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 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
27+ 0.39% |
$12.6K - $14.1K
|
6.89K
$4.43M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
27+ 0.33% |
$12.6K - $14.1K
|
8.29K
$5.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 3.46% |
$12.1K - $13.6K
|
778
$500K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26+ 0.37% |
$12.1K - $13.6K
|
7.13K
$4.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
26+ 4.82% |
$12.1K - $13.6K
|
565
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
26+ 0.56% |
$12.1K - $13.6K
|
4.64K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
26+ 0.35% |
$12.1K - $13.6K
|
7.38K
$4.74M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
26+ 4.01% |
$12.1K - $13.6K
|
675
$434K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 0.51% |
$11.7K - $13.1K
|
4.94K
$3.17M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
25+ 8.77% |
$11.7K - $13.1K
|
310
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24+ 1.91% |
$11.2K - $12.6K
|
1.28K
$823K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
24+ 1.75% |
$11.2K - $12.6K
|
1.39K
$896K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
24+ 1.06% |
$11.2K - $12.6K
|
2.28K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
24+ 1.79% |
$11.2K - $12.6K
|
1.37K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
24+ 2.11% |
$11.2K - $12.6K
|
1.16K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24+ 26.97% |
$11.2K - $12.6K
|
113
$72.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 79.31% |
$10.7K - $12K
|
52
$33.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.73% |
$10.7K - $12K
|
3.18K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
23+ 3.19% |
$10.7K - $12K
|
744
$478K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
23+ 0.26% |
$10.7K - $12K
|
8.74K
$5.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 1.91% |
$10.7K - $12K
|
1.23K
$789K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
23+ 0.27% |
$10.7K - $12K
|
8.63K
$5.55M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
23+ 1.98% |
$10.7K - $12K
|
1.18K
$760K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
23+ 0.35% |
$10.7K - $12K
|
6.56K
$4.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.04% |
$10.3K - $11.5K
|
50.6K
$32.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
22+ 1.39% |
$10.3K - $11.5K
|
1.6K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$10.3K - $11.5K
|
22
$14.1K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22+ 0.42% |
$10.3K - $11.5K
|
5.3K
$3.41M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 1.54% |
$10.3K - $11.5K
|
1.45K
$930K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.3% |
$10.3K - $11.5K
|
7.43K
$4.78M
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
21+ 2.91% |
$9.81K - $11K
|
743
$478K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
21+ 0.39% |
$9.81K - $11K
|
5.34K
$3.43M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.52% |
$9.81K - $11K
|
4.05K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
20+ 0.41% |
$9.35K - $10.5K
|
4.87K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.54% |
$9.35K - $10.5K
|
3.75K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20+ 2.48% |
$9.35K - $10.5K
|
828
$532K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
20+ 1.11% |
$9.35K - $10.5K
|
1.83K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.6% |
$9.35K - $10.5K
|
3.37K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
20+ 3.25% |
$9.35K - $10.5K
|
635
$408K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 0.57% |
$9.35K - $10.5K
|
3.52K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.71% |
$9.35K - $10.5K
|
1.19K
$764K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.3% |
$8.88K - $9.94K
|
594
$382K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.18% |
$8.88K - $9.94K
|
10.5K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
19+ 0.34% |
$8.88K - $9.94K
|
5.69K
$3.65M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
18+ 0.87% |
$8.41K - $9.42K
|
2.1K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.98% |
$8.41K - $9.42K
|
1.86K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
18+ 0.32% |
$8.41K - $9.42K
|
5.58K
$3.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.12% |
$7.94K - $8.89K
|
14.4K
$9.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 1.13% |
$7.94K - $8.89K
|
1.52K
$975K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.46% |
$7.94K - $8.89K
|
3.72K
$2.39M
|