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 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
546+ 4.95% |
$224K - $260K
|
11.6K
$6.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
545+ 2.93% |
$224K - $260K
|
19.2K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
545New |
$224K - $260K
|
545
$319K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
545New |
$224K - $260K
|
545
$319K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
543+ 55.41% |
$223K - $259K
|
1.52K
$890K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
541+ 3.37% |
$222K - $258K
|
16.6K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
536+ 8.08% |
$220K - $256K
|
7.17K
$4.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
535New |
$220K - $255K
|
535
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
535+ 3.63% |
$220K - $255K
|
15.3K
$8.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
531New |
$218K - $253K
|
531
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
529New |
$217K - $252K
|
529
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
524+ 4.16% |
$215K - $250K
|
13.1K
$7.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
523New |
$215K - $249K
|
523
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
523New |
$215K - $249K
|
523
$306K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
521+ 12.46% |
$214K - $248K
|
4.7K
$2.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
520+ 15.66% |
$214K - $248K
|
3.84K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
519New |
$213K - $247K
|
519
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
516+ 4.71% |
$212K - $246K
|
11.5K
$6.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
515+ 6.33% |
$212K - $245K
|
8.65K
$5.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
515New |
$212K - $245K
|
515
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
514+ 1.9% |
$211K - $245K
|
27.6K
$16.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
510New |
$209K - $243K
|
510
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
505+ 27.84% |
$207K - $241K
|
2.32K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
505+ 1.03% |
$207K - $241K
|
49.6K
$29M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
502+ 61.0% |
$206K - $239K
|
1.33K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
501New |
$206K - $239K
|
501
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
500New |
$205K - $238K
|
500
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
500New |
$205K - $238K
|
500
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
500New |
$205K - $238K
|
500
$292K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
500+ 25.0% |
$205K - $238K
|
2.5K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
498+ 5.97% |
$205K - $237K
|
8.83K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
498+ 77.45% |
$205K - $237K
|
1.14K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
498+ 9.88% |
$205K - $237K
|
5.54K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
496New |
$204K - $236K
|
496
$290K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
495+ 41.7% |
$203K - $236K
|
1.68K
$983K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
495+ 2.05% |
$203K - $236K
|
24.7K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
495+ 1.08% |
$203K - $236K
|
46.4K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
493New |
$202K - $235K
|
493
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
491+ 29.51% |
$202K - $234K
|
2.16K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
489New |
$201K - $233K
|
489
$286K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
488+ 14.39% |
$200K - $233K
|
3.88K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
487+ 4.17% |
$200K - $232K
|
12.2K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
483+ 64.92% |
$198K - $230K
|
1.23K
$717K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
479+ 0.77% |
$197K - $228K
|
62.7K
$36.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
479New |
$197K - $228K
|
479
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
477+ 14.27% |
$196K - $227K
|
3.82K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
477New |
$196K - $227K
|
477
$279K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
476+ 5.92% |
$195K - $227K
|
8.51K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
474New |
$195K - $226K
|
474
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
473New |
$194K - $225K
|
473
$277K
|