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 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
119+ 4.03% |
$48.9K - $56.7K
|
3.07K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
119+ 15.74% |
$48.9K - $56.7K
|
875
$518K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
119+ 0.59% |
$48.9K - $56.7K
|
20.4K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
117+ 8.58% |
$48K - $55.8K
|
1.48K
$876K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
116+ 9.67% |
$47.6K - $55.3K
|
1.32K
$779K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
115+ 2.26% |
$47.2K - $54.8K
|
5.21K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
115+ 5.57% |
$47.2K - $54.8K
|
2.18K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
114+ 0.96% |
$46.8K - $54.3K
|
12K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
112New |
$46K - $53.4K
|
112
$66.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
111+ 0.87% |
$45.6K - $52.9K
|
12.9K
$7.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 0.98% |
$45.6K - $52.9K
|
11.5K
$6.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
110+ 3.01% |
$45.2K - $52.4K
|
3.77K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$45.2K - $52.4K
|
110
$65.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
110+ 3.63% |
$45.2K - $52.4K
|
3.14K
$1.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
110New |
$45.2K - $52.4K
|
110
$65.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
109+ 9.8% |
$44.8K - $52K
|
1.22K
$723K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108+ 5.62% |
$44.4K - $51.5K
|
2.03K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
108+ 2.17% |
$44.4K - $51.5K
|
5.08K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
107+ 3.06% |
$43.9K - $51K
|
3.61K
$2.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
106+ 11.61% |
$43.5K - $50.5K
|
1.02K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106+ 5.38% |
$43.5K - $50.5K
|
2.08K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
106+ 0.45% |
$43.5K - $50.5K
|
23.9K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
106+ 19.67% |
$43.5K - $50.5K
|
645
$382K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
102+ 3.17% |
$41.9K - $48.6K
|
3.32K
$1.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
102+ 6.92% |
$41.9K - $48.6K
|
1.58K
$932K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.02% |
$41.9K - $48.6K
|
3.48K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
102+ 7.75% |
$41.9K - $48.6K
|
1.42K
$839K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
102+ 2.24% |
$41.9K - $48.6K
|
4.67K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
102+ 2.39% |
$41.9K - $48.6K
|
4.37K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
101+ 9.07% |
$41.5K - $48.1K
|
1.21K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
101+ 4.76% |
$41.5K - $48.1K
|
2.22K
$1.32M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
101+ 0.39% |
$41.5K - $48.1K
|
26.1K
$15.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
100+ 0.46% |
$41.1K - $47.7K
|
22K
$13M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
100+ 5.05% |
$41.1K - $47.7K
|
2.08K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 2.29% |
$41.1K - $47.7K
|
4.46K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
100+ 4.4% |
$41.1K - $47.7K
|
2.37K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 2.76% |
$41.1K - $47.7K
|
3.72K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
99+ 0.46% |
$40.7K - $47.2K
|
21.7K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
98+ 2.19% |
$40.2K - $46.7K
|
4.56K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
97+ 4.11% |
$39.8K - $46.2K
|
2.46K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
96+ 2.12% |
$39.4K - $45.8K
|
4.64K
$2.74M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
96+ 2400.0% |
$39.4K - $45.8K
|
100
$59.2K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
94+ 11.11% |
$38.6K - $44.8K
|
940
$556K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
92+ 1.98% |
$37.8K - $43.9K
|
4.73K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
90+ 12.36% |
$37K - $42.9K
|
818
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
88+ 1.75% |
$36.1K - $41.9K
|
5.13K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 13.35% |
$35.3K - $41K
|
730
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
86+ 2.43% |
$35.3K - $41K
|
3.63K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
85+ 1.28% |
$34.9K - $40.5K
|
6.74K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
85+ 1.02% |
$34.9K - $40.5K
|
8.43K
$4.99M
|