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 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.33% |
$411 - $477
|
304
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.05% |
$411 - $477
|
2.06K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$411 - $477
|
36.1K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$411 - $477
|
2.56K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.19% |
$411 - $477
|
520
$304K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.12% |
$411 - $477
|
821
$480K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.31% |
$411 - $477
|
324
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.07% |
$411 - $477
|
1.36K
$794K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$411 - $477
|
722
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1- 0.03% |
$411 - $477
|
3.45K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.03% |
$411 - $477
|
3.72K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$411 - $477
|
2.08K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.01% |
$411 - $477
|
11.6K
$6.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.11% |
$411 - $477
|
917
$536K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1- 0.05% |
$411 - $477
|
1.94K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.04% |
$411 - $477
|
2.24K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1- 0.04% |
$411 - $477
|
2.28K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1- 0.03% |
$411 - $477
|
3.06K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$411 - $477
|
5.03K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$411 - $477
|
1.83K
$1.07M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-2- 0.01% |
$821 - $953
|
17K
$9.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2- 0.33% |
$821 - $953
|
613
$358K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.19% |
$821 - $953
|
1.04K
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2- 0.04% |
$821 - $953
|
4.61K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2- 0.07% |
$821 - $953
|
2.73K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2- 0.02% |
$821 - $953
|
8.89K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2- 0.1% |
$821 - $953
|
1.95K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-2- 0.12% |
$821 - $953
|
1.6K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3- 0.05% |
$1.23K - $1.43K
|
6.54K
$3.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
SELL
|
- |
-3- 0.02% |
$1.23K - $1.43K
|
12K
$7.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.02% |
$1.23K - $1.43K
|
13.2K
$7.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 4.29% |
$1.23K - $1.43K
|
67
$39.2K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-3- 0.19% |
$1.23K - $1.43K
|
1.61K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3- 0.24% |
$1.23K - $1.43K
|
1.24K
$724K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4- 0.53% |
$1.64K - $1.91K
|
752
$440K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-4- 0.01% |
$1.64K - $1.91K
|
37.5K
$21.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 5.13% |
$1.64K - $1.91K
|
74
$43.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4- 0.09% |
$1.64K - $1.91K
|
4.29K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-4- 0.27% |
$1.64K - $1.91K
|
1.47K
$862K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4- 0.06% |
$1.64K - $1.91K
|
6.35K
$3.71M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-4- 0.01% |
$1.64K - $1.91K
|
26.7K
$15.6M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-4- 0.27% |
$1.64K - $1.91K
|
1.47K
$862K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-5- 0.1% |
$2.05K - $2.38K
|
5.13K
$3M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.84% |
$2.05K - $2.38K
|
587
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5- 0.38% |
$2.05K - $2.38K
|
1.31K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5- 0.6% |
$2.05K - $2.38K
|
829
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6- 0.02% |
$2.46K - $2.86K
|
28.1K
$16.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-6- 0.02% |
$2.46K - $2.86K
|
34.2K
$20M
|