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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$675K - $783K
|
1.64K
$939K
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
1.64K+ 2.54% |
$674K - $782K
|
66.2K
$37.8M
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.64K+ 132.71% |
$673K - $781K
|
2.87K
$1.64M
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 39.65% |
$673K - $781K
|
5.77K
$3.3M
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.63K+ 51.27% |
$670K - $778K
|
4.82K
$2.75M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.63KNew |
$669K - $777K
|
1.63K
$931K
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$666K - $773K
|
1.62K
$926K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.62K+ 6.82% |
$666K - $773K
|
25.4K
$14.5M
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.61K+ 6.21% |
$660K - $766K
|
27.5K
$15.7M
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.6K+ 2.22% |
$659K - $765K
|
73.8K
$42.2M
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.6K+ 4.52% |
$657K - $762K
|
37K
$21.1M
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.6K+ 5.28% |
$656K - $762K
|
31.8K
$18.2M
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.6KNew |
$656K - $761K
|
1.6K
$913K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 8.54% |
$655K - $760K
|
20.3K
$11.6M
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.59KNew |
$654K - $759K
|
1.59K
$910K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.59K+ 12.68% |
$653K - $757K
|
14.1K
$8.07M
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.59K+ 57.99% |
$651K - $756K
|
4.32K
$2.47M
|
|
Jan 17, 2024
Q4 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.58K+ 55.68% |
$651K - $755K
|
4.43K
$2.53M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.58K+ 7.77% |
$649K - $754K
|
21.9K
$12.5M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.58K+ 2.06% |
$649K - $753K
|
78.3K
$44.7M
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.58KNew |
$649K - $753K
|
1.58K
$903K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.58KNew |
$647K - $751K
|
1.58K
$900K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.56K+ 12.0% |
$641K - $744K
|
14.6K
$8.32M
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 7.5% |
$640K - $743K
|
22.3K
$12.8M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.54K+ 121.51% |
$633K - $735K
|
2.81K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.54K+ 15.67% |
$633K - $735K
|
11.4K
$6.5M
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.53K+ 3.25% |
$629K - $730K
|
48.7K
$27.8M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.53K+ 1.07% |
$628K - $729K
|
145K
$82.8M
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.53K+ 18.99% |
$627K - $728K
|
9.57K
$5.47M
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.52K+ 5.09% |
$623K - $724K
|
31.3K
$17.9M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 3.47% |
$623K - $723K
|
45.3K
$25.9M
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.51K+ 42.89% |
$622K - $722K
|
5.04K
$2.88M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.51K+ 4.2% |
$619K - $719K
|
37.4K
$21.4M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.5K+ 1.66% |
$614K - $713K
|
91.7K
$52.4M
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.49K+ 3.58% |
$613K - $712K
|
43.2K
$24.7M
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.49KNew |
$612K - $710K
|
1.49K
$851K
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.49K+ 19.27% |
$612K - $710K
|
9.22K
$5.27M
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 4.94% |
$612K - $710K
|
31.6K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.48KNew |
$609K - $707K
|
1.48K
$848K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.48K+ 0.5% |
$609K - $707K
|
297K
$170M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.48K+ 159.63% |
$609K - $707K
|
2.41K
$1.38M
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.47K+ 25.96% |
$605K - $702K
|
7.14K
$4.08M
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.47KNew |
$603K - $700K
|
1.47K
$839K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.47KNew |
$603K - $700K
|
1.47K
$839K
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.46K+ 3.35% |
$600K - $696K
|
45K
$25.7M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.67% |
$599K - $695K
|
56.1K
$32.1M
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.2% |
$595K - $690K
|
46.7K
$26.7M
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.45K+ 1.18% |
$594K - $690K
|
124K
$71M
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
1.45K+ 1.53% |
$593K - $689K
|
96.2K
$55M
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.44K+ 12.25% |
$593K - $688K
|
13.2K
$7.56M
|