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 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 204.42% |
$1.17M - $1.31M
|
3.72K
$2.33M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49K+ 2.08% |
$1.17M - $1.3M
|
122K
$76.9M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.48KNew |
$1.16M - $1.3M
|
2.48K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 2.97% |
$1.16M - $1.3M
|
86.1K
$54.1M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.47K+ 9.74% |
$1.16M - $1.29M
|
27.9K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
2.45K+ 1.2% |
$1.14M - $1.28M
|
205K
$129M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.42KNew |
$1.13M - $1.27M
|
2.42K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.4K+ 11404.76% |
$1.12M - $1.25M
|
2.42K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.38K+ 43.91% |
$1.11M - $1.25M
|
7.8K
$4.9M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.37KNew |
$1.11M - $1.24M
|
2.37K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.36K+ 26.47% |
$1.1M - $1.24M
|
11.3K
$7.08M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.34K+ 1.26% |
$1.09M - $1.22M
|
187K
$118M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.33K+ 16.47% |
$1.09M - $1.22M
|
16.4K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.31K+ 55.48% |
$1.08M - $1.21M
|
6.47K
$4.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.25K+ 196.16% |
$1.05M - $1.18M
|
3.39K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.24K+ 69.27% |
$1.05M - $1.17M
|
5.47K
$3.43M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.23K+ 12.59% |
$1.04M - $1.16M
|
19.9K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.21K+ 89.24% |
$1.03M - $1.16M
|
4.7K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.21K+ 5.67% |
$1.03M - $1.16M
|
41.2K
$25.9M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.21K+ 30.06% |
$1.03M - $1.16M
|
9.57K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$1.03M - $1.15M
|
2.2K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.19K+ 3.04% |
$1.02M - $1.15M
|
74.2K
$46.6M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.19K+ 25.11% |
$1.02M - $1.14M
|
10.9K
$6.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.19K+ 2.06% |
$1.02M - $1.14M
|
108K
$68M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.19K+ 9.54% |
$1.02M - $1.14M
|
25.1K
$15.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.16K+ 6.66% |
$1.01M - $1.13M
|
34.6K
$21.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 61.81% |
$997K - $1.12M
|
5.58K
$3.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.11K+ 3.26% |
$985K - $1.1M
|
66.7K
$41.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.1K+ 52.9% |
$983K - $1.1M
|
6.08K
$3.82M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.08KNew |
$974K - $1.09M
|
2.08K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.07K+ 10.7% |
$966K - $1.08M
|
21.4K
$13.4M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.07K+ 31.71% |
$965K - $1.08M
|
8.58K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.05K+ 3.89% |
$960K - $1.07M
|
54.9K
$34.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.05K+ 8.08% |
$959K - $1.07M
|
27.5K
$17.2M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.05K+ 63.62% |
$956K - $1.07M
|
5.26K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.02K+ 9.76% |
$942K - $1.05M
|
22.7K
$14.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.01KNew |
$941K - $1.05M
|
2.01K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.01K+ 7.78% |
$939K - $1.05M
|
27.8K
$17.5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2K+ 3.44% |
$934K - $1.05M
|
60.1K
$37.7M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.99K+ 2.96% |
$928K - $1.04M
|
69.1K
$43.4M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.98K+ 1.17% |
$925K - $1.04M
|
171K
$108M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.97K+ 101.49% |
$921K - $1.03M
|
3.92K
$2.46M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.97K+ 14.61% |
$921K - $1.03M
|
15.5K
$9.71M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.97KNew |
$919K - $1.03M
|
1.97K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.97K+ 5.64% |
$918K - $1.03M
|
36.8K
$23.1M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 8.15% |
$914K - $1.02M
|
25.9K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.95K+ 407.97% |
$909K - $1.02M
|
2.42K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.93K+ 38.74% |
$901K - $1.01M
|
6.91K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.93K+ 2.19% |
$900K - $1.01M
|
89.7K
$56.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.92K+ 7.72% |
$897K - $1M
|
26.8K
$16.8M
|