Purchases and Sales Made in Q4 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 23, 2024 Q4 2023
Crown Wealth Group, LLC

BUY
 -
167
+ 31.33%
$68.6K - $79.6K
700 $368K
Feb 08, 2024 Q4 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
165
+ 5.44%
$67.8K - $78.7K
3.2K $1.68M
Jan 22, 2024 Q4 2023
Essex Savings Bank

BUY
 -
164
+ 3.26%
$67.4K - $78.2K
5.2K $2.74M
Feb 05, 2024 Q4 2023
Total Wealth Planning, LLC

BUY
 -
164
+ 17.75%
$67.4K - $78.2K
1.09K $573K
Jan 10, 2024 Q4 2023
Lex Aurum Advisors, LLC

BUY
 -
163
+ 7.11%
$66.9K - $77.7K
2.46K $1.29M
Feb 09, 2024 Q4 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
162
+ 2.32%
$66.5K - $77.2K
7.16K $3.77M
Jan 23, 2024 Q4 2023
Lvz, Inc.

BUY
 -
155
+ 17.47%
$63.7K - $73.9K
1.04K $549K
Feb 05, 2024 Q4 2023
Anchor Capital Advisors LLC

BUY
 -
155
+ 25.29%
$63.7K - $73.9K
768 $404K
Feb 06, 2024 Q4 2023
Swisspartners Advisors LTD

Zurich, V8
BUY
 -
155
+ 23.13%
$63.7K - $73.9K
825 $434K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
155
+ 1.68%
$63.7K - $73.9K
9.36K $4.93M
Feb 09, 2024 Q4 2023
Edgar Lomax CO

Kingstowne, VA
BUY
 -
153
+ 4.76%
$62.8K - $72.9K
3.37K $1.77M
Feb 12, 2024 Q4 2023
Rs Crum Inc.

BUY
 -
153
+ 19.17%
$62.8K - $72.9K
951 $501K
Feb 06, 2024 Q4 2023
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
151
+ 1.78%
$62K - $72K
8.64K $4.55M
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
151
+ 1.62%
$62K - $72K
9.48K $4.99M
Feb 14, 2024 Q4 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
151
+ 1.51%
$62K - $72K
10.1K $5.33M
Feb 05, 2024 Q4 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
150
+ 9.55%
$61.6K - $71.5K
1.72K $905K
Jan 09, 2024 Q4 2023
Collective Family Office LLC

BUY
 -
149
+ 1.04%
$61.2K - $71K
14.4K $7.61M
Jan 24, 2024 Q4 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
149
+ 3.49%
$61.2K - $71K
4.42K $2.32M
Jan 31, 2024 Q4 2023
Check Capital Management Inc

BUY
 -
149
+ 18.26%
$61.2K - $71K
965 $508K
Feb 08, 2024 Q4 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
148
+ 2.32%
$60.8K - $70.6K
6.54K $3.44M
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
147
+ 52.13%
$60.4K - $70.1K
429 $226K
Jan 19, 2024 Q4 2023
Blb&B Advisors, LLC

BUY
 -
146
+ 0.43%
$60K - $69.6K
34K $17.9M
Feb 13, 2024 Q4 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
146
+ 2.15%
$60K - $69.6K
6.94K $3.65M
Feb 14, 2024 Q4 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
146
+ 2.27%
$60K - $69.6K
6.58K $3.46M
Jan 10, 2024 Q4 2023
Burke & Herbert Bank & Trust CO

BUY
 -
145
+ 0.83%
$59.5K - $69.1K
17.5K $9.24M
Jan 19, 2024 Q4 2023
Ironwood Financial, LLC

BUY
 -
144
+ 2.82%
$59.1K - $68.6K
5.25K $2.76M
Jan 19, 2024 Q4 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
144
+ 5.64%
$59.1K - $68.6K
2.7K $1.42M
Jan 22, 2024 Q4 2023
Country Club Bank

BUY
 -
144
+ 0.45%
$59.1K - $68.6K
32K $16.9M
Jan 08, 2024 Q4 2023
Mc Broom & Associates, LLC

BUY
 -
142
+ 3.83%
$58.3K - $67.7K
3.85K $2.03M
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
142
+ 11.49%
$58.3K - $67.7K
1.38K $725K
Feb 06, 2024 Q4 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
140
+ 5.08%
$57.5K - $66.7K
2.9K $1.53M
Feb 08, 2024 Q4 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
138
+ 1.2%
$56.7K - $65.8K
11.7K $6.14M
Jan 22, 2024 Q4 2023
Waypoint Capital Advisors, LLC

BUY
 -
137
+ 1.03%
$56.3K - $65.3K
13.4K $7.07M
Feb 07, 2024 Q4 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
136
+ 2.03%
$55.9K - $64.8K
6.85K $3.6M
Jan 16, 2024 Q4 2023
Ulland Investment Advisors, LLC

BUY
 -
135
+ 4.93%
$55.4K - $64.4K
2.88K $1.51M
Jan 19, 2024 Q4 2023
Chatham Capital Group, Inc.

BUY
 -
135
+ 0.81%
$55.4K - $64.4K
16.8K $8.85M
Jan 17, 2024 Q4 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
133
+ 8.77%
$54.6K - $63.4K
1.65K $868K
Feb 05, 2024 Q4 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
133
+ 6.85%
$54.6K - $63.4K
2.08K $1.09M
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
133
+ 2.8%
$54.6K - $63.4K
4.88K $2.57M
Feb 14, 2024 Q4 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
132
+ 6.81%
$54.2K - $62.9K
2.07K $1.09M
Feb 27, 2025 Q4 2023
Reap Financial Group, LLC

Austin, TX
BUY
 -
132
New
$54.2K - $62.9K
132 $69.5K
Jan 18, 2024 Q4 2023
Stewart & Patten CO LLC

BUY
 -
131
+ 25.64%
$53.8K - $62.4K
642 $338K
Feb 05, 2024 Q4 2023
Buckhead Capital Management LLC

BUY
 -
131
+ 8.5%
$53.8K - $62.4K
1.67K $881K
Jan 11, 2024 Q4 2023
Consilio Wealth Advisors, LLC

BUY
 -
130
+ 5.36%
$53.4K - $62K
2.56K $1.34M
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
130
+ 0.56%
$53.4K - $62K
23.4K $12.3M
Feb 14, 2024 Q4 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
128
+ 1.71%
$52.6K - $61K
7.61K $4.01M
Feb 10, 2025 Q4 2023
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
128
+ 0.36%
$52.6K - $61K
36K $19M
Jan 17, 2024 Q4 2023
Beacon Capital Management, Inc.

BUY
 -
127
+ 0.36%
$52.2K - $60.5K
35.7K $18.8M
Feb 01, 2024 Q4 2023
Sage Mountain Advisors LLC

BUY
 -
127
+ 1.02%
$52.2K - $60.5K
12.6K $6.62M

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