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 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
131+ 8.5% |
$53.8K - $62.4K
|
1.67K
$994K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
130+ 5.36% |
$53.4K - $62K
|
2.56K
$1.52M
|
|
|
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
$4.52M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
128+ 0.36% |
$52.6K - $61K
|
36K
$21.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
127+ 0.36% |
$52.2K - $60.5K
|
35.7K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
127+ 1.02% |
$52.2K - $60.5K
|
12.6K
$7.47M
|
|
|
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
$27.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 0.57% |
$51.3K - $59.6K
|
22K
$13.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
125+ 16.21% |
$51.3K - $59.6K
|
896
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
125+ 0.77% |
$51.3K - $59.6K
|
16.4K
$9.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
124New |
$50.9K - $59.1K
|
124
$73.7K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
123+ 8.05% |
$50.5K - $58.6K
|
1.65K
$981K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
122+ 0.95% |
$50.1K - $58.2K
|
13K
$7.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
120+ 0.68% |
$49.3K - $57.2K
|
17.8K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
120+ 8.06% |
$49.3K - $57.2K
|
1.61K
$956K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
120+ 8.69% |
$49.3K - $57.2K
|
1.5K
$892K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
119+ 4.03% |
$48.9K - $56.7K
|
3.07K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
119+ 15.74% |
$48.9K - $56.7K
|
875
$520K
|
|
|
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
$880K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
116+ 9.67% |
$47.6K - $55.3K
|
1.32K
$782K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
115+ 2.26% |
$47.2K - $54.8K
|
5.21K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
115+ 5.57% |
$47.2K - $54.8K
|
2.18K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
114+ 0.96% |
$46.8K - $54.3K
|
12K
$7.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
112New |
$46K - $53.4K
|
112
$66.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
111+ 0.87% |
$45.6K - $52.9K
|
12.9K
$7.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 0.98% |
$45.6K - $52.9K
|
11.5K
$6.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
110+ 3.01% |
$45.2K - $52.4K
|
3.77K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$45.2K - $52.4K
|
110
$65.4K
|
|
|
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
$65.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
109+ 9.8% |
$44.8K - $52K
|
1.22K
$726K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108+ 5.62% |
$44.4K - $51.5K
|
2.03K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
108+ 2.17% |
$44.4K - $51.5K
|
5.08K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
107+ 3.06% |
$43.9K - $51K
|
3.61K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
106+ 11.61% |
$43.5K - $50.5K
|
1.02K
$606K
|
|
|
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
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
106+ 19.67% |
$43.5K - $50.5K
|
645
$383K
|
|
|
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
$936K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.02% |
$41.9K - $48.6K
|
3.48K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
102+ 7.75% |
$41.9K - $48.6K
|
1.42K
$843K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
102+ 2.24% |
$41.9K - $48.6K
|
4.67K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
102+ 2.39% |
$41.9K - $48.6K
|
4.37K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
101+ 9.07% |
$41.5K - $48.1K
|
1.21K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
101+ 4.76% |
$41.5K - $48.1K
|
2.22K
$1.32M
|