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
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-265- 0.04% |
$109K - $126K
|
604K
$345M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-266- 1.86% |
$109K - $127K
|
14.1K
$8.03M
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-267- 8.96% |
$110K - $127K
|
2.71K
$1.55M
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-269- 3.01% |
$110K - $128K
|
8.67K
$4.96M
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-269- 4.05% |
$110K - $128K
|
6.38K
$3.64M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-270- 4.96% |
$111K - $129K
|
5.18K
$2.96M
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-273- 1.39% |
$112K - $130K
|
19.3K
$11M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-274- 0.61% |
$113K - $131K
|
44.4K
$25.4M
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-275- 11.79% |
$113K - $131K
|
2.06K
$1.18M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-276- 1.07% |
$113K - $132K
|
25.4K
$14.5M
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 5.27% |
$114K - $132K
|
4.98K
$2.84M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-277- 0.31% |
$114K - $132K
|
89K
$50.9M
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-280- 31.01% |
$115K - $133K
|
623
$356K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-280- 3.72% |
$115K - $133K
|
7.24K
$4.14M
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-281- 1.93% |
$115K - $134K
|
14.3K
$8.16M
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 5.52% |
$116K - $134K
|
4.83K
$2.76M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-282- 0.28% |
$116K - $134K
|
101K
$57.8M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-284- 16.9% |
$117K - $135K
|
1.4K
$798K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-285- 16.44% |
$117K - $136K
|
1.45K
$828K
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-287- 1.14% |
$118K - $137K
|
24.9K
$14.3M
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-289- 6.4% |
$119K - $138K
|
4.23K
$2.41M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-290- 33.53% |
$119K - $138K
|
575
$329K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-290- 7.3% |
$119K - $138K
|
3.68K
$2.1M
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-291- 0.14% |
$120K - $139K
|
215K
$123M
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-293- 7.71% |
$120K - $140K
|
3.51K
$2M
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-294- 0.61% |
$121K - $140K
|
47.9K
$27.4M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-296- 1.44% |
$122K - $141K
|
20.3K
$11.6M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-296- 0.41% |
$122K - $141K
|
71.1K
$40.6M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-301- 24.2% |
$124K - $143K
|
943
$539K
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-301- 4.01% |
$124K - $143K
|
7.21K
$4.12M
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-304- 21.79% |
$125K - $145K
|
1.09K
$623K
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-304- 4.88% |
$125K - $145K
|
5.92K
$3.38M
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-304- 3.18% |
$125K - $145K
|
9.26K
$5.29M
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-305- 0.84% |
$125K - $145K
|
36K
$20.6M
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-307- 27.93% |
$126K - $146K
|
792
$453K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-312- 39.54% |
$128K - $149K
|
477
$273K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-315- 7.45% |
$129K - $150K
|
3.92K
$2.24M
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-315- 1.71% |
$129K - $150K
|
18.1K
$10.3M
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-317- 8.66% |
$130K - $151K
|
3.34K
$1.91M
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-320- 1.28% |
$131K - $153K
|
24.7K
$14.1M
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-323- 0.83% |
$133K - $154K
|
38.5K
$22M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-323- 0.4% |
$133K - $154K
|
81.1K
$46.3M
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-327- 4.11% |
$134K - $156K
|
7.63K
$4.36M
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-328- 2.48% |
$135K - $156K
|
12.9K
$7.37M
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-328- 3.0% |
$135K - $156K
|
10.6K
$6.06M
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-331- 3.12% |
$136K - $158K
|
10.3K
$5.88M
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-339- 66.73% |
$139K - $162K
|
169
$96.6K
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-339- 0.57% |
$139K - $162K
|
58.7K
$33.6M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-341- 0.72% |
$140K - $163K
|
47.1K
$26.9M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-342- 1.85% |
$140K - $163K
|
18.1K
$10.4M
|