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
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
71+ 3.2% |
$29.2K - $33.8K
|
2.29K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
71+ 1.12% |
$29.2K - $33.8K
|
6.4K
$4.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
71+ 5.39% |
$29.2K - $33.8K
|
1.39K
$872K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
71+ 0.89% |
$29.2K - $33.8K
|
8.08K
$5.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
70+ 0.88% |
$28.7K - $33.4K
|
8.07K
$5.07M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
70+ 1.51% |
$28.7K - $33.4K
|
4.7K
$2.95M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 1.77% |
$28.7K - $33.4K
|
4.03K
$2.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
69+ 2.29% |
$28.3K - $32.9K
|
3.09K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
69+ 1.18% |
$28.3K - $32.9K
|
5.91K
$3.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
69+ 0.76% |
$28.3K - $32.9K
|
9.18K
$5.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
69+ 4.55% |
$28.3K - $32.9K
|
1.59K
$997K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
68+ 1.36% |
$27.9K - $32.4K
|
5.06K
$3.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
68+ 5.25% |
$27.9K - $32.4K
|
1.36K
$857K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
68New |
$27.9K - $32.4K
|
68
$42.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
68+ 0.51% |
$27.9K - $32.4K
|
13.3K
$8.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
67+ 13.09% |
$27.5K - $31.9K
|
579
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
67+ 1.95% |
$27.5K - $31.9K
|
3.51K
$2.2M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
67+ 3.75% |
$27.5K - $31.9K
|
1.85K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
66+ 0.07% |
$27.1K - $31.5K
|
96.9K
$60.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
65+ 1.39% |
$26.7K - $31K
|
4.75K
$2.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
65+ 5.25% |
$26.7K - $31K
|
1.3K
$818K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
65+ 0.7% |
$26.7K - $31K
|
9.32K
$5.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
64+ 5.12% |
$26.3K - $30.5K
|
1.31K
$825K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
64+ 1.46% |
$26.3K - $30.5K
|
4.45K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 4.42% |
$26.3K - $30.5K
|
1.51K
$950K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
64+ 1.86% |
$26.3K - $30.5K
|
3.51K
$2.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
62+ 3.81% |
$25.5K - $29.6K
|
1.69K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
62+ 1.11% |
$25.5K - $29.6K
|
5.67K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
61+ 0.56% |
$25.1K - $29.1K
|
11K
$6.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.49% |
$25.1K - $29.1K
|
12.5K
$7.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
61+ 0.26% |
$25.1K - $29.1K
|
23.4K
$14.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
60+ 10.42% |
$24.6K - $28.6K
|
636
$399K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
60+ 8.63% |
$24.6K - $28.6K
|
755
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
60New |
$24.6K - $28.6K
|
60
$37.7K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
60+ 8.85% |
$24.6K - $28.6K
|
738
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
59+ 0.36% |
$24.2K - $28.1K
|
16.6K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
59+ 0.38% |
$24.2K - $28.1K
|
15.4K
$9.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
57+ 7.35% |
$23.4K - $27.2K
|
833
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
57+ 0.03% |
$23.4K - $27.2K
|
173K
$109M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
55+ 0.93% |
$22.6K - $26.2K
|
5.98K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
53+ 0.51% |
$21.8K - $25.3K
|
10.4K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 0.9% |
$21.8K - $25.3K
|
5.91K
$3.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
52+ 10.22% |
$21.4K - $24.8K
|
561
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
52+ 2.21% |
$21.4K - $24.8K
|
2.41K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
51+ 5.5% |
$20.9K - $24.3K
|
978
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 7.04% |
$20.9K - $24.3K
|
775
$487K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
50+ 0.92% |
$20.5K - $23.8K
|
5.5K
$3.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 6.33% |
$20.5K - $23.8K
|
840
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 1.19% |
$20.5K - $23.8K
|
4.25K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
50+ 1.27% |
$20.5K - $23.8K
|
3.98K
$2.5M
|