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 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
519New |
$213K - $247K
|
519
$297K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
516+ 4.71% |
$212K - $246K
|
11.5K
$6.56M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
515+ 6.33% |
$212K - $245K
|
8.65K
$4.95M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
515New |
$212K - $245K
|
515
$294K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
514+ 1.9% |
$211K - $245K
|
27.6K
$15.7M
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
510New |
$209K - $243K
|
510
$291K
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
505+ 27.84% |
$207K - $241K
|
2.32K
$1.33M
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
505+ 1.03% |
$207K - $241K
|
49.6K
$28.3M
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
502+ 61.0% |
$206K - $239K
|
1.33K
$757K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
501New |
$206K - $239K
|
501
$286K
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
500New |
$205K - $238K
|
500
$286K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
500New |
$205K - $238K
|
500
$286K
|
|
Feb 14, 2024
Q4 2023
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
500New |
$205K - $238K
|
500
$286K
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
500+ 25.0% |
$205K - $238K
|
2.5K
$1.43M
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
498+ 5.97% |
$205K - $237K
|
8.83K
$5.05M
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
498+ 77.45% |
$205K - $237K
|
1.14K
$652K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
498+ 9.88% |
$205K - $237K
|
5.54K
$3.16M
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
496New |
$204K - $236K
|
496
$283K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
495+ 41.7% |
$203K - $236K
|
1.68K
$961K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
495+ 2.05% |
$203K - $236K
|
24.7K
$14.1M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
495+ 1.08% |
$203K - $236K
|
46.4K
$26.5M
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
493New |
$202K - $235K
|
493
$282K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
491+ 29.51% |
$202K - $234K
|
2.16K
$1.23M
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
489New |
$201K - $233K
|
489
$279K
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
488+ 14.39% |
$200K - $233K
|
3.88K
$2.22M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
487+ 4.17% |
$200K - $232K
|
12.2K
$6.96M
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
483+ 64.92% |
$198K - $230K
|
1.23K
$701K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
479+ 0.77% |
$197K - $228K
|
62.7K
$35.8M
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
479New |
$197K - $228K
|
479
$274K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
477+ 14.27% |
$196K - $227K
|
3.82K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
477New |
$196K - $227K
|
477
$273K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
476+ 5.92% |
$195K - $227K
|
8.51K
$4.86M
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
474New |
$195K - $226K
|
474
$271K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
473New |
$194K - $225K
|
473
$270K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
473+ 0.43% |
$194K - $225K
|
112K
$63.8M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
471+ 4.7% |
$193K - $225K
|
10.5K
$5.99M
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
471+ 59.92% |
$193K - $225K
|
1.26K
$718K
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
470New |
$193K - $224K
|
470
$269K
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
468+ 23.53% |
$192K - $223K
|
2.46K
$1.4M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
467New |
$192K - $223K
|
467
$267K
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
467+ 9.4% |
$192K - $223K
|
5.43K
$3.11M
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
467New |
$192K - $223K
|
467
$267K
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
466+ 5.17% |
$191K - $222K
|
9.48K
$5.41M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
464New |
$191K - $221K
|
464
$265K
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
462New |
$190K - $220K
|
462
$264K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
462+ 15.11% |
$190K - $220K
|
3.52K
$2.01M
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
459New |
$189K - $219K
|
459
$262K
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
456+ 5.57% |
$187K - $217K
|
8.64K
$4.94M
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
456New |
$187K - $217K
|
456
$261K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
456+ 2.92% |
$187K - $217K
|
16.1K
$9.18M
|