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 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-61- 0.61% |
$25.1K - $29.1K
|
9.91K
$5.66M
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-61- 2.16% |
$25.1K - $29.1K
|
2.77K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-61- 0.16% |
$25.1K - $29.1K
|
39K
$22.3M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-62- 3.36% |
$25.5K - $29.6K
|
1.79K
$1.02M
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-63- 3.84% |
$25.9K - $30K
|
1.58K
$901K
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-63- 1.28% |
$25.9K - $30K
|
4.84K
$2.77M
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-63- 0.89% |
$25.9K - $30K
|
7.01K
$4M
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-65- 1.43% |
$26.7K - $31K
|
4.47K
$2.55M
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-66- 1.47% |
$27.1K - $31.5K
|
4.44K
$2.53M
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-66- 0.57% |
$27.1K - $31.5K
|
11.4K
$6.54M
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-66- 6.87% |
$27.1K - $31.5K
|
895
$511K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-67- 9.24% |
$27.5K - $31.9K
|
658
$376K
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-67- 1.48% |
$27.5K - $31.9K
|
4.46K
$2.55M
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-67- 1.15% |
$27.5K - $31.9K
|
5.76K
$3.29M
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-68- 1.0% |
$27.9K - $32.4K
|
6.72K
$3.84M
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-68- 5.09% |
$27.9K - $32.4K
|
1.27K
$724K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-68- 0.94% |
$27.9K - $32.4K
|
7.19K
$4.11M
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-68- 3.85% |
$27.9K - $32.4K
|
1.7K
$971K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-69- 2.29% |
$28.3K - $32.9K
|
2.94K
$1.68M
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-69- 1.11% |
$28.3K - $32.9K
|
6.15K
$3.51M
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-69- 1.82% |
$28.3K - $32.9K
|
3.73K
$2.13M
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-70- 2.33% |
$28.7K - $33.4K
|
2.93K
$1.68M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 1.03% |
$29.2K - $33.8K
|
6.83K
$3.9M
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-71- 0.89% |
$29.2K - $33.8K
|
7.88K
$4.51M
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-71- 1.24% |
$29.2K - $33.8K
|
5.64K
$3.22M
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-71- 5.67% |
$29.2K - $33.8K
|
1.18K
$675K
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-72- 1.96% |
$29.6K - $34.3K
|
3.6K
$2.06M
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-72- 4.75% |
$29.6K - $34.3K
|
1.45K
$826K
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-72- 9.84% |
$29.6K - $34.3K
|
660
$377K
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-72- 5.87% |
$29.6K - $34.3K
|
1.15K
$659K
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-72- 1.34% |
$29.6K - $34.3K
|
5.31K
$3.04M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-73- 4.45% |
$30K - $34.8K
|
1.57K
$895K
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-74- 7.21% |
$30.4K - $35.3K
|
952
$544K
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-75- 2.09% |
$30.8K - $35.8K
|
3.51K
$2.01M
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-75- 2.13% |
$30.8K - $35.8K
|
3.45K
$1.97M
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.64% |
$30.8K - $35.8K
|
11.7K
$6.66M
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-75- 1.01% |
$30.8K - $35.8K
|
7.35K
$4.2M
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-75- 2.72% |
$30.8K - $35.8K
|
2.69K
$1.53M
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-75- 1.75% |
$30.8K - $35.8K
|
4.22K
$2.41M
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-76- 11.67% |
$31.2K - $36.2K
|
575
$329K
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-76- 2.24% |
$31.2K - $36.2K
|
3.31K
$1.89M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-76- 1.2% |
$31.2K - $36.2K
|
6.27K
$3.59M
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-77- 0.92% |
$31.6K - $36.7K
|
8.31K
$4.75M
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.02% |
$31.6K - $36.7K
|
7.46K
$4.26M
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-77- 9.83% |
$31.6K - $36.7K
|
706
$403K
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-77- 2.03% |
$31.6K - $36.7K
|
3.72K
$2.13M
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-78- 10.22% |
$32K - $37.2K
|
685
$391K
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-78- 0.4% |
$32K - $37.2K
|
19.2K
$11M
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-79- 1.59% |
$32.4K - $37.7K
|
4.9K
$2.8M
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-79- 3.09% |
$32.4K - $37.7K
|
2.48K
$1.42M
|