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 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9+ 0.17% |
$3.7K - $4.29K
|
5.25K
$3.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
9+ 0.04% |
$3.7K - $4.29K
|
22.9K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.39% |
$3.7K - $4.29K
|
2.35K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
8+ 1.42% |
$3.29K - $3.81K
|
573
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8+ 0.07% |
$3.29K - $3.81K
|
11.1K
$6.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.57% |
$3.29K - $3.81K
|
1.41K
$836K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.47% |
$3.29K - $3.81K
|
1.72K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8+ 0.07% |
$3.29K - $3.81K
|
11.1K
$6.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8+ 0.38% |
$3.29K - $3.81K
|
2.1K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
8+ 1.68% |
$3.29K - $3.81K
|
485
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8+ 0.35% |
$3.29K - $3.81K
|
2.32K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
7+ 0.86% |
$2.87K - $3.34K
|
821
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.36% |
$2.87K - $3.34K
|
1.97K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
7+ 0.62% |
$2.87K - $3.34K
|
1.14K
$676K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.74% |
$2.46K - $2.86K
|
817
$486K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6+ 0.06% |
$2.46K - $2.86K
|
10.6K
$6.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
6+ 0.2% |
$2.46K - $2.86K
|
2.97K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 1.07% |
$2.46K - $2.86K
|
566
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6+ 0.15% |
$2.46K - $2.86K
|
3.93K
$2.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.33% |
$2.46K - $2.86K
|
1.85K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6+ 0.19% |
$2.46K - $2.86K
|
3.21K
$1.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
6+ 0.97% |
$2.46K - $2.86K
|
625
$371K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6+ 0.79% |
$2.46K - $2.86K
|
766
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
6+ 0.24% |
$2.46K - $2.86K
|
2.53K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.3% |
$2.46K - $2.86K
|
1.99K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
6+ 0.14% |
$2.46K - $2.86K
|
4.2K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$2.46K - $2.86K
|
1.81K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
6+ 0.66% |
$2.46K - $2.86K
|
921
$547K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
5+ 0.12% |
$2.05K - $2.38K
|
4.24K
$2.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.35% |
$2.05K - $2.38K
|
1.44K
$856K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.43% |
$2.05K - $2.38K
|
1.18K
$699K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5+ 0.78% |
$2.05K - $2.38K
|
648
$385K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5+ 0.23% |
$2.05K - $2.38K
|
2.2K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.28% |
$2.05K - $2.38K
|
1.8K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5+ 0.63% |
$2.05K - $2.38K
|
798
$474K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
5+ 0.44% |
$2.05K - $2.38K
|
1.13K
$672K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.03% |
$2.05K - $2.38K
|
17.5K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.77% |
$2.05K - $2.38K
|
657
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$2.05K - $2.38K
|
1.47K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.35% |
$2.05K - $2.38K
|
1.44K
$855K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.37% |
$2.05K - $2.38K
|
1.35K
$801K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
5New |
$2.05K - $2.38K
|
5
$2.97K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
5New |
$2.05K - $2.38K
|
5
$2.97K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.64K - $1.91K
|
13.9K
$8.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
4+ 0.39% |
$1.64K - $1.91K
|
1.04K
$616K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
4+ 0.82% |
$1.64K - $1.91K
|
490
$291K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
4+ 0.1% |
$1.64K - $1.91K
|
4.09K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
4+ 0.54% |
$1.64K - $1.91K
|
748
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.21% |
$1.64K - $1.91K
|
1.93K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.7% |
$1.64K - $1.91K
|
579
$344K
|