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 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
53+ 3.8% |
$24.8K - $27.7K
|
1.45K
$861K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
53+ 7.34% |
$24.8K - $27.7K
|
775
$461K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
53+ 2.48% |
$24.8K - $27.7K
|
2.19K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
52+ 8.1% |
$24.3K - $27.2K
|
694
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
52+ 0.23% |
$24.3K - $27.2K
|
22.5K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
52+ 1.47% |
$24.3K - $27.2K
|
3.59K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52+ 0.17% |
$24.3K - $27.2K
|
31K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
52+ 1.13% |
$24.3K - $27.2K
|
4.66K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
51+ 0.94% |
$23.8K - $26.7K
|
5.47K
$3.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 3.03% |
$23.8K - $26.7K
|
1.73K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
51+ 1.6% |
$23.8K - $26.7K
|
3.23K
$1.92M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
50+ 0.47% |
$23.4K - $26.2K
|
10.6K
$6.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 1.61% |
$23.4K - $26.2K
|
3.15K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
50+ 2.19% |
$23.4K - $26.2K
|
2.34K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
50+ 1.25% |
$23.4K - $26.2K
|
4.06K
$2.41M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
50+ 3.43% |
$23.4K - $26.2K
|
1.51K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
50+ 1.32% |
$23.4K - $26.2K
|
3.83K
$2.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
49+ 0.47% |
$22.9K - $25.6K
|
10.5K
$6.24M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
BUY
|
- |
49+ 2.32% |
$22.9K - $25.6K
|
2.16K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
48+ 1.2% |
$22.4K - $25.1K
|
4.05K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
48+ 1.89% |
$22.4K - $25.1K
|
2.59K
$1.54M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47+ 10.24% |
$22K - $24.6K
|
506
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47+ 0.11% |
$22K - $24.6K
|
42.9K
$25.5M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47+ 1.91% |
$22K - $24.6K
|
2.5K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46+ 0.12% |
$21.5K - $24.1K
|
37.3K
$22.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
46+ 0.73% |
$21.5K - $24.1K
|
6.37K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
46+ 0.44% |
$21.5K - $24.1K
|
10.5K
$6.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
45+ 2.05% |
$21K - $23.5K
|
2.24K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
45+ 0.44% |
$21K - $23.5K
|
10.2K
$6.08M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
44+ 3.93% |
$20.6K - $23K
|
1.16K
$692K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 0.58% |
$20.6K - $23K
|
7.62K
$4.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44+ 0.2% |
$20.6K - $23K
|
21.9K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 1.41% |
$20.6K - $23K
|
3.16K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
44+ 104.76% |
$20.6K - $23K
|
86
$51.1K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44+ 0.2% |
$20.6K - $23K
|
21.9K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
43+ 0.86% |
$20.1K - $22.5K
|
5.04K
$3M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
43+ 4.13% |
$20.1K - $22.5K
|
1.09K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 35.25% |
$20.1K - $22.5K
|
165
$98.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
43+ 4.08% |
$20.1K - $22.5K
|
1.1K
$653K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
43+ 4.8% |
$20.1K - $22.5K
|
938
$557K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
43+ 3.5% |
$20.1K - $22.5K
|
1.27K
$755K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
42+ 5.87% |
$19.6K - $22K
|
757
$450K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
42+ 1.92% |
$19.6K - $22K
|
2.23K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
42+ 3.84% |
$19.6K - $22K
|
1.14K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
42+ 1.61% |
$19.6K - $22K
|
2.66K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
41+ 0.33% |
$19.2K - $21.4K
|
12.6K
$7.49M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
41+ 2.66% |
$19.2K - $21.4K
|
1.58K
$940K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
41+ 1.68% |
$19.2K - $21.4K
|
2.48K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
40+ 3.17% |
$18.7K - $20.9K
|
1.3K
$774K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
40+ 3.66% |
$18.7K - $20.9K
|
1.13K
$673K
|