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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.22K+ 5.7% |
$568K - $636K
|
22.6K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.2K+ 5.51% |
$560K - $627K
|
22.9K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 9.05% |
$560K - $627K
|
14.4K
$7.6M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.2K+ 1.03% |
$559K - $626K
|
118K
$62M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.2K+ 4.21% |
$559K - $626K
|
29.6K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.19K+ 51.09% |
$556K - $623K
|
3.52K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.19KNew |
$556K - $622K
|
1.19K
$626K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 2.7% |
$555K - $622K
|
45.2K
$23.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.19K+ 3.54% |
$555K - $622K
|
34.7K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.19K+ 0.82% |
$555K - $622K
|
146K
$76.8M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.18K+ 7.6% |
$552K - $618K
|
16.7K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.18KNew |
$552K - $618K
|
1.18K
$622K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.18KNew |
$550K - $615K
|
1.18K
$619K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.17K+ 163.32% |
$547K - $613K
|
1.89K
$994K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.16K+ 10.01% |
$541K - $605K
|
12.7K
$6.7M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 6.71% |
$535K - $599K
|
18.2K
$9.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.14KNew |
$534K - $598K
|
1.14K
$602K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.13K+ 7.34% |
$527K - $590K
|
16.5K
$8.67M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.12K+ 4.54% |
$524K - $586K
|
25.8K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.12K+ 13.59% |
$524K - $586K
|
9.37K
$4.93M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.12K+ 3.37% |
$523K - $586K
|
34.4K
$18.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 1.14% |
$522K - $584K
|
99.1K
$52.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.11K+ 81.6% |
$520K - $582K
|
2.48K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.11K+ 6.7% |
$517K - $579K
|
17.6K
$9.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.1K+ 4.96% |
$516K - $578K
|
23.4K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 6.44% |
$514K - $575K
|
18.2K
$9.56M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.1K+ 2.51% |
$513K - $574K
|
44.9K
$23.6M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 17.64% |
$513K - $574K
|
7.32K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.08K+ 3.62% |
$505K - $565K
|
30.9K
$16.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.08K+ 2.83% |
$502K - $562K
|
39.1K
$20.6M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.07K+ 1.82% |
$500K - $560K
|
60K
$31.6M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.07K+ 9.44% |
$500K - $559K
|
12.4K
$6.52M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.07K+ 3.81% |
$499K - $558K
|
29.1K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.06K+ 5.39% |
$497K - $557K
|
20.8K
$10.9M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.06K+ 3.01% |
$497K - $556K
|
36.3K
$19.1M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.06K+ 5.58% |
$495K - $555K
|
20.1K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.06K+ 7.45% |
$494K - $553K
|
15.2K
$8.02M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.06K+ 23.28% |
$493K - $552K
|
5.59K
$2.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1.05K+ 1.61% |
$491K - $550K
|
66.4K
$35M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.05K+ 14.71% |
$490K - $549K
|
8.18K
$4.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.05K+ 1.03% |
$489K - $548K
|
102K
$53.8M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.05K+ 40.69% |
$489K - $548K
|
3.62K
$1.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 3.8% |
$489K - $547K
|
28.6K
$15.1M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.04K+ 5.81% |
$488K - $546K
|
19K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.23% |
$486K - $544K
|
47.7K
$25.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.03KNew |
$482K - $539K
|
1.03K
$543K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.03K+ 25.33% |
$479K - $536K
|
5.07K
$2.67M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.02K+ 62.2% |
$478K - $535K
|
2.67K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.01K+ 6.05% |
$472K - $529K
|
17.7K
$9.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.01K+ 0.81% |
$471K - $527K
|
125K
$65.8M
|