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 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.79K+ 6.81% |
$1.15M - $1.33M
|
43.8K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2.78KNew |
$1.14M - $1.33M
|
2.78K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.78K+ 47.58% |
$1.14M - $1.32M
|
8.61K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.78K+ 47.58% |
$1.14M - $1.32M
|
8.61K
$5.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.77K+ 6.54% |
$1.14M - $1.32M
|
45.1K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.72K+ 56.24% |
$1.12M - $1.3M
|
7.56K
$4.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.71K+ 1.03% |
$1.11M - $1.29M
|
266K
$158M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.71K+ 71.12% |
$1.11M - $1.29M
|
6.51K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.69K+ 2.32% |
$1.1M - $1.28M
|
119K
$70.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.68K+ 3.58% |
$1.1M - $1.28M
|
77.4K
$46.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.67K+ 25.16% |
$1.1M - $1.27M
|
13.3K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.67K+ 13.18% |
$1.09M - $1.27M
|
22.9K
$13.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.65K+ 74.47% |
$1.09M - $1.26M
|
6.21K
$3.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
2.64K+ 12.82% |
$1.08M - $1.26M
|
23.2K
$13.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.64K+ 167.41% |
$1.08M - $1.26M
|
4.21K
$2.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 6.35% |
$1.08M - $1.25M
|
44K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.63KNew |
$1.08M - $1.25M
|
2.63K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.62KNew |
$1.07M - $1.25M
|
2.62K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
2.6KNew |
$1.07M - $1.24M
|
2.6K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.6KNew |
$1.07M - $1.24M
|
2.6K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.59KNew |
$1.07M - $1.24M
|
2.59K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.59KNew |
$1.06M - $1.24M
|
2.59K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.58K+ 14.29% |
$1.06M - $1.23M
|
20.6K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.57K+ 2.01% |
$1.05M - $1.22M
|
131K
$77.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.55K+ 61.25% |
$1.05M - $1.22M
|
6.72K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.55K+ 7.28% |
$1.05M - $1.21M
|
37.5K
$22.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.55K+ 18.36% |
$1.05M - $1.21M
|
16.4K
$9.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.55KNew |
$1.05M - $1.21M
|
2.55K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.54K+ 2.38% |
$1.04M - $1.21M
|
110K
$65.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.54K+ 5.35% |
$1.04M - $1.21M
|
50K
$29.7M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.53K+ 52.37% |
$1.04M - $1.21M
|
7.37K
$4.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 9.57% |
$1.03M - $1.2M
|
28.8K
$17.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.51KNew |
$1.03M - $1.2M
|
2.51K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.5K+ 4.88% |
$1.03M - $1.19M
|
53.7K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.49K+ 5.87% |
$1.02M - $1.19M
|
44.8K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2.49KNew |
$1.02M - $1.19M
|
2.49K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.48K+ 8.64% |
$1.02M - $1.18M
|
31.1K
$18.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.47KNew |
$1.02M - $1.18M
|
2.47K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.47K+ 1.64% |
$1.02M - $1.18M
|
153K
$91.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.47K+ 17.74% |
$1.02M - $1.18M
|
16.4K
$9.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Bleichroeder LP
New York, NY |
BUY
|
- |
2.47KNew |
$1.01M - $1.18M
|
2.47K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.47K+ 1.48% |
$1.01M - $1.18M
|
170K
$101M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.47K+ 21.37% |
$1.01M - $1.18M
|
14K
$8.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.46K+ 3.59% |
$1.01M - $1.17M
|
70.8K
$42.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.45KNew |
$1.01M - $1.17M
|
2.45K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.45K+ 22.9% |
$1.01M - $1.17M
|
13.2K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.45K+ 114.19% |
$1M - $1.17M
|
4.59K
$2.73M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.44KNew |
$1M - $1.16M
|
2.44K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.41K+ 54.56% |
$991K - $1.15M
|
6.84K
$4.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.41K+ 17.08% |
$989K - $1.15M
|
16.5K
$9.82M
|