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 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.36K+ 5.27% |
$1.79M - $2.08M
|
87.1K
$51.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.31K+ 8.32% |
$1.77M - $2.05M
|
56.1K
$33.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.31K+ 11.6% |
$1.77M - $2.05M
|
41.4K
$24.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.3K+ 71.15% |
$1.77M - $2.05M
|
10.3K
$6.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.25K+ 67.71% |
$1.74M - $2.02M
|
10.5K
$6.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.25K+ 93.83% |
$1.74M - $2.02M
|
8.77K
$5.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.2K+ 79.0% |
$1.72M - $2M
|
9.51K
$5.66M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
4.18KNew |
$1.72M - $1.99M
|
4.18K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.16K+ 286.3% |
$1.71M - $1.98M
|
5.61K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.16KNew |
$1.71M - $1.98M
|
4.16K
$2.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.15K+ 11.81% |
$1.7M - $1.98M
|
39.2K
$23.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.14K+ 6.27% |
$1.7M - $1.97M
|
70.2K
$41.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 2.55% |
$1.65M - $1.91M
|
162K
$96.1M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.97KNew |
$1.63M - $1.89M
|
3.97K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.95K+ 4.1% |
$1.62M - $1.88M
|
100K
$59.6M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
3.93K+ 15.32% |
$1.61M - $1.87M
|
29.6K
$17.6M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.93KNew |
$1.61M - $1.87M
|
3.93K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
3.9K+ 54.33% |
$1.6M - $1.86M
|
11.1K
$6.59M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.89KNew |
$1.6M - $1.85M
|
3.89K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.88K+ 3.5% |
$1.59M - $1.85M
|
115K
$68.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
3.86K+ 6.28% |
$1.59M - $1.84M
|
65.3K
$38.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
3.82K+ 3.66% |
$1.57M - $1.82M
|
108K
$64.4M
|
|
|
Feb 12, 2024
Q4 2023
|
General Industrial Partners LLP
London, X0 |
BUY
|
- |
3.8KNew |
$1.56M - $1.81M
|
3.8K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.79KNew |
$1.56M - $1.81M
|
3.79K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.77K+ 16.51% |
$1.55M - $1.8M
|
26.6K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.73KNew |
$1.53M - $1.78M
|
3.73K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.71K+ 21.61% |
$1.52M - $1.77M
|
20.9K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.68K+ 18.9% |
$1.51M - $1.76M
|
23.2K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.68K+ 115.1% |
$1.51M - $1.76M
|
6.88K
$4.09M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.67K+ 8.58% |
$1.51M - $1.75M
|
46.4K
$27.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.66K+ 28.31% |
$1.5M - $1.75M
|
16.6K
$9.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.66KNew |
$1.5M - $1.74M
|
3.66K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.6K+ 644.8% |
$1.48M - $1.72M
|
4.16K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.59KNew |
$1.48M - $1.71M
|
3.59K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.59K+ 11.05% |
$1.47M - $1.71M
|
36.1K
$21.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.59KNew |
$1.47M - $1.71M
|
3.59K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.59K+ 7.41% |
$1.47M - $1.71M
|
52K
$30.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
3.58KNew |
$1.47M - $1.71M
|
3.58K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.56K+ 5.74% |
$1.46M - $1.7M
|
65.6K
$39M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.56KNew |
$1.46M - $1.7M
|
3.56K
$2.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.52K+ 95.55% |
$1.45M - $1.68M
|
7.2K
$4.29M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.49KNew |
$1.43M - $1.66M
|
3.49K
$2.07M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.48KNew |
$1.43M - $1.66M
|
3.48K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.48KNew |
$1.43M - $1.66M
|
3.48K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
3.47KNew |
$1.43M - $1.66M
|
3.47K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.47K+ 357.47% |
$1.43M - $1.65M
|
4.44K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.45KNew |
$1.42M - $1.64M
|
3.45K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.45K+ 146.6% |
$1.42M - $1.64M
|
5.8K
$3.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.44KNew |
$1.41M - $1.64M
|
3.44K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
3.41K+ 535.64% |
$1.4M - $1.63M
|
4.05K
$2.41M
|