Purchases and Sales Made in Q4 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Dec 12, 2024 Q4 2023
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-492
- 0.46%
$202K - $235K
106K $62.9M
Feb 13, 2024 Q4 2023
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-494
- 1.63%
$203K - $235K
29.7K $17.7M
Feb 01, 2024 Q4 2023
Klingenstein Fields & CO LP

SELL
 -
-495
- 0.94%
$203K - $236K
52.1K $31M
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-496
- 1.83%
$204K - $236K
26.6K $15.8M
Feb 12, 2024 Q4 2023
Wms Partners, LLC

SELL
 -
-498
- 5.91%
$205K - $237K
7.92K $4.71M
Feb 14, 2024 Q4 2023
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-498
- 1.01%
$205K - $237K
48.8K $29M
Jan 30, 2024 Q4 2023
Crescent Grove Advisors, LLC

SELL
 -
-509
- 0.79%
$209K - $243K
64K $38.1M
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
SELL
 -
-511
- 0.3%
$210K - $244K
172K $102M
Jan 10, 2024 Q4 2023
Legacy Private Trust Co.

SELL
 -
-518
- 13.42%
$213K - $247K
3.34K $1.99M
Jan 09, 2024 Q4 2023
Hyperion Partners, LLC

Berwyn, PA
SELL
 -
-522
- 7.38%
$214K - $249K
6.55K $3.9M
Feb 13, 2024 Q4 2023
First National Bank Of Omaha

Omaha, NE
SELL
 -
-532
- 3.5%
$218K - $254K
14.7K $8.72M
Jan 30, 2024 Q4 2023
Sfmg, LLC

SELL
 -
-533
- 2.34%
$219K - $254K
22.2K $13.2M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-535
- 2.32%
$220K - $255K
22.6K $13.4M
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-536
- 10.4%
$220K - $256K
4.62K $2.75M
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

SELL
 -
-538
- 4.9%
$221K - $256K
10.4K $6.22M
Feb 01, 2024 Q4 2023
Moneda S.A. Administradora General De Fondos

SELL
 -
-541
- 5.38%
$222K - $258K
9.52K $5.67M
Jan 05, 2024 Q4 2023
Bromfield Sneider Wealth Advisors

SELL
 -
-542
- 0.96%
$223K - $258K
56.1K $33.4M
Jan 09, 2024 Q4 2023
Interchange Capital Partners, LLC

SELL
 -
-543
- 10.07%
$223K - $259K
4.85K $2.88M
Jan 30, 2024 Q4 2023
Octavia Wealth Advisors, LLC

SELL
 -
-548
- 9.64%
$225K - $261K
5.14K $3.06M
Jan 05, 2024 Q4 2023
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-550
- 3.94%
$226K - $262K
13.4K $7.98M
Feb 12, 2024 Q4 2023
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-570
- 17.2%
$234K - $272K
2.74K $1.63M
Feb 09, 2024 Q4 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-572
- 2.64%
$235K - $273K
21.1K $12.6M
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

SELL
 -
-575
- 31.49%
$236K - $274K
1.25K $744K
Feb 08, 2024 Q4 2023
Navellier & Associates Inc

Reno, NV
SELL
 -
-575
- 17.44%
$236K - $274K
2.72K $1.62M
Jan 31, 2024 Q4 2023
Palouse Capital Management, Inc.

SELL
 -
-577
- 15.57%
$237K - $275K
3.13K $1.86M
Jan 23, 2024 Q4 2023
Straight Path Wealth Management

SELL
 -
-578
- 41.02%
$237K - $276K
831 $494K
Jan 31, 2024 Q4 2023
Steph & CO

SELL
 -
-587
- 6.42%
$241K - $280K
8.55K $5.09M
Jan 31, 2024 Q4 2023
Geneva Partners, LLC

SELL
 -
-587
- 14.12%
$241K - $280K
3.57K $2.12M
Jan 09, 2024 Q4 2023
Cypress Financial Planning LLC

SELL
 -
-590
- 6.02%
$242K - $281K
9.21K $5.48M
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

SELL
 -
-596
- 2.41%
$245K - $284K
24.2K $14.4M
Jan 24, 2024 Q4 2023
Forza Wealth Management, LLC

Sarasota, FL
SELL
 -
-600
- 9.44%
$246K - $286K
5.76K $3.42M
Jan 31, 2024 Q4 2023
Luken Investment Analytics, LLC

Brentwood, TN
SELL
 -
-600
- 2.12%
$246K - $286K
27.7K $16.5M
Jan 26, 2024 Q4 2023
Hemington Wealth Management

SELL
 -
-614
- 17.26%
$252K - $293K
2.94K $1.75M
Feb 14, 2024 Q4 2023
Bank Of Hawaii

Honolulu, HI
SELL
 -
-614
- 0.28%
$252K - $293K
217K $129M
Feb 09, 2024 Q4 2023
Union Savings Bank

Litchfield, CT
SELL
 -
-616
- 3.01%
$253K - $294K
19.8K $11.8M
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

SELL
 -
-622
- 2.18%
$255K - $297K
27.9K $16.6M
Feb 07, 2024 Q4 2023
Agf Management LTD

Toronto Ontario Canada, A6
SELL
 -
-624
- 2.38%
$256K - $297K
25.6K $15.2M
Jan 11, 2024 Q4 2023
Bremer Bank National Association

SELL
 -
-625
- 0.66%
$257K - $298K
93.7K $55.8M
Feb 12, 2024 Q4 2023
Investidor Profissional Gestao De Recursos Ltda.

Rio De Janeiro, D5
SELL
 -
-627
- 35.36%
$257K - $299K
1.15K $682K
Jan 19, 2024 Q4 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
SELL
 -
-630
Closed
$259K - $300K
0 $0
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-630
- 1.03%
$259K - $300K
60.8K $36.2M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

SELL
 -
-630
- 3.85%
$259K - $300K
15.8K $9.37M
Feb 13, 2024 Q4 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-633
- 1.74%
$260K - $302K
35.8K $21.3M
Jan 31, 2024 Q4 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-642
- 4.69%
$264K - $306K
13K $7.75M
Jan 30, 2024 Q4 2023
Mtc Wealth Management LLC

SELL
 -
-649
- 1.08%
$267K - $309K
59.2K $35.2M
Jan 18, 2024 Q4 2023
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-659
- 5.04%
$271K - $314K
12.4K $7.39M
Jan 25, 2024 Q4 2023
Strategic Investment Management, LLC

SELL
 -
-660
- 6.36%
$271K - $315K
9.71K $5.78M
Jan 18, 2024 Q4 2023
Tfb Advisors LLC

Overland Park, KS
SELL
 -
-662
- 32.61%
$272K - $316K
1.37K $814K
Feb 06, 2024 Q4 2023
Rebalance, LLC

Palo Alto, CA
SELL
 -
-663
- 5.94%
$272K - $316K
10.5K $6.25M

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