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 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 1.12% |
$635K - $737K
|
137K
$76.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.55K- 19.88% |
$635K - $737K
|
6.23K
$3.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.56K- 15.39% |
$641K - $744K
|
8.58K
$4.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.58K- 11.54% |
$648K - $752K
|
12.1K
$6.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.58K- 7.16% |
$651K - $755K
|
20.5K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.6K- 30.24% |
$656K - $762K
|
3.69K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.6K- 3.83% |
$657K - $763K
|
40.1K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 0.91% |
$659K - $765K
|
174K
$97.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 31.42% |
$669K - $776K
|
3.55K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.64K- 4.55% |
$672K - $780K
|
34.3K
$19.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 6.0% |
$681K - $790K
|
26K
$14.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.67K- 25.76% |
$687K - $798K
|
4.83K
$2.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.69K- 7.73% |
$692K - $803K
|
20.1K
$11.2M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.69K- 17.17% |
$696K - $808K
|
8.17K
$4.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.7K- 7.29% |
$699K - $811K
|
21.6K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 0.78% |
$725K - $841K
|
225K
$126M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.77K- 1.01% |
$726K - $843K
|
174K
$97.5M
|
|
|
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
$5.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.82K- 1.7% |
$748K - $868K
|
105K
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.83K- 10.22% |
$752K - $872K
|
16.1K
$9M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.84K- 3.55% |
$754K - $875K
|
49.9K
$27.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.74% |
$762K - $884K
|
19.4K
$10.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.87K- 3.4% |
$768K - $891K
|
53.2K
$29.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 5.86% |
$769K - $892K
|
30.1K
$16.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.89K- 2.23% |
$776K - $901K
|
82.9K
$46.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.91K- 5.86% |
$782K - $908K
|
30.6K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.93K- 9.82% |
$791K - $919K
|
17.7K
$9.9M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.94K- 2.02% |
$798K - $926K
|
94.1K
$52.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.95K- 8.8% |
$802K - $931K
|
20.3K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.96K- 70.99% |
$804K - $933K
|
800
$448K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.97K- 5.12% |
$809K - $940K
|
36.5K
$20.4M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.98K- 14.76% |
$811K - $941K
|
11.4K
$6.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.98K- 50.0% |
$814K - $945K
|
1.98K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 10.12% |
$818K - $950K
|
17.7K
$9.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2K- 10.25% |
$823K - $955K
|
17.5K
$9.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.04K- 14.87% |
$839K - $973K
|
11.7K
$6.54M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.06K- 75.29% |
$846K - $982K
|
676
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.07K- 8.58% |
$851K - $988K
|
22.1K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.08K- 19.15% |
$853K - $990K
|
8.77K
$4.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.09K- 13.35% |
$857K - $995K
|
13.5K
$7.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-2.11K- 4.39% |
$866K - $1M
|
46K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.11K- 7.32% |
$866K - $1.01M
|
26.7K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-2.11K- 1.28% |
$867K - $1.01M
|
163K
$91.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-2.13K- 3.49% |
$873K - $1.01M
|
58.7K
$32.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.14K- 9.23% |
$878K - $1.02M
|
21K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.14K- 81.86% |
$880K - $1.02M
|
475
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-2.15K- 1.97% |
$883K - $1.03M
|
107K
$59.9M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 38.13% |
$884K - $1.03M
|
3.49K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.16K- 19.37% |
$887K - $1.03M
|
8.99K
$5.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 28.73% |
$890K - $1.03M
|
5.38K
$3.01M
|