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
|
Staley Capital Advisers Inc
|
SELL
|
- |
-145- 5.0% |
$59.5K - $69.1K
|
2.75K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-146- 6.04% |
$60K - $69.6K
|
2.27K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-146- 3.3% |
$60K - $69.6K
|
4.28K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-148- 1.96% |
$60.8K - $70.6K
|
7.41K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-148- 0.82% |
$60.8K - $70.6K
|
17.8K
$9.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-149- 14.51% |
$61.2K - $71K
|
878
$491K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-149- 0.89% |
$61.2K - $71K
|
16.6K
$9.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-150- 11.44% |
$61.6K - $71.5K
|
1.16K
$649K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-151- 8.68% |
$62K - $72K
|
1.59K
$889K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-152- 8.03% |
$62.4K - $72.5K
|
1.74K
$974K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 1.35% |
$63.2K - $73.4K
|
11.2K
$6.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-155- 1.73% |
$63.7K - $73.9K
|
8.83K
$4.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-155- 2.51% |
$63.7K - $73.9K
|
6.02K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.72% |
$63.7K - $73.9K
|
8.85K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-156- 13.11% |
$64.1K - $74.4K
|
1.03K
$578K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-157- 0.58% |
$64.5K - $74.8K
|
26.9K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-158- 1.92% |
$64.9K - $75.3K
|
8.08K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-158- 0.65% |
$64.9K - $75.3K
|
24.2K
$13.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-159- 4.88% |
$65.3K - $75.8K
|
3.1K
$1.73M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-159- 1.79% |
$65.3K - $75.8K
|
8.74K
$4.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-160- 0.39% |
$65.7K - $76.3K
|
41.4K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-160- 1.31% |
$65.7K - $76.3K
|
12.1K
$6.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-161- 1.18% |
$66.1K - $76.7K
|
13.5K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-161- 0.78% |
$66.1K - $76.7K
|
20.4K
$11.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-162- 1.59% |
$66.5K - $77.2K
|
10K
$5.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-162- 2.39% |
$66.5K - $77.2K
|
6.62K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-162- 4.22% |
$66.5K - $77.2K
|
3.68K
$2.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-164- 0.27% |
$67.4K - $78.2K
|
59.8K
$33.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-165- 1.97% |
$67.8K - $78.7K
|
8.21K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 9.21% |
$67.8K - $78.7K
|
1.63K
$910K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-165- 2.3% |
$67.8K - $78.7K
|
7K
$3.92M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 9.21% |
$67.8K - $78.7K
|
1.63K
$910K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-167- 4.35% |
$68.6K - $79.6K
|
3.68K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-167- 2.95% |
$68.6K - $79.6K
|
5.49K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-167- 0.21% |
$68.6K - $79.6K
|
78.8K
$44.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-170- 1.7% |
$69.8K - $81K
|
9.85K
$5.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-173- 4.27% |
$71K - $82.5K
|
3.87K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-174- 17.59% |
$71.5K - $82.9K
|
815
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 0.26% |
$71.9K - $83.4K
|
67.7K
$37.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-176- 23.88% |
$72.3K - $83.9K
|
561
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-177- 0.5% |
$72.7K - $84.4K
|
34.9K
$19.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-177- 18.87% |
$72.7K - $84.4K
|
761
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-178- 2.27% |
$73.1K - $84.9K
|
7.66K
$4.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-178- 21.29% |
$73.1K - $84.9K
|
658
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-178- 14.85% |
$73.1K - $84.9K
|
1.02K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-178- 10.22% |
$73.1K - $84.9K
|
1.56K
$874K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-179- 1.31% |
$73.5K - $85.3K
|
13.5K
$7.57M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-180- 18.52% |
$73.9K - $85.8K
|
792
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-180- 3.33% |
$73.9K - $85.8K
|
5.22K
$2.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-181- 0.09% |
$74.3K - $86.3K
|
206K
$115M
|