Purchases and Sales Made in Q4 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
442
+ 0.53%
$182K - $211K
83.3K $55.9M
Jan 05, 2024 Q4 2023
Gunderson Capital Management Inc.

BUY
 -
437
New
$179K - $208K
437 $293K
Jan 10, 2024 Q4 2023
Kwb Wealth

Redlands, CA
BUY
 -
437
New
$179K - $208K
437 $293K
Jan 29, 2024 Q4 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
437
New
$179K - $208K
437 $293K
Jan 31, 2024 Q4 2023
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
436
New
$179K - $208K
436 $293K
Feb 08, 2024 Q4 2023
Bey Douglas LLC

Marietta, GA
BUY
 -
436
New
$179K - $208K
436 $293K
Jan 12, 2024 Q4 2023
Summit Financial Group, Inc.

BUY
 -
434
+ 2.19%
$178K - $207K
20.2K $13.6M
Jun 10, 2025 Q4 2023
Birchbrook, Inc.

Bangor, ME
BUY
 -
434
New
$178K - $207K
434 $291K
Jan 22, 2024 Q4 2023
Southern Capital Advisors, LLC

BUY
 -
433
New
$178K - $206K
433 $291K
Jan 23, 2024 Q4 2023
Alera Investment Advisors, LLC

BUY
 -
433
+ 3.22%
$178K - $206K
13.9K $9.31M
Feb 08, 2024 Q4 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
432
New
$177K - $206K
432 $290K
Feb 09, 2024 Q4 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
432
+ 60.76%
$177K - $206K
1.14K $767K
Feb 01, 2024 Q4 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
431
+ 57.54%
$177K - $205K
1.18K $792K
Jan 22, 2024 Q4 2023
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
430
+ 42.96%
$177K - $205K
1.43K $961K
Jan 23, 2024 Q4 2023
Clay Northam Wealth Management, LLC

BUY
 -
430
New
$177K - $205K
430 $289K
Jan 26, 2024 Q4 2023
Toth Financial Advisory Corp

BUY
 -
430
+ 9.86%
$177K - $205K
4.79K $3.22M
Apr 11, 2024 Q4 2023
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
430
New
$177K - $205K
430 $289K
Jan 17, 2024 Q4 2023
Riversedge Advisors, LLC

BUY
 -
428
New
$176K - $204K
428 $287K
Jan 31, 2024 Q4 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
428
+ 39.93%
$176K - $204K
1.5K $1.01M
Jan 23, 2024 Q4 2023
Kg&L Capital Management,Llc

BUY
 -
427
+ 2.32%
$175K - $204K
18.8K $12.6M
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
427
New
$175K - $204K
427 $287K
Jan 10, 2024 Q4 2023
M. Kraus & CO

BUY
 -
426
New
$175K - $203K
426 $286K
Jan 22, 2024 Q4 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
426
New
$175K - $203K
426 $286K
Apr 28, 2025 Q4 2023
Clark Asset Management, LLC

Stratham, NH
BUY
 -
426
New
$175K - $203K
426 $286K
Feb 07, 2024 Q4 2023
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
423
New
$174K - $202K
423 $284K
Feb 12, 2024 Q4 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
423
New
$174K - $202K
423 $284K
Jan 25, 2024 Q4 2023
Mainstay Capital Management LLC

BUY
 -
422
New
$173K - $201K
422 $283K
Jan 30, 2024 Q4 2023
First American Trust, Fsb

BUY
 -
422
+ 10.9%
$173K - $201K
4.29K $2.88M
Jan 17, 2024 Q4 2023
Centennial Wealth Advisory LLC

BUY
 -
421
New
$173K - $201K
421 $283K
Feb 08, 2024 Q4 2023
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
421
New
$173K - $201K
421 $283K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
420
+ 2.63%
$172K - $200K
16.4K $11M
Jan 09, 2024 Q4 2023
Lion Street Advisors, LLC

BUY
 -
418
+ 8.36%
$172K - $199K
5.42K $3.64M
Jan 04, 2024 Q4 2023
Fulton Bank, N.A.

BUY
 -
417
+ 19.97%
$171K - $199K
2.51K $1.68M
Feb 14, 2025 Q4 2023
Stephen J. Garry & Associates, LLC

Garden City, NY
BUY
 -
410
+ 4.06%
$168K - $195K
10.5K $7.06M
Feb 08, 2024 Q4 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
408
+ 56.59%
$168K - $194K
1.13K $758K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
408
+ 6.7%
$168K - $194K
6.5K $4.36M
Jan 04, 2024 Q4 2023
Modus Advisors, LLC

BUY
 -
406
+ 9.89%
$167K - $194K
4.51K $3.03M
Jan 18, 2024 Q4 2023
Well Done, LLC

BUY
 -
405
+ 3.78%
$166K - $193K
11.1K $7.47M
Feb 06, 2024 Q4 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
404
+ 21.65%
$166K - $193K
2.27K $1.52M
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

BUY
 -
403
+ 46.06%
$166K - $192K
1.28K $858K
Feb 14, 2024 Q4 2023
Trinity Legacy Partners, LLC

BUY
 -
401
+ 12.43%
$165K - $191K
3.63K $2.43M
Feb 05, 2024 Q4 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
397
+ 71.27%
$163K - $189K
954 $640K
Feb 02, 2024 Q4 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
396
+ 1.5%
$163K - $189K
26.8K $18M
Feb 07, 2024 Q4 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
396
+ 3.9%
$163K - $189K
10.6K $7.09M
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
395
+ 106.47%
$162K - $188K
766 $514K
Jan 11, 2024 Q4 2023
Cfm Wealth Partners LLC

BUY
 -
394
+ 3.9%
$162K - $188K
10.5K $7.05M
Jan 18, 2024 Q4 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
394
+ 9.41%
$162K - $188K
4.58K $3.08M
Feb 02, 2024 Q4 2023
Am Investment Strategies LLC

BUY
 -
391
+ 42.55%
$161K - $186K
1.31K $879K
Feb 07, 2024 Q4 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
390
+ 4.11%
$160K - $186K
9.87K $6.63M

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