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
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
16+ 0.22% |
$7.48K - $8.37K
|
7.33K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.18% |
$7.48K - $8.37K
|
8.69K
$5.17M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
16+ 0.93% |
$7.48K - $8.37K
|
1.74K
$1.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
15+ 0.09% |
$7.01K - $7.85K
|
16.7K
$9.95M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
15+ 1.52% |
$7.01K - $7.85K
|
1.01K
$597K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
15+ 22.06% |
$7.01K - $7.85K
|
83
$49.3K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15+ 0.7% |
$7.01K - $7.85K
|
2.15K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
15+ 0.21% |
$7.01K - $7.85K
|
7.29K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
15+ 0.32% |
$7.01K - $7.85K
|
4.69K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 1.68% |
$7.01K - $7.85K
|
907
$539K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
15+ 0.16% |
$7.01K - $7.85K
|
9.49K
$5.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$6.54K - $7.32K
|
37K
$22M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.08% |
$6.54K - $7.32K
|
16.6K
$9.84M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
14+ 0.03% |
$6.54K - $7.32K
|
43.2K
$25.7M
|
|
|
May 10, 2024
Q1 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
14New |
$6.54K - $7.32K
|
14
$8.32K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
14+ 2.01% |
$6.54K - $7.32K
|
711
$423K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.32% |
$6.07K - $6.8K
|
4.04K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13+ 1.87% |
$6.07K - $6.8K
|
708
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
12+ 0.27% |
$5.61K - $6.28K
|
4.44K
$2.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12+ 0.33% |
$5.61K - $6.28K
|
3.62K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12+ 1.47% |
$5.61K - $6.28K
|
829
$493K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
12+ 0.18% |
$5.61K - $6.28K
|
6.73K
$4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 2.16% |
$5.61K - $6.28K
|
568
$338K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 1.01% |
$5.61K - $6.28K
|
1.2K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.33% |
$5.61K - $6.28K
|
3.63K
$2.16M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
11+ 0.23% |
$5.14K - $5.75K
|
4.74K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 1.24% |
$5.14K - $5.75K
|
900
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
11+ 0.74% |
$5.14K - $5.75K
|
1.49K
$886K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
11+ 0.28% |
$5.14K - $5.75K
|
3.99K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 4.14% |
$5.14K - $5.75K
|
277
$165K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
11+ 0.35% |
$5.14K - $5.75K
|
3.18K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11+ 0.19% |
$5.14K - $5.75K
|
5.72K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
11+ 0.69% |
$5.14K - $5.75K
|
1.62K
$960K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.74% |
$4.67K - $5.23K
|
1.37K
$813K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.21% |
$4.67K - $5.23K
|
4.73K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.27% |
$4.67K - $5.23K
|
3.73K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.45% |
$4.67K - $5.23K
|
2.24K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
10+ 0.15% |
$4.67K - $5.23K
|
6.81K
$4.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
10+ 1.55% |
$4.67K - $5.23K
|
657
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10+ 0.61% |
$4.67K - $5.23K
|
1.66K
$987K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
10+ 0.11% |
$4.67K - $5.23K
|
8.74K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
10+ 1.06% |
$4.67K - $5.23K
|
950
$565K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10+ 0.27% |
$4.67K - $5.23K
|
3.74K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.43% |
$4.67K - $5.23K
|
2.35K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 0.39% |
$4.21K - $4.71K
|
2.34K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.16% |
$4.21K - $4.71K
|
5.49K
$3.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.94% |
$4.21K - $4.71K
|
963
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9+ 0.17% |
$4.21K - $4.71K
|
5.28K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.33% |
$4.21K - $4.71K
|
2.75K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9+ 0.12% |
$4.21K - $4.71K
|
7.33K
$4.36M
|