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
Feb 05, 2024 Q4 2023
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
102
+ 3.02%
$41.9K - $48.6K
3.48K $2.33M
Feb 12, 2024 Q4 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
102
+ 7.75%
$41.9K - $48.6K
1.42K $952K
Feb 12, 2024 Q4 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
102
+ 2.24%
$41.9K - $48.6K
4.67K $3.13M
Feb 14, 2024 Q4 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
102
+ 2.39%
$41.9K - $48.6K
4.37K $2.93M
Feb 06, 2024 Q4 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
101
+ 9.07%
$41.5K - $48.1K
1.21K $815K
Feb 13, 2024 Q4 2023
Ratio Wealth Group

Denver, CO
BUY
 -
101
+ 4.76%
$41.5K - $48.1K
2.22K $1.49M
Aug 08, 2024 Q4 2023
Syntrinsic LLC

Denver, CO
BUY
 -
101
+ 0.39%
$41.5K - $48.1K
26.1K $17.6M
Jan 12, 2024 Q4 2023
Lvm Capital Management LTD

BUY
 -
100
+ 0.46%
$41.1K - $47.7K
22K $14.8M
Jan 22, 2024 Q4 2023
Bellecapital International Ltd.

BUY
 -
100
+ 5.05%
$41.1K - $47.7K
2.08K $1.4M
Jan 25, 2024 Q4 2023
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
100
+ 2.29%
$41.1K - $47.7K
4.46K $2.99M
Feb 14, 2024 Q4 2023
Jsf Financial, LLC

BUY
 -
100
+ 2.76%
$41.1K - $47.7K
3.72K $2.5M
Feb 13, 2024 Q4 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
99
+ 0.46%
$40.7K - $47.2K
21.7K $14.6M
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
98
+ 2.19%
$40.2K - $46.7K
4.56K $3.06M
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
97
+ 4.11%
$39.8K - $46.2K
2.46K $1.65M
Jan 23, 2024 Q4 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
96
+ 2.12%
$39.4K - $45.8K
4.64K $3.11M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
96
+ 2400.0%
$39.4K - $45.8K
100 $67.1K
Feb 08, 2024 Q4 2023
M. Kulyk & Associates, LLC

BUY
 -
94
+ 11.11%
$38.6K - $44.8K
940 $631K
Jan 09, 2024 Q4 2023
Northside Capital Management, LLC

BUY
 -
92
+ 1.98%
$37.8K - $43.9K
4.73K $3.17M
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
90
+ 12.36%
$37K - $42.9K
818 $549K
Feb 13, 2024 Q4 2023
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
88
+ 1.75%
$36.1K - $41.9K
5.13K $3.44M
Jan 10, 2024 Q4 2023
Jgp Wealth Management, LLC

BUY
 -
86
+ 13.35%
$35.3K - $41K
730 $490K
Feb 13, 2024 Q4 2023
Lokken Investment Group LLC

BUY
 -
86
+ 2.43%
$35.3K - $41K
3.63K $2.43M
Feb 07, 2024 Q4 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
85
+ 1.28%
$34.9K - $40.5K
6.74K $4.52M
Feb 12, 2024 Q4 2023
Mcdonald Partners LLC

BUY
 -
85
+ 1.02%
$34.9K - $40.5K
8.43K $5.66M
Feb 12, 2024 Q4 2023
American Investment Services, Inc.

BUY
 -
85
+ 0.3%
$34.9K - $40.5K
28.2K $19M
Jan 11, 2024 Q4 2023
Edge Wealth Management LLC

BUY
 -
84
+ 1.29%
$34.5K - $40K
6.6K $4.43M
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
83
+ 1.81%
$34.1K - $39.6K
4.67K $3.13M
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
83
New
$34.1K - $39.6K
83 $55.7K
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
82
+ 0.13%
$33.7K - $39.1K
64K $42.9M
Jan 16, 2024 Q4 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
81
+ 0.9%
$33.3K - $38.6K
9.08K $6.1M
Jan 31, 2024 Q4 2023
Waterfront Wealth Inc.

BUY
 -
81
+ 1.21%
$33.3K - $38.6K
6.8K $4.56M
Feb 09, 2024 Q4 2023
Plancorp, LLC

BUY
 -
81
+ 1.4%
$33.3K - $38.6K
5.86K $3.93M
Feb 14, 2024 Q4 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
81
+ 1.28%
$33.3K - $38.6K
6.42K $4.31M
Jan 12, 2024 Q4 2023
Financial Sense Advisors, Inc.

BUY
 -
80
+ 16.0%
$32.9K - $38.1K
580 $389K
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

BUY
 -
80
+ 4.59%
$32.9K - $38.1K
1.82K $1.22M
Feb 02, 2024 Q4 2023
Stuart Chaussee & Associates, Inc.

BUY
 -
80
+ 160.0%
$32.9K - $38.1K
130 $87.3K
Feb 09, 2024 Q4 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
80
+ 5.67%
$32.9K - $38.1K
1.49K $1M
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
80
New
$32.9K - $38.1K
80 $53.7K
Jan 12, 2024 Q4 2023
Atwood & Palmer Inc

BUY
 -
79
+ 2.29%
$32.4K - $37.7K
3.53K $2.37M
Jan 31, 2024 Q4 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
79
+ 14.88%
$32.4K - $37.7K
610 $409K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
79
+ 0.16%
$32.4K - $37.7K
49.6K $33.3M
Jan 05, 2024 Q4 2023
Greenfield Savings Bank

BUY
 -
77
+ 2.4%
$31.6K - $36.7K
3.29K $2.21M
Jan 29, 2024 Q4 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
77
+ 3.27%
$31.6K - $36.7K
2.43K $1.63M
Feb 15, 2024 Q4 2023
Port Capital LLC

Chicago, IL
BUY
 -
77
+ 0.65%
$31.6K - $36.7K
11.9K $8M
Jan 23, 2024 Q4 2023
Integrated Investment Consultants, LLC

BUY
 -
76
+ 5.87%
$31.2K - $36.2K
1.37K $920K
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
76
+ 0.34%
$31.2K - $36.2K
22.5K $15.1M
May 28, 2024 Q4 2023
Integrated Investment Consultants, LLC

BUY
 -
76
+ 5.87%
$31.2K - $36.2K
1.37K $920K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
75
+ 0.8%
$30.8K - $35.8K
9.45K $6.34M
Feb 07, 2024 Q4 2023
Summit Place Financial Advisors, LLC

BUY
 -
75
+ 1.46%
$30.8K - $35.8K
5.21K $3.5M

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