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 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.48KNew |
$609K - $707K
|
1.48K
$887K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.48K+ 0.5% |
$609K - $707K
|
297K
$178M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.48K+ 159.63% |
$609K - $707K
|
2.41K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.47K+ 25.96% |
$605K - $702K
|
7.14K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.47KNew |
$603K - $700K
|
1.47K
$878K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.47KNew |
$603K - $700K
|
1.47K
$878K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.46K+ 3.35% |
$600K - $696K
|
45K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.67% |
$599K - $695K
|
56.1K
$33.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.2% |
$595K - $690K
|
46.7K
$27.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.45K+ 1.18% |
$594K - $690K
|
124K
$74.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
1.45K+ 1.53% |
$593K - $689K
|
96.2K
$57.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.44K+ 12.25% |
$593K - $688K
|
13.2K
$7.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.44KNew |
$593K - $688K
|
1.44K
$862K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.44K+ 17.94% |
$589K - $684K
|
9.43K
$5.64M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.43KNew |
$589K - $684K
|
1.43K
$857K
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
BUY
|
- |
1.43K+ 0.42% |
$589K - $683K
|
345K
$206M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.43K+ 159.64% |
$588K - $683K
|
2.33K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 8.84% |
$588K - $682K
|
17.6K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.43K+ 260.99% |
$585K - $679K
|
1.97K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
1.43K+ 5.17% |
$585K - $679K
|
29K
$17.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.42KNew |
$583K - $677K
|
1.42K
$849K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.41K+ 1.23% |
$577K - $670K
|
116K
$69.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.39K+ 8.18% |
$572K - $664K
|
18.4K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.39K+ 3.88% |
$570K - $661K
|
37.2K
$22.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.39KNew |
$569K - $661K
|
1.39K
$828K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.39K+ 19.03% |
$569K - $660K
|
8.66K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.38K+ 1.36% |
$565K - $655K
|
102K
$61M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$560K - $650K
|
1.36K
$815K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 2.14% |
$559K - $648K
|
64.9K
$38.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.35KNew |
$555K - $644K
|
1.35K
$807K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.35K+ 1.55% |
$553K - $642K
|
88K
$52.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.35K+ 60.88% |
$553K - $642K
|
3.56K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.34K+ 138.17% |
$552K - $640K
|
2.32K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.34KNew |
$551K - $639K
|
1.34K
$801K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 17.41% |
$547K - $635K
|
8.99K
$5.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 5.08% |
$546K - $634K
|
27.5K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
1.32KNew |
$543K - $630K
|
1.32K
$790K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.32K+ 2.2% |
$542K - $629K
|
61.3K
$36.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.32KNew |
$541K - $628K
|
1.32K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.31K+ 106.67% |
$539K - $625K
|
2.54K
$1.52M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.31K+ 1.88% |
$537K - $623K
|
70.8K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.3KNew |
$532K - $618K
|
1.3K
$774K
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1.3KNew |
$532K - $618K
|
1.3K
$774K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.29K+ 34.82% |
$530K - $615K
|
5K
$2.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.29K+ 3.32% |
$529K - $614K
|
40.1K
$23.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.29KNew |
$528K - $613K
|
1.29K
$768K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.57% |
$527K - $612K
|
83.1K
$49.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.28K+ 24.85% |
$527K - $612K
|
6.45K
$3.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.28K+ 9.93% |
$524K - $608K
|
14.1K
$8.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.28KNew |
$524K - $608K
|
1.28K
$763K
|