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 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
327+ 1.73% |
$134K - $156K
|
19.3K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
326+ 6.12% |
$134K - $155K
|
5.65K
$3.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
325+ 12.78% |
$133K - $155K
|
2.87K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
323+ 1.97% |
$133K - $154K
|
16.7K
$9.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
322+ 2.23% |
$132K - $153K
|
14.8K
$8.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
321+ 1.55% |
$132K - $153K
|
21.1K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
320+ 3.23% |
$131K - $153K
|
10.2K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
320New |
$131K - $153K
|
320
$189K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
318+ 7.46% |
$131K - $152K
|
4.58K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
315+ 4.59% |
$129K - $150K
|
7.18K
$4.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
310+ 30.6% |
$127K - $148K
|
1.32K
$783K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
307+ 53.67% |
$126K - $146K
|
879
$520K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
302+ 10.57% |
$124K - $144K
|
3.16K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
301+ 0.07% |
$124K - $143K
|
405K
$240M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
300+ 18.14% |
$123K - $143K
|
1.95K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
299+ 15.83% |
$123K - $143K
|
2.19K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
298+ 47.38% |
$122K - $142K
|
927
$549K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297+ 1.07% |
$122K - $142K
|
28.1K
$16.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
296+ 0.17% |
$122K - $141K
|
170K
$101M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
296+ 5.29% |
$122K - $141K
|
5.89K
$3.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
296+ 3.59% |
$122K - $141K
|
8.54K
$5.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
294+ 2.76% |
$121K - $140K
|
10.9K
$6.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
293+ 22.23% |
$120K - $140K
|
1.61K
$954K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
293New |
$120K - $140K
|
293
$173K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
288+ 1.35% |
$118K - $137K
|
21.6K
$12.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
287+ 17.18% |
$118K - $137K
|
1.96K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
286+ 23.42% |
$117K - $136K
|
1.51K
$892K
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
284+ 33.89% |
$117K - $135K
|
1.12K
$664K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
283+ 1.26% |
$116K - $135K
|
22.8K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
280+ 2.76% |
$115K - $133K
|
10.4K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
277+ 6.19% |
$114K - $132K
|
4.75K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
276+ 0.22% |
$113K - $132K
|
126K
$74.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
275+ 7.08% |
$113K - $131K
|
4.16K
$2.46M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
269+ 1.03% |
$110K - $128K
|
26.3K
$15.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
269+ 2.83% |
$110K - $128K
|
9.78K
$5.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
268+ 5.3% |
$110K - $128K
|
5.32K
$3.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
267+ 5.78% |
$110K - $127K
|
4.89K
$2.89M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 13.84% |
$110K - $127K
|
2.2K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
266+ 2.85% |
$109K - $127K
|
9.59K
$5.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
266+ 0.45% |
$109K - $127K
|
58.9K
$34.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
266+ 1.58% |
$109K - $127K
|
17.1K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
262+ 11.05% |
$108K - $125K
|
2.63K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
261+ 0.85% |
$107K - $124K
|
31.1K
$18.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
259New |
$106K - $123K
|
259
$153K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
258+ 0.76% |
$106K - $123K
|
34.3K
$20.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
257+ 22.72% |
$106K - $123K
|
1.39K
$822K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
256+ 3.12% |
$105K - $122K
|
8.47K
$5.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
256+ 1.04% |
$105K - $122K
|
24.9K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
255+ 3.69% |
$105K - $122K
|
7.16K
$4.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
254+ 35.33% |
$104K - $121K
|
973
$576K
|