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 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
345+ 54.59% |
$142K - $164K
|
977
$547K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
345+ 23.11% |
$142K - $164K
|
1.84K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
340New |
$140K - $162K
|
340
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
339+ 39.33% |
$139K - $162K
|
1.2K
$672K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
335+ 9.68% |
$138K - $160K
|
3.8K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
335+ 22.87% |
$138K - $160K
|
1.8K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
332+ 5.92% |
$136K - $158K
|
5.94K
$3.33M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
331+ 5.33% |
$136K - $158K
|
6.54K
$3.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
330+ 9.87% |
$136K - $157K
|
3.68K
$2.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
327+ 1.73% |
$134K - $156K
|
19.3K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
326+ 6.12% |
$134K - $155K
|
5.65K
$3.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
325+ 12.78% |
$133K - $155K
|
2.87K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
323+ 1.97% |
$133K - $154K
|
16.7K
$9.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
322+ 2.23% |
$132K - $153K
|
14.8K
$8.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
321+ 1.55% |
$132K - $153K
|
21.1K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
320+ 3.23% |
$131K - $153K
|
10.2K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
320New |
$131K - $153K
|
320
$179K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
318+ 7.46% |
$131K - $152K
|
4.58K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
315+ 4.59% |
$129K - $150K
|
7.18K
$4.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
310+ 30.6% |
$127K - $148K
|
1.32K
$740K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
307+ 53.67% |
$126K - $146K
|
879
$492K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
302+ 10.57% |
$124K - $144K
|
3.16K
$1.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
301+ 0.07% |
$124K - $143K
|
405K
$227M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
300+ 18.14% |
$123K - $143K
|
1.95K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
299+ 15.83% |
$123K - $143K
|
2.19K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
298+ 47.38% |
$122K - $142K
|
927
$519K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297+ 1.07% |
$122K - $142K
|
28.1K
$15.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
296+ 0.17% |
$122K - $141K
|
170K
$95M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
296+ 5.29% |
$122K - $141K
|
5.89K
$3.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
296+ 3.59% |
$122K - $141K
|
8.54K
$4.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
294+ 2.76% |
$121K - $140K
|
10.9K
$6.12M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
293+ 22.23% |
$120K - $140K
|
1.61K
$901K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
293New |
$120K - $140K
|
293
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
288+ 1.35% |
$118K - $137K
|
21.6K
$12.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
287+ 17.18% |
$118K - $137K
|
1.96K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
286+ 23.42% |
$117K - $136K
|
1.51K
$843K
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
284+ 33.89% |
$117K - $135K
|
1.12K
$628K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
283+ 1.26% |
$116K - $135K
|
22.8K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
280+ 2.76% |
$115K - $133K
|
10.4K
$5.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
277+ 6.19% |
$114K - $132K
|
4.75K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
276+ 0.22% |
$113K - $132K
|
126K
$70.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
275+ 7.08% |
$113K - $131K
|
4.16K
$2.33M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
269+ 1.03% |
$110K - $128K
|
26.3K
$14.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
269+ 2.83% |
$110K - $128K
|
9.78K
$5.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
268+ 5.3% |
$110K - $128K
|
5.32K
$2.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
267+ 5.78% |
$110K - $127K
|
4.89K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 13.84% |
$110K - $127K
|
2.2K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
266+ 2.85% |
$109K - $127K
|
9.59K
$5.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
266+ 0.45% |
$109K - $127K
|
58.9K
$32.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
266+ 1.58% |
$109K - $127K
|
17.1K
$9.54M
|