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 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
65+ 1.39% |
$26.7K - $31K
|
4.75K
$2.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
65+ 5.25% |
$26.7K - $31K
|
1.3K
$775K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
65+ 0.7% |
$26.7K - $31K
|
9.32K
$5.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
64+ 5.12% |
$26.3K - $30.5K
|
1.31K
$782K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
64+ 1.46% |
$26.3K - $30.5K
|
4.45K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 4.42% |
$26.3K - $30.5K
|
1.51K
$900K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
64+ 1.86% |
$26.3K - $30.5K
|
3.51K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
62+ 3.81% |
$25.5K - $29.6K
|
1.69K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
62+ 1.11% |
$25.5K - $29.6K
|
5.67K
$3.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
61+ 0.56% |
$25.1K - $29.1K
|
11K
$6.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.49% |
$25.1K - $29.1K
|
12.5K
$7.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
61+ 0.26% |
$25.1K - $29.1K
|
23.4K
$14M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
60+ 10.42% |
$24.6K - $28.6K
|
636
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
60+ 8.63% |
$24.6K - $28.6K
|
755
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
60New |
$24.6K - $28.6K
|
60
$35.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
59+ 0.36% |
$24.2K - $28.1K
|
16.6K
$9.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
59+ 0.38% |
$24.2K - $28.1K
|
15.4K
$9.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
57+ 7.35% |
$23.4K - $27.2K
|
833
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
57+ 0.03% |
$23.4K - $27.2K
|
173K
$103M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
55+ 0.93% |
$22.6K - $26.2K
|
5.98K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
53+ 0.51% |
$21.8K - $25.3K
|
10.4K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 0.9% |
$21.8K - $25.3K
|
5.91K
$3.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
52+ 10.22% |
$21.4K - $24.8K
|
561
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
52+ 2.21% |
$21.4K - $24.8K
|
2.41K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
51+ 5.5% |
$20.9K - $24.3K
|
978
$582K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 7.04% |
$20.9K - $24.3K
|
775
$461K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
50+ 0.92% |
$20.5K - $23.8K
|
5.5K
$3.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 6.33% |
$20.5K - $23.8K
|
840
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 1.19% |
$20.5K - $23.8K
|
4.25K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
50+ 1.27% |
$20.5K - $23.8K
|
3.98K
$2.37M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$20.5K - $23.8K
|
50
$29.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
48+ 2.64% |
$19.7K - $22.9K
|
1.86K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
47+ 0.5% |
$19.3K - $22.4K
|
9.45K
$5.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
46+ 0.3% |
$18.9K - $21.9K
|
15.3K
$9.14M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
46+ 2.0% |
$18.9K - $21.9K
|
2.35K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
45+ 1.29% |
$18.5K - $21.5K
|
3.54K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
45+ 4.37% |
$18.5K - $21.5K
|
1.07K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
44+ 2.24% |
$18.1K - $21K
|
2K
$1.19M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
44+ 0.8% |
$18.1K - $21K
|
5.53K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 54.43% |
$17.7K - $20.5K
|
122
$72.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
43+ 0.05% |
$17.7K - $20.5K
|
93.1K
$55.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
42+ 0.28% |
$17.2K - $20K
|
14.9K
$8.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42+ 4.75% |
$17.2K - $20K
|
926
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
41+ 0.73% |
$16.8K - $19.5K
|
5.68K
$3.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
41+ 0.25% |
$16.8K - $19.5K
|
16.5K
$9.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
40+ 2.01% |
$16.4K - $19.1K
|
2.03K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
40+ 1.46% |
$16.4K - $19.1K
|
2.78K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.7% |
$16K - $18.6K
|
5.6K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
39+ 97.5% |
$16K - $18.6K
|
79
$47K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
39+ 1.15% |
$16K - $18.6K
|
3.44K
$2.05M
|