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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Durable Capital Partners LP
Bethesda, MD |
BUY
|
- |
165KNew |
$67.8M - $78.7M
|
165K
$99.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
156KNew |
$64.1M - $74.4M
|
156K
$93.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
152KNew |
$62.4M - $72.4M
|
152K
$91.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
151K+ 1056.98% |
$61.8M - $71.8M
|
165K
$99.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
145KNew |
$59.7M - $69.3M
|
145K
$87.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Redmile Group, LLC
San Francisco, CA |
BUY
|
- |
143KNew |
$58.5M - $67.9M
|
143K
$85.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
140KNew |
$57.5M - $66.7M
|
140K
$84.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
136K+ 3509.97% |
$55.9M - $64.9M
|
140K
$84.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
136K+ 1665.93% |
$55.8M - $64.7M
|
144K
$86.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
136KNew |
$55.7M - $64.7M
|
136K
$81.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
135K+ 7.58% |
$55.6M - $64.5M
|
1.92M
$1.15B
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
134KNew |
$55.1M - $63.9M
|
134K
$80.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
130K+ 7.9% |
$53.5M - $62.1M
|
1.78M
$1.07B
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
128K+ 39.05% |
$52.7M - $61.2M
|
457K
$275M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126K+ 6.51% |
$51.6M - $59.9M
|
2.06M
$1.24B
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124K+ 42.5% |
$51.1M - $59.3M
|
417K
$251M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
112KNew |
$45.8M - $53.2M
|
112K
$67.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
109K+ 18.05% |
$44.8M - $52M
|
713K
$429M
|
|
|
Feb 14, 2024
Q4 2023
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
109KNew |
$44.7M - $51.9M
|
109K
$65.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
103K+ 5.59% |
$42.1M - $48.9M
|
1.94M
$1.17B
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
101K+ 81.97% |
$41.4M - $48M
|
224K
$134M
|
|
|
Apr 16, 2024
Q4 2023
|
Trb Advisors LP
New York, NY |
BUY
|
- |
100KNew |
$41.1M - $47.7M
|
100K
$60.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
98.5K+ 23.89% |
$40.4M - $46.9M
|
511K
$307M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
98.5K+ 23.89% |
$40.4M - $46.9M
|
511K
$307M
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
96.1KNew |
$39.5M - $45.8M
|
96.1K
$57.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
95KNew |
$39M - $45.3M
|
95K
$57.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
93.5K+ 23.77% |
$38.4M - $44.6M
|
487K
$293M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
88.9K+ 176.51% |
$36.5M - $42.4M
|
139K
$83.7M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
86.8KNew |
$35.6M - $41.4M
|
86.8K
$52.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
85.2K+ 140.83% |
$35M - $40.6M
|
146K
$87.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
84.4K+ 27.19% |
$34.7M - $40.2M
|
395K
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
81.8KNew |
$33.6M - $39M
|
81.8K
$49.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
80.5K+ 8.84% |
$33.1M - $38.4M
|
992K
$596M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
77.8K+ 6.5% |
$31.9M - $37.1M
|
1.28M
$767M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.7K+ 2.6% |
$31.9M - $37M
|
3.06M
$1.84B
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
77.1K+ 477.07% |
$31.6M - $36.7M
|
93.2K
$56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.6K+ 14.11% |
$31.5M - $36.5M
|
620K
$373M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
75.9K+ 63.37% |
$31.2M - $36.2M
|
196K
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
75.3K+ 17.86% |
$30.9M - $35.9M
|
497K
$299M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75.2K+ 16.14% |
$30.9M - $35.9M
|
541K
$326M
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
75KNew |
$30.8M - $35.8M
|
75K
$45.1M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
74KNew |
$30.4M - $35.3M
|
74K
$44.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
72.9KNew |
$29.9M - $34.7M
|
72.9K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
72.3K+ 320.13% |
$29.7M - $34.5M
|
94.9K
$57.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
70.5K+ 80.56% |
$28.9M - $33.6M
|
158K
$95M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
69.8K+ 133.76% |
$28.6M - $33.3M
|
122K
$73.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Passaic Partners LLC
|
BUY
|
- |
68.5K+ 12.6% |
$28.1M - $32.6M
|
612K
$368M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
67.7K+ 19.19% |
$27.8M - $32.3M
|
421K
$253M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
67.4K+ 41.69% |
$27.7M - $32.1M
|
229K
$138M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
66KNew |
$27.1M - $31.5M
|
66K
$39.7M
|