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
|
Ironwood Financial, LLC
|
BUY
|
- |
144+ 2.82% |
$59.1K - $68.6K
|
5.25K
$3M
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
144+ 5.64% |
$59.1K - $68.6K
|
2.7K
$1.54M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
144+ 0.45% |
$59.1K - $68.6K
|
32K
$18.3M
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
142+ 3.83% |
$58.3K - $67.7K
|
3.85K
$2.2M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
142+ 11.49% |
$58.3K - $67.7K
|
1.38K
$787K
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
140+ 5.08% |
$57.5K - $66.7K
|
2.9K
$1.66M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
138+ 1.2% |
$56.7K - $65.8K
|
11.7K
$6.66M
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
137+ 1.03% |
$56.3K - $65.3K
|
13.4K
$7.67M
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
136+ 2.03% |
$55.9K - $64.8K
|
6.85K
$3.91M
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
135+ 4.93% |
$55.4K - $64.4K
|
2.88K
$1.64M
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
135+ 0.81% |
$55.4K - $64.4K
|
16.8K
$9.61M
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
133+ 8.77% |
$54.6K - $63.4K
|
1.65K
$942K
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
133+ 6.85% |
$54.6K - $63.4K
|
2.08K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
133+ 2.8% |
$54.6K - $63.4K
|
4.88K
$2.79M
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
132+ 6.81% |
$54.2K - $62.9K
|
2.07K
$1.18M
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
131+ 25.64% |
$53.8K - $62.4K
|
642
$367K
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
131+ 8.5% |
$53.8K - $62.4K
|
1.67K
$956K
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
130+ 5.36% |
$53.4K - $62K
|
2.56K
$1.46M
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
130+ 0.56% |
$53.4K - $62K
|
23.4K
$13.4M
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
128+ 1.71% |
$52.6K - $61K
|
7.61K
$4.35M
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
127+ 0.36% |
$52.2K - $60.5K
|
35.7K
$20.4M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
127+ 1.02% |
$52.2K - $60.5K
|
12.6K
$7.18M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
126+ 0.72% |
$51.7K - $60.1K
|
17.6K
$10M
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
126+ 0.47% |
$51.7K - $60.1K
|
26.8K
$15.3M
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
126+ 0.27% |
$51.7K - $60.1K
|
46.1K
$26.3M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 0.57% |
$51.3K - $59.6K
|
22K
$12.6M
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
125+ 16.21% |
$51.3K - $59.6K
|
896
$512K
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
125+ 0.77% |
$51.3K - $59.6K
|
16.4K
$9.39M
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
124New |
$50.9K - $59.1K
|
124
$70.9K
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
123+ 8.05% |
$50.5K - $58.6K
|
1.65K
$943K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
122+ 0.95% |
$50.1K - $58.2K
|
13K
$7.44M
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
120+ 0.68% |
$49.3K - $57.2K
|
17.8K
$10.1M
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
120+ 8.06% |
$49.3K - $57.2K
|
1.61K
$919K
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
120+ 8.69% |
$49.3K - $57.2K
|
1.5K
$858K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
119+ 4.03% |
$48.9K - $56.7K
|
3.07K
$1.76M
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
119+ 15.74% |
$48.9K - $56.7K
|
875
$500K
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
119+ 0.59% |
$48.9K - $56.7K
|
20.4K
$11.7M
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
117+ 8.58% |
$48K - $55.8K
|
1.48K
$846K
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
116+ 9.67% |
$47.6K - $55.3K
|
1.32K
$752K
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
115+ 2.26% |
$47.2K - $54.8K
|
5.21K
$2.98M
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
115+ 5.57% |
$47.2K - $54.8K
|
2.18K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
114+ 0.96% |
$46.8K - $54.3K
|
12K
$6.87M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
112New |
$46K - $53.4K
|
112
$64K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
111+ 0.87% |
$45.6K - $52.9K
|
12.9K
$7.36M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 0.98% |
$45.6K - $52.9K
|
11.5K
$6.55M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
110+ 3.01% |
$45.2K - $52.4K
|
3.77K
$2.15M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$45.2K - $52.4K
|
110
$62.9K
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
110+ 3.63% |
$45.2K - $52.4K
|
3.14K
$1.79M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
110New |
$45.2K - $52.4K
|
110
$62.9K
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
109+ 9.8% |
$44.8K - $52K
|
1.22K
$698K
|