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 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
720New |
$296K - $343K
|
720
$411K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
720+ 4.2% |
$296K - $343K
|
17.9K
$10.2M
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
716New |
$294K - $341K
|
716
$409K
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
714New |
$293K - $340K
|
714
$408K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
710+ 15.56% |
$292K - $338K
|
5.27K
$3.01M
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
709New |
$291K - $338K
|
709
$405K
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
708+ 52.25% |
$291K - $337K
|
2.06K
$1.18M
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
706+ 3.62% |
$290K - $337K
|
20.2K
$11.5M
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
706New |
$290K - $337K
|
706
$403K
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
706New |
$290K - $337K
|
706
$403K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
703+ 0.97% |
$289K - $335K
|
73.5K
$42M
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
702+ 5.45% |
$288K - $335K
|
13.6K
$7.76M
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
701+ 1.23% |
$288K - $334K
|
57.6K
$32.9M
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
700+ 101.45% |
$287K - $334K
|
1.39K
$794K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
697+ 1.99% |
$286K - $332K
|
35.8K
$20.5M
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
696+ 140.04% |
$286K - $332K
|
1.19K
$682K
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
692+ 126.28% |
$284K - $330K
|
1.24K
$709K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
684+ 17.51% |
$281K - $326K
|
4.59K
$2.62M
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
684+ 9.91% |
$281K - $326K
|
7.59K
$4.34M
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
682New |
$280K - $325K
|
682
$390K
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
682+ 8.11% |
$280K - $325K
|
9.1K
$5.2M
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
681+ 9.56% |
$280K - $325K
|
7.8K
$4.46M
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
677+ 14.85% |
$278K - $323K
|
5.24K
$2.99M
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
674New |
$277K - $321K
|
674
$385K
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
671+ 13.95% |
$276K - $320K
|
5.48K
$3.13M
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
671+ 1.34% |
$276K - $320K
|
50.8K
$29M
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
670+ 1.65% |
$275K - $319K
|
41.3K
$23.6M
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
663New |
$272K - $316K
|
663
$379K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
662+ 87.92% |
$272K - $316K
|
1.42K
$809K
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
662New |
$272K - $316K
|
662
$378K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
660+ 37.29% |
$271K - $315K
|
2.43K
$1.39M
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
659New |
$271K - $314K
|
659
$377K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
656+ 3.15% |
$269K - $313K
|
21.5K
$12.3M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
655+ 6.53% |
$269K - $312K
|
10.7K
$6.11M
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
650New |
$267K - $310K
|
650
$371K
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
650+ 27.45% |
$267K - $310K
|
3.02K
$1.72M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
647+ 21.14% |
$266K - $308K
|
3.71K
$2.12M
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
639+ 100.79% |
$262K - $305K
|
1.27K
$727K
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
630New |
$259K - $300K
|
630
$360K
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
629+ 23.85% |
$258K - $300K
|
3.27K
$1.87M
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
625New |
$257K - $298K
|
625
$357K
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
622+ 20.5% |
$255K - $297K
|
3.66K
$2.09M
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
622New |
$255K - $297K
|
622
$355K
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
622New |
$255K - $297K
|
622
$355K
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
618+ 0.34% |
$254K - $295K
|
180K
$103M
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
611+ 1.8% |
$251K - $291K
|
34.5K
$19.7M
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
610New |
$251K - $291K
|
610
$349K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
609+ 38.06% |
$250K - $290K
|
2.21K
$1.26M
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
606+ 4.65% |
$249K - $289K
|
13.6K
$7.8M
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
606New |
$249K - $289K
|
606
$346K
|