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 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-212- 15.75% |
$87.1K - $101K
|
1.13K
$648K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-213- 4.84% |
$87.5K - $102K
|
4.19K
$2.39M
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-214- 2.12% |
$87.9K - $102K
|
9.88K
$5.65M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-214- 3.05% |
$87.9K - $102K
|
6.81K
$3.89M
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-214- 9.28% |
$87.9K - $102K
|
2.09K
$1.19M
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-216- 21.16% |
$88.7K - $103K
|
805
$460K
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-220- 23.38% |
$90.3K - $105K
|
721
$412K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-220- 1.82% |
$90.3K - $105K
|
11.9K
$6.78M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-220- 6.67% |
$90.3K - $105K
|
3.08K
$1.76M
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-221- 2.28% |
$90.8K - $105K
|
9.48K
$5.42M
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-221- 3.32% |
$90.8K - $105K
|
6.43K
$3.67M
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-221- 3.15% |
$90.8K - $105K
|
6.8K
$3.88M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-222- 0.31% |
$91.2K - $106K
|
72K
$41.1M
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-222- 18.17% |
$91.2K - $106K
|
1K
$571K
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-223- 2.02% |
$91.6K - $106K
|
10.8K
$6.19M
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-223- 1.32% |
$91.6K - $106K
|
16.7K
$9.56M
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-223- 3.76% |
$91.6K - $106K
|
5.71K
$3.26M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-225- 6.51% |
$92.4K - $107K
|
3.23K
$1.85M
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-228- 8.93% |
$93.6K - $109K
|
2.33K
$1.33M
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-229- 0.89% |
$94K - $109K
|
25.4K
$14.5M
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-230- 1.62% |
$94.5K - $110K
|
14K
$7.99M
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-230- 0.51% |
$94.5K - $110K
|
44.4K
$25.4M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-230- 3.87% |
$94.5K - $110K
|
5.71K
$3.26M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-232- 22.16% |
$95.3K - $111K
|
815
$466K
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-234- 28.4% |
$96.1K - $112K
|
590
$337K
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-235- 20.0% |
$96.5K - $112K
|
940
$537K
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-235- 5.41% |
$96.5K - $112K
|
4.11K
$2.35M
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-236- 1.74% |
$96.9K - $112K
|
13.3K
$7.61M
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-239- 1.11% |
$98.2K - $114K
|
21.3K
$12.2M
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-239- 2.02% |
$98.2K - $114K
|
11.6K
$6.62M
|
|
Jan 24, 2024
Q4 2023
|
Barton Investment Management
|
SELL
|
- |
-240- 17.25% |
$98.6K - $114K
|
1.15K
$658K
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-240- 7.76% |
$98.6K - $114K
|
2.85K
$1.63M
|
|
Feb 14, 2024
Q4 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-241- 2.88% |
$99K - $115K
|
8.14K
$4.65M
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-242- 16.52% |
$99.4K - $115K
|
1.22K
$699K
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-242- 4.01% |
$99.4K - $115K
|
5.8K
$3.31M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-242- 8.28% |
$99.4K - $115K
|
2.68K
$1.53M
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-249- 4.24% |
$102K - $119K
|
5.62K
$3.21M
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 6.28% |
$103K - $119K
|
3.73K
$2.13M
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-250- 1.34% |
$103K - $119K
|
18.4K
$10.5M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-250- 25.2% |
$103K - $119K
|
742
$424K
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-254- 1.92% |
$104K - $121K
|
13K
$7.41M
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-255- 13.03% |
$105K - $122K
|
1.7K
$973K
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-256- 5.07% |
$105K - $122K
|
4.79K
$2.74M
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-257- 0.85% |
$106K - $123K
|
29.9K
$17.1M
|
|
Feb 01, 2024
Q4 2023
|
Emory University
Atlanta, GA |
SELL
|
- |
-257- 24.38% |
$106K - $123K
|
797
$455K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-258- 12.29% |
$106K - $123K
|
1.84K
$1.05M
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-261- 1.54% |
$107K - $124K
|
16.7K
$9.55M
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-261- 0.42% |
$107K - $124K
|
61.4K
$35.1M
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-262- 26.55% |
$108K - $125K
|
725
$414K
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-263- 7.38% |
$108K - $125K
|
3.3K
$1.89M
|