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 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
650New |
$267K - $310K
|
650
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
650+ 27.45% |
$267K - $310K
|
3.02K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
647+ 21.14% |
$266K - $308K
|
3.71K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
639+ 100.79% |
$262K - $305K
|
1.27K
$712K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
630New |
$259K - $300K
|
630
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
629+ 23.85% |
$258K - $300K
|
3.27K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
625New |
$257K - $298K
|
625
$350K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
622+ 20.5% |
$255K - $297K
|
3.66K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
622New |
$255K - $297K
|
622
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
622New |
$255K - $297K
|
622
$348K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
619+ 4.35% |
$254K - $295K
|
14.8K
$8.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
618+ 0.34% |
$254K - $295K
|
180K
$101M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
611+ 1.8% |
$251K - $291K
|
34.5K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
610New |
$251K - $291K
|
610
$341K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
609+ 38.06% |
$250K - $290K
|
2.21K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
606+ 4.65% |
$249K - $289K
|
13.6K
$7.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
606New |
$249K - $289K
|
606
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
606+ 6.2% |
$249K - $289K
|
10.4K
$5.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
605+ 5.23% |
$248K - $288K
|
12.2K
$6.81M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
602New |
$247K - $287K
|
602
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
601+ 25.93% |
$247K - $286K
|
2.92K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
599+ 2.38% |
$246K - $286K
|
25.7K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
598+ 2.09% |
$246K - $285K
|
29.2K
$16.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
595+ 10.15% |
$244K - $284K
|
6.46K
$3.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
594New |
$244K - $283K
|
594
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
593+ 8.49% |
$244K - $283K
|
7.58K
$4.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
587+ 0.96% |
$241K - $280K
|
61.6K
$34.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
586New |
$241K - $279K
|
586
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
584New |
$240K - $278K
|
584
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
584+ 14.28% |
$240K - $278K
|
4.67K
$2.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
575New |
$236K - $274K
|
575
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
575+ 16.05% |
$236K - $274K
|
4.16K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
575+ 43.46% |
$236K - $274K
|
1.9K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
573New |
$235K - $273K
|
573
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
568+ 33.71% |
$233K - $271K
|
2.25K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
567New |
$233K - $270K
|
567
$317K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
564+ 0.46% |
$232K - $269K
|
124K
$69.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
561+ 2.63% |
$230K - $267K
|
21.9K
$12.2M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
561+ 2.63% |
$230K - $267K
|
21.9K
$12.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
558+ 58.92% |
$229K - $266K
|
1.51K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
558+ 1.22% |
$229K - $266K
|
46.4K
$25.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
557+ 109.43% |
$229K - $266K
|
1.07K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
557New |
$229K - $266K
|
557
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
556New |
$228K - $265K
|
556
$311K
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
556New |
$228K - $265K
|
556
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
554+ 0.37% |
$228K - $264K
|
151K
$84.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
553New |
$227K - $264K
|
553
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
553+ 65.6% |
$227K - $264K
|
1.4K
$781K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
550+ 15.72% |
$226K - $262K
|
4.05K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
549+ 107.65% |
$225K - $262K
|
1.06K
$592K
|