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 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
208+ 24.7% |
$85.4K - $99.2K
|
1.05K
$622K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
206+ 5.51% |
$84.6K - $98.2K
|
3.95K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
206+ 6.43% |
$84.6K - $98.2K
|
3.41K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
205+ 6.56% |
$84.2K - $97.7K
|
3.33K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
204+ 17.32% |
$83.8K - $97.2K
|
1.38K
$818K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
201+ 2.18% |
$82.5K - $95.8K
|
9.41K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 363.64% |
$82.1K - $95.3K
|
255
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
198+ 2.95% |
$81.3K - $94.4K
|
6.9K
$4.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
197+ 2.88% |
$80.9K - $93.9K
|
7.05K
$4.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
197+ 2.47% |
$80.9K - $93.9K
|
8.16K
$4.83M
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
195+ 0.79% |
$80.1K - $93K
|
24.8K
$14.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
194+ 27.71% |
$79.7K - $92.5K
|
894
$529K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
193+ 5.92% |
$79.3K - $92K
|
3.45K
$2.04M
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
192+ 1.57% |
$78.9K - $91.5K
|
12.4K
$7.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
191+ 1.96% |
$78.4K - $91K
|
9.93K
$5.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
190+ 1.13% |
$78K - $90.6K
|
17K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
189+ 32.53% |
$77.6K - $90.1K
|
770
$456K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
188+ 2.1% |
$77.2K - $89.6K
|
9.12K
$5.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
187+ 3.56% |
$76.8K - $89.1K
|
5.44K
$3.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
187+ 14.4% |
$76.8K - $89.1K
|
1.49K
$880K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
184+ 0.85% |
$75.6K - $87.7K
|
21.9K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
184+ 5.12% |
$75.6K - $87.7K
|
3.78K
$2.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
183+ 34.86% |
$75.2K - $87.2K
|
708
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
181+ 13.06% |
$74.3K - $86.3K
|
1.57K
$928K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
180+ 3.92% |
$73.9K - $85.8K
|
4.77K
$2.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
179+ 4.07% |
$73.5K - $85.3K
|
4.58K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
179+ 2.8% |
$73.5K - $85.3K
|
6.56K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
179+ 33.4% |
$73.5K - $85.3K
|
715
$423K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
178New |
$73.1K - $84.9K
|
178
$105K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 8.63% |
$72.7K - $84.4K
|
2.23K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
174+ 6.77% |
$71.5K - $82.9K
|
2.75K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
174+ 0.42% |
$71.5K - $82.9K
|
42K
$24.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
173+ 12.65% |
$71K - $82.5K
|
1.54K
$912K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
171+ 8.56% |
$70.2K - $81.5K
|
2.17K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
170+ 1.74% |
$69.8K - $81K
|
9.94K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
170New |
$69.8K - $81K
|
170
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
169+ 5.64% |
$69.4K - $80.6K
|
3.17K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
168+ 3.2% |
$69K - $80.1K
|
5.42K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
168+ 6.3% |
$69K - $80.1K
|
2.83K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
167+ 1.06% |
$68.6K - $79.6K
|
16K
$9.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
167+ 31.33% |
$68.6K - $79.6K
|
700
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
165+ 5.44% |
$67.8K - $78.7K
|
3.2K
$1.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
164+ 3.26% |
$67.4K - $78.2K
|
5.2K
$3.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
164+ 17.75% |
$67.4K - $78.2K
|
1.09K
$644K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
163+ 7.11% |
$66.9K - $77.7K
|
2.46K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
162+ 2.32% |
$66.5K - $77.2K
|
7.16K
$4.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
155+ 17.47% |
$63.7K - $73.9K
|
1.04K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
155+ 25.29% |
$63.7K - $73.9K
|
768
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
155+ 23.13% |
$63.7K - $73.9K
|
825
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
155+ 1.68% |
$63.7K - $73.9K
|
9.36K
$5.54M
|