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 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.31% |
$3.74K - $4.19K
|
2.58K
$1.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8+ 0.49% |
$3.74K - $4.19K
|
1.66K
$872K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.74K - $4.19K
|
9.32K
$4.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8+ 0.35% |
$3.74K - $4.19K
|
2.33K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 2.17% |
$3.74K - $4.19K
|
376
$198K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8+ 0.41% |
$3.74K - $4.19K
|
1.95K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
8+ 1.81% |
$3.74K - $4.19K
|
450
$237K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
8+ 0.03% |
$3.74K - $4.19K
|
29K
$15.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.08% |
$3.27K - $3.66K
|
8.66K
$4.56M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
7+ 0.13% |
$3.27K - $3.66K
|
5.55K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
7+ 0.27% |
$3.27K - $3.66K
|
2.64K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7+ 0.45% |
$3.27K - $3.66K
|
1.57K
$828K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
7+ 0.68% |
$3.27K - $3.66K
|
1.04K
$545K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.39% |
$3.27K - $3.66K
|
1.81K
$955K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
7+ 0.4% |
$3.27K - $3.66K
|
1.76K
$928K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7+ 0.44% |
$3.27K - $3.66K
|
1.58K
$833K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.33% |
$3.27K - $3.66K
|
2.11K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
7+ 0.67% |
$3.27K - $3.66K
|
1.05K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
7+ 0.32% |
$3.27K - $3.66K
|
2.23K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 0.98% |
$3.27K - $3.66K
|
723
$381K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$3.27K - $3.66K
|
29.2K
$15.4M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7+ 0.18% |
$3.27K - $3.66K
|
3.99K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.37% |
$2.8K - $3.14K
|
1.64K
$863K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6+ 1.4% |
$2.8K - $3.14K
|
436
$230K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6+ 0.56% |
$2.8K - $3.14K
|
1.07K
$563K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6+ 0.35% |
$2.8K - $3.14K
|
1.71K
$898K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6+ 0.71% |
$2.8K - $3.14K
|
851
$448K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.31% |
$2.8K - $3.14K
|
1.96K
$1.03M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6+ 0.08% |
$2.8K - $3.14K
|
7.97K
$4.19M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.41% |
$2.34K - $2.62K
|
1.23K
$646K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$2.34K - $2.62K
|
3.94K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
5+ 20.83% |
$2.34K - $2.62K
|
29
$15.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5+ 0.1% |
$2.34K - $2.62K
|
5.2K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
5+ 0.33% |
$2.34K - $2.62K
|
1.51K
$795K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.24% |
$2.34K - $2.62K
|
2.08K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$2.34K - $2.62K
|
2.2K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5+ 0.2% |
$2.34K - $2.62K
|
2.47K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
5+ 0.11% |
$2.34K - $2.62K
|
4.71K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 1.42% |
$2.34K - $2.62K
|
357
$188K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5+ 0.11% |
$2.34K - $2.62K
|
4.6K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
5+ 0.02% |
$2.34K - $2.62K
|
20.4K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.45% |
$2.34K - $2.62K
|
1.12K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5+ 0.36% |
$2.34K - $2.62K
|
1.4K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.14% |
$2.34K - $2.62K
|
3.7K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.17% |
$2.34K - $2.62K
|
2.88K
$1.52M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
5New |
$2.34K - $2.62K
|
5
$2.63K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
4+ 0.69% |
$1.87K - $2.09K
|
582
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4+ 0.82% |
$1.87K - $2.09K
|
491
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 0.5% |
$1.87K - $2.09K
|
802
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
4New |
$1.87K - $2.09K
|
4
$2.11K
|