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 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.6K+ 5.51% |
$4.35M - $5.05M
|
203K
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.5K+ 75.51% |
$4.3M - $4.99M
|
24.3K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
10.4KNew |
$4.28M - $4.96M
|
10.4K
$6.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.4K+ 15.13% |
$4.25M - $4.93M
|
78.7K
$47.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3KNew |
$4.24M - $4.93M
|
10.3K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
10.3K+ 100.12% |
$4.22M - $4.89M
|
20.5K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
10.2K+ 71.46% |
$4.17M - $4.84M
|
24.4K
$14.7M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$4.17M - $4.84M
|
10.1K
$6.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.1KNew |
$4.15M - $4.82M
|
10.1K
$6.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.1KNew |
$4.15M - $4.82M
|
10.1K
$6.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
10K+ 1015.47% |
$4.12M - $4.79M
|
11K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10KNew |
$4.12M - $4.78M
|
10K
$6.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10K+ 25.75% |
$4.11M - $4.78M
|
48.9K
$29.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
9.97K+ 159.58% |
$4.09M - $4.75M
|
16.2K
$9.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Stem Point Capital LP
New York, NY |
BUY
|
- |
9.92KNew |
$4.07M - $4.73M
|
9.92K
$5.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.89K+ 11.99% |
$4.06M - $4.71M
|
92.4K
$55.5M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
9.87K+ 678.47% |
$4.05M - $4.7M
|
11.3K
$6.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.82K+ 10.71% |
$4.03M - $4.68M
|
101K
$61M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
9.8KNew |
$4.02M - $4.67M
|
9.8K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9.77K+ 62.74% |
$4.01M - $4.66M
|
25.3K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
9.75KNew |
$4M - $4.65M
|
9.75K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.72K+ 7.34% |
$3.99M - $4.63M
|
142K
$85.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
9.63K+ 2.54% |
$3.95M - $4.59M
|
389K
$234M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
9.62K+ 6.47% |
$3.95M - $4.58M
|
158K
$95.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
9.59K+ 246.68% |
$3.94M - $4.57M
|
13.5K
$8.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
9.45KNew |
$3.88M - $4.51M
|
9.45K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
9.4K+ 188.0% |
$3.86M - $4.48M
|
14.4K
$8.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
9.33K+ 2.33% |
$3.83M - $4.45M
|
410K
$247M
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
9.23KNew |
$3.79M - $4.4M
|
9.23K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
9.14K+ 14.89% |
$3.75M - $4.36M
|
70.5K
$42.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
9.11K+ 99.56% |
$3.74M - $4.34M
|
18.3K
$11M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.08K+ 1235.24% |
$3.73M - $4.33M
|
9.81K
$5.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9KNew |
$3.7M - $4.29M
|
9K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
9K+ 22.44% |
$3.7M - $4.29M
|
49.1K
$29.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.97K+ 2.99% |
$3.68M - $4.28M
|
309K
$186M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
8.92K+ 48.82% |
$3.66M - $4.25M
|
27.2K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.89K+ 1.51% |
$3.65M - $4.24M
|
597K
$359M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.84K+ 412.22% |
$3.63M - $4.21M
|
11K
$6.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.83KNew |
$3.63M - $4.21M
|
8.83K
$5.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.83K+ 7.9% |
$3.63M - $4.21M
|
121K
$72.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.82KNew |
$3.62M - $4.21M
|
8.82K
$5.31M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
8.82K+ 250.14% |
$3.62M - $4.2M
|
12.3K
$7.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
8.81K+ 22.53% |
$3.62M - $4.2M
|
47.9K
$28.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.55KNew |
$3.51M - $4.08M
|
8.55K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.49K+ 135.62% |
$3.49M - $4.05M
|
14.8K
$8.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
8.46KNew |
$3.47M - $4.03M
|
8.46K
$5.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.4K+ 105.07% |
$3.45M - $4M
|
16.4K
$9.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.39K+ 161.59% |
$3.45M - $4M
|
13.6K
$8.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.34K+ 111.47% |
$3.42M - $3.97M
|
15.8K
$9.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
8.34K+ 142.42% |
$3.42M - $3.97M
|
14.2K
$8.53M
|