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
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
19+ 0.53% |
$7.8K - $9.06K
|
3.59K
$1.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 0.79% |
$7.39K - $8.58K
|
2.29K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
18+ 2.05% |
$7.39K - $8.58K
|
895
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.17% |
$7.39K - $8.58K
|
10.5K
$5.51M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
18+ 0.03% |
$7.39K - $8.58K
|
59.1K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 1.82% |
$7.39K - $8.58K
|
1.01K
$530K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
18+ 1.61% |
$7.39K - $8.58K
|
1.14K
$597K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
17+ 0.58% |
$6.98K - $8.1K
|
2.93K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
17+ 1.28% |
$6.98K - $8.1K
|
1.34K
$706K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
17+ 1.15% |
$6.98K - $8.1K
|
1.5K
$787K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
17+ 0.32% |
$6.98K - $8.1K
|
5.31K
$2.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16+ 0.06% |
$6.57K - $7.63K
|
24.8K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16+ 1.54% |
$6.57K - $7.63K
|
1.06K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15+ 1.13% |
$6.16K - $7.15K
|
1.34K
$704K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$6.16K - $7.15K
|
2.13K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.31% |
$6.16K - $7.15K
|
4.85K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 0.06% |
$6.16K - $7.15K
|
27K
$14.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.29% |
$5.75K - $6.67K
|
4.92K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
14+ 2.4% |
$5.75K - $6.67K
|
597
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14+ 0.16% |
$5.75K - $6.67K
|
8.92K
$4.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
14+ 0.38% |
$5.75K - $6.67K
|
3.71K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.35% |
$5.75K - $6.67K
|
4.02K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14+ 8.0% |
$5.75K - $6.67K
|
189
$99.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13+ 0.61% |
$5.34K - $6.2K
|
2.14K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
13New |
$5.34K - $6.2K
|
13
$6.84K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13+ 3.96% |
$5.34K - $6.2K
|
341
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12+ 1.53% |
$4.93K - $5.72K
|
798
$420K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
12+ 0.07% |
$4.93K - $5.72K
|
16.5K
$8.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12+ 15.58% |
$4.93K - $5.72K
|
89
$46.9K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12+ 0.08% |
$4.93K - $5.72K
|
15.2K
$8.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
11+ 0.37% |
$4.52K - $5.24K
|
3.02K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11+ 1.78% |
$4.52K - $5.24K
|
630
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.19% |
$4.52K - $5.24K
|
5.82K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
11+ 0.82% |
$4.52K - $5.24K
|
1.35K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.93% |
$4.52K - $5.24K
|
1.19K
$627K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10+ 0.68% |
$4.11K - $4.77K
|
1.48K
$779K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.36% |
$4.11K - $4.77K
|
2.82K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
10+ 1.36% |
$4.11K - $4.77K
|
743
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10+ 0.37% |
$4.11K - $4.77K
|
2.71K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
10+ 0.34% |
$4.11K - $4.77K
|
2.92K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$4.11K - $4.77K
|
4.67K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.19% |
$4.11K - $4.77K
|
5.32K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10+ 1.81% |
$4.11K - $4.77K
|
561
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9+ 0.17% |
$3.7K - $4.29K
|
5.25K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
9+ 0.04% |
$3.7K - $4.29K
|
22.9K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.39% |
$3.7K - $4.29K
|
2.35K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
8+ 1.42% |
$3.29K - $3.81K
|
573
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8+ 0.07% |
$3.29K - $3.81K
|
11.1K
$5.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.57% |
$3.29K - $3.81K
|
1.41K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.47% |
$3.29K - $3.81K
|
1.72K
$907K
|