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 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
189+ 32.53% |
$77.6K - $90.1K
|
770
$440K
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
188+ 2.1% |
$77.2K - $89.6K
|
9.12K
$5.21M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
187+ 3.56% |
$76.8K - $89.1K
|
5.44K
$3.11M
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
187+ 14.4% |
$76.8K - $89.1K
|
1.49K
$849K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
184+ 0.85% |
$75.6K - $87.7K
|
21.9K
$12.5M
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
184+ 5.12% |
$75.6K - $87.7K
|
3.78K
$2.16M
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
183+ 34.86% |
$75.2K - $87.2K
|
708
$405K
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
181+ 13.06% |
$74.3K - $86.3K
|
1.57K
$895K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
180+ 3.92% |
$73.9K - $85.8K
|
4.77K
$2.73M
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
179+ 4.07% |
$73.5K - $85.3K
|
4.58K
$2.62M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
179+ 2.8% |
$73.5K - $85.3K
|
6.56K
$3.75M
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
179+ 33.4% |
$73.5K - $85.3K
|
715
$409K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
178New |
$73.1K - $84.9K
|
178
$102K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 8.63% |
$72.7K - $84.4K
|
2.23K
$1.27M
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
174+ 6.77% |
$71.5K - $82.9K
|
2.75K
$1.57M
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
174+ 0.42% |
$71.5K - $82.9K
|
42K
$24M
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
173+ 12.65% |
$71K - $82.5K
|
1.54K
$881K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
171+ 8.56% |
$70.2K - $81.5K
|
2.17K
$1.24M
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
170+ 1.74% |
$69.8K - $81K
|
9.94K
$5.68M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
170New |
$69.8K - $81K
|
170
$97.1K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
169+ 5.64% |
$69.4K - $80.6K
|
3.17K
$1.81M
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
168+ 3.2% |
$69K - $80.1K
|
5.42K
$3.1M
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
168+ 6.3% |
$69K - $80.1K
|
2.83K
$1.62M
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
167+ 1.06% |
$68.6K - $79.6K
|
16K
$9.12M
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
167+ 31.33% |
$68.6K - $79.6K
|
700
$400K
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
165+ 5.44% |
$67.8K - $78.7K
|
3.2K
$1.83M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
164+ 3.26% |
$67.4K - $78.2K
|
5.2K
$2.97M
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
164+ 17.75% |
$67.4K - $78.2K
|
1.09K
$622K
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
163+ 7.11% |
$66.9K - $77.7K
|
2.46K
$1.4M
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
162+ 2.32% |
$66.5K - $77.2K
|
7.16K
$4.09M
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
155+ 17.47% |
$63.7K - $73.9K
|
1.04K
$595K
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
155+ 25.29% |
$63.7K - $73.9K
|
768
$439K
|
|
Feb 06, 2024
Q4 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
155+ 23.13% |
$63.7K - $73.9K
|
825
$471K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
155+ 1.68% |
$63.7K - $73.9K
|
9.36K
$5.35M
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
155+ 1.98% |
$63.7K - $73.9K
|
8K
$4.57M
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
153+ 4.76% |
$62.8K - $72.9K
|
3.37K
$1.92M
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
153+ 19.17% |
$62.8K - $72.9K
|
951
$543K
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
151+ 1.78% |
$62K - $72K
|
8.64K
$4.94M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
151+ 1.62% |
$62K - $72K
|
9.48K
$5.42M
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
151+ 1.51% |
$62K - $72K
|
10.1K
$5.78M
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
150+ 9.55% |
$61.6K - $71.5K
|
1.72K
$983K
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
149+ 1.04% |
$61.2K - $71K
|
14.4K
$8.26M
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
149+ 3.49% |
$61.2K - $71K
|
4.42K
$2.52M
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
BUY
|
- |
149+ 18.26% |
$61.2K - $71K
|
965
$551K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
148+ 2.32% |
$60.8K - $70.6K
|
6.54K
$3.74M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
147+ 52.13% |
$60.4K - $70.1K
|
429
$245K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
146+ 0.43% |
$60K - $69.6K
|
34K
$19.4M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
146+ 2.15% |
$60K - $69.6K
|
6.94K
$3.97M
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
146+ 2.27% |
$60K - $69.6K
|
6.58K
$3.76M
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
145+ 0.83% |
$59.5K - $69.1K
|
17.5K
$10M
|