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 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-19- 1.64% |
$7.8K - $9.06K
|
1.14K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-19- 1.24% |
$7.8K - $9.06K
|
1.51K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 3.82% |
$7.8K - $9.06K
|
478
$321K
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-19- 1.21% |
$7.8K - $9.06K
|
1.55K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 3.58% |
$8.21K - $9.53K
|
539
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-20- 0.6% |
$8.21K - $9.53K
|
3.33K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-20- 0.59% |
$8.21K - $9.53K
|
3.39K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-20- 1.3% |
$8.21K - $9.53K
|
1.52K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-20- 0.37% |
$8.21K - $9.53K
|
5.32K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-20- 1.13% |
$8.21K - $9.53K
|
1.75K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-20- 0.32% |
$8.21K - $9.53K
|
6.32K
$4.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-21- 0.78% |
$8.62K - $10K
|
2.69K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21- 0.63% |
$8.62K - $10K
|
3.29K
$2.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-21- 0.94% |
$8.62K - $10K
|
2.22K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-21- 1.69% |
$8.62K - $10K
|
1.22K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-21- 0.24% |
$8.62K - $10K
|
8.62K
$5.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-22- 0.12% |
$9.03K - $10.5K
|
17.8K
$12M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-23- 1.13% |
$9.45K - $11K
|
2.01K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-23- 0.6% |
$9.45K - $11K
|
3.8K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-23- 0.99% |
$9.45K - $11K
|
2.3K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-23- 0.51% |
$9.45K - $11K
|
4.46K
$2.99M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-23- 0.08% |
$9.45K - $11K
|
27.9K
$18.7M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-23- 0.58% |
$9.45K - $11K
|
3.93K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-24- 1.46% |
$9.86K - $11.4K
|
1.62K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-25- 0.37% |
$10.3K - $11.9K
|
6.8K
$4.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-25- 0.39% |
$10.3K - $11.9K
|
6.46K
$4.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 1.61% |
$10.3K - $11.9K
|
1.53K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-25- 1.01% |
$10.3K - $11.9K
|
2.46K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.28% |
$10.3K - $11.9K
|
8.99K
$6.03M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-26- 0.23% |
$10.7K - $12.4K
|
11.3K
$7.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-26- 0.78% |
$10.7K - $12.4K
|
3.32K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-26- 0.26% |
$10.7K - $12.4K
|
10K
$6.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-26- 0.27% |
$10.7K - $12.4K
|
9.5K
$6.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-27- 0.5% |
$11.1K - $12.9K
|
5.42K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-27- 1.31% |
$11.1K - $12.9K
|
2.04K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-28- 0.76% |
$11.5K - $13.3K
|
3.66K
$2.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-28- 1.56% |
$11.5K - $13.3K
|
1.77K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-28- 5.43% |
$11.5K - $13.3K
|
488
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-29- 1.02% |
$11.9K - $13.8K
|
2.81K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-29- 0.58% |
$11.9K - $13.8K
|
4.96K
$3.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-29- 2.62% |
$11.9K - $13.8K
|
1.08K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-29- 3.48% |
$11.9K - $13.8K
|
804
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-30- 3.75% |
$12.3K - $14.3K
|
770
$517K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-30- 0.56% |
$12.3K - $14.3K
|
5.36K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-30- 1.41% |
$12.3K - $14.3K
|
2.1K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-30- 1.84% |
$12.3K - $14.3K
|
1.6K
$1.07M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-30- 0.2% |
$12.3K - $14.3K
|
14.7K
$9.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.38% |
$12.7K - $14.8K
|
8.2K
$5.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-31- 2.57% |
$12.7K - $14.8K
|
1.17K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-32- 0.31% |
$13.1K - $15.3K
|
10.2K
$6.82M
|