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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$20.5K - $23.8K
|
50
$29.7K
|
|
|
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
$5.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
46+ 0.3% |
$18.9K - $21.9K
|
15.3K
$9.12M
|
|
|
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
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
45+ 4.37% |
$18.5K - $21.5K
|
1.07K
$638K
|
|
|
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
$72.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
43+ 0.05% |
$17.7K - $20.5K
|
93.1K
$55.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
42+ 0.28% |
$17.2K - $20K
|
14.9K
$8.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42+ 4.75% |
$17.2K - $20K
|
926
$550K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
41+ 0.73% |
$16.8K - $19.5K
|
5.68K
$3.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
41+ 0.25% |
$16.8K - $19.5K
|
16.5K
$9.82M
|
|
|
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
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
39+ 97.5% |
$16K - $18.6K
|
79
$46.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
39+ 1.15% |
$16K - $18.6K
|
3.44K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
39+ 11.85% |
$16K - $18.6K
|
368
$219K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
39New |
$16K - $18.6K
|
39
$23.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
38New |
$15.6K - $18.1K
|
38
$22.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
38+ 1.19% |
$15.6K - $18.1K
|
3.23K
$1.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
37+ 1.51% |
$15.2K - $17.6K
|
2.49K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
37+ 0.72% |
$15.2K - $17.6K
|
5.2K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
37+ 0.2% |
$15.2K - $17.6K
|
18.4K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37+ 0.02% |
$15.2K - $17.6K
|
198K
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
36+ 3600.0% |
$14.8K - $17.2K
|
37
$22K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
35+ 0.26% |
$14.4K - $16.7K
|
13.7K
$8.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
35+ 4.51% |
$14.4K - $16.7K
|
811
$482K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
35+ 6.26% |
$14.4K - $16.7K
|
594
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
35+ 0.37% |
$14.4K - $16.7K
|
9.46K
$5.62M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
35+ 2.07% |
$14.4K - $16.7K
|
1.73K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34+ 5.84% |
$14K - $16.2K
|
616
$366K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34+ 0.1% |
$14K - $16.2K
|
33.9K
$20.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
34+ 0.17% |
$14K - $16.2K
|
20.3K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34+ 8.7% |
$14K - $16.2K
|
425
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
33+ 0.1% |
$13.6K - $15.7K
|
32.8K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 1.61% |
$13.6K - $15.7K
|
2.08K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
32+ 1.26% |
$13.1K - $15.3K
|
2.57K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
32+ 5.06% |
$13.1K - $15.3K
|
664
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32+ 0.82% |
$13.1K - $15.3K
|
3.95K
$2.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
31+ 0.38% |
$12.7K - $14.8K
|
8.13K
$4.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
31New |
$12.7K - $14.8K
|
31
$18.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
31+ 0.54% |
$12.7K - $14.8K
|
5.76K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
31+ 0.72% |
$12.7K - $14.8K
|
4.36K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
30+ 0.36% |
$12.3K - $14.3K
|
8.42K
$5M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 19.74% |
$12.3K - $14.3K
|
182
$108K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 1.06% |
$12.3K - $14.3K
|
2.87K
$1.71M
|