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 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.43% |
$1.23K - $1.43K
|
705
$421K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.37% |
$1.23K - $1.43K
|
818
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$821 - $953
|
1.75K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$821 - $953
|
4.45K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.11K
$661K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2+ 0.38% |
$821 - $953
|
524
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2+ 0.4% |
$821 - $953
|
500
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2+ 0.17% |
$821 - $953
|
1.18K
$705K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$821 - $953
|
1.47K
$878K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
2+ 0.35% |
$821 - $953
|
568
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.25% |
$821 - $953
|
806
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.35% |
$821 - $953
|
581
$347K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$821 - $953
|
7.91K
$4.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.06% |
$821 - $953
|
190
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$821 - $953
|
829
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$821 - $953
|
655
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.09K
$653K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$821 - $953
|
22.6K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.18% |
$821 - $953
|
1.12K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.25% |
$821 - $953
|
798
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2+ 0.06% |
$821 - $953
|
3.55K
$2.12M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
2+ 0.35% |
$821 - $953
|
568
$339K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2+ 0.07% |
$821 - $953
|
2.99K
$1.79M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.1% |
$411 - $477
|
955
$571K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1New |
$411 - $477
|
1
$598
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1+ 0.17% |
$411 - $477
|
578
$345K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$411 - $477
|
1.67K
$999K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$411 - $477
|
1.54K
$918K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$411 - $477
|
417
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$411 - $477
|
216
$129K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$411 - $477
|
889
$531K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.04% |
$411 - $477
|
2.63K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$411 - $477
|
368
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$411 - $477
|
7.57K
$4.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.21% |
$411 - $477
|
475
$284K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1+ 0.11% |
$411 - $477
|
943
$564K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$411 - $477
|
2.34K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$411 - $477
|
791
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.3% |
$411 - $477
|
339
$203K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$411 - $477
|
1.35K
$807K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.08% |
$411 - $477
|
1.28K
$765K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.31% |
$411 - $477
|
324
$194K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.02% |
$411 - $477
|
6.56K
$3.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$411 - $477
|
292
$174K
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1+ 0.06% |
$411 - $477
|
1.65K
$983K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$411 - $477
|
2.13K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1+ 0.08% |
$411 - $477
|
1.18K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$411 - $477
|
880
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1+ 0.1% |
$411 - $477
|
967
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.05% |
$411 - $477
|
2.14K
$1.28M
|