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 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
26+ 0.35% |
$12.1K - $13.6K
|
7.38K
$4.39M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
26+ 4.01% |
$12.1K - $13.6K
|
675
$401K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 0.51% |
$11.7K - $13.1K
|
4.94K
$2.94M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
25+ 8.77% |
$11.7K - $13.1K
|
310
$184K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24+ 1.91% |
$11.2K - $12.6K
|
1.28K
$761K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
24+ 1.75% |
$11.2K - $12.6K
|
1.39K
$828K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
24+ 1.06% |
$11.2K - $12.6K
|
2.28K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
24+ 1.79% |
$11.2K - $12.6K
|
1.37K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
24+ 2.11% |
$11.2K - $12.6K
|
1.16K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24+ 26.97% |
$11.2K - $12.6K
|
113
$67.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 79.31% |
$10.7K - $12K
|
52
$30.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.73% |
$10.7K - $12K
|
3.18K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
23+ 3.19% |
$10.7K - $12K
|
744
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
23+ 0.26% |
$10.7K - $12K
|
8.74K
$5.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 1.91% |
$10.7K - $12K
|
1.23K
$729K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
23+ 0.27% |
$10.7K - $12K
|
8.63K
$5.13M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
23+ 1.98% |
$10.7K - $12K
|
1.18K
$703K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
23+ 0.35% |
$10.7K - $12K
|
6.56K
$3.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.04% |
$10.3K - $11.5K
|
50.6K
$30.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
22+ 1.39% |
$10.3K - $11.5K
|
1.6K
$953K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$10.3K - $11.5K
|
22
$13.1K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22+ 0.42% |
$10.3K - $11.5K
|
5.3K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 1.54% |
$10.3K - $11.5K
|
1.45K
$860K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.3% |
$10.3K - $11.5K
|
7.43K
$4.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
21+ 2.91% |
$9.81K - $11K
|
743
$442K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
21+ 0.39% |
$9.81K - $11K
|
5.34K
$3.17M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.52% |
$9.81K - $11K
|
4.05K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
20+ 0.41% |
$9.35K - $10.5K
|
4.87K
$2.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.54% |
$9.35K - $10.5K
|
3.75K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20+ 2.48% |
$9.35K - $10.5K
|
828
$492K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
20+ 1.11% |
$9.35K - $10.5K
|
1.83K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.6% |
$9.35K - $10.5K
|
3.37K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
20+ 3.25% |
$9.35K - $10.5K
|
635
$377K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 0.57% |
$9.35K - $10.5K
|
3.52K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.71% |
$9.35K - $10.5K
|
1.19K
$707K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.3% |
$8.88K - $9.94K
|
594
$353K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.18% |
$8.88K - $9.94K
|
10.5K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
19+ 0.34% |
$8.88K - $9.94K
|
5.69K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
18+ 0.87% |
$8.41K - $9.42K
|
2.1K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.98% |
$8.41K - $9.42K
|
1.86K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
18+ 0.32% |
$8.41K - $9.42K
|
5.58K
$3.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.12% |
$7.94K - $8.89K
|
14.4K
$8.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 1.13% |
$7.94K - $8.89K
|
1.52K
$902K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.46% |
$7.94K - $8.89K
|
3.72K
$2.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
17+ 3.02% |
$7.94K - $8.89K
|
579
$344K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
17+ 1.31% |
$7.94K - $8.89K
|
1.32K
$784K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
17+ 0.86% |
$7.94K - $8.89K
|
2K
$1.19M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
17+ 1.1% |
$7.94K - $8.89K
|
1.57K
$932K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
16+ 1.79% |
$7.48K - $8.37K
|
910
$541K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
16+ 0.28% |
$7.48K - $8.37K
|
5.74K
$3.41M
|