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
|
Rice Partnership, LLC
|
SELL
|
- |
-256- 5.07% |
$105K - $122K
|
4.79K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-257- 0.85% |
$106K - $123K
|
29.9K
$19.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Emory University
Atlanta, GA |
SELL
|
- |
-257- 24.38% |
$106K - $123K
|
797
$527K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-258- 12.29% |
$106K - $123K
|
1.84K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-261- 1.54% |
$107K - $124K
|
16.7K
$11M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-261- 0.42% |
$107K - $124K
|
61.4K
$40.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-262- 26.55% |
$108K - $125K
|
725
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-263- 7.38% |
$108K - $125K
|
3.3K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-265- 0.04% |
$109K - $126K
|
604K
$399M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-266- 1.86% |
$109K - $127K
|
14.1K
$9.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-267- 8.96% |
$110K - $127K
|
2.71K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-269- 3.01% |
$110K - $128K
|
8.67K
$5.73M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-269- 4.05% |
$110K - $128K
|
6.38K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-270- 4.96% |
$111K - $129K
|
5.18K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-273- 1.39% |
$112K - $130K
|
19.3K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-274- 0.61% |
$113K - $131K
|
44.4K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-275- 11.79% |
$113K - $131K
|
2.06K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-276- 1.07% |
$113K - $132K
|
25.4K
$16.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 5.27% |
$114K - $132K
|
4.98K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-277- 0.31% |
$114K - $132K
|
89K
$58.8M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-279- 5.04% |
$115K - $133K
|
5.25K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-280- 31.01% |
$115K - $133K
|
623
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-280- 3.72% |
$115K - $133K
|
7.24K
$4.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-281- 1.93% |
$115K - $134K
|
14.3K
$9.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 5.52% |
$116K - $134K
|
4.83K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-282- 0.28% |
$116K - $134K
|
101K
$66.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-284- 16.9% |
$117K - $135K
|
1.4K
$922K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-284- 2.06% |
$117K - $135K
|
13.5K
$8.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-285- 16.44% |
$117K - $136K
|
1.45K
$957K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-287- 1.14% |
$118K - $137K
|
24.9K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-289- 6.4% |
$119K - $138K
|
4.23K
$2.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-290- 33.53% |
$119K - $138K
|
575
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-290- 7.3% |
$119K - $138K
|
3.68K
$2.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-291- 0.14% |
$120K - $139K
|
215K
$142M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-293- 7.71% |
$120K - $140K
|
3.51K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-294- 0.61% |
$121K - $140K
|
47.9K
$31.7M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-296- 1.44% |
$122K - $141K
|
20.3K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-296- 0.41% |
$122K - $141K
|
71.1K
$47M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-301- 24.2% |
$124K - $143K
|
943
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-301- 4.01% |
$124K - $143K
|
7.21K
$4.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-304- 21.79% |
$125K - $145K
|
1.09K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-304- 4.88% |
$125K - $145K
|
5.92K
$3.91M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-304- 3.18% |
$125K - $145K
|
9.26K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-305- 0.84% |
$125K - $145K
|
36K
$23.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-307- 27.93% |
$126K - $146K
|
792
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-312- 39.54% |
$128K - $149K
|
477
$315K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-315- 7.45% |
$129K - $150K
|
3.92K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-315- 1.71% |
$129K - $150K
|
18.1K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-317- 8.66% |
$130K - $151K
|
3.34K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-320- 1.28% |
$131K - $153K
|
24.7K
$16.3M
|