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 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$411 - $477
|
5.03K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$411 - $477
|
1.83K
$1.23M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-2- 0.01% |
$821 - $953
|
17K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2- 0.33% |
$821 - $953
|
613
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.19% |
$821 - $953
|
1.04K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2- 0.04% |
$821 - $953
|
4.61K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2- 0.07% |
$821 - $953
|
2.73K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2- 0.02% |
$821 - $953
|
8.89K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2- 0.1% |
$821 - $953
|
1.95K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-2- 0.12% |
$821 - $953
|
1.6K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3- 0.05% |
$1.23K - $1.43K
|
6.54K
$4.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
SELL
|
- |
-3- 0.02% |
$1.23K - $1.43K
|
12K
$8.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.02% |
$1.23K - $1.43K
|
13.2K
$8.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 4.29% |
$1.23K - $1.43K
|
67
$45K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-3- 0.19% |
$1.23K - $1.43K
|
1.61K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3- 0.24% |
$1.23K - $1.43K
|
1.24K
$832K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4- 0.53% |
$1.64K - $1.91K
|
752
$505K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-4- 0.01% |
$1.64K - $1.91K
|
37.5K
$25.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 5.13% |
$1.64K - $1.91K
|
74
$49.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4- 0.09% |
$1.64K - $1.91K
|
4.29K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-4- 0.27% |
$1.64K - $1.91K
|
1.47K
$989K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4- 0.06% |
$1.64K - $1.91K
|
6.35K
$4.27M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-4- 0.01% |
$1.64K - $1.91K
|
26.7K
$18M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-4- 0.27% |
$1.64K - $1.91K
|
1.47K
$989K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-5- 0.1% |
$2.05K - $2.38K
|
5.13K
$3.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.84% |
$2.05K - $2.38K
|
587
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5- 0.38% |
$2.05K - $2.38K
|
1.31K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5- 0.6% |
$2.05K - $2.38K
|
829
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6- 0.02% |
$2.46K - $2.86K
|
28.1K
$18.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-6- 0.02% |
$2.46K - $2.86K
|
34.2K
$23M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-6- 0.24% |
$2.46K - $2.86K
|
2.48K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-6- 0.91% |
$2.46K - $2.86K
|
653
$438K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6- 0.27% |
$2.46K - $2.86K
|
2.22K
$1.49M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6- 0.52% |
$2.46K - $2.86K
|
1.15K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7- 1.39% |
$2.87K - $3.34K
|
497
$334K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7- 0.11% |
$2.87K - $3.34K
|
6.14K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-7- 0.8% |
$2.87K - $3.34K
|
870
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-8- 0.03% |
$3.29K - $3.81K
|
27.5K
$18.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8- 0.34% |
$3.29K - $3.81K
|
2.35K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 21.62% |
$3.29K - $3.81K
|
29
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-8- 1.54% |
$3.29K - $3.81K
|
513
$344K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-9- 1.92% |
$3.7K - $4.29K
|
459
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-9- 0.6% |
$3.7K - $4.29K
|
1.49K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-9- 1.55% |
$3.7K - $4.29K
|
571
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-9- 0.25% |
$3.7K - $4.29K
|
3.59K
$2.41M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-10- 0.81% |
$4.11K - $4.77K
|
1.23K
$826K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.15% |
$4.11K - $4.77K
|
6.81K
$4.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-10- 0.15% |
$4.11K - $4.77K
|
6.88K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-10- 0.61% |
$4.11K - $4.77K
|
1.63K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-10- 0.42% |
$4.11K - $4.77K
|
2.35K
$1.57M
|