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
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4+ 0.47% |
$1.64K - $1.91K
|
860
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$1.64K - $1.91K
|
1.1K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.31% |
$1.64K - $1.91K
|
1.29K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4+ 0.56% |
$1.64K - $1.91K
|
717
$450K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$1.64K - $1.91K
|
4
$2.51K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3+ 0.22% |
$1.23K - $1.43K
|
1.35K
$848K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3+ 0.5% |
$1.23K - $1.43K
|
600
$377K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.25% |
$1.23K - $1.43K
|
1.2K
$756K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
3New |
$1.23K - $1.43K
|
3
$1.88K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.16% |
$1.23K - $1.43K
|
1.89K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
3+ 0.12% |
$1.23K - $1.43K
|
2.49K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
3+ 0.06% |
$1.23K - $1.43K
|
4.74K
$2.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.23% |
$1.23K - $1.43K
|
1.3K
$814K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.23% |
$1.23K - $1.43K
|
1.33K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.25% |
$1.23K - $1.43K
|
1.22K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.23K - $1.43K
|
1.02K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.5% |
$1.23K - $1.43K
|
602
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$1.23K - $1.43K
|
3.49K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.4% |
$1.23K - $1.43K
|
750
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.43% |
$1.23K - $1.43K
|
705
$443K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.37% |
$1.23K - $1.43K
|
818
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$821 - $953
|
1.75K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$821 - $953
|
4.45K
$2.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.11K
$695K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2+ 0.38% |
$821 - $953
|
524
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2+ 0.4% |
$821 - $953
|
500
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2+ 0.17% |
$821 - $953
|
1.18K
$741K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$821 - $953
|
1.47K
$923K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
2+ 0.35% |
$821 - $953
|
568
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.25% |
$821 - $953
|
806
$506K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.35% |
$821 - $953
|
581
$365K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$821 - $953
|
7.91K
$4.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.06% |
$821 - $953
|
190
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$821 - $953
|
829
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$821 - $953
|
655
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.09K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$821 - $953
|
22.6K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.12K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.25% |
$821 - $953
|
798
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2+ 0.06% |
$821 - $953
|
3.55K
$2.23M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
2+ 0.35% |
$821 - $953
|
568
$357K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2+ 0.07% |
$821 - $953
|
2.99K
$1.88M
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.09K
$686K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.1% |
$411 - $477
|
955
$600K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1New |
$411 - $477
|
1
$628
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1+ 0.17% |
$411 - $477
|
578
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$411 - $477
|
1.67K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$411 - $477
|
1.54K
$965K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$411 - $477
|
417
$262K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$411 - $477
|
216
$136K
|