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 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2+ 0.44% |
$935 - $1.05K
|
461
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.87K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.02% |
$935 - $1.05K
|
8.6K
$5.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$935 - $1.05K
|
969
$650K
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2+ 0.01% |
$935 - $1.05K
|
17.6K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.25% |
$935 - $1.05K
|
808
$542K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$935 - $1.05K
|
7.91K
$5.31M
|
|
|
May 06, 2024
Q1 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2+ 0.24% |
$935 - $1.05K
|
827
$555K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.87K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2+ 0.21% |
$935 - $1.05K
|
946
$635K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2+ 0.23% |
$935 - $1.05K
|
884
$593K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.03% |
$935 - $1.05K
|
6.15K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$935 - $1.05K
|
882
$592K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2+ 0.09% |
$935 - $1.05K
|
2.3K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.32% |
$935 - $1.05K
|
624
$419K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.15% |
$935 - $1.05K
|
1.33K
$896K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.08% |
$935 - $1.05K
|
2.56K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.81K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.3% |
$935 - $1.05K
|
661
$444K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$935 - $1.05K
|
12K
$8.07M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2New |
$935 - $1.05K
|
2
$1.34K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.15% |
$467 - $523
|
659
$442K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$467 - $523
|
1.54K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.48K
$2.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$467 - $523
|
217
$146K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
5.99K
$4.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1+ 0.18% |
$467 - $523
|
558
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$467 - $523
|
586
$393K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$467 - $523
|
2.87K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.32K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.09% |
$467 - $523
|
1.08K
$724K
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$467 - $523
|
939
$630K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.31% |
$467 - $523
|
325
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1+ 0.1% |
$467 - $523
|
1.02K
$683K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.05% |
$467 - $523
|
1.89K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.05% |
$467 - $523
|
2.15K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.55% |
$467 - $523
|
183
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$467 - $523
|
429
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.44K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.14K
$2.11M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.1% |
$467 - $523
|
960
$644K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$467 - $523
|
45.6K
$30.6M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
4.76K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.16% |
$467 - $523
|
611
$410K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.06% |
$467 - $523
|
1.59K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.33% |
$467 - $523
|
305
$205K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
4.57K
$3.07M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.99% |
$467 - $523
|
102
$68.5K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.14% |
$467 - $523
|
735
$493K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.42% |
$467 - $523
|
241
$162K
|