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 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
369+ 5.22% |
$152K - $176K
|
7.44K
$4.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
368+ 71.6% |
$151K - $175K
|
882
$524K
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
367+ 2.87% |
$151K - $175K
|
13.2K
$7.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
364+ 3.03% |
$149K - $174K
|
12.4K
$7.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
362+ 6.18% |
$149K - $173K
|
6.22K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
361+ 4.72% |
$148K - $172K
|
8K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
350+ 10.32% |
$144K - $167K
|
3.74K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
345+ 54.59% |
$142K - $164K
|
977
$581K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
345+ 23.11% |
$142K - $164K
|
1.84K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
340New |
$140K - $162K
|
340
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
339+ 39.33% |
$139K - $162K
|
1.2K
$714K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
335+ 9.68% |
$138K - $160K
|
3.8K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
335+ 22.87% |
$138K - $160K
|
1.8K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
332+ 5.92% |
$136K - $158K
|
5.94K
$3.53M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
331+ 5.33% |
$136K - $158K
|
6.54K
$3.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
330+ 9.87% |
$136K - $157K
|
3.68K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
327+ 1.73% |
$134K - $156K
|
19.3K
$11.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
326+ 6.12% |
$134K - $155K
|
5.65K
$3.36M
|
|
|
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
$9.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
322+ 2.23% |
$132K - $153K
|
14.8K
$8.78M
|
|
|
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
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
320New |
$131K - $153K
|
320
$190K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
318+ 7.46% |
$131K - $152K
|
4.58K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
315+ 4.59% |
$129K - $150K
|
7.18K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
310+ 30.6% |
$127K - $148K
|
1.32K
$786K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
307+ 53.67% |
$126K - $146K
|
879
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
302+ 10.57% |
$124K - $144K
|
3.16K
$1.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
301+ 0.07% |
$124K - $143K
|
405K
$241M
|
|
|
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
$551K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297+ 1.07% |
$122K - $142K
|
28.1K
$16.7M
|
|
|
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
$3.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
296+ 3.59% |
$122K - $141K
|
8.54K
$5.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
294+ 2.76% |
$121K - $140K
|
10.9K
$6.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
293+ 22.23% |
$120K - $140K
|
1.61K
$957K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
293New |
$120K - $140K
|
293
$174K
|
|
|
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
$896K
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
284+ 33.89% |
$117K - $135K
|
1.12K
$667K
|
|
|
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
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
277+ 6.19% |
$114K - $132K
|
4.75K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
276+ 0.22% |
$113K - $132K
|
126K
$74.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
275+ 7.08% |
$113K - $131K
|
4.16K
$2.47M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
275+ 41.23% |
$113K - $131K
|
942
$560K
|