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
Jan 16, 2024 Q4 2023
Nova Point Capital, LLC

BUY
 -
51
+ 5.5%
$20.9K - $24.3K
978 $657K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
51
+ 7.04%
$20.9K - $24.3K
775 $520K
Jan 08, 2024 Q4 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
50
+ 0.92%
$20.5K - $23.8K
5.5K $3.69M
Jan 26, 2024 Q4 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
50
+ 6.33%
$20.5K - $23.8K
840 $564K
Feb 07, 2024 Q4 2023
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
50
+ 1.19%
$20.5K - $23.8K
4.25K $2.86M
Feb 09, 2024 Q4 2023
Northeast Investment Management

BUY
 -
50
+ 1.27%
$20.5K - $23.8K
3.98K $2.67M
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
50
New
$20.5K - $23.8K
50 $33.6K
Jan 29, 2024 Q4 2023
Clarus Group, Inc.

BUY
 -
48
+ 2.64%
$19.7K - $22.9K
1.86K $1.25M
Jan 12, 2024 Q4 2023
Bay Rivers Group

BUY
 -
47
+ 0.5%
$19.3K - $22.4K
9.45K $6.34M
Jan 18, 2024 Q4 2023
Next Level Private LLC

Harrison, NY
BUY
 -
46
+ 0.3%
$18.9K - $21.9K
15.3K $10.3M
Jan 09, 2024 Q4 2023
Renaissance Investment Group LLC

BUY
 -
45
+ 1.29%
$18.5K - $21.5K
3.54K $2.38M
Feb 09, 2024 Q4 2023
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
45
+ 4.37%
$18.5K - $21.5K
1.07K $721K
Jan 18, 2024 Q4 2023
Asset Planning Corporation

BUY
 -
44
+ 2.24%
$18.1K - $21K
2K $1.35M
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
44
+ 0.8%
$18.1K - $21K
5.53K $3.71M
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
43
+ 54.43%
$17.7K - $20.5K
122 $81.9K
Feb 14, 2024 Q4 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
43
+ 0.05%
$17.7K - $20.5K
93.1K $62.5M
Feb 05, 2024 Q4 2023
Rb Capital Management, LLC

BUY
 -
42
+ 0.28%
$17.2K - $20K
14.9K $9.98M
Feb 07, 2024 Q4 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
42
+ 4.75%
$17.2K - $20K
926 $622K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
41
+ 0.73%
$16.8K - $19.5K
5.68K $3.81M
Jan 29, 2024 Q4 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
41
+ 0.25%
$16.8K - $19.5K
16.5K $11.1M
Jan 23, 2024 Q4 2023
Dorchester Wealth Management CO

BUY
 -
40
+ 2.01%
$16.4K - $19.1K
2.03K $1.36M
Jan 25, 2024 Q4 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
40
+ 1.46%
$16.4K - $19.1K
2.78K $1.86M
Jan 10, 2024 Q4 2023
Wealth Management Partners, LLC

BUY
 -
39
+ 0.7%
$16K - $18.6K
5.6K $3.76M
Feb 05, 2024 Q4 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
39
+ 97.5%
$16K - $18.6K
79 $53K
Feb 08, 2024 Q4 2023
Sterling Investment Advisors, Ltd.

BUY
 -
39
+ 1.15%
$16K - $18.6K
3.44K $2.31M
Feb 12, 2024 Q4 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
39
+ 11.85%
$16K - $18.6K
368 $247K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
39
New
$16K - $18.6K
39 $26.2K
Feb 08, 2024 Q4 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
38
New
$15.6K - $18.1K
38 $25.5K
Feb 08, 2024 Q4 2023
Bank Of Marin

Novato, CA
BUY
 -
38
+ 1.19%
$15.6K - $18.1K
3.23K $2.17M
Jan 11, 2024 Q4 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
37
+ 1.51%
$15.2K - $17.6K
2.49K $1.67M
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
37
+ 0.72%
$15.2K - $17.6K
5.2K $3.49M
Jan 29, 2024 Q4 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
37
+ 0.2%
$15.2K - $17.6K
18.4K $12.3M
Feb 05, 2024 Q4 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
37
+ 0.02%
$15.2K - $17.6K
198K $133M
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
36
+ 3600.0%
$14.8K - $17.2K
37 $24.8K
Jan 19, 2024 Q4 2023
Iron Financial, LLC

BUY
 -
35
+ 0.26%
$14.4K - $16.7K
13.7K $9.23M
Jan 22, 2024 Q4 2023
Seven Bridge Financial Group, LLC

BUY
 -
35
+ 4.51%
$14.4K - $16.7K
811 $544K
Jan 30, 2024 Q4 2023
Cookson Peirce & CO Inc

BUY
 -
35
+ 6.26%
$14.4K - $16.7K
594 $399K
Feb 05, 2024 Q4 2023
Ledyard National Bank

BUY
 -
35
+ 0.37%
$14.4K - $16.7K
9.46K $6.35M
Apr 01, 2024 Q4 2023
Ims Capital Management

BUY
 -
35
+ 2.07%
$14.4K - $16.7K
1.73K $1.16M
Jan 08, 2024 Q4 2023
Capital Advisors Wealth Management, LLC

BUY
 -
34
+ 5.84%
$14K - $16.2K
616 $414K
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

BUY
 -
34
+ 0.1%
$14K - $16.2K
33.9K $22.8M
Jan 23, 2024 Q4 2023
Simpli Fi, Inc.

BUY
 -
34
+ 0.17%
$14K - $16.2K
20.3K $13.7M
Feb 14, 2024 Q4 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
34
+ 8.7%
$14K - $16.2K
425 $285K
Feb 13, 2024 Q4 2023
Wealthgate Family Office, LLC

BUY
 -
33
+ 0.1%
$13.6K - $15.7K
32.8K $22M
Feb 14, 2024 Q4 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
33
+ 1.61%
$13.6K - $15.7K
2.08K $1.4M
Jan 19, 2024 Q4 2023
Next Capital Management LLC

BUY
 -
32
+ 1.26%
$13.1K - $15.3K
2.57K $1.73M
Jan 19, 2024 Q4 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
32
+ 5.06%
$13.1K - $15.3K
664 $446K
Feb 12, 2024 Q4 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
32
+ 0.82%
$13.1K - $15.3K
3.95K $2.65M
Jan 08, 2024 Q4 2023
Cherrydale Wealth Management, LLC

BUY
 -
31
+ 0.38%
$12.7K - $14.8K
8.13K $5.45M

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