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 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
85+ 0.3% |
$34.9K - $40.5K
|
28.2K
$16.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
84+ 1.29% |
$34.5K - $40K
|
6.6K
$3.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83+ 1.81% |
$34.1K - $39.6K
|
4.67K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
83New |
$34.1K - $39.6K
|
83
$49.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
82+ 0.13% |
$33.7K - $39.1K
|
64K
$38.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
81+ 0.9% |
$33.3K - $38.6K
|
9.08K
$5.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 1.21% |
$33.3K - $38.6K
|
6.8K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
81+ 1.4% |
$33.3K - $38.6K
|
5.86K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
81+ 1.28% |
$33.3K - $38.6K
|
6.42K
$3.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80+ 16.0% |
$32.9K - $38.1K
|
580
$345K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
80+ 4.59% |
$32.9K - $38.1K
|
1.82K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
80+ 160.0% |
$32.9K - $38.1K
|
130
$77.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
80+ 5.67% |
$32.9K - $38.1K
|
1.49K
$888K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
80New |
$32.9K - $38.1K
|
80
$47.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
79+ 2.29% |
$32.4K - $37.7K
|
3.53K
$2.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
79+ 14.88% |
$32.4K - $37.7K
|
610
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
79+ 0.16% |
$32.4K - $37.7K
|
49.6K
$29.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
77+ 2.4% |
$31.6K - $36.7K
|
3.29K
$1.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
77+ 3.27% |
$31.6K - $36.7K
|
2.43K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
77+ 0.65% |
$31.6K - $36.7K
|
11.9K
$7.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
76+ 5.87% |
$31.2K - $36.2K
|
1.37K
$816K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
76+ 0.34% |
$31.2K - $36.2K
|
22.5K
$13.4M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
76+ 5.87% |
$31.2K - $36.2K
|
1.37K
$816K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
75+ 0.8% |
$30.8K - $35.8K
|
9.45K
$5.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
75+ 1.46% |
$30.8K - $35.8K
|
5.21K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
74+ 0.87% |
$30.4K - $35.3K
|
8.54K
$5.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
74+ 0.27% |
$30.4K - $35.3K
|
27.4K
$16.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
73+ 1.02% |
$30K - $34.8K
|
7.24K
$4.31M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
73+ 2.96% |
$30K - $34.8K
|
2.54K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
72+ 2.24% |
$29.6K - $34.3K
|
3.28K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
72+ 4.07% |
$29.6K - $34.3K
|
1.84K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
71+ 3.2% |
$29.2K - $33.8K
|
2.29K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
71+ 1.12% |
$29.2K - $33.8K
|
6.4K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
71+ 5.39% |
$29.2K - $33.8K
|
1.39K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
71+ 0.89% |
$29.2K - $33.8K
|
8.08K
$4.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
70+ 0.88% |
$28.7K - $33.4K
|
8.07K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
70+ 1.51% |
$28.7K - $33.4K
|
4.7K
$2.8M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 1.77% |
$28.7K - $33.4K
|
4.03K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
69+ 2.29% |
$28.3K - $32.9K
|
3.09K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
69+ 1.18% |
$28.3K - $32.9K
|
5.91K
$3.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
69+ 0.76% |
$28.3K - $32.9K
|
9.18K
$5.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
69+ 4.55% |
$28.3K - $32.9K
|
1.59K
$945K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
68+ 1.36% |
$27.9K - $32.4K
|
5.06K
$3.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
68+ 5.25% |
$27.9K - $32.4K
|
1.36K
$812K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
68New |
$27.9K - $32.4K
|
68
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
68+ 0.51% |
$27.9K - $32.4K
|
13.3K
$7.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
67+ 13.09% |
$27.5K - $31.9K
|
579
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
67+ 1.95% |
$27.5K - $31.9K
|
3.51K
$2.09M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
67+ 3.75% |
$27.5K - $31.9K
|
1.85K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
66+ 0.07% |
$27.1K - $31.5K
|
96.9K
$57.7M
|