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 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15+ 1.13% |
$6.16K - $7.15K
|
1.34K
$796K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$6.16K - $7.15K
|
2.13K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.31% |
$6.16K - $7.15K
|
4.85K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 0.06% |
$6.16K - $7.15K
|
27K
$16.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.29% |
$5.75K - $6.67K
|
4.92K
$2.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
14+ 2.4% |
$5.75K - $6.67K
|
597
$355K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14+ 0.16% |
$5.75K - $6.67K
|
8.92K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
14+ 0.38% |
$5.75K - $6.67K
|
3.71K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.35% |
$5.75K - $6.67K
|
4.02K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14+ 8.0% |
$5.75K - $6.67K
|
189
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13+ 0.61% |
$5.34K - $6.2K
|
2.14K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
13New |
$5.34K - $6.2K
|
13
$7.74K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13+ 3.96% |
$5.34K - $6.2K
|
341
$203K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12+ 1.53% |
$4.93K - $5.72K
|
798
$475K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
12+ 0.07% |
$4.93K - $5.72K
|
16.5K
$9.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12+ 15.58% |
$4.93K - $5.72K
|
89
$53K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12+ 0.08% |
$4.93K - $5.72K
|
15.2K
$9.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
11+ 0.37% |
$4.52K - $5.24K
|
3.02K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11+ 1.78% |
$4.52K - $5.24K
|
630
$375K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.19% |
$4.52K - $5.24K
|
5.82K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
11+ 0.82% |
$4.52K - $5.24K
|
1.35K
$803K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.93% |
$4.52K - $5.24K
|
1.19K
$710K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10+ 0.68% |
$4.11K - $4.77K
|
1.48K
$881K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.36% |
$4.11K - $4.77K
|
2.82K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
10+ 1.36% |
$4.11K - $4.77K
|
743
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10+ 0.37% |
$4.11K - $4.77K
|
2.71K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
10+ 0.34% |
$4.11K - $4.77K
|
2.92K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$4.11K - $4.77K
|
4.67K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.19% |
$4.11K - $4.77K
|
5.32K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10+ 1.81% |
$4.11K - $4.77K
|
561
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9+ 0.17% |
$3.7K - $4.29K
|
5.25K
$3.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
9+ 0.04% |
$3.7K - $4.29K
|
22.9K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.39% |
$3.7K - $4.29K
|
2.35K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
8+ 1.42% |
$3.29K - $3.81K
|
573
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8+ 0.07% |
$3.29K - $3.81K
|
11.1K
$6.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.57% |
$3.29K - $3.81K
|
1.41K
$837K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.47% |
$3.29K - $3.81K
|
1.72K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8+ 0.07% |
$3.29K - $3.81K
|
11.1K
$6.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8+ 0.38% |
$3.29K - $3.81K
|
2.1K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
8+ 1.68% |
$3.29K - $3.81K
|
485
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8+ 0.35% |
$3.29K - $3.81K
|
2.32K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
7+ 0.86% |
$2.87K - $3.34K
|
821
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.36% |
$2.87K - $3.34K
|
1.97K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
7+ 0.62% |
$2.87K - $3.34K
|
1.14K
$677K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.74% |
$2.46K - $2.86K
|
817
$486K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6+ 0.06% |
$2.46K - $2.86K
|
10.6K
$6.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
6+ 0.2% |
$2.46K - $2.86K
|
2.97K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 1.07% |
$2.46K - $2.86K
|
566
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6+ 0.15% |
$2.46K - $2.86K
|
3.93K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.33% |
$2.46K - $2.86K
|
1.85K
$1.1M
|