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 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
809+ 71.53% |
$378K - $423K
|
1.94K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
809+ 13.91% |
$378K - $423K
|
6.63K
$4.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
801+ 6.39% |
$374K - $419K
|
13.3K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
801+ 2.02% |
$374K - $419K
|
40.5K
$25.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
800New |
$374K - $419K
|
800
$502K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
800New |
$374K - $419K
|
800
$502K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
798+ 1.25% |
$373K - $417K
|
64.5K
$40.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
797+ 3.57% |
$372K - $417K
|
23.1K
$14.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
788New |
$368K - $412K
|
788
$495K
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
787New |
$368K - $412K
|
787
$494K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
786+ 3.4% |
$367K - $411K
|
23.9K
$15M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
783+ 4.68% |
$366K - $410K
|
17.5K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
781+ 23.55% |
$365K - $409K
|
4.1K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
778+ 7.69% |
$364K - $407K
|
10.9K
$6.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
774+ 0.93% |
$362K - $405K
|
84K
$52.8M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
770+ 44.77% |
$360K - $403K
|
2.49K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
768+ 5.42% |
$359K - $402K
|
14.9K
$9.38M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
764+ 1.82% |
$357K - $400K
|
42.8K
$26.9M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
758+ 2.92% |
$354K - $397K
|
26.7K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
757+ 1.21% |
$354K - $396K
|
63.4K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
751+ 2.74% |
$351K - $393K
|
28.2K
$17.7M
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
751+ 7.43% |
$351K - $393K
|
10.9K
$6.82M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
748+ 40.63% |
$350K - $391K
|
2.59K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
743+ 1.49% |
$347K - $389K
|
50.5K
$31.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
735New |
$343K - $385K
|
735
$462K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
735+ 61.2% |
$343K - $385K
|
1.94K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
735New |
$343K - $385K
|
735
$462K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
732+ 5.64% |
$342K - $383K
|
13.7K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
732+ 3.39% |
$342K - $383K
|
22.3K
$14M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
728+ 6.92% |
$340K - $381K
|
11.3K
$7.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
727New |
$340K - $380K
|
727
$457K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
724New |
$338K - $379K
|
724
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
722+ 0.88% |
$337K - $378K
|
82.7K
$52M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
721New |
$337K - $377K
|
721
$453K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
721New |
$337K - $377K
|
721
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
718+ 9.03% |
$336K - $376K
|
8.67K
$5.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
711+ 16.62% |
$332K - $372K
|
4.99K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
711+ 20.22% |
$332K - $372K
|
4.23K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
710+ 4.05% |
$332K - $371K
|
18.3K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
708+ 35.22% |
$331K - $370K
|
2.72K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
706New |
$330K - $369K
|
706
$443K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
706New |
$330K - $369K
|
706
$443K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
702+ 28.38% |
$328K - $367K
|
3.18K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
699+ 2.33% |
$327K - $366K
|
30.8K
$19.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
698+ 13.52% |
$326K - $365K
|
5.86K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
696New |
$325K - $364K
|
696
$437K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
696+ 3.39% |
$325K - $364K
|
21.3K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
693+ 0.75% |
$324K - $363K
|
93.2K
$58.5M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
691New |
$323K - $362K
|
691
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
687+ 10.44% |
$321K - $359K
|
7.27K
$4.56M
|