |
$304K - $353K
|
13.1K
$7.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
739New |
$303K - $352K
|
739
$439K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
735+ 5.11% |
$302K - $350K
|
15.1K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
731+ 3.36% |
$300K - $348K
|
22.5K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
725+ 2.52% |
$298K - $346K
|
29.5K
$17.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
723New |
$297K - $345K
|
723
$430K
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
723New |
$297K - $345K
|
723
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
722New |
$297K - $344K
|
722
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
720New |
$296K - $343K
|
720
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
720+ 4.2% |
$296K - $343K
|
17.9K
$10.6M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
716New |
$294K - $341K
|
716
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
714New |
$293K - $340K
|
714
$424K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
710+ 15.56% |
$292K - $338K
|
5.27K
$3.13M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
709New |
$291K - $338K
|
709
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
708+ 52.25% |
$291K - $337K
|
2.06K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
706+ 3.62% |
$290K - $337K
|
20.2K
$12M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
706New |
$290K - $337K
|
706
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
706New |
$290K - $337K
|
706
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
703+ 0.97% |
$289K - $335K
|
73.5K
$43.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
702+ 5.45% |
$288K - $335K
|
13.6K
$8.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
701+ 1.23% |
$288K - $334K
|
57.6K
$34.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
700+ 101.45% |
$287K - $334K
|
1.39K
$826K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
697+ 1.99% |
$286K - $332K
|
35.8K
$21.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
696+ 140.04% |
$286K - $332K
|
1.19K
$709K
|
|
|
Mar 25, 2025
Q4 2023
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
694New |
$285K - $331K
|
694
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
692+ 126.28% |
$284K - $330K
|
1.24K
$737K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
684+ 17.51% |
$281K - $326K
|
4.59K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
684+ 9.91% |
$281K - $326K
|
7.59K
$4.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
682New |
$280K - $325K
|
682
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
682+ 8.11% |
$280K - $325K
|
9.1K
$5.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
681+ 9.56% |
$280K - $325K
|
7.8K
$4.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
677+ 14.85% |
$278K - $323K
|
5.24K
$3.11M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
674New |
$277K - $321K
|
674
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
671+ 13.95% |
$276K - $320K
|
5.48K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
671+ 1.34% |
$276K - $320K
|
50.8K
$30.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
670+ 1.65% |
$275K - $319K
|
41.3K
$24.5M
|