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 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
434+ 2.19% |
$178K - $207K
|
20.2K
$12.7M
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
434New |
$178K - $207K
|
434
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
433New |
$178K - $206K
|
433
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
433+ 3.22% |
$178K - $206K
|
13.9K
$8.71M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
433+ 3.05% |
$178K - $206K
|
14.7K
$9.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
432New |
$177K - $206K
|
432
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
432+ 60.76% |
$177K - $206K
|
1.14K
$718K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
431+ 57.54% |
$177K - $205K
|
1.18K
$741K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
430+ 42.96% |
$177K - $205K
|
1.43K
$899K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
430New |
$177K - $205K
|
430
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
430+ 9.86% |
$177K - $205K
|
4.79K
$3.01M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
430New |
$177K - $205K
|
430
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
428New |
$176K - $204K
|
428
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
428+ 39.93% |
$176K - $204K
|
1.5K
$942K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
427+ 2.32% |
$175K - $204K
|
18.8K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
427New |
$175K - $204K
|
427
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
426New |
$175K - $203K
|
426
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
426New |
$175K - $203K
|
426
$268K
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
426New |
$175K - $203K
|
426
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
423New |
$174K - $202K
|
423
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
423New |
$174K - $202K
|
423
$266K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
422New |
$173K - $201K
|
422
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
422+ 10.9% |
$173K - $201K
|
4.29K
$2.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
421New |
$173K - $201K
|
421
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
421New |
$173K - $201K
|
421
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
420+ 2.63% |
$172K - $200K
|
16.4K
$10.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
418+ 8.36% |
$172K - $199K
|
5.42K
$3.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
417+ 19.97% |
$171K - $199K
|
2.51K
$1.57M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
410+ 4.06% |
$168K - $195K
|
10.5K
$6.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
408+ 56.59% |
$168K - $194K
|
1.13K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
408+ 6.7% |
$168K - $194K
|
6.5K
$4.08M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
406+ 9.89% |
$167K - $194K
|
4.51K
$2.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
405+ 3.78% |
$166K - $193K
|
11.1K
$6.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
404+ 21.65% |
$166K - $193K
|
2.27K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
403+ 46.06% |
$166K - $192K
|
1.28K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
401+ 12.43% |
$165K - $191K
|
3.63K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
397+ 71.27% |
$163K - $189K
|
954
$599K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
396+ 1.5% |
$163K - $189K
|
26.8K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
396+ 3.9% |
$163K - $189K
|
10.6K
$6.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
395+ 106.47% |
$162K - $188K
|
766
$481K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
394+ 3.9% |
$162K - $188K
|
10.5K
$6.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
394+ 9.41% |
$162K - $188K
|
4.58K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
391+ 42.55% |
$161K - $186K
|
1.31K
$823K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
390+ 4.11% |
$160K - $186K
|
9.87K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
390+ 2.24% |
$160K - $186K
|
17.8K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
388+ 6.45% |
$159K - $185K
|
6.4K
$4.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
380+ 2.4% |
$156K - $181K
|
16.2K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
379+ 36.1% |
$156K - $181K
|
1.43K
$897K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
372+ 1.12% |
$153K - $177K
|
33.5K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
371+ 1.09% |
$152K - $177K
|
34.3K
$21.6M
|