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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-72- 5.87% |
$29.6K - $34.3K
|
1.15K
$676K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-72- 1.34% |
$29.6K - $34.3K
|
5.31K
$3.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-73- 4.45% |
$30K - $34.8K
|
1.57K
$918K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-74- 7.21% |
$30.4K - $35.3K
|
952
$558K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-75- 2.09% |
$30.8K - $35.8K
|
3.51K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-75- 2.13% |
$30.8K - $35.8K
|
3.45K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.64% |
$30.8K - $35.8K
|
11.7K
$6.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-75- 1.01% |
$30.8K - $35.8K
|
7.35K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-75- 2.72% |
$30.8K - $35.8K
|
2.69K
$1.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-75- 1.75% |
$30.8K - $35.8K
|
4.22K
$2.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-76- 11.67% |
$31.2K - $36.2K
|
575
$337K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-76- 2.24% |
$31.2K - $36.2K
|
3.31K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-76- 1.2% |
$31.2K - $36.2K
|
6.27K
$3.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-77- 0.92% |
$31.6K - $36.7K
|
8.31K
$4.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.02% |
$31.6K - $36.7K
|
7.46K
$4.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-77- 9.83% |
$31.6K - $36.7K
|
706
$414K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-77- 2.03% |
$31.6K - $36.7K
|
3.72K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-78- 10.22% |
$32K - $37.2K
|
685
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-78- 0.4% |
$32K - $37.2K
|
19.2K
$11.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-79- 1.59% |
$32.4K - $37.7K
|
4.9K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-79- 3.09% |
$32.4K - $37.7K
|
2.48K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-80- 2.69% |
$32.9K - $38.1K
|
2.89K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-80- 7.42% |
$32.9K - $38.1K
|
998
$585K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-81- 1.94% |
$33.3K - $38.6K
|
4.1K
$2.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-81- 1.58% |
$33.3K - $38.6K
|
5.03K
$2.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-82- 18.98% |
$33.7K - $39.1K
|
350
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-82- 6.6% |
$33.7K - $39.1K
|
1.16K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-82- 6.65% |
$33.7K - $39.1K
|
1.15K
$675K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-83- 1.78% |
$34.1K - $39.6K
|
4.57K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-83- 2.55% |
$34.1K - $39.6K
|
3.18K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-83- 1.6% |
$34.1K - $39.6K
|
5.12K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-83- 1.29% |
$34.1K - $39.6K
|
6.36K
$3.73M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-83- 1.29% |
$34.1K - $39.6K
|
6.36K
$3.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-84- 1.56% |
$34.5K - $40K
|
5.32K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-85- 1.96% |
$34.9K - $40.5K
|
4.25K
$2.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-86- 1.79% |
$35.3K - $41K
|
4.73K
$2.77M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-87- 8.14% |
$35.7K - $41.5K
|
982
$576K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-87- 3.55% |
$35.7K - $41.5K
|
2.36K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-87- 1.77% |
$35.7K - $41.5K
|
4.82K
$2.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-88- 1.41% |
$36.1K - $41.9K
|
6.17K
$3.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-88- 3.13% |
$36.1K - $41.9K
|
2.73K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-89- 0.9% |
$36.6K - $42.4K
|
9.82K
$5.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-90- 1.83% |
$37K - $42.9K
|
4.82K
$2.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-90- 11.18% |
$37K - $42.9K
|
715
$419K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-91- 6.12% |
$37.4K - $43.4K
|
1.4K
$818K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-92- 6.69% |
$37.8K - $43.9K
|
1.28K
$752K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-93- 1.35% |
$38.2K - $44.3K
|
6.77K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-93- 11.08% |
$38.2K - $44.3K
|
746
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-93- 14.76% |
$38.2K - $44.3K
|
537
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-94- 10.78% |
$38.6K - $44.8K
|
778
$456K
|