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 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108+ 5.62% |
$44.4K - $51.5K
|
2.03K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
108+ 2.17% |
$44.4K - $51.5K
|
5.08K
$2.9M
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
107+ 3.06% |
$43.9K - $51K
|
3.61K
$2.06M
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
106+ 11.61% |
$43.5K - $50.5K
|
1.02K
$582K
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106+ 5.38% |
$43.5K - $50.5K
|
2.08K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
106+ 0.45% |
$43.5K - $50.5K
|
23.9K
$13.6M
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
106+ 19.67% |
$43.5K - $50.5K
|
645
$369K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
102+ 3.17% |
$41.9K - $48.6K
|
3.32K
$1.9M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
102+ 6.92% |
$41.9K - $48.6K
|
1.58K
$900K
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.02% |
$41.9K - $48.6K
|
3.48K
$1.99M
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
102+ 7.75% |
$41.9K - $48.6K
|
1.42K
$810K
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
102+ 2.24% |
$41.9K - $48.6K
|
4.67K
$2.67M
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
102+ 2.39% |
$41.9K - $48.6K
|
4.37K
$2.5M
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
101+ 9.07% |
$41.5K - $48.1K
|
1.21K
$694K
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
101+ 4.76% |
$41.5K - $48.1K
|
2.22K
$1.27M
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
101+ 0.39% |
$41.5K - $48.1K
|
26.1K
$14.9M
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
100+ 0.46% |
$41.1K - $47.7K
|
22K
$12.6M
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
100+ 5.05% |
$41.1K - $47.7K
|
2.08K
$1.19M
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 2.29% |
$41.1K - $47.7K
|
4.46K
$2.55M
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
100+ 4.4% |
$41.1K - $47.7K
|
2.37K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 2.76% |
$41.1K - $47.7K
|
3.72K
$2.12M
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
99+ 0.46% |
$40.7K - $47.2K
|
21.7K
$12.4M
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
98+ 2.19% |
$40.2K - $46.7K
|
4.56K
$2.61M
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
97+ 4.11% |
$39.8K - $46.2K
|
2.46K
$1.4M
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
96+ 2.12% |
$39.4K - $45.8K
|
4.64K
$2.65M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
96+ 2400.0% |
$39.4K - $45.8K
|
100
$57.1K
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
94+ 11.11% |
$38.6K - $44.8K
|
940
$537K
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
92+ 1.98% |
$37.8K - $43.9K
|
4.73K
$2.7M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
90+ 12.36% |
$37K - $42.9K
|
818
$467K
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
88+ 1.75% |
$36.1K - $41.9K
|
5.13K
$2.93M
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 13.35% |
$35.3K - $41K
|
730
$417K
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
86+ 2.43% |
$35.3K - $41K
|
3.63K
$2.07M
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
85+ 1.28% |
$34.9K - $40.5K
|
6.74K
$3.85M
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
85+ 1.02% |
$34.9K - $40.5K
|
8.43K
$4.82M
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
85+ 0.3% |
$34.9K - $40.5K
|
28.2K
$16.1M
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
84+ 1.29% |
$34.5K - $40K
|
6.6K
$3.77M
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83+ 1.81% |
$34.1K - $39.6K
|
4.67K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
83New |
$34.1K - $39.6K
|
83
$47.4K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
82+ 0.13% |
$33.7K - $39.1K
|
64K
$36.5M
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
81+ 0.9% |
$33.3K - $38.6K
|
9.08K
$5.19M
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 1.21% |
$33.3K - $38.6K
|
6.8K
$3.88M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
81+ 1.4% |
$33.3K - $38.6K
|
5.86K
$3.35M
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
81+ 1.28% |
$33.3K - $38.6K
|
6.42K
$3.67M
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80+ 16.0% |
$32.9K - $38.1K
|
580
$331K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
80+ 4.59% |
$32.9K - $38.1K
|
1.82K
$1.04M
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
80+ 160.0% |
$32.9K - $38.1K
|
130
$74.3K
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
80+ 5.67% |
$32.9K - $38.1K
|
1.49K
$852K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
80New |
$32.9K - $38.1K
|
80
$45.7K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
79+ 2.29% |
$32.4K - $37.7K
|
3.53K
$2.02M
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
79+ 14.88% |
$32.4K - $37.7K
|
610
$349K
|