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 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
98+ 2.19% |
$40.2K - $46.7K
|
4.56K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
97+ 4.11% |
$39.8K - $46.2K
|
2.46K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
96+ 2.12% |
$39.4K - $45.8K
|
4.64K
$2.44M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
96+ 2400.0% |
$39.4K - $45.8K
|
100
$52.6K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
94+ 11.11% |
$38.6K - $44.8K
|
940
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
92+ 1.98% |
$37.8K - $43.9K
|
4.73K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
90+ 12.36% |
$37K - $42.9K
|
818
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
88+ 1.75% |
$36.1K - $41.9K
|
5.13K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 13.35% |
$35.3K - $41K
|
730
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
86+ 2.43% |
$35.3K - $41K
|
3.63K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
85+ 1.28% |
$34.9K - $40.5K
|
6.74K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
85+ 1.02% |
$34.9K - $40.5K
|
8.43K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
85+ 0.3% |
$34.9K - $40.5K
|
28.2K
$14.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
84+ 1.29% |
$34.5K - $40K
|
6.6K
$3.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83+ 1.81% |
$34.1K - $39.6K
|
4.67K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
83New |
$34.1K - $39.6K
|
83
$43.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
82+ 0.13% |
$33.7K - $39.1K
|
64K
$33.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
81+ 0.9% |
$33.3K - $38.6K
|
9.08K
$4.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 1.21% |
$33.3K - $38.6K
|
6.8K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
81+ 1.4% |
$33.3K - $38.6K
|
5.86K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
81+ 1.28% |
$33.3K - $38.6K
|
6.42K
$3.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80+ 16.0% |
$32.9K - $38.1K
|
580
$305K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
80+ 4.59% |
$32.9K - $38.1K
|
1.82K
$959K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
80+ 160.0% |
$32.9K - $38.1K
|
130
$68.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
80+ 5.67% |
$32.9K - $38.1K
|
1.49K
$785K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
80New |
$32.9K - $38.1K
|
80
$42.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
79+ 2.29% |
$32.4K - $37.7K
|
3.53K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
79+ 14.88% |
$32.4K - $37.7K
|
610
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
79+ 0.16% |
$32.4K - $37.7K
|
49.6K
$26.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
77+ 2.4% |
$31.6K - $36.7K
|
3.29K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
77+ 3.27% |
$31.6K - $36.7K
|
2.43K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
77+ 0.65% |
$31.6K - $36.7K
|
11.9K
$6.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
76+ 5.87% |
$31.2K - $36.2K
|
1.37K
$721K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
76+ 0.34% |
$31.2K - $36.2K
|
22.5K
$11.8M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
76+ 5.87% |
$31.2K - $36.2K
|
1.37K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
75+ 0.8% |
$30.8K - $35.8K
|
9.45K
$4.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
75+ 1.46% |
$30.8K - $35.8K
|
5.21K
$2.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
74+ 0.87% |
$30.4K - $35.3K
|
8.54K
$4.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
74+ 0.27% |
$30.4K - $35.3K
|
27.4K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
73+ 1.02% |
$30K - $34.8K
|
7.24K
$3.81M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
73+ 2.96% |
$30K - $34.8K
|
2.54K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
72+ 2.24% |
$29.6K - $34.3K
|
3.28K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
72+ 4.07% |
$29.6K - $34.3K
|
1.84K
$970K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
71+ 3.2% |
$29.2K - $33.8K
|
2.29K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
71+ 1.12% |
$29.2K - $33.8K
|
6.4K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
71+ 5.39% |
$29.2K - $33.8K
|
1.39K
$731K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
71+ 0.89% |
$29.2K - $33.8K
|
8.08K
$4.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
70+ 0.88% |
$28.7K - $33.4K
|
8.07K
$4.25M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
70+ 1.51% |
$28.7K - $33.4K
|
4.7K
$2.47M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 1.77% |
$28.7K - $33.4K
|
4.03K
$2.12M
|