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 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
271+ 3.78% |
$127K - $142K
|
7.44K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
270+ 29.16% |
$126K - $141K
|
1.2K
$665K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
269+ 41.38% |
$126K - $141K
|
919
$511K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
268+ 5.63% |
$125K - $140K
|
5.03K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
268+ 31.87% |
$125K - $140K
|
1.11K
$616K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
267+ 24.01% |
$125K - $140K
|
1.38K
$766K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
265+ 26.85% |
$124K - $139K
|
1.25K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
264+ 0.4% |
$123K - $138K
|
67K
$37.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
264+ 34.46% |
$123K - $138K
|
1.03K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
263+ 11.27% |
$123K - $138K
|
2.6K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
261+ 4.8% |
$122K - $137K
|
5.7K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
261+ 3.02% |
$122K - $137K
|
8.92K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
260+ 0.28% |
$121K - $136K
|
94.4K
$52.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
259+ 1.46% |
$121K - $136K
|
18K
$9.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
257+ 7.81% |
$120K - $134K
|
3.55K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
256+ 5.37% |
$120K - $134K
|
5.03K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
256+ 26.26% |
$120K - $134K
|
1.23K
$684K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
255+ 3.93% |
$119K - $133K
|
6.75K
$3.75M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
255+ 11.63% |
$119K - $133K
|
2.45K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
254+ 33.16% |
$119K - $133K
|
1.02K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
253+ 15.94% |
$118K - $132K
|
1.84K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
253+ 6.05% |
$118K - $132K
|
4.44K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
252+ 4.3% |
$118K - $132K
|
6.11K
$3.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
250+ 409.84% |
$117K - $131K
|
311
$173K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
250+ 1.36% |
$117K - $131K
|
18.7K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
250+ 4.28% |
$117K - $131K
|
6.09K
$3.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
249+ 1.9% |
$116K - $130K
|
13.3K
$7.41M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
247+ 3.45% |
$115K - $129K
|
7.4K
$4.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
246+ 1.72% |
$115K - $129K
|
14.6K
$8.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
242+ 1.1% |
$113K - $127K
|
22.3K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
242+ 6.67% |
$113K - $127K
|
3.87K
$2.15M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
238+ 15.96% |
$111K - $125K
|
1.73K
$961K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
236+ 19.78% |
$110K - $123K
|
1.43K
$794K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
234+ 5.25% |
$109K - $122K
|
4.7K
$2.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
232+ 23.2% |
$108K - $121K
|
1.23K
$685K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
232+ 0.94% |
$108K - $121K
|
24.9K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
232+ 11.38% |
$108K - $121K
|
2.27K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
231+ 28.98% |
$108K - $121K
|
1.03K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
231+ 2.47% |
$108K - $121K
|
9.59K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
230+ 0.15% |
$107K - $120K
|
151K
$83.8M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
228+ 9.38% |
$107K - $119K
|
2.66K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
226+ 2.29% |
$106K - $118K
|
10.1K
$5.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
225+ 1.07% |
$105K - $118K
|
21.3K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
225+ 0.96% |
$105K - $118K
|
23.7K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
224+ 1.28% |
$105K - $117K
|
17.8K
$9.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
224+ 3.99% |
$105K - $117K
|
5.84K
$3.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
223+ 1.98% |
$104K - $117K
|
11.5K
$6.37M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
221+ 7.17% |
$103K - $116K
|
3.3K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
220+ 4.01% |
$103K - $115K
|
5.71K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
220+ 5.35% |
$103K - $115K
|
4.33K
$2.41M
|