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 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-236- 1.74% |
$96.9K - $112K
|
13.3K
$7.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-239- 1.11% |
$98.2K - $114K
|
21.3K
$12.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-239- 2.02% |
$98.2K - $114K
|
11.6K
$6.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Barton Investment Management
|
SELL
|
- |
-240- 17.25% |
$98.6K - $114K
|
1.15K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-240- 7.76% |
$98.6K - $114K
|
2.85K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-241- 2.88% |
$99K - $115K
|
8.14K
$4.84M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-242- 16.52% |
$99.4K - $115K
|
1.22K
$728K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-242- 4.01% |
$99.4K - $115K
|
5.8K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-242- 8.28% |
$99.4K - $115K
|
2.68K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-249- 4.24% |
$102K - $119K
|
5.62K
$3.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 6.28% |
$103K - $119K
|
3.73K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-250- 1.34% |
$103K - $119K
|
18.4K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-250- 25.2% |
$103K - $119K
|
742
$441K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-254- 1.92% |
$104K - $121K
|
13K
$7.72M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-255- 13.03% |
$105K - $122K
|
1.7K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-256- 5.07% |
$105K - $122K
|
4.79K
$2.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-257- 0.85% |
$106K - $123K
|
29.9K
$17.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Emory University
Atlanta, GA |
SELL
|
- |
-257- 24.38% |
$106K - $123K
|
797
$474K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-258- 12.29% |
$106K - $123K
|
1.84K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-261- 1.54% |
$107K - $124K
|
16.7K
$9.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-261- 0.42% |
$107K - $124K
|
61.4K
$36.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-262- 26.55% |
$108K - $125K
|
725
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-263- 7.38% |
$108K - $125K
|
3.3K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-265- 0.04% |
$109K - $126K
|
604K
$360M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-266- 1.86% |
$109K - $127K
|
14.1K
$8.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-267- 8.96% |
$110K - $127K
|
2.71K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-269- 3.01% |
$110K - $128K
|
8.67K
$5.16M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-269- 4.05% |
$110K - $128K
|
6.38K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-270- 4.96% |
$111K - $129K
|
5.18K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-273- 1.39% |
$112K - $130K
|
19.3K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-274- 0.61% |
$113K - $131K
|
44.4K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-275- 11.79% |
$113K - $131K
|
2.06K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-276- 1.07% |
$113K - $132K
|
25.4K
$15.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 5.27% |
$114K - $132K
|
4.98K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-277- 0.31% |
$114K - $132K
|
89K
$53M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-279- 5.04% |
$115K - $133K
|
5.25K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-280- 31.01% |
$115K - $133K
|
623
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-280- 3.72% |
$115K - $133K
|
7.24K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-281- 1.93% |
$115K - $134K
|
14.3K
$8.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 5.52% |
$116K - $134K
|
4.83K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-282- 0.28% |
$116K - $134K
|
101K
$60.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-284- 16.9% |
$117K - $135K
|
1.4K
$831K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-285- 16.44% |
$117K - $136K
|
1.45K
$862K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-287- 1.14% |
$118K - $137K
|
24.9K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-289- 6.4% |
$119K - $138K
|
4.23K
$2.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-290- 33.53% |
$119K - $138K
|
575
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-290- 7.3% |
$119K - $138K
|
3.68K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-291- 0.14% |
$120K - $139K
|
215K
$128M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-293- 7.71% |
$120K - $140K
|
3.51K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-294- 0.61% |
$121K - $140K
|
47.9K
$28.5M
|