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
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-280- 31.01% |
$115K - $133K
|
623
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-280- 3.72% |
$115K - $133K
|
7.24K
$4.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-281- 1.93% |
$115K - $134K
|
14.3K
$7.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 5.52% |
$116K - $134K
|
4.83K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-282- 0.28% |
$116K - $134K
|
101K
$56.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-284- 16.9% |
$117K - $135K
|
1.4K
$781K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-284- 2.06% |
$117K - $135K
|
13.5K
$7.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-285- 16.44% |
$117K - $136K
|
1.45K
$811K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-287- 1.14% |
$118K - $137K
|
24.9K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-289- 6.4% |
$119K - $138K
|
4.23K
$2.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-290- 33.53% |
$119K - $138K
|
575
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-290- 7.3% |
$119K - $138K
|
3.68K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-291- 0.14% |
$120K - $139K
|
215K
$120M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-293- 7.71% |
$120K - $140K
|
3.51K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-294- 0.61% |
$121K - $140K
|
47.9K
$26.8M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-296- 1.44% |
$122K - $141K
|
20.3K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-296- 0.41% |
$122K - $141K
|
71.1K
$39.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-301- 24.2% |
$124K - $143K
|
943
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-301- 4.01% |
$124K - $143K
|
7.21K
$4.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-304- 21.79% |
$125K - $145K
|
1.09K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-304- 4.88% |
$125K - $145K
|
5.92K
$3.31M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-304- 3.18% |
$125K - $145K
|
9.26K
$5.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-305- 0.84% |
$125K - $145K
|
36K
$20.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-307- 27.93% |
$126K - $146K
|
792
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-312- 39.54% |
$128K - $149K
|
477
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-315- 7.45% |
$129K - $150K
|
3.92K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-315- 1.71% |
$129K - $150K
|
18.1K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-317- 8.66% |
$130K - $151K
|
3.34K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-320- 1.28% |
$131K - $153K
|
24.7K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-323- 0.83% |
$133K - $154K
|
38.5K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-323- 0.4% |
$133K - $154K
|
81.1K
$45.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-327- 4.11% |
$134K - $156K
|
7.63K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-328- 2.48% |
$135K - $156K
|
12.9K
$7.21M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-328- 3.0% |
$135K - $156K
|
10.6K
$5.93M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-331- 3.12% |
$136K - $158K
|
10.3K
$5.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-339- 66.73% |
$139K - $162K
|
169
$94.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-339- 0.57% |
$139K - $162K
|
58.7K
$32.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-341- 0.72% |
$140K - $163K
|
47.1K
$26.3M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-342- 1.85% |
$140K - $163K
|
18.1K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-345- 15.3% |
$142K - $164K
|
1.91K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-347- 2.88% |
$143K - $165K
|
11.7K
$6.55M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-350- 5.11% |
$144K - $167K
|
6.5K
$3.63M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-350- 1.81% |
$144K - $167K
|
19K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-351- 1.16% |
$144K - $167K
|
29.9K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-353- 22.82% |
$145K - $168K
|
1.19K
$668K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-354- 26.78% |
$145K - $169K
|
968
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-354- 2.77% |
$145K - $169K
|
12.4K
$6.96M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-355- 0.56% |
$146K - $169K
|
63.4K
$35.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-356- 3.41% |
$146K - $170K
|
10.1K
$5.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-365- 0.96% |
$150K - $174K
|
37.5K
$21M
|