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 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
606+ 6.2% |
$249K - $289K
|
10.4K
$5.93M
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
605+ 5.23% |
$248K - $288K
|
12.2K
$6.96M
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
602New |
$247K - $287K
|
602
$344K
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
601+ 25.93% |
$247K - $286K
|
2.92K
$1.67M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
599+ 2.38% |
$246K - $286K
|
25.7K
$14.7M
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
598+ 2.09% |
$246K - $285K
|
29.2K
$16.7M
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
595+ 10.15% |
$244K - $284K
|
6.46K
$3.69M
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
594New |
$244K - $283K
|
594
$339K
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
593+ 8.49% |
$244K - $283K
|
7.58K
$4.33M
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
587+ 0.96% |
$241K - $280K
|
61.6K
$35.2M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
586New |
$241K - $279K
|
586
$335K
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
584New |
$240K - $278K
|
584
$334K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
584+ 14.28% |
$240K - $278K
|
4.67K
$2.67M
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
575New |
$236K - $274K
|
575
$329K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
575+ 16.05% |
$236K - $274K
|
4.16K
$2.38M
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
575+ 43.46% |
$236K - $274K
|
1.9K
$1.08M
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
573New |
$235K - $273K
|
573
$327K
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
568+ 33.71% |
$233K - $271K
|
2.25K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
567New |
$233K - $270K
|
567
$324K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
564+ 0.46% |
$232K - $269K
|
124K
$70.9M
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
561+ 2.63% |
$230K - $267K
|
21.9K
$12.5M
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
558+ 58.92% |
$229K - $266K
|
1.51K
$860K
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
558+ 1.22% |
$229K - $266K
|
46.4K
$26.5M
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
557+ 109.43% |
$229K - $266K
|
1.07K
$609K
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
557New |
$229K - $266K
|
557
$318K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
556New |
$228K - $265K
|
556
$318K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
554+ 0.37% |
$228K - $264K
|
151K
$86M
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
553New |
$227K - $264K
|
553
$316K
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
553+ 65.6% |
$227K - $264K
|
1.4K
$798K
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
550+ 15.72% |
$226K - $262K
|
4.05K
$2.31M
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
549+ 107.65% |
$225K - $262K
|
1.06K
$605K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
548+ 6.61% |
$225K - $261K
|
8.84K
$5.05M
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
548+ 26.96% |
$225K - $261K
|
2.58K
$1.47M
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
548New |
$225K - $261K
|
548
$313K
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
547New |
$225K - $261K
|
547
$313K
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
546+ 4.95% |
$224K - $260K
|
11.6K
$6.61M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
545+ 2.93% |
$224K - $260K
|
19.2K
$10.9M
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
545New |
$224K - $260K
|
545
$311K
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
543+ 55.41% |
$223K - $259K
|
1.52K
$870K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
541+ 3.37% |
$222K - $258K
|
16.6K
$9.48M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
536+ 8.08% |
$220K - $256K
|
7.17K
$4.1M
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
535New |
$220K - $255K
|
535
$306K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
535+ 3.63% |
$220K - $255K
|
15.3K
$8.73M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
531New |
$218K - $253K
|
531
$303K
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
529New |
$217K - $252K
|
529
$302K
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
524+ 4.16% |
$215K - $250K
|
13.1K
$7.51M
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
523New |
$215K - $249K
|
523
$299K
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
523New |
$215K - $249K
|
523
$299K
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
521+ 12.46% |
$214K - $248K
|
4.7K
$2.69M
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
520+ 15.66% |
$214K - $248K
|
3.84K
$2.2M
|