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 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
31New |
$12.7K - $14.8K
|
31
$20.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
31+ 0.54% |
$12.7K - $14.8K
|
5.76K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
31+ 0.72% |
$12.7K - $14.8K
|
4.36K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
30+ 0.36% |
$12.3K - $14.3K
|
8.42K
$5.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
30+ 19.74% |
$12.3K - $14.3K
|
182
$122K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 1.06% |
$12.3K - $14.3K
|
2.87K
$1.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.35% |
$12.3K - $14.3K
|
8.67K
$5.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
30+ 0.42% |
$12.3K - $14.3K
|
7.16K
$4.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 9.35% |
$12.3K - $14.3K
|
351
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 0.82% |
$12.3K - $14.3K
|
3.69K
$2.48M
|
|
|
Oct 01, 2025
Q4 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
30+ 0.05% |
$12.3K - $14.3K
|
66.1K
$44.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29+ 0.15% |
$11.9K - $13.8K
|
19.2K
$12.9M
|
|
|
Aug 06, 2025
Q4 2023
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
29+ 1.1% |
$11.9K - $13.8K
|
2.67K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 0.62% |
$11.5K - $13.3K
|
4.51K
$3.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27+ 0.87% |
$11.1K - $12.9K
|
3.12K
$2.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
27+ 1.19% |
$11.1K - $12.9K
|
2.31K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
27+ 0.31% |
$11.1K - $12.9K
|
8.7K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
27+ 1.94% |
$11.1K - $12.9K
|
1.42K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
27+ 0.75% |
$11.1K - $12.9K
|
3.61K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
27New |
$11.1K - $12.9K
|
27
$18.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.82% |
$10.7K - $12.4K
|
3.19K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
26+ 3.4% |
$10.7K - $12.4K
|
791
$531K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.06% |
$10.7K - $12.4K
|
44.7K
$30M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.1% |
$10.3K - $11.9K
|
25.2K
$16.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 1.79% |
$10.3K - $11.9K
|
1.42K
$955K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
25+ 0.32% |
$10.3K - $11.9K
|
7.78K
$5.22M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
25+ 0.82% |
$10.3K - $11.9K
|
3.08K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25+ 0.17% |
$10.3K - $11.9K
|
15K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
25New |
$10.3K - $11.9K
|
25
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 2.54% |
$10.3K - $11.9K
|
1.01K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25+ 0.19% |
$10.3K - $11.9K
|
13.5K
$9.06M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
25New |
$10.3K - $11.9K
|
25
$16.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
24New |
$9.86K - $11.4K
|
24
$16.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24New |
$9.86K - $11.4K
|
24
$16.1K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
24+ 0.02% |
$9.86K - $11.4K
|
145K
$97.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
24+ 0.05% |
$9.86K - $11.4K
|
44.5K
$29.9M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
23+ 0.44% |
$9.45K - $11K
|
5.24K
$3.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 3.16% |
$9.45K - $11K
|
752
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
23+ 3.05% |
$9.45K - $11K
|
777
$522K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 0.89% |
$9.45K - $11K
|
2.59K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
23+ 2.32% |
$9.45K - $11K
|
1.02K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
23+ 0.67% |
$9.45K - $11K
|
3.45K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23+ 2.3% |
$9.45K - $11K
|
1.02K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
23+ 0.31% |
$9.45K - $11K
|
7.53K
$5.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
23+ 2.81% |
$9.45K - $11K
|
841
$565K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
22+ 0.92% |
$9.03K - $10.5K
|
2.4K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
22+ 1.07% |
$9.03K - $10.5K
|
2.08K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
22+ 0.93% |
$9.03K - $10.5K
|
2.38K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
22+ 0.63% |
$9.03K - $10.5K
|
3.5K
$2.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
BUY
|
- |
21+ 1.02% |
$8.62K - $10K
|
2.07K
$1.39M
|