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 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
155+ 1.98% |
$63.7K - $73.9K
|
8K
$4.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
153+ 4.76% |
$62.8K - $72.9K
|
3.37K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
153+ 19.17% |
$62.8K - $72.9K
|
951
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
151+ 1.78% |
$62K - $72K
|
8.64K
$5.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
151+ 1.62% |
$62K - $72K
|
9.48K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
151+ 1.51% |
$62K - $72K
|
10.1K
$5.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
150+ 9.55% |
$61.6K - $71.5K
|
1.72K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
149+ 1.04% |
$61.2K - $71K
|
14.4K
$8.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
149+ 3.49% |
$61.2K - $71K
|
4.42K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
BUY
|
- |
149+ 18.26% |
$61.2K - $71K
|
965
$571K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
148+ 2.32% |
$60.8K - $70.6K
|
6.54K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
147+ 52.13% |
$60.4K - $70.1K
|
429
$254K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
146+ 0.43% |
$60K - $69.6K
|
34K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
146+ 2.15% |
$60K - $69.6K
|
6.94K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
146+ 2.27% |
$60K - $69.6K
|
6.58K
$3.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
145+ 0.83% |
$59.5K - $69.1K
|
17.5K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
144+ 2.82% |
$59.1K - $68.6K
|
5.25K
$3.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
144+ 5.64% |
$59.1K - $68.6K
|
2.7K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
144+ 0.45% |
$59.1K - $68.6K
|
32K
$19M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
142+ 3.83% |
$58.3K - $67.7K
|
3.85K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
142+ 11.49% |
$58.3K - $67.7K
|
1.38K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
140+ 5.08% |
$57.5K - $66.7K
|
2.9K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
138+ 1.2% |
$56.7K - $65.8K
|
11.7K
$6.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
137+ 1.03% |
$56.3K - $65.3K
|
13.4K
$7.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
136+ 2.03% |
$55.9K - $64.8K
|
6.85K
$4.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
135+ 4.93% |
$55.4K - $64.4K
|
2.88K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
135+ 0.81% |
$55.4K - $64.4K
|
16.8K
$9.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
133+ 8.77% |
$54.6K - $63.4K
|
1.65K
$976K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
133+ 6.85% |
$54.6K - $63.4K
|
2.08K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
133+ 2.8% |
$54.6K - $63.4K
|
4.88K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
132+ 6.81% |
$54.2K - $62.9K
|
2.07K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
131+ 25.64% |
$53.8K - $62.4K
|
642
$380K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
131+ 8.5% |
$53.8K - $62.4K
|
1.67K
$990K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
130+ 5.36% |
$53.4K - $62K
|
2.56K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
130+ 0.56% |
$53.4K - $62K
|
23.4K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
128+ 1.71% |
$52.6K - $61K
|
7.61K
$4.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
127+ 0.36% |
$52.2K - $60.5K
|
35.7K
$21.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
127+ 1.02% |
$52.2K - $60.5K
|
12.6K
$7.44M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
126+ 0.72% |
$51.7K - $60.1K
|
17.6K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
126+ 0.47% |
$51.7K - $60.1K
|
26.8K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
126+ 0.27% |
$51.7K - $60.1K
|
46.1K
$27.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 0.57% |
$51.3K - $59.6K
|
22K
$13M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
125+ 16.21% |
$51.3K - $59.6K
|
896
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
125+ 0.77% |
$51.3K - $59.6K
|
16.4K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
124New |
$50.9K - $59.1K
|
124
$73.4K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
123+ 8.05% |
$50.5K - $58.6K
|
1.65K
$977K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
122+ 0.95% |
$50.1K - $58.2K
|
13K
$7.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
120+ 0.68% |
$49.3K - $57.2K
|
17.8K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
120+ 8.06% |
$49.3K - $57.2K
|
1.61K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
120+ 8.69% |
$49.3K - $57.2K
|
1.5K
$889K
|