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 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-158- 1.92% |
$64.9K - $75.3K
|
8.08K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-158- 0.65% |
$64.9K - $75.3K
|
24.2K
$14.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-159- 4.88% |
$65.3K - $75.8K
|
3.1K
$1.82M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-159- 1.79% |
$65.3K - $75.8K
|
8.74K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-160- 0.39% |
$65.7K - $76.3K
|
41.4K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-160- 1.31% |
$65.7K - $76.3K
|
12.1K
$7.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-161- 1.18% |
$66.1K - $76.7K
|
13.5K
$7.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-161- 0.78% |
$66.1K - $76.7K
|
20.4K
$12M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-162- 1.59% |
$66.5K - $77.2K
|
10K
$5.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-162- 2.39% |
$66.5K - $77.2K
|
6.62K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-162- 4.22% |
$66.5K - $77.2K
|
3.68K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-164- 0.27% |
$67.4K - $78.2K
|
59.8K
$35.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-165- 1.97% |
$67.8K - $78.7K
|
8.21K
$4.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 9.21% |
$67.8K - $78.7K
|
1.63K
$957K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-165- 2.3% |
$67.8K - $78.7K
|
7K
$4.12M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 9.21% |
$67.8K - $78.7K
|
1.63K
$957K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-167- 4.35% |
$68.6K - $79.6K
|
3.68K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-167- 2.95% |
$68.6K - $79.6K
|
5.49K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-167- 0.21% |
$68.6K - $79.6K
|
78.8K
$46.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-170- 1.7% |
$69.8K - $81K
|
9.85K
$5.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-173- 4.27% |
$71K - $82.5K
|
3.87K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-174- 17.59% |
$71.5K - $82.9K
|
815
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 0.26% |
$71.9K - $83.4K
|
67.7K
$39.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-176- 23.88% |
$72.3K - $83.9K
|
561
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-177- 0.5% |
$72.7K - $84.4K
|
34.9K
$20.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-177- 18.87% |
$72.7K - $84.4K
|
761
$448K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-178- 2.27% |
$73.1K - $84.9K
|
7.66K
$4.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-178- 21.29% |
$73.1K - $84.9K
|
658
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-178- 14.85% |
$73.1K - $84.9K
|
1.02K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-178- 10.22% |
$73.1K - $84.9K
|
1.56K
$919K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-179- 1.31% |
$73.5K - $85.3K
|
13.5K
$7.96M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-180- 18.52% |
$73.9K - $85.8K
|
792
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-180- 3.33% |
$73.9K - $85.8K
|
5.22K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-181- 0.09% |
$74.3K - $86.3K
|
206K
$121M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-185- 2.45% |
$76K - $88.2K
|
7.36K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-188- 4.44% |
$77.2K - $89.6K
|
4.05K
$2.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-189- 24.9% |
$77.6K - $90.1K
|
570
$335K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-190- 9.9% |
$78K - $90.6K
|
1.73K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-192- 3.88% |
$78.9K - $91.5K
|
4.76K
$2.8M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-193- 39.31% |
$79.3K - $92K
|
298
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-194- 7.51% |
$79.7K - $92.5K
|
2.39K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-194- 1.8% |
$79.7K - $92.5K
|
10.6K
$6.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-197- 3.95% |
$80.9K - $93.9K
|
4.79K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-197- 3.55% |
$80.9K - $93.9K
|
5.36K
$3.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-198- 3.55% |
$81.3K - $94.4K
|
5.38K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-198- 5.52% |
$81.3K - $94.4K
|
3.39K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-199- 13.93% |
$81.7K - $94.9K
|
1.23K
$724K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-199- 23.66% |
$81.7K - $94.9K
|
642
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-199- 11.18% |
$81.7K - $94.9K
|
1.58K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-199- 0.22% |
$81.7K - $94.9K
|
89.5K
$52.6M
|