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 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-136- 9.58% |
$55.9K - $64.8K
|
1.28K
$734K
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-136- 9.85% |
$55.9K - $64.8K
|
1.25K
$711K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-136- 0.25% |
$55.9K - $64.8K
|
55.1K
$31.5M
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-137- 6.76% |
$56.3K - $65.3K
|
1.89K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-137- 1.55% |
$56.3K - $65.3K
|
8.71K
$4.98M
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-138- 1.46% |
$56.7K - $65.8K
|
9.31K
$5.32M
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-138- 12.4% |
$56.7K - $65.8K
|
975
$557K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-140- 4.23% |
$57.5K - $66.7K
|
3.17K
$1.81M
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-142- 2.35% |
$58.3K - $67.7K
|
5.9K
$3.37M
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-143- 21.97% |
$58.7K - $68.2K
|
508
$290K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-143- 1.88% |
$58.7K - $68.2K
|
7.45K
$4.26M
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-145- 0.41% |
$59.5K - $69.1K
|
35.6K
$20.4M
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-145- 5.0% |
$59.5K - $69.1K
|
2.75K
$1.57M
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-146- 6.04% |
$60K - $69.6K
|
2.27K
$1.3M
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-146- 3.3% |
$60K - $69.6K
|
4.28K
$2.44M
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-148- 1.96% |
$60.8K - $70.6K
|
7.41K
$4.23M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-148- 0.82% |
$60.8K - $70.6K
|
17.8K
$10.2M
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-149- 14.51% |
$61.2K - $71K
|
878
$502K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-149- 0.89% |
$61.2K - $71K
|
16.6K
$9.48M
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-150- 11.44% |
$61.6K - $71.5K
|
1.16K
$663K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-151- 8.68% |
$62K - $72K
|
1.59K
$908K
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-152- 8.03% |
$62.4K - $72.5K
|
1.74K
$995K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 1.35% |
$63.2K - $73.4K
|
11.2K
$6.42M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-155- 1.73% |
$63.7K - $73.9K
|
8.83K
$5.05M
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-155- 2.51% |
$63.7K - $73.9K
|
6.02K
$3.44M
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.72% |
$63.7K - $73.9K
|
8.85K
$5.05M
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-156- 13.11% |
$64.1K - $74.4K
|
1.03K
$591K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-157- 0.58% |
$64.5K - $74.8K
|
26.9K
$15.4M
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-158- 1.92% |
$64.9K - $75.3K
|
8.08K
$4.62M
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-158- 0.65% |
$64.9K - $75.3K
|
24.2K
$13.8M
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-159- 4.88% |
$65.3K - $75.8K
|
3.1K
$1.77M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-159- 1.79% |
$65.3K - $75.8K
|
8.74K
$4.99M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-160- 0.39% |
$65.7K - $76.3K
|
41.4K
$23.6M
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-160- 1.31% |
$65.7K - $76.3K
|
12.1K
$6.89M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-161- 1.18% |
$66.1K - $76.7K
|
13.5K
$7.73M
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-161- 0.78% |
$66.1K - $76.7K
|
20.4K
$11.6M
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-162- 1.59% |
$66.5K - $77.2K
|
10K
$5.72M
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-162- 2.39% |
$66.5K - $77.2K
|
6.62K
$3.78M
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-162- 4.22% |
$66.5K - $77.2K
|
3.68K
$2.1M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-164- 0.27% |
$67.4K - $78.2K
|
59.8K
$34.2M
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-165- 1.97% |
$67.8K - $78.7K
|
8.21K
$4.69M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 9.21% |
$67.8K - $78.7K
|
1.63K
$930K
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-165- 2.3% |
$67.8K - $78.7K
|
7K
$4M
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 9.21% |
$67.8K - $78.7K
|
1.63K
$930K
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-167- 4.35% |
$68.6K - $79.6K
|
3.68K
$2.1M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-167- 2.95% |
$68.6K - $79.6K
|
5.49K
$3.14M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-167- 0.21% |
$68.6K - $79.6K
|
78.8K
$45M
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-170- 1.7% |
$69.8K - $81K
|
9.85K
$5.63M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-173- 4.27% |
$71K - $82.5K
|
3.87K
$2.21M
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-174- 17.59% |
$71.5K - $82.9K
|
815
$466K
|