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 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-459- 50.94% |
$189K - $219K
|
442
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-462- 20.83% |
$190K - $220K
|
1.76K
$982K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-467- 6.41% |
$192K - $223K
|
6.81K
$3.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-468- 5.53% |
$192K - $223K
|
7.99K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-469- 1.68% |
$193K - $224K
|
27.5K
$15.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-470- 15.23% |
$193K - $224K
|
2.62K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-471- 8.37% |
$193K - $225K
|
5.16K
$2.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-472- 1.46% |
$194K - $225K
|
31.9K
$17.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-472- 17.94% |
$194K - $225K
|
2.16K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-475- 0.87% |
$195K - $226K
|
54.4K
$30.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-476- 1.64% |
$195K - $227K
|
28.6K
$16M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-479- 7.54% |
$197K - $228K
|
5.87K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-479- 25.41% |
$197K - $228K
|
1.41K
$787K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-480- 1.39% |
$197K - $229K
|
34.1K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-482- 11.6% |
$198K - $230K
|
3.67K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-484- 30.63% |
$199K - $231K
|
1.1K
$613K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-492- 0.46% |
$202K - $235K
|
106K
$59.1M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-494- 1.63% |
$203K - $235K
|
29.7K
$16.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-495- 0.94% |
$203K - $236K
|
52.1K
$29.2M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-496- 1.83% |
$204K - $236K
|
26.6K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-498- 5.91% |
$205K - $237K
|
7.92K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-498- 1.01% |
$205K - $237K
|
48.8K
$27.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-509- 0.79% |
$209K - $243K
|
64K
$35.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-511- 0.3% |
$210K - $244K
|
172K
$96.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-518- 13.42% |
$213K - $247K
|
3.34K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-522- 7.38% |
$214K - $249K
|
6.55K
$3.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-526- 19.66% |
$216K - $251K
|
2.15K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-532- 3.5% |
$218K - $254K
|
14.7K
$8.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-533- 2.34% |
$219K - $254K
|
22.2K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-535- 2.32% |
$220K - $255K
|
22.6K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-536- 10.4% |
$220K - $256K
|
4.62K
$2.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-538- 4.9% |
$221K - $256K
|
10.4K
$5.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-541- 5.38% |
$222K - $258K
|
9.52K
$5.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-542- 0.96% |
$223K - $258K
|
56.1K
$31.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-543- 10.07% |
$223K - $259K
|
4.85K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-548- 9.64% |
$225K - $261K
|
5.14K
$2.87M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-550- 3.94% |
$226K - $262K
|
13.4K
$7.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-570- 17.2% |
$234K - $272K
|
2.74K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-572- 2.64% |
$235K - $273K
|
21.1K
$11.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-575- 31.49% |
$236K - $274K
|
1.25K
$700K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-575- 17.44% |
$236K - $274K
|
2.72K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-577- 15.57% |
$237K - $275K
|
3.13K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-578- 41.02% |
$237K - $276K
|
831
$465K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-587- 6.42% |
$241K - $280K
|
8.55K
$4.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-587- 14.12% |
$241K - $280K
|
3.57K
$2M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-590- 6.02% |
$242K - $281K
|
9.21K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-596- 2.41% |
$245K - $284K
|
24.2K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-600- 9.44% |
$246K - $286K
|
5.76K
$3.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-600- 2.12% |
$246K - $286K
|
27.7K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-614- 17.26% |
$252K - $293K
|
2.94K
$1.65M
|