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 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
39.6K+ 72.19% |
$16.3M - $18.9M
|
94.5K
$56.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
39.3K+ 34.1% |
$16.1M - $18.7M
|
154K
$92.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Panview Asian Equity Master Fund
Central, K3 |
BUY
|
- |
39KNew |
$16M - $18.6M
|
39K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
38.5K+ 354.34% |
$15.8M - $18.4M
|
49.4K
$29.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
38.4K+ 134.93% |
$15.8M - $18.3M
|
66.8K
$40.2M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
38KNew |
$15.6M - $18.1M
|
38K
$22.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
37.9K+ 277.33% |
$15.6M - $18.1M
|
51.6K
$31M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
37.9K+ 67.61% |
$15.6M - $18.1M
|
94K
$56.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.7K+ 18.6% |
$15.5M - $18M
|
240K
$144M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36.3KNew |
$14.9M - $17.3M
|
36.3K
$21.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
36KNew |
$14.8M - $17.2M
|
36K
$21.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
35.5KNew |
$14.6M - $16.9M
|
35.5K
$21.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35.3K+ 31.82% |
$14.5M - $16.8M
|
146K
$87.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.1K+ 18.6% |
$14.4M - $16.7M
|
224K
$135M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34.2K+ 12.76% |
$14M - $16.3M
|
302K
$182M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
34.2K+ 163.43% |
$14M - $16.3M
|
55.1K
$33.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
34.1K+ 43207.59% |
$14M - $16.3M
|
34.2K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
34KNew |
$14M - $16.2M
|
34K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33.5K+ 13.98% |
$13.7M - $15.9M
|
273K
$164M
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
32.9KNew |
$13.5M - $15.7M
|
32.9K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32.6K+ 2.74% |
$13.4M - $15.5M
|
1.22M
$736M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
32K+ 78.42% |
$13.1M - $15.2M
|
72.7K
$43.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
31.7K+ 24.46% |
$13M - $15.1M
|
161K
$97M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
31.5K+ 5.97% |
$12.9M - $15M
|
558K
$335M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
31.4KNew |
$12.9M - $15M
|
31.4K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.1KNew |
$12.8M - $14.8M
|
31.1K
$18.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31K+ 123.76% |
$12.7M - $14.8M
|
56.1K
$33.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31K+ 23.82% |
$12.7M - $14.8M
|
161K
$96.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
30.9K+ 10.79% |
$12.7M - $14.7M
|
317K
$191M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
30.8K+ 1.84% |
$12.7M - $14.7M
|
1.7M
$1.02B
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
30.7K+ 0.96% |
$12.6M - $14.6M
|
3.23M
$1.94B
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
30.1K+ 19.98% |
$12.3M - $14.3M
|
181K
$109M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.1K+ 8.33% |
$12.3M - $14.3M
|
391K
$235M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
29.8K+ 518.21% |
$12.2M - $14.2M
|
35.6K
$21.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.8K+ 15.38% |
$12.2M - $14.2M
|
223K
$134M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.4K+ 1.91% |
$12.1M - $14M
|
1.57M
$943M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
29.4K+ 50.48% |
$12.1M - $14M
|
87.7K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$12.1M - $14M
|
29.4K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
29.1K+ 156.68% |
$12M - $13.9M
|
47.7K
$28.7M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
29.1KNew |
$11.9M - $13.9M
|
29.1K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
28.9K+ 69.17% |
$11.9M - $13.8M
|
70.8K
$42.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28.8K+ 167.7% |
$11.8M - $13.7M
|
45.9K
$27.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
28.4KNew |
$11.7M - $13.5M
|
28.4K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
28K+ 89.73% |
$11.5M - $13.3M
|
59.1K
$35.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
27.9K+ 1775.21% |
$11.4M - $13.3M
|
29.4K
$17.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
27.8KNew |
$11.4M - $13.2M
|
27.8K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
27.7K+ 26.87% |
$11.4M - $13.2M
|
131K
$78.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
27.5KNew |
$11.3M - $13.1M
|
27.5K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
27.5KNew |
$11.3M - $13.1M
|
27.5K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
27.5K+ 13.38% |
$11.3M - $13.1M
|
233K
$140M
|