Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.9KNew |
$885K - $991K
|
1.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
1.88KNew |
$880K - $986K
|
1.88K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.88K+ 2.83% |
$876K - $981K
|
68.1K
$36.7M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.87K+ 23.37% |
$874K - $978K
|
9.87K
$5.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.87K+ 0.94% |
$871K - $976K
|
199K
$107M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.86KNew |
$870K - $974K
|
1.86K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.83K+ 9.02% |
$855K - $957K
|
22.1K
$11.9M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.82K+ 6.54% |
$850K - $951K
|
29.6K
$16M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.82KNew |
$848K - $950K
|
1.82K
$979K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.81K+ 9.86% |
$846K - $947K
|
20.2K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.81KNew |
$846K - $947K
|
1.81K
$976K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.8K+ 21.65% |
$841K - $942K
|
10.1K
$5.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.79K+ 47.49% |
$835K - $935K
|
5.55K
$2.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.77K+ 191.78% |
$829K - $928K
|
2.7K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.76K+ 2.8% |
$821K - $919K
|
64.4K
$34.7M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.76K+ 48.13% |
$820K - $918K
|
5.4K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.72K+ 104.68% |
$805K - $901K
|
3.37K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.71KNew |
$801K - $897K
|
1.71K
$924K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.71K+ 23.43% |
$799K - $894K
|
9K
$4.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.7K+ 11.52% |
$793K - $887K
|
16.4K
$8.85M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.7K+ 3.22% |
$792K - $887K
|
54.4K
$29.3M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.69K+ 5.88% |
$790K - $885K
|
30.5K
$16.4M
|
|
|
May 06, 2024
Q1 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
1.69KNew |
$790K - $884K
|
1.69K
$911K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.69K+ 2.56% |
$787K - $882K
|
67.4K
$36.3M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.68K+ 2.56% |
$787K - $881K
|
67.4K
$36.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 49.06% |
$783K - $876K
|
5.09K
$2.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.68K+ 7.36% |
$783K - $876K
|
24.4K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.67K+ 2115.19% |
$781K - $874K
|
1.75K
$943K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.66K+ 6.0% |
$777K - $870K
|
29.4K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.66K+ 0.95% |
$777K - $870K
|
176K
$94.8M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.66K+ 291.24% |
$777K - $870K
|
2.23K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.65K+ 23.45% |
$772K - $865K
|
8.7K
$4.69M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.65K+ 7.75% |
$769K - $861K
|
22.9K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 0.83% |
$765K - $856K
|
200K
$108M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.63K+ 2.14% |
$760K - $851K
|
77.5K
$41.8M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.62K+ 3.21% |
$756K - $846K
|
52K
$28M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.61K+ 9.12% |
$754K - $844K
|
19.3K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.61K+ 1.13% |
$751K - $841K
|
144K
$77.5M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.6K+ 3.11% |
$749K - $838K
|
53.2K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.6K+ 90.44% |
$747K - $837K
|
3.37K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.6K+ 40.95% |
$746K - $836K
|
5.5K
$2.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.59K+ 18.59% |
$745K - $834K
|
10.2K
$5.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.59K+ 192.48% |
$742K - $831K
|
2.41K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.59K+ 15.09% |
$741K - $830K
|
12.1K
$6.52M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.56KNew |
$730K - $817K
|
1.56K
$842K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54K+ 12.07% |
$718K - $804K
|
14.3K
$7.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.52K+ 660.43% |
$710K - $795K
|
1.75K
$943K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.52K+ 34.18% |
$708K - $793K
|
5.95K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 2.17% |
$705K - $789K
|
71.1K
$38.3M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.51KNew |
$703K - $787K
|
1.51K
$811K
|