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
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
236+ 12.05% |
$96.9K - $112K
|
2.19K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
234+ 2.53% |
$96.1K - $112K
|
9.47K
$5.41M
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
233+ 26.63% |
$95.7K - $111K
|
1.11K
$633K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
231+ 0.9% |
$94.9K - $110K
|
25.8K
$14.7M
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
231+ 9.19% |
$94.9K - $110K
|
2.74K
$1.57M
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
229+ 5.66% |
$94K - $109K
|
4.28K
$2.44M
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
229+ 5.85% |
$94K - $109K
|
4.14K
$2.37M
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
227+ 5.13% |
$93.2K - $108K
|
4.65K
$2.66M
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
226+ 2.93% |
$92.8K - $108K
|
7.95K
$4.54M
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
226+ 0.68% |
$92.8K - $108K
|
33.2K
$19M
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
225+ 2.26% |
$92.4K - $107K
|
10.2K
$5.82M
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
223+ 33.23% |
$91.6K - $106K
|
894
$511K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
221+ 2.64% |
$90.8K - $105K
|
8.59K
$4.91M
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
221+ 24.18% |
$90.8K - $105K
|
1.14K
$649K
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
219+ 1.29% |
$89.9K - $104K
|
17.2K
$9.81M
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
219+ 0.07% |
$89.9K - $104K
|
329K
$188M
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
219+ 14.6% |
$89.9K - $104K
|
1.72K
$982K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
218+ 5.66% |
$89.5K - $104K
|
4.07K
$2.32M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
216+ 5.86% |
$88.7K - $103K
|
3.9K
$2.23M
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
216+ 11.58% |
$88.7K - $103K
|
2.08K
$1.19M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
216+ 7.85% |
$88.7K - $103K
|
2.97K
$1.69M
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
216+ 2.79% |
$88.7K - $103K
|
7.96K
$4.55M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
213+ 0.77% |
$87.5K - $102K
|
27.7K
$15.8M
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
213+ 1.51% |
$87.5K - $102K
|
14.3K
$8.17M
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
213+ 5.68% |
$87.5K - $102K
|
3.97K
$2.27M
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
213+ 17.94% |
$87.5K - $102K
|
1.4K
$800K
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
211+ 1.45% |
$86.7K - $101K
|
14.7K
$8.43M
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
211+ 18.92% |
$86.7K - $101K
|
1.33K
$758K
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
211+ 2.48% |
$86.7K - $101K
|
8.73K
$4.99M
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
210+ 80.46% |
$86.2K - $100K
|
471
$269K
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
209+ 3.9% |
$85.8K - $99.6K
|
5.57K
$3.18M
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
209+ 1.44% |
$85.8K - $99.6K
|
14.7K
$8.39M
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
209+ 5.62% |
$85.8K - $99.6K
|
3.93K
$2.24M
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
209+ 1.44% |
$85.8K - $99.6K
|
14.7K
$8.39M
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
208+ 24.7% |
$85.4K - $99.2K
|
1.05K
$600K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
206+ 5.51% |
$84.6K - $98.2K
|
3.95K
$2.26M
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
206+ 6.43% |
$84.6K - $98.2K
|
3.41K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
205+ 6.56% |
$84.2K - $97.7K
|
3.33K
$1.9M
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
204+ 17.32% |
$83.8K - $97.2K
|
1.38K
$790K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
201+ 2.18% |
$82.5K - $95.8K
|
9.41K
$5.38M
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 363.64% |
$82.1K - $95.3K
|
255
$146K
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
198+ 2.95% |
$81.3K - $94.4K
|
6.9K
$3.95M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
197+ 2.88% |
$80.9K - $93.9K
|
7.05K
$4.03M
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
197+ 2.47% |
$80.9K - $93.9K
|
8.16K
$4.66M
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
195+ 0.79% |
$80.1K - $93K
|
24.8K
$14.2M
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
194+ 27.71% |
$79.7K - $92.5K
|
894
$511K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
193+ 5.92% |
$79.3K - $92K
|
3.45K
$1.97M
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
192+ 1.57% |
$78.9K - $91.5K
|
12.4K
$7.09M
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
191+ 1.96% |
$78.4K - $91K
|
9.93K
$5.67M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
190+ 1.13% |
$78K - $90.6K
|
17K
$9.73M
|