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
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
459+ 5.14% |
$214K - $240K
|
9.39K
$5.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
455+ 61.24% |
$213K - $238K
|
1.2K
$725K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
455+ 4.34% |
$213K - $238K
|
10.9K
$6.62M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
455+ 3.85% |
$213K - $238K
|
12.3K
$7.43M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
454+ 15.73% |
$212K - $238K
|
3.34K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
453+ 8.32% |
$212K - $237K
|
5.9K
$3.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
450+ 59.84% |
$210K - $235K
|
1.2K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
448+ 4.47% |
$209K - $234K
|
10.5K
$6.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
446+ 8.33% |
$208K - $233K
|
5.8K
$3.51M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
443+ 1.45% |
$207K - $232K
|
30.9K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
442+ 2.91% |
$207K - $231K
|
15.7K
$9.47M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
440+ 7.01% |
$206K - $230K
|
6.71K
$4.06M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
440New |
$206K - $230K
|
440
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
439+ 60.89% |
$205K - $230K
|
1.16K
$702K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
438+ 1.56% |
$205K - $229K
|
28.5K
$17.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
435+ 5.44% |
$203K - $228K
|
8.44K
$5.11M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
433+ 66.31% |
$202K - $227K
|
1.09K
$657K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
433New |
$202K - $227K
|
433
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
431+ 0.8% |
$201K - $225K
|
54.4K
$32.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
426+ 87.84% |
$199K - $223K
|
911
$551K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
425+ 2.38% |
$199K - $222K
|
18.3K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
422New |
$197K - $221K
|
422
$255K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
420New |
$196K - $220K
|
420
$254K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
419+ 14.91% |
$196K - $219K
|
3.23K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
419+ 2.65% |
$196K - $219K
|
16.2K
$9.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
415+ 19.26% |
$194K - $217K
|
2.57K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
415+ 3.12% |
$194K - $217K
|
13.7K
$8.29M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
415+ 3.06% |
$194K - $217K
|
14K
$8.47M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
415+ 12.97% |
$194K - $217K
|
3.62K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
415+ 2.05% |
$194K - $217K
|
20.7K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
412+ 3.68% |
$193K - $216K
|
11.6K
$7.03M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
412New |
$193K - $216K
|
412
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
410New |
$192K - $214K
|
410
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
408New |
$191K - $213K
|
408
$247K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
408New |
$191K - $213K
|
408
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
407+ 39.25% |
$190K - $213K
|
1.44K
$874K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
405New |
$189K - $212K
|
405
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
405New |
$189K - $212K
|
405
$245K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
404New |
$189K - $211K
|
404
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
403+ 2.23% |
$188K - $211K
|
18.5K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
402New |
$188K - $210K
|
402
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
402+ 10.14% |
$188K - $210K
|
4.37K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
401+ 6.13% |
$187K - $210K
|
6.94K
$4.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
400New |
$187K - $209K
|
400
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
400New |
$187K - $209K
|
400
$242K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
400+ 14.7% |
$187K - $209K
|
3.12K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
400+ 34.04% |
$187K - $209K
|
1.58K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
400New |
$187K - $209K
|
400
$242K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
400+ 0.73% |
$187K - $209K
|
55K
$33.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
398New |
$186K - $208K
|
398
$241K
|