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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 10.63% |
$7.83M - $9.08M
|
198K
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19K+ 16.55% |
$7.8M - $9.06M
|
134K
$80.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
18.8KNew |
$7.72M - $8.96M
|
18.8K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18.7KNew |
$7.69M - $8.93M
|
18.7K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.5K+ 0.87% |
$7.61M - $8.84M
|
2.14M
$1.29B
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$7.6M - $8.82M
|
18.5K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
18.4K+ 30.52% |
$7.56M - $8.77M
|
78.7K
$47.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
18.4KNew |
$7.56M - $8.77M
|
18.4K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
18.2K+ 142.98% |
$7.49M - $8.69M
|
31K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.2K+ 21.38% |
$7.48M - $8.69M
|
103K
$62.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
17.9KNew |
$7.35M - $8.53M
|
17.9K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
17.9K+ 1761.91% |
$7.35M - $8.53M
|
18.9K
$11.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 3.24% |
$7.35M - $8.53M
|
570K
$342M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
17.8K+ 326.58% |
$7.32M - $8.5M
|
23.3K
$14M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
17.7KNew |
$7.26M - $8.43M
|
17.7K
$10.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17.5K+ 7.83% |
$7.18M - $8.33M
|
241K
$145M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
17.4K+ 8.75% |
$7.16M - $8.31M
|
217K
$130M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.4KNew |
$7.15M - $8.3M
|
17.4K
$10.5M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
17.1KNew |
$7.01M - $8.14M
|
17.1K
$10.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17K+ 64.24% |
$6.99M - $8.11M
|
43.5K
$26.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
17K+ 67.54% |
$6.98M - $8.1M
|
42.2K
$25.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8K+ 22.81% |
$6.9M - $8.01M
|
90.4K
$54.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.7K+ 32.2% |
$6.84M - $7.94M
|
68.4K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironclad Investments LLC
Maitland, FL |
BUY
|
- |
16.6KNew |
$6.82M - $7.91M
|
16.6K
$9.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
16.5K+ 2244.1% |
$6.79M - $7.88M
|
17.3K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16.5KNew |
$6.76M - $7.85M
|
16.5K
$9.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
16.3K+ 1241.52% |
$6.7M - $7.78M
|
17.6K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.3K+ 85.93% |
$6.69M - $7.77M
|
35.3K
$21.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
16.3K+ 205.1% |
$6.69M - $7.76M
|
24.2K
$14.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
16.2K+ 124.57% |
$6.67M - $7.74M
|
29.3K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
16.1K+ 32.35% |
$6.6M - $7.66M
|
65.7K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
15.9KNew |
$6.54M - $7.59M
|
15.9K
$9.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.8K+ 22.0% |
$6.48M - $7.52M
|
87.5K
$52.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
15.2KNew |
$6.24M - $7.25M
|
15.2K
$9.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
15.2K+ 830.81% |
$6.22M - $7.22M
|
17K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.2KNew |
$6.22M - $7.22M
|
15.2K
$9.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
15.1K+ 90.73% |
$6.19M - $7.19M
|
31.7K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
15.1KNew |
$6.19M - $7.19M
|
15.1K
$9.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
14.9K+ 552.74% |
$6.13M - $7.12M
|
17.6K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
14.9K+ 79.91% |
$6.13M - $7.12M
|
33.6K
$20.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 42.36% |
$6.11M - $7.09M
|
50K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.5K+ 162.01% |
$5.97M - $6.92M
|
23.5K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
14.4K+ 295.07% |
$5.9M - $6.85M
|
19.2K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
14.3KNew |
$5.89M - $6.84M
|
14.3K
$8.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
14K+ 26.93% |
$5.77M - $6.7M
|
66.2K
$39.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 2.52% |
$5.77M - $6.69M
|
571K
$343M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.9K+ 245.3% |
$5.69M - $6.61M
|
19.5K
$11.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
13.8K+ 180.55% |
$5.69M - $6.6M
|
21.5K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
13.8K+ 10.38% |
$5.68M - $6.59M
|
147K
$88.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.8K+ 133.45% |
$5.65M - $6.56M
|
24.1K
$14.5M
|