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 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
213+ 5.68% |
$87.5K - $102K
|
3.97K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
213+ 17.94% |
$87.5K - $102K
|
1.4K
$737K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
211+ 1.45% |
$86.7K - $101K
|
14.7K
$7.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
211+ 18.92% |
$86.7K - $101K
|
1.33K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
211+ 2.48% |
$86.7K - $101K
|
8.73K
$4.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
210+ 80.46% |
$86.2K - $100K
|
471
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
209+ 3.9% |
$85.8K - $99.6K
|
5.57K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
209+ 1.44% |
$85.8K - $99.6K
|
14.7K
$7.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
209+ 5.62% |
$85.8K - $99.6K
|
3.93K
$2.07M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
209+ 1.44% |
$85.8K - $99.6K
|
14.7K
$7.73M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
208+ 24.7% |
$85.4K - $99.2K
|
1.05K
$553K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
206+ 5.51% |
$84.6K - $98.2K
|
3.95K
$2.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
206+ 6.43% |
$84.6K - $98.2K
|
3.41K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
205+ 6.56% |
$84.2K - $97.7K
|
3.33K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
204+ 17.32% |
$83.8K - $97.2K
|
1.38K
$727K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
201+ 2.18% |
$82.5K - $95.8K
|
9.41K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 363.64% |
$82.1K - $95.3K
|
255
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
198+ 2.95% |
$81.3K - $94.4K
|
6.9K
$3.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
197+ 2.88% |
$80.9K - $93.9K
|
7.05K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
197+ 2.47% |
$80.9K - $93.9K
|
8.16K
$4.29M
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
195+ 0.79% |
$80.1K - $93K
|
24.8K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
194+ 27.71% |
$79.7K - $92.5K
|
894
$471K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
193+ 5.92% |
$79.3K - $92K
|
3.45K
$1.82M
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
192+ 1.57% |
$78.9K - $91.5K
|
12.4K
$6.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
191+ 1.96% |
$78.4K - $91K
|
9.93K
$5.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
190+ 1.13% |
$78K - $90.6K
|
17K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
189+ 32.53% |
$77.6K - $90.1K
|
770
$405K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
188+ 2.1% |
$77.2K - $89.6K
|
9.12K
$4.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
187+ 3.56% |
$76.8K - $89.1K
|
5.44K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
187+ 14.4% |
$76.8K - $89.1K
|
1.49K
$782K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
184+ 0.85% |
$75.6K - $87.7K
|
21.9K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
184+ 5.12% |
$75.6K - $87.7K
|
3.78K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
183+ 34.86% |
$75.2K - $87.2K
|
708
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
181+ 13.06% |
$74.3K - $86.3K
|
1.57K
$825K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
180+ 3.92% |
$73.9K - $85.8K
|
4.77K
$2.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
179+ 4.07% |
$73.5K - $85.3K
|
4.58K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
179+ 2.8% |
$73.5K - $85.3K
|
6.56K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
179+ 33.4% |
$73.5K - $85.3K
|
715
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
178New |
$73.1K - $84.9K
|
178
$93.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 8.63% |
$72.7K - $84.4K
|
2.23K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
174+ 6.77% |
$71.5K - $82.9K
|
2.75K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
174+ 0.42% |
$71.5K - $82.9K
|
42K
$22.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
173+ 12.65% |
$71K - $82.5K
|
1.54K
$811K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
171+ 8.56% |
$70.2K - $81.5K
|
2.17K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
170+ 1.74% |
$69.8K - $81K
|
9.94K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
170New |
$69.8K - $81K
|
170
$89.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
169+ 5.64% |
$69.4K - $80.6K
|
3.17K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
168+ 3.2% |
$69K - $80.1K
|
5.42K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
168+ 6.3% |
$69K - $80.1K
|
2.83K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
167+ 1.06% |
$68.6K - $79.6K
|
16K
$8.4M
|