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 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.76K+ 9.03% |
$722K - $838K
|
21.2K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.75K+ 160.94% |
$719K - $835K
|
2.84K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.75K+ 5.93% |
$717K - $832K
|
31.2K
$18.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.75K+ 28.69% |
$717K - $832K
|
7.83K
$4.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
1.74K+ 331.68% |
$714K - $828K
|
2.26K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.73K+ 4.22% |
$712K - $827K
|
42.9K
$25.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.7K+ 9.62% |
$697K - $809K
|
19.3K
$11.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.69KNew |
$692K - $804K
|
1.69K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.67K+ 36.56% |
$685K - $796K
|
6.23K
$3.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.66KNew |
$681K - $790K
|
1.66K
$987K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.65K+ 40.34% |
$678K - $787K
|
5.74K
$3.42M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$675K - $783K
|
1.64K
$978K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
1.64K+ 2.54% |
$674K - $782K
|
66.2K
$39.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.64K+ 132.71% |
$673K - $781K
|
2.87K
$1.71M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 39.65% |
$673K - $781K
|
5.77K
$3.43M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.63K+ 51.27% |
$670K - $778K
|
4.82K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.63KNew |
$669K - $777K
|
1.63K
$970K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$666K - $773K
|
1.62K
$965K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.62K+ 6.82% |
$666K - $773K
|
25.4K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.61K+ 6.21% |
$660K - $766K
|
27.5K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.6K+ 2.22% |
$659K - $765K
|
73.8K
$43.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.6K+ 4.52% |
$657K - $762K
|
37K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.6K+ 5.28% |
$656K - $762K
|
31.8K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.6KNew |
$656K - $761K
|
1.6K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 8.54% |
$655K - $760K
|
20.3K
$12.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.59KNew |
$654K - $759K
|
1.59K
$948K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.59K+ 12.68% |
$653K - $757K
|
14.1K
$8.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.59K+ 57.99% |
$651K - $756K
|
4.32K
$2.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.58K+ 55.68% |
$651K - $755K
|
4.43K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.58K+ 7.77% |
$649K - $754K
|
21.9K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.58K+ 2.06% |
$649K - $753K
|
78.3K
$46.6M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.58KNew |
$649K - $753K
|
1.58K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.58KNew |
$647K - $751K
|
1.58K
$937K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.56K+ 12.0% |
$641K - $744K
|
14.6K
$8.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 7.5% |
$640K - $743K
|
22.3K
$13.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.54K+ 121.51% |
$633K - $735K
|
2.81K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.54K+ 15.67% |
$633K - $735K
|
11.4K
$6.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.53K+ 3.25% |
$629K - $730K
|
48.7K
$29M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.53K+ 1.07% |
$628K - $729K
|
145K
$86.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.53K+ 18.99% |
$627K - $728K
|
9.57K
$5.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.52K+ 5.09% |
$623K - $724K
|
31.3K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 3.47% |
$623K - $723K
|
45.3K
$26.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.51K+ 42.89% |
$622K - $722K
|
5.04K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.51K+ 4.2% |
$619K - $719K
|
37.4K
$22.3M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.5K+ 1.66% |
$614K - $713K
|
91.7K
$54.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.49K+ 3.58% |
$613K - $712K
|
43.2K
$25.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.49KNew |
$612K - $710K
|
1.49K
$887K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.49K+ 19.27% |
$612K - $710K
|
9.22K
$5.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 4.94% |
$612K - $710K
|
31.6K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.48KNew |
$609K - $707K
|
1.48K
$883K
|