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
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-54- 2.05% |
$22.2K - $25.7K
|
2.57K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-54- 2.23% |
$22.2K - $25.7K
|
2.37K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-54- 3.72% |
$22.2K - $25.7K
|
1.4K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-54- 1.15% |
$22.2K - $25.7K
|
4.63K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-54- 0.57% |
$22.2K - $25.7K
|
9.35K
$5.48M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-54- 6.54% |
$22.2K - $25.7K
|
772
$452K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-55- 0.68% |
$22.6K - $26.2K
|
8.02K
$4.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-55- 0.34% |
$22.6K - $26.2K
|
16K
$9.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-55- 0.55% |
$22.6K - $26.2K
|
9.96K
$5.84M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-56- 4.63% |
$23K - $26.7K
|
1.15K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-56- 0.76% |
$23K - $26.7K
|
7.33K
$4.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-56- 3.26% |
$23K - $26.7K
|
1.66K
$973K
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-56- 2.46% |
$23K - $26.7K
|
2.22K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-57- 1.02% |
$23.4K - $27.2K
|
5.54K
$3.25M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-57- 0.66% |
$23.4K - $27.2K
|
8.58K
$5.03M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-57- 2.03% |
$23.4K - $27.2K
|
2.76K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-59- 3.54% |
$24.2K - $28.1K
|
1.61K
$944K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-59- 0.07% |
$24.2K - $28.1K
|
87.7K
$51.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-59- 4.97% |
$24.2K - $28.1K
|
1.13K
$661K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-60- 19.67% |
$24.6K - $28.6K
|
245
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-61- 2.85% |
$25.1K - $29.1K
|
2.08K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-61- 0.61% |
$25.1K - $29.1K
|
9.91K
$5.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-61- 2.16% |
$25.1K - $29.1K
|
2.77K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-61- 0.16% |
$25.1K - $29.1K
|
39K
$22.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-62- 3.36% |
$25.5K - $29.6K
|
1.79K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-63- 3.84% |
$25.9K - $30K
|
1.58K
$924K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-63- 1.28% |
$25.9K - $30K
|
4.84K
$2.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-63- 0.89% |
$25.9K - $30K
|
7.01K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-65- 1.43% |
$26.7K - $31K
|
4.47K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-66- 1.47% |
$27.1K - $31.5K
|
4.44K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-66- 0.57% |
$27.1K - $31.5K
|
11.4K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-66- 6.87% |
$27.1K - $31.5K
|
895
$525K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-67- 9.24% |
$27.5K - $31.9K
|
658
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-67- 1.48% |
$27.5K - $31.9K
|
4.46K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-67- 1.15% |
$27.5K - $31.9K
|
5.76K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-68- 1.0% |
$27.9K - $32.4K
|
6.72K
$3.94M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-68- 5.09% |
$27.9K - $32.4K
|
1.27K
$743K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-68- 0.94% |
$27.9K - $32.4K
|
7.19K
$4.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-68- 3.85% |
$27.9K - $32.4K
|
1.7K
$996K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-69- 2.29% |
$28.3K - $32.9K
|
2.94K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-69- 1.11% |
$28.3K - $32.9K
|
6.15K
$3.6M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-69- 1.82% |
$28.3K - $32.9K
|
3.73K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-70- 2.33% |
$28.7K - $33.4K
|
2.93K
$1.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 1.03% |
$29.2K - $33.8K
|
6.83K
$4M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-71- 0.89% |
$29.2K - $33.8K
|
7.88K
$4.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-71- 1.24% |
$29.2K - $33.8K
|
5.64K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-71- 5.67% |
$29.2K - $33.8K
|
1.18K
$693K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-72- 1.96% |
$29.6K - $34.3K
|
3.6K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-72- 4.75% |
$29.6K - $34.3K
|
1.45K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-72- 9.84% |
$29.6K - $34.3K
|
660
$387K
|