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 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 6.07% |
$186K - $208K
|
6.95K
$4.21M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
397+ 0.46% |
$186K - $208K
|
87.2K
$52.7M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
397+ 0.81% |
$186K - $208K
|
49.2K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
397New |
$186K - $208K
|
397
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
394+ 8.6% |
$184K - $206K
|
4.98K
$3.01M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
393+ 2.74% |
$184K - $206K
|
14.8K
$8.92M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
392New |
$183K - $205K
|
392
$237K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
392+ 2.0% |
$183K - $205K
|
20K
$12.1M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
390New |
$182K - $204K
|
390
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
390New |
$182K - $204K
|
390
$236K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
390+ 3.1% |
$182K - $204K
|
13K
$7.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
389New |
$182K - $204K
|
389
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
389+ 18.09% |
$182K - $204K
|
2.54K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
389New |
$182K - $204K
|
389
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
388+ 23.22% |
$181K - $203K
|
2.06K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
388New |
$181K - $203K
|
388
$235K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
388+ 1.93% |
$181K - $203K
|
20.5K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
388+ 3.25% |
$181K - $203K
|
12.3K
$7.45M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
387New |
$181K - $202K
|
387
$234K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
387+ 4.49% |
$181K - $202K
|
9K
$5.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
386New |
$180K - $202K
|
386
$234K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
386New |
$180K - $202K
|
386
$234K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
385+ 15.53% |
$180K - $201K
|
2.86K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
384New |
$179K - $201K
|
384
$232K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
382+ 53.06% |
$179K - $200K
|
1.1K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
377+ 1.85% |
$176K - $197K
|
20.7K
$12.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
376+ 13.69% |
$176K - $197K
|
3.12K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
373+ 17.2% |
$174K - $195K
|
2.54K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
372+ 29.22% |
$174K - $195K
|
1.65K
$995K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
370+ 2.82% |
$173K - $194K
|
13.5K
$8.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
368+ 10.48% |
$172K - $193K
|
3.88K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
367+ 20.28% |
$171K - $192K
|
2.18K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
365+ 12.08% |
$171K - $191K
|
3.39K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
359+ 2.08% |
$168K - $188K
|
17.6K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
358+ 2.06% |
$167K - $187K
|
17.8K
$10.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
356+ 22.72% |
$166K - $186K
|
1.92K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
355+ 10.78% |
$166K - $186K
|
3.65K
$2.21M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
355+ 25.02% |
$166K - $186K
|
1.77K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
355+ 13.08% |
$166K - $186K
|
3.07K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
355+ 2.79% |
$166K - $186K
|
13.1K
$7.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
354+ 1.04% |
$165K - $185K
|
34.3K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
350+ 6.67% |
$164K - $183K
|
5.6K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
349+ 0.17% |
$163K - $183K
|
206K
$125M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
346+ 34.19% |
$162K - $181K
|
1.36K
$822K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
345+ 8.3% |
$161K - $180K
|
4.5K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
345+ 15.31% |
$161K - $180K
|
2.6K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
345+ 7.39% |
$161K - $180K
|
5.01K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
345+ 0.28% |
$161K - $180K
|
122K
$74M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
344+ 2.7% |
$161K - $180K
|
13.1K
$7.92M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
339+ 61.86% |
$158K - $177K
|
887
$537K
|