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 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.34K- 15.84% |
$552K - $640K
|
7.13K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.35K- 74.05% |
$554K - $644K
|
473
$312K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 6.71% |
$554K - $644K
|
18.8K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.35K- 33.55% |
$555K - $644K
|
2.68K
$1.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.37K- 10.69% |
$561K - $651K
|
11.4K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.37K- 14.26% |
$563K - $654K
|
8.25K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 0.85% |
$566K - $656K
|
161K
$106M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.38K- 16.2% |
$566K - $657K
|
7.13K
$4.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.4K- 3.05% |
$577K - $669K
|
44.7K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.43K- 20.11% |
$586K - $680K
|
5.67K
$3.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.45K- 2.78% |
$595K - $690K
|
50.6K
$33.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.46K- 2.24% |
$600K - $696K
|
63.7K
$42.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.49K- 17.6% |
$611K - $709K
|
6.97K
$4.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 0.37% |
$614K - $712K
|
400K
$264M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.5K- 18.99% |
$614K - $713K
|
6.38K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.5K- 4.74% |
$614K - $713K
|
30.1K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 40.66% |
$616K - $715K
|
2.19K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.5K- 8.46% |
$618K - $717K
|
16.3K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.52K- 1.19% |
$625K - $725K
|
126K
$83.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.53K- 4.04% |
$627K - $728K
|
36.2K
$23.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.54K- 9.37% |
$633K - $735K
|
14.9K
$9.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 1.12% |
$635K - $737K
|
137K
$90.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.55K- 19.88% |
$635K - $737K
|
6.23K
$4.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.56K- 15.39% |
$641K - $744K
|
8.58K
$5.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.58K- 11.54% |
$648K - $752K
|
12.1K
$7.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.58K- 7.16% |
$651K - $755K
|
20.5K
$13.6M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.6K- 30.24% |
$656K - $762K
|
3.69K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.6K- 3.83% |
$657K - $763K
|
40.1K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 0.91% |
$659K - $765K
|
174K
$115M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 31.42% |
$669K - $776K
|
3.55K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.64K- 4.55% |
$672K - $780K
|
34.3K
$22.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 6.0% |
$681K - $790K
|
26K
$17.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.67K- 25.76% |
$687K - $798K
|
4.83K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.69K- 7.73% |
$692K - $803K
|
20.1K
$13.3M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.69K- 17.17% |
$696K - $808K
|
8.17K
$5.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.7K- 7.29% |
$699K - $811K
|
21.6K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 0.78% |
$725K - $841K
|
225K
$149M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.77K- 1.01% |
$726K - $843K
|
174K
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.78K- 14.38% |
$731K - $849K
|
10.6K
$7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.82K- 1.7% |
$748K - $868K
|
105K
$69.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.83K- 10.22% |
$752K - $872K
|
16.1K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.84K- 3.55% |
$754K - $875K
|
49.9K
$33M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.74% |
$762K - $884K
|
19.4K
$12.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.87K- 3.4% |
$768K - $891K
|
53.2K
$35.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 5.86% |
$769K - $892K
|
30.1K
$19.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.89K- 2.23% |
$776K - $901K
|
82.9K
$54.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.91K- 5.86% |
$782K - $908K
|
30.6K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.93K- 9.82% |
$791K - $919K
|
17.7K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.94K- 2.02% |
$798K - $926K
|
94.1K
$62.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.95K- 8.8% |
$802K - $931K
|
20.3K
$13.4M
|