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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-190- 9.9% |
$78K - $90.6K
|
1.73K
$967K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-192- 3.88% |
$78.9K - $91.5K
|
4.76K
$2.66M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-193- 39.31% |
$79.3K - $92K
|
298
$167K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-194- 7.51% |
$79.7K - $92.5K
|
2.39K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-194- 1.8% |
$79.7K - $92.5K
|
10.6K
$5.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-197- 3.95% |
$80.9K - $93.9K
|
4.79K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-197- 3.55% |
$80.9K - $93.9K
|
5.36K
$3M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-198- 3.55% |
$81.3K - $94.4K
|
5.38K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-198- 5.52% |
$81.3K - $94.4K
|
3.39K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-199- 13.93% |
$81.7K - $94.9K
|
1.23K
$688K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-199- 23.66% |
$81.7K - $94.9K
|
642
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-199- 11.18% |
$81.7K - $94.9K
|
1.58K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-199- 0.22% |
$81.7K - $94.9K
|
89.5K
$50.1M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-199- 2.67% |
$81.7K - $94.9K
|
7.25K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-200- 6.86% |
$82.1K - $95.3K
|
2.71K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-201- 0.33% |
$82.5K - $95.8K
|
61.3K
$34.3M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-201- 3.41% |
$82.5K - $95.8K
|
5.7K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-201- 15.23% |
$82.5K - $95.8K
|
1.12K
$626K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-202- 5.12% |
$83K - $96.3K
|
3.74K
$2.09M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-202- 40.4% |
$83K - $96.3K
|
298
$167K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-203- 18.29% |
$83.4K - $96.8K
|
907
$507K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-203- 0.74% |
$83.4K - $96.8K
|
27.1K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-203- 2.28% |
$83.4K - $96.8K
|
8.69K
$4.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-204- 0.98% |
$83.8K - $97.2K
|
20.7K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-204- 6.55% |
$83.8K - $97.2K
|
2.91K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-205- 8.53% |
$84.2K - $97.7K
|
2.2K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-206- 0.61% |
$84.6K - $98.2K
|
33.5K
$18.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-206- 8.04% |
$84.6K - $98.2K
|
2.36K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-206- 0.61% |
$84.6K - $98.2K
|
33.5K
$18.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-207- 1.33% |
$85K - $98.7K
|
15.4K
$8.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-208- 0.53% |
$85.4K - $99.2K
|
39.2K
$21.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-209- 5.99% |
$85.8K - $99.6K
|
3.28K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-210- 3.13% |
$86.2K - $100K
|
6.49K
$3.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-211- 1.05% |
$86.7K - $101K
|
19.9K
$11.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-211- 0.5% |
$86.7K - $101K
|
41.7K
$23.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-212- 1.64% |
$87.1K - $101K
|
12.7K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-212- 15.75% |
$87.1K - $101K
|
1.13K
$634K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-213- 4.84% |
$87.5K - $102K
|
4.19K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-214- 2.12% |
$87.9K - $102K
|
9.88K
$5.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-214- 3.05% |
$87.9K - $102K
|
6.81K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-214- 9.28% |
$87.9K - $102K
|
2.09K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-216- 21.16% |
$88.7K - $103K
|
805
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-220- 23.38% |
$90.3K - $105K
|
721
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-220- 1.82% |
$90.3K - $105K
|
11.9K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-220- 6.67% |
$90.3K - $105K
|
3.08K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-221- 2.28% |
$90.8K - $105K
|
9.48K
$5.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-221- 3.32% |
$90.8K - $105K
|
6.43K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-221- 3.15% |
$90.8K - $105K
|
6.8K
$3.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-222- 0.31% |
$91.2K - $106K
|
72K
$40.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-222- 18.17% |
$91.2K - $106K
|
1K
$559K
|