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 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
100+ 1.44% |
$46.7K - $52.3K
|
7.04K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100+ 20.28% |
$46.7K - $52.3K
|
593
$352K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
99+ 6.29% |
$46.3K - $51.8K
|
1.67K
$995K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
98New |
$45.8K - $51.3K
|
98
$58.2K
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
98+ 6.88% |
$45.8K - $51.3K
|
1.52K
$904K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
97+ 12.25% |
$45.3K - $50.7K
|
889
$528K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
97+ 0.37% |
$45.3K - $50.7K
|
26.4K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
96+ 1.04% |
$44.9K - $50.2K
|
9.31K
$5.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
96+ 6.92% |
$44.9K - $50.2K
|
1.48K
$882K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
96+ 5.78% |
$44.9K - $50.2K
|
1.76K
$1.04M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
95+ 0.5% |
$44.4K - $49.7K
|
19.3K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
94+ 5.66% |
$43.9K - $49.2K
|
1.76K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 48.68% |
$43K - $48.1K
|
281
$167K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
92+ 0.75% |
$43K - $48.1K
|
12.4K
$7.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 1.54% |
$42.5K - $47.6K
|
6K
$3.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
91+ 11.4% |
$42.5K - $47.6K
|
889
$528K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 12.47% |
$42.5K - $47.6K
|
821
$488K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
91+ 0.61% |
$42.5K - $47.6K
|
15K
$8.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
89+ 7.24% |
$41.6K - $46.6K
|
1.32K
$784K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
89+ 0.8% |
$41.6K - $46.6K
|
11.2K
$6.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
89+ 0.29% |
$41.6K - $46.6K
|
30.5K
$18.1M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
89+ 2.4% |
$41.6K - $46.6K
|
3.8K
$2.26M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
88+ 1.38% |
$41.1K - $46K
|
6.46K
$3.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
87+ 3.69% |
$40.7K - $45.5K
|
2.44K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
87+ 12.38% |
$40.7K - $45.5K
|
790
$469K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
87+ 3.44% |
$40.7K - $45.5K
|
2.62K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 0.05% |
$40.7K - $45.5K
|
158K
$94.1M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
86+ 0.4% |
$40.2K - $45K
|
21.8K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
85+ 0.86% |
$39.7K - $44.5K
|
10K
$5.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
85+ 1.35% |
$39.7K - $44.5K
|
6.38K
$3.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85+ 0.72% |
$39.7K - $44.5K
|
11.9K
$7.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
85+ 10.84% |
$39.7K - $44.5K
|
869
$516K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
85+ 0.04% |
$39.7K - $44.5K
|
215K
$128M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
84+ 1.42% |
$39.3K - $43.9K
|
5.98K
$3.55M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
84+ 19.72% |
$39.3K - $43.9K
|
510
$303K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
82+ 5.06% |
$38.3K - $42.9K
|
1.7K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
81+ 14.44% |
$37.8K - $42.4K
|
642
$382K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
80+ 0.57% |
$37.4K - $41.9K
|
14.1K
$8.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
80New |
$37.4K - $41.9K
|
80
$47.5K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
80+ 0.67% |
$37.4K - $41.9K
|
12K
$7.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
79+ 9.6% |
$36.9K - $41.3K
|
902
$536K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
78+ 4.35% |
$36.4K - $40.8K
|
1.87K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
77+ 7.15% |
$36K - $40.3K
|
1.15K
$686K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
76+ 6.79% |
$35.5K - $39.8K
|
1.2K
$710K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
75+ 2.64% |
$35K - $39.2K
|
2.92K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$35K - $39.2K
|
75
$44.6K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
75+ 0.99% |
$35K - $39.2K
|
7.65K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
75+ 30.61% |
$35K - $39.2K
|
320
$190K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
74+ 2.02% |
$34.6K - $38.7K
|
3.73K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 1.21% |
$34.6K - $38.7K
|
6.21K
$3.69M
|