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 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
5+ 0.02% |
$2.34K - $2.62K
|
20.4K
$13.1M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.45% |
$2.34K - $2.62K
|
1.12K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5+ 0.36% |
$2.34K - $2.62K
|
1.4K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.14% |
$2.34K - $2.62K
|
3.7K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.17% |
$2.34K - $2.62K
|
2.88K
$1.85M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
5New |
$2.34K - $2.62K
|
5
$3.21K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
4+ 0.69% |
$1.87K - $2.09K
|
582
$374K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4+ 0.82% |
$1.87K - $2.09K
|
491
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 0.5% |
$1.87K - $2.09K
|
802
$515K
|
|
|
Apr 18, 2024
Q1 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
4New |
$1.87K - $2.09K
|
4
$2.57K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.21% |
$1.87K - $2.09K
|
1.89K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.64% |
$1.87K - $2.09K
|
629
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
4+ 0.27% |
$1.87K - $2.09K
|
1.49K
$956K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4+ 0.32% |
$1.87K - $2.09K
|
1.25K
$800K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
4+ 0.01% |
$1.87K - $2.09K
|
48.7K
$31.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4+ 0.39% |
$1.87K - $2.09K
|
1.04K
$670K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4+ 0.27% |
$1.87K - $2.09K
|
1.5K
$963K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.03% |
$1.87K - $2.09K
|
11.5K
$7.37M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.87K - $2.09K
|
1.02K
$658K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.31% |
$1.87K - $2.09K
|
1.29K
$830K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.07% |
$1.4K - $1.57K
|
4.58K
$2.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.4K - $1.57K
|
10.1K
$6.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3+ 0.17% |
$1.4K - $1.57K
|
1.77K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.29% |
$1.4K - $1.57K
|
1.02K
$657K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$1.4K - $1.57K
|
1.11K
$710K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.05% |
$1.4K - $1.57K
|
5.98K
$3.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.57K
|
2.01K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
3+ 0.54% |
$1.4K - $1.57K
|
559
$359K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.37% |
$1.4K - $1.57K
|
818
$526K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.4K - $1.57K
|
7.37K
$4.73M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$1.4K - $1.57K
|
1.52K
$979K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.1% |
$1.4K - $1.57K
|
2.93K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
3+ 0.11% |
$1.4K - $1.57K
|
2.84K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$1.4K - $1.57K
|
658
$423K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3+ 0.61% |
$1.4K - $1.57K
|
493
$317K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.4% |
$1.4K - $1.57K
|
753
$484K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.43% |
$1.4K - $1.57K
|
708
$455K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.09% |
$935 - $1.05K
|
2.2K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.28% |
$935 - $1.05K
|
710
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2+ 0.47% |
$935 - $1.05K
|
432
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2+ 0.15% |
$935 - $1.05K
|
1.3K
$834K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2+ 0.28% |
$935 - $1.05K
|
708
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.16% |
$935 - $1.05K
|
1.25K
$803K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.15% |
$935 - $1.05K
|
1.3K
$837K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.4% |
$935 - $1.05K
|
503
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2+ 0.16% |
$935 - $1.05K
|
1.27K
$814K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.34% |
$935 - $1.05K
|
583
$375K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2+ 0.44% |
$935 - $1.05K
|
461
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.87K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.02% |
$935 - $1.05K
|
8.6K
$5.52M
|