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 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.23KNew |
$2.15M - $2.49M
|
5.23K
$3.11M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.2KNew |
$2.13M - $2.48M
|
5.2K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.16K+ 12.66% |
$2.12M - $2.46M
|
45.9K
$27.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
5.15KNew |
$2.12M - $2.46M
|
5.15K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.14K+ 883.16% |
$2.11M - $2.45M
|
5.72K
$3.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.13K+ 9.74% |
$2.11M - $2.45M
|
57.8K
$34.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.13K+ 53.71% |
$2.11M - $2.45M
|
14.7K
$8.74M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
5.12K+ 367.43% |
$2.1M - $2.44M
|
6.52K
$3.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.11KNew |
$2.1M - $2.44M
|
5.11K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.02K+ 12.14% |
$2.06M - $2.39M
|
46.3K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4.97KNew |
$2.04M - $2.37M
|
4.97K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.96KNew |
$2.04M - $2.37M
|
4.96K
$2.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.94K+ 94.27% |
$2.03M - $2.35M
|
10.2K
$6.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.92KNew |
$2.02M - $2.34M
|
4.92K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
4.9K+ 18.4% |
$2.01M - $2.33M
|
31.5K
$18.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.9KNew |
$2.01M - $2.33M
|
4.9K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.89KNew |
$2.01M - $2.33M
|
4.89K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.88K+ 100.27% |
$2M - $2.33M
|
9.75K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
4.86K+ 1675.86% |
$2M - $2.32M
|
5.15K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.86KNew |
$2M - $2.32M
|
4.86K
$2.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.85KNew |
$1.99M - $2.31M
|
4.85K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
4.85K+ 323.33% |
$1.99M - $2.31M
|
6.35K
$3.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.84K+ 2.69% |
$1.99M - $2.31M
|
185K
$110M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.81K+ 8.35% |
$1.97M - $2.29M
|
62.4K
$37.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
4.79KNew |
$1.97M - $2.29M
|
4.79K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.79K+ 33.77% |
$1.97M - $2.28M
|
19K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 13.7% |
$1.96M - $2.28M
|
39.7K
$23.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.78K+ 10.37% |
$1.96M - $2.28M
|
50.9K
$30.3M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.78KNew |
$1.96M - $2.28M
|
4.78K
$2.84M
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.78KNew |
$1.96M - $2.28M
|
4.78K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.73KNew |
$1.94M - $2.26M
|
4.73K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.73K+ 18.35% |
$1.94M - $2.25M
|
30.5K
$18.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.72KNew |
$1.94M - $2.25M
|
4.72K
$2.81M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.69K+ 15.82% |
$1.93M - $2.24M
|
34.3K
$20.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.68K+ 138.47% |
$1.92M - $2.23M
|
8.06K
$4.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.64K+ 94.79% |
$1.91M - $2.21M
|
9.54K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.62K+ 1.07% |
$1.9M - $2.2M
|
438K
$261M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.61KNew |
$1.89M - $2.2M
|
4.61K
$2.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.61KNew |
$1.89M - $2.2M
|
4.61K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.59K+ 72.61% |
$1.88M - $2.19M
|
10.9K
$6.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.56KNew |
$1.87M - $2.17M
|
4.56K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.53K+ 1.0% |
$1.86M - $2.16M
|
457K
$272M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.51KNew |
$1.85M - $2.15M
|
4.51K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.49K+ 22.75% |
$1.85M - $2.14M
|
24.2K
$14.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
4.49K+ 2.44% |
$1.84M - $2.14M
|
188K
$112M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.43KNew |
$1.82M - $2.11M
|
4.43K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
4.43K+ 1.26% |
$1.82M - $2.11M
|
357K
$212M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
4.41K+ 137.35% |
$1.81M - $2.1M
|
7.63K
$4.54M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.38K+ 10.36% |
$1.8M - $2.09M
|
46.6K
$27.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.36K+ 64.7% |
$1.79M - $2.08M
|
11.1K
$6.61M
|