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 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
75+ 30.61% |
$35K - $39.2K
|
320
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
74+ 2.02% |
$34.6K - $38.7K
|
3.73K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 1.21% |
$34.6K - $38.7K
|
6.21K
$3.9M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
72+ 0.72% |
$33.6K - $37.7K
|
10K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
72+ 0.94% |
$33.6K - $37.7K
|
7.77K
$4.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
71+ 0.72% |
$33.2K - $37.1K
|
9.98K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
71+ 16.51% |
$33.2K - $37.1K
|
501
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
71+ 1.06% |
$33.2K - $37.1K
|
6.77K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
71+ 6.34% |
$33.2K - $37.1K
|
1.19K
$748K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
70+ 12.22% |
$32.7K - $36.6K
|
643
$404K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
70+ 1.05% |
$32.7K - $36.6K
|
6.74K
$4.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.7% |
$32.7K - $36.6K
|
792
$497K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
70+ 9.92% |
$32.7K - $36.6K
|
776
$487K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
70New |
$32.7K - $36.6K
|
70
$44K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
70+ 6.57% |
$32.7K - $36.6K
|
1.14K
$713K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
70+ 3.04% |
$32.7K - $36.6K
|
2.38K
$1.49M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
70+ 8.56% |
$32.7K - $36.6K
|
888
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
69+ 2.87% |
$32.2K - $36.1K
|
2.47K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
67+ 0.78% |
$31.3K - $35.1K
|
8.71K
$5.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
67+ 5.89% |
$31.3K - $35.1K
|
1.21K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
67+ 0.6% |
$31.3K - $35.1K
|
11.3K
$7.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66+ 1.46% |
$30.8K - $34.5K
|
4.58K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
66+ 0.64% |
$30.8K - $34.5K
|
10.4K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
66+ 0.83% |
$30.8K - $34.5K
|
7.99K
$5.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
65+ 10.2% |
$30.4K - $34K
|
702
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
65+ 4.01% |
$30.4K - $34K
|
1.68K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
65+ 8.55% |
$30.4K - $34K
|
825
$518K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
63New |
$29.4K - $33K
|
63
$39.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
61+ 2.93% |
$28.5K - $31.9K
|
2.14K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
61+ 1.29% |
$28.5K - $31.9K
|
4.8K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
61+ 5.92% |
$28.5K - $31.9K
|
1.09K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
61+ 4.65% |
$28.5K - $31.9K
|
1.37K
$863K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
61+ 1.13% |
$28.5K - $31.9K
|
5.46K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
61+ 16.58% |
$28.5K - $31.9K
|
429
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
60+ 12.07% |
$28K - $31.4K
|
557
$350K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
60+ 1.87% |
$28K - $31.4K
|
3.27K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
60+ 9.13% |
$28K - $31.4K
|
717
$450K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60+ 14.49% |
$28K - $31.4K
|
474
$298K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
60+ 1.53% |
$28K - $31.4K
|
3.99K
$2.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 3.86% |
$27.6K - $30.9K
|
1.59K
$996K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
59+ 2.18% |
$27.6K - $30.9K
|
2.77K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
59+ 0.62% |
$27.6K - $30.9K
|
9.63K
$6.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.55% |
$27.1K - $30.3K
|
10.6K
$6.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
57+ 0.36% |
$26.6K - $29.8K
|
16K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
57+ 3.64% |
$26.6K - $29.8K
|
1.62K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
56+ 7.42% |
$26.2K - $29.3K
|
811
$509K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
55+ 0.62% |
$25.7K - $28.8K
|
8.9K
$5.59M
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
55+ 0.17% |
$25.7K - $28.8K
|
32.8K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
55+ 2.69% |
$25.7K - $28.8K
|
2.1K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
54+ 9.39% |
$25.2K - $28.3K
|
629
$395K
|