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 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-167- 4.35% |
$68.6K - $79.6K
|
3.68K
$2.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-167- 2.95% |
$68.6K - $79.6K
|
5.49K
$3.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-167- 0.21% |
$68.6K - $79.6K
|
78.8K
$52.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-170- 1.7% |
$69.8K - $81K
|
9.85K
$6.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-173- 4.27% |
$71K - $82.5K
|
3.87K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-174- 17.59% |
$71.5K - $82.9K
|
815
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 0.26% |
$71.9K - $83.4K
|
67.7K
$44.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-176- 23.88% |
$72.3K - $83.9K
|
561
$371K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-177- 0.5% |
$72.7K - $84.4K
|
34.9K
$23.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-177- 18.87% |
$72.7K - $84.4K
|
761
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-178- 2.27% |
$73.1K - $84.9K
|
7.66K
$5.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-178- 21.29% |
$73.1K - $84.9K
|
658
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-178- 14.85% |
$73.1K - $84.9K
|
1.02K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-178- 10.22% |
$73.1K - $84.9K
|
1.56K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-179- 1.31% |
$73.5K - $85.3K
|
13.5K
$8.94M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-180- 18.52% |
$73.9K - $85.8K
|
792
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-180- 3.33% |
$73.9K - $85.8K
|
5.22K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-181- 0.09% |
$74.3K - $86.3K
|
206K
$136M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-185- 2.45% |
$76K - $88.2K
|
7.36K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-188- 4.44% |
$77.2K - $89.6K
|
4.05K
$2.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-189- 24.9% |
$77.6K - $90.1K
|
570
$377K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-190- 9.9% |
$78K - $90.6K
|
1.73K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-192- 3.88% |
$78.9K - $91.5K
|
4.76K
$3.14M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-193- 39.31% |
$79.3K - $92K
|
298
$197K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-194- 7.51% |
$79.7K - $92.5K
|
2.39K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-194- 1.8% |
$79.7K - $92.5K
|
10.6K
$6.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-197- 3.95% |
$80.9K - $93.9K
|
4.79K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-197- 3.55% |
$80.9K - $93.9K
|
5.36K
$3.54M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-198- 3.55% |
$81.3K - $94.4K
|
5.38K
$3.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-198- 5.52% |
$81.3K - $94.4K
|
3.39K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-199- 13.93% |
$81.7K - $94.9K
|
1.23K
$813K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-199- 23.66% |
$81.7K - $94.9K
|
642
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-199- 11.18% |
$81.7K - $94.9K
|
1.58K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-199- 0.22% |
$81.7K - $94.9K
|
89.5K
$59.1M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-199- 2.67% |
$81.7K - $94.9K
|
7.25K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-200- 6.86% |
$82.1K - $95.3K
|
2.71K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-201- 0.33% |
$82.5K - $95.8K
|
61.3K
$40.5M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-201- 3.41% |
$82.5K - $95.8K
|
5.7K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-201- 15.23% |
$82.5K - $95.8K
|
1.12K
$739K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-202- 5.12% |
$83K - $96.3K
|
3.74K
$2.47M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-202- 40.4% |
$83K - $96.3K
|
298
$197K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-203- 18.29% |
$83.4K - $96.8K
|
907
$599K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-203- 0.74% |
$83.4K - $96.8K
|
27.1K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-203- 2.28% |
$83.4K - $96.8K
|
8.69K
$5.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-204- 0.98% |
$83.8K - $97.2K
|
20.7K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-204- 6.55% |
$83.8K - $97.2K
|
2.91K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-205- 8.53% |
$84.2K - $97.7K
|
2.2K
$1.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-206- 0.61% |
$84.6K - $98.2K
|
33.5K
$22.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-206- 8.04% |
$84.6K - $98.2K
|
2.36K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-206- 0.61% |
$84.6K - $98.2K
|
33.5K
$22.2M
|