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 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
283+ 1.26% |
$116K - $135K
|
22.8K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
280+ 2.76% |
$115K - $133K
|
10.4K
$7.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
277+ 6.19% |
$114K - $132K
|
4.75K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
276+ 0.22% |
$113K - $132K
|
126K
$84.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
275+ 7.08% |
$113K - $131K
|
4.16K
$2.79M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
275+ 41.23% |
$113K - $131K
|
942
$632K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
269+ 1.03% |
$110K - $128K
|
26.3K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
269+ 2.83% |
$110K - $128K
|
9.78K
$6.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
268+ 5.3% |
$110K - $128K
|
5.32K
$3.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
267+ 5.78% |
$110K - $127K
|
4.89K
$3.28M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 13.84% |
$110K - $127K
|
2.2K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
266+ 2.85% |
$109K - $127K
|
9.59K
$6.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
266+ 0.45% |
$109K - $127K
|
58.9K
$39.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
266+ 1.58% |
$109K - $127K
|
17.1K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
262+ 11.05% |
$108K - $125K
|
2.63K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
261+ 0.85% |
$107K - $124K
|
31.1K
$20.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
259New |
$106K - $123K
|
259
$174K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
258+ 0.76% |
$106K - $123K
|
34.3K
$23M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
257+ 22.72% |
$106K - $123K
|
1.39K
$932K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
256+ 3.12% |
$105K - $122K
|
8.47K
$5.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
256+ 1.04% |
$105K - $122K
|
24.9K
$16.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
255+ 3.69% |
$105K - $122K
|
7.16K
$4.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
254+ 35.33% |
$104K - $121K
|
973
$653K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
254+ 1.7% |
$104K - $121K
|
15.2K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254+ 1.69% |
$104K - $121K
|
15.3K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
252+ 1.18% |
$103K - $120K
|
21.5K
$14.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
249+ 7.06% |
$102K - $119K
|
3.78K
$2.54M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
247+ 6.47% |
$101K - $118K
|
4.07K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
247+ 0.5% |
$101K - $118K
|
49.4K
$33.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
247+ 4.98% |
$101K - $118K
|
5.2K
$3.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
245+ 5.34% |
$101K - $117K
|
4.84K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
245+ 45.45% |
$101K - $117K
|
784
$526K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
243+ 18.41% |
$99.8K - $116K
|
1.56K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
241+ 1.37% |
$99K - $115K
|
17.9K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
239+ 7.01% |
$98.2K - $114K
|
3.65K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
238+ 11900.0% |
$97.7K - $113K
|
240
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
238+ 1.04% |
$97.7K - $113K
|
23.1K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
237+ 5.78% |
$97.3K - $113K
|
4.34K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
237+ 0.67% |
$97.3K - $113K
|
35.7K
$24M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
236+ 12.05% |
$96.9K - $112K
|
2.19K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
234+ 2.53% |
$96.1K - $112K
|
9.47K
$6.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
233+ 26.63% |
$95.7K - $111K
|
1.11K
$744K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
231+ 0.9% |
$94.9K - $110K
|
25.8K
$17.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
231+ 9.19% |
$94.9K - $110K
|
2.74K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
229+ 5.66% |
$94K - $109K
|
4.28K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
229+ 5.85% |
$94K - $109K
|
4.14K
$2.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
227+ 5.13% |
$93.2K - $108K
|
4.65K
$3.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
226+ 2.93% |
$92.8K - $108K
|
7.95K
$5.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
226+ 0.68% |
$92.8K - $108K
|
33.2K
$22.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
225+ 2.26% |
$92.4K - $107K
|
10.2K
$6.84M
|