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 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
298+ 47.38% |
$122K - $142K
|
927
$530K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297+ 1.07% |
$122K - $142K
|
28.1K
$16M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
296+ 0.17% |
$122K - $141K
|
170K
$97M
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
296+ 5.29% |
$122K - $141K
|
5.89K
$3.37M
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
296+ 3.59% |
$122K - $141K
|
8.54K
$4.88M
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
294+ 2.76% |
$121K - $140K
|
10.9K
$6.25M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
293+ 22.23% |
$120K - $140K
|
1.61K
$921K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
293New |
$120K - $140K
|
293
$167K
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
288+ 1.35% |
$118K - $137K
|
21.6K
$12.3M
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
287+ 17.18% |
$118K - $137K
|
1.96K
$1.12M
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
286+ 23.42% |
$117K - $136K
|
1.51K
$861K
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
284+ 33.89% |
$117K - $135K
|
1.12K
$641K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
283+ 1.26% |
$116K - $135K
|
22.8K
$13M
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
280+ 2.76% |
$115K - $133K
|
10.4K
$5.96M
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
277+ 6.19% |
$114K - $132K
|
4.75K
$2.72M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
276+ 0.22% |
$113K - $132K
|
126K
$71.8M
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
275+ 7.08% |
$113K - $131K
|
4.16K
$2.38M
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
269+ 1.03% |
$110K - $128K
|
26.3K
$15M
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
269+ 2.83% |
$110K - $128K
|
9.78K
$5.59M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
268+ 5.3% |
$110K - $128K
|
5.32K
$3.04M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
267+ 5.78% |
$110K - $127K
|
4.89K
$2.79M
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 13.84% |
$110K - $127K
|
2.2K
$1.25M
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
266+ 2.85% |
$109K - $127K
|
9.59K
$5.48M
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
266+ 0.45% |
$109K - $127K
|
58.9K
$33.7M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
266+ 1.58% |
$109K - $127K
|
17.1K
$9.75M
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
262+ 11.05% |
$108K - $125K
|
2.63K
$1.51M
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
261+ 0.85% |
$107K - $124K
|
31.1K
$17.8M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
259New |
$106K - $123K
|
259
$148K
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
258+ 0.76% |
$106K - $123K
|
34.3K
$19.6M
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
257+ 22.72% |
$106K - $123K
|
1.39K
$793K
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
256+ 3.12% |
$105K - $122K
|
8.47K
$4.84M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
256+ 1.04% |
$105K - $122K
|
24.9K
$14.2M
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
255+ 3.69% |
$105K - $122K
|
7.16K
$4.09M
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
254+ 35.33% |
$104K - $121K
|
973
$556K
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
254+ 1.7% |
$104K - $121K
|
15.2K
$8.69M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254+ 1.69% |
$104K - $121K
|
15.3K
$8.75M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
252+ 1.18% |
$103K - $120K
|
21.5K
$12.3M
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
249+ 7.06% |
$102K - $119K
|
3.78K
$2.16M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
247+ 6.47% |
$101K - $118K
|
4.07K
$2.32M
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
247+ 0.5% |
$101K - $118K
|
49.4K
$28.2M
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
247+ 4.98% |
$101K - $118K
|
5.2K
$2.97M
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
245+ 5.34% |
$101K - $117K
|
4.84K
$2.76M
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
245+ 45.45% |
$101K - $117K
|
784
$448K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
243+ 18.41% |
$99.8K - $116K
|
1.56K
$893K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
241+ 1.37% |
$99K - $115K
|
17.9K
$10.2M
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
239+ 7.01% |
$98.2K - $114K
|
3.65K
$2.08M
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
238+ 11900.0% |
$97.7K - $113K
|
240
$137K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
238+ 1.04% |
$97.7K - $113K
|
23.1K
$13.2M
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
237+ 5.78% |
$97.3K - $113K
|
4.34K
$2.48M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
237+ 0.67% |
$97.3K - $113K
|
35.7K
$20.4M
|