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 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
27.3KNew |
$11.2M - $13M
|
27.3K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 13.81% |
$11.1M - $12.9M
|
223K
$134M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
27K+ 651.77% |
$11.1M - $12.9M
|
31.2K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26.6K+ 12.1% |
$10.9M - $12.7M
|
246K
$148M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
26.6K+ 548.96% |
$10.9M - $12.7M
|
31.4K
$18.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
26.3K+ 11.55% |
$10.8M - $12.6M
|
254K
$153M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.3K+ 3.73% |
$10.8M - $12.5M
|
731K
$440M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
26.2KNew |
$10.8M - $12.5M
|
26.2K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26.1KNew |
$10.7M - $12.4M
|
26.1K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
26K+ 81.43% |
$10.7M - $12.4M
|
58K
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
25.7K+ 48.05% |
$10.6M - $12.3M
|
79.3K
$47.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25.6KNew |
$10.5M - $12.2M
|
25.6K
$15.4M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
25.3KNew |
$10.4M - $12.1M
|
25.3K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
24.8KNew |
$10.2M - $11.8M
|
24.8K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.6K+ 4.2% |
$10.1M - $11.7M
|
612K
$368M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.2K+ 141.16% |
$9.94M - $11.5M
|
41.4K
$24.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.2K+ 51.41% |
$9.94M - $11.5M
|
71.3K
$42.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
24.1K+ 29.47% |
$9.89M - $11.5M
|
106K
$63.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24K+ 7.06% |
$9.86M - $11.4M
|
364K
$219M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
23.7K+ 2.97% |
$9.72M - $11.3M
|
820K
$493M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.4K+ 310.02% |
$9.59M - $11.1M
|
30.9K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
22.8KNew |
$9.35M - $10.9M
|
22.8K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
22.4K+ 48.58% |
$9.19M - $10.7M
|
68.4K
$41.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22.1K+ 1.49% |
$9.09M - $10.6M
|
1.51M
$909M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
21.9K+ 24.36% |
$8.99M - $10.4M
|
112K
$67.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.8K+ 27.78% |
$8.97M - $10.4M
|
100K
$60.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
BUY
|
- |
21.6KNew |
$8.88M - $10.3M
|
21.6K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.6K+ 27.78% |
$8.85M - $10.3M
|
99.2K
$59.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.5K+ 5.92% |
$8.83M - $10.2M
|
384K
$231M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.3K+ 2.02% |
$8.76M - $10.2M
|
1.08M
$649M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
21.3K+ 239.21% |
$8.74M - $10.1M
|
30.2K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
21.2K+ 29.82% |
$8.72M - $10.1M
|
92.4K
$55.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21.2K+ 348.32% |
$8.71M - $10.1M
|
27.3K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21.1K+ 12423.53% |
$8.67M - $10.1M
|
21.3K
$12.8M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
20.9KNew |
$8.6M - $9.98M
|
20.9K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
20.7K+ 410.86% |
$8.52M - $9.88M
|
25.8K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
20.7K+ 21.28% |
$8.5M - $9.86M
|
118K
$70.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20.7K+ 1919.41% |
$8.49M - $9.85M
|
21.7K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.6KNew |
$8.48M - $9.84M
|
20.6K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.6K+ 42.09% |
$8.46M - $9.82M
|
69.5K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
20K+ 157.43% |
$8.2M - $9.52M
|
32.7K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
19.8KNew |
$8.15M - $9.46M
|
19.8K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
19.8K+ 3.93% |
$8.14M - $9.44M
|
524K
$315M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.7K+ 313.37% |
$8.09M - $9.39M
|
26K
$15.6M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
19.6KNew |
$8.07M - $9.37M
|
19.6K
$11.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
19.6K+ 14.12% |
$8.07M - $9.36M
|
159K
$95.5M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
19.4KNew |
$7.98M - $9.27M
|
19.4K
$11.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
19.4KNew |
$7.96M - $9.24M
|
19.4K
$11.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 12.48% |
$7.89M - $9.16M
|
173K
$104M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19.1KNew |
$7.86M - $9.13M
|
19.1K
$11.5M
|