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 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
44+ 2.24% |
$18.1K - $21K
|
2K
$1.05M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
44+ 0.8% |
$18.1K - $21K
|
5.53K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 54.43% |
$17.7K - $20.5K
|
122
$64.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
43+ 0.05% |
$17.7K - $20.5K
|
93.1K
$49M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
42+ 0.28% |
$17.2K - $20K
|
14.9K
$7.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42+ 4.75% |
$17.2K - $20K
|
926
$487K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
41+ 0.73% |
$16.8K - $19.5K
|
5.68K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
41+ 0.25% |
$16.8K - $19.5K
|
16.5K
$8.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
40+ 2.01% |
$16.4K - $19.1K
|
2.03K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
40+ 1.46% |
$16.4K - $19.1K
|
2.78K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
39+ 0.7% |
$16K - $18.6K
|
5.6K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
39+ 97.5% |
$16K - $18.6K
|
79
$41.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
39+ 1.15% |
$16K - $18.6K
|
3.44K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
39+ 11.85% |
$16K - $18.6K
|
368
$194K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
39New |
$16K - $18.6K
|
39
$20.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
38New |
$15.6K - $18.1K
|
38
$20K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
38+ 1.19% |
$15.6K - $18.1K
|
3.23K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
37+ 1.51% |
$15.2K - $17.6K
|
2.49K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
37+ 0.72% |
$15.2K - $17.6K
|
5.2K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
37+ 0.2% |
$15.2K - $17.6K
|
18.4K
$9.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37+ 0.02% |
$15.2K - $17.6K
|
198K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
36+ 3600.0% |
$14.8K - $17.2K
|
37
$19.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
35+ 0.26% |
$14.4K - $16.7K
|
13.7K
$7.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
35+ 4.51% |
$14.4K - $16.7K
|
811
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
35+ 6.26% |
$14.4K - $16.7K
|
594
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
35+ 0.37% |
$14.4K - $16.7K
|
9.46K
$4.98M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
35+ 2.07% |
$14.4K - $16.7K
|
1.73K
$909K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34+ 5.84% |
$14K - $16.2K
|
616
$324K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34+ 0.1% |
$14K - $16.2K
|
33.9K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
34+ 0.17% |
$14K - $16.2K
|
20.3K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34+ 8.7% |
$14K - $16.2K
|
425
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
33+ 0.1% |
$13.6K - $15.7K
|
32.8K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 1.61% |
$13.6K - $15.7K
|
2.08K
$1.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
32+ 1.26% |
$13.1K - $15.3K
|
2.57K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
32+ 5.06% |
$13.1K - $15.3K
|
664
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32+ 0.82% |
$13.1K - $15.3K
|
3.95K
$2.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
31+ 0.38% |
$12.7K - $14.8K
|
8.13K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
31New |
$12.7K - $14.8K
|
31
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
31+ 0.54% |
$12.7K - $14.8K
|
5.76K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
31+ 0.72% |
$12.7K - $14.8K
|
4.36K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
30+ 0.36% |
$12.3K - $14.3K
|
8.42K
$4.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 19.74% |
$12.3K - $14.3K
|
182
$95.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 1.06% |
$12.3K - $14.3K
|
2.87K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.35% |
$12.3K - $14.3K
|
8.67K
$4.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
30+ 0.42% |
$12.3K - $14.3K
|
7.16K
$3.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 9.35% |
$12.3K - $14.3K
|
351
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 0.82% |
$12.3K - $14.3K
|
3.69K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29+ 0.15% |
$11.9K - $13.8K
|
19.2K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 0.62% |
$11.5K - $13.3K
|
4.51K
$2.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27+ 0.87% |
$11.1K - $12.9K
|
3.12K
$1.64M
|