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 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
345+ 15.31% |
$161K - $180K
|
2.6K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
345+ 7.39% |
$161K - $180K
|
5.01K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
345+ 0.28% |
$161K - $180K
|
122K
$64.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
344+ 2.7% |
$161K - $180K
|
13.1K
$6.89M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
339+ 61.86% |
$158K - $177K
|
887
$467K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
335+ 2.42% |
$157K - $175K
|
14.2K
$7.47M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
334+ 175.79% |
$156K - $175K
|
524
$276K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
331+ 92.2% |
$155K - $173K
|
690
$363K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
330New |
$154K - $173K
|
330
$174K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
328+ 9.62% |
$153K - $172K
|
3.74K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
328+ 0.15% |
$153K - $172K
|
223K
$117M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
323+ 9.18% |
$151K - $169K
|
3.84K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
321+ 41.1% |
$150K - $168K
|
1.1K
$580K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
316+ 0.71% |
$148K - $165K
|
44.8K
$23.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
316+ 5.5% |
$148K - $165K
|
6.06K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
315+ 3.32% |
$147K - $165K
|
9.81K
$5.17M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
314+ 2.2% |
$147K - $164K
|
14.6K
$7.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
311+ 5.57% |
$145K - $163K
|
5.9K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
311+ 0.67% |
$145K - $163K
|
46.7K
$24.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
309+ 68.21% |
$144K - $162K
|
762
$401K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
309New |
$144K - $162K
|
309
$163K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
306+ 2.24% |
$143K - $160K
|
14K
$7.35M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
305New |
$143K - $160K
|
305
$161K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
303+ 0.97% |
$142K - $159K
|
31.4K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
303+ 70.63% |
$142K - $159K
|
732
$385K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
303New |
$142K - $159K
|
303
$160K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
302+ 5.0% |
$141K - $158K
|
6.34K
$3.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
302+ 4.23% |
$141K - $158K
|
7.44K
$3.91M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
302+ 0.25% |
$141K - $158K
|
123K
$64.6M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
301+ 3.85% |
$141K - $157K
|
8.13K
$4.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 1.67% |
$140K - $157K
|
18.3K
$9.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
300+ 71.26% |
$140K - $157K
|
721
$380K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
300+ 9.38% |
$140K - $157K
|
3.5K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
297+ 1.19% |
$139K - $155K
|
25.2K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
296+ 14.87% |
$138K - $155K
|
2.29K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
296+ 21.64% |
$138K - $155K
|
1.66K
$876K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
293+ 4.26% |
$137K - $153K
|
7.17K
$3.78M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
293+ 22.38% |
$137K - $153K
|
1.6K
$843K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
291+ 1.03% |
$136K - $152K
|
28.5K
$15M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
290+ 2.89% |
$136K - $152K
|
10.3K
$5.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
289+ 1.53% |
$135K - $151K
|
19.1K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
289+ 1.08% |
$135K - $151K
|
27.1K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
288+ 4.51% |
$135K - $151K
|
6.67K
$3.51M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
285+ 1.28% |
$133K - $149K
|
22.5K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
283+ 1.92% |
$132K - $148K
|
15K
$7.91M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
279+ 0.09% |
$130K - $146K
|
297K
$157M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
278+ 50.0% |
$130K - $145K
|
834
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
277+ 20.5% |
$129K - $145K
|
1.63K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
276+ 2.41% |
$129K - $144K
|
11.7K
$6.18M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
275+ 3.76% |
$129K - $144K
|
7.6K
$4M
|