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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
41+ 1.68% |
$19.2K - $21.4K
|
2.48K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
40+ 3.17% |
$18.7K - $20.9K
|
1.3K
$818K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
40+ 3.66% |
$18.7K - $20.9K
|
1.13K
$711K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
40+ 1.9% |
$18.7K - $20.9K
|
2.15K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
40+ 0.65% |
$18.7K - $20.9K
|
6.2K
$3.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
40+ 0.71% |
$18.7K - $20.9K
|
5.66K
$3.55M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
40+ 1.52% |
$18.7K - $20.9K
|
2.67K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
40+ 0.13% |
$18.7K - $20.9K
|
29.8K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
40+ 0.64% |
$18.7K - $20.9K
|
6.27K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40+ 2.16% |
$18.7K - $20.9K
|
1.89K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Metlife Inc
New York, NY |
BUY
|
- |
40+ 0.49% |
$18.7K - $20.9K
|
8.18K
$5.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
39+ 1.04% |
$18.2K - $20.4K
|
3.78K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
39+ 0.95% |
$18.2K - $20.4K
|
4.13K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
39+ 2.59% |
$18.2K - $20.4K
|
1.54K
$969K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
38+ 4.85% |
$17.8K - $19.9K
|
821
$516K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
38+ 0.11% |
$17.8K - $19.9K
|
35.7K
$22.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
37+ 2.02% |
$17.3K - $19.4K
|
1.87K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
37+ 0.47% |
$17.3K - $19.4K
|
7.84K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
37+ 0.02% |
$17.3K - $19.4K
|
229K
$144M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
37+ 0.19% |
$17.3K - $19.4K
|
19.1K
$12M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
36+ 0.76% |
$16.8K - $18.8K
|
4.76K
$2.99M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
36+ 7.56% |
$16.8K - $18.8K
|
512
$322K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
34+ 0.66% |
$15.9K - $17.8K
|
5.19K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
34+ 0.34% |
$15.9K - $17.8K
|
9.91K
$6.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
33+ 1.27% |
$15.4K - $17.3K
|
2.63K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
33+ 2.63% |
$15.4K - $17.3K
|
1.29K
$808K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.47% |
$15K - $16.7K
|
6.86K
$4.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$15K - $16.7K
|
8.16K
$5.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
32+ 1.66% |
$15K - $16.7K
|
1.96K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
31+ 0.36% |
$14.5K - $16.2K
|
8.61K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
31+ 2.71% |
$14.5K - $16.2K
|
1.17K
$737K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30+ 1.22% |
$14K - $15.7K
|
2.49K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
30+ 0.27% |
$14K - $15.7K
|
11.3K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
30+ 1.05% |
$14K - $15.7K
|
2.88K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
30+ 6.0% |
$14K - $15.7K
|
530
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 1.24% |
$13.6K - $15.2K
|
2.37K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
29+ 2.98% |
$13.6K - $15.2K
|
1K
$629K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
29+ 0.51% |
$13.6K - $15.2K
|
5.72K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
29+ 0.38% |
$13.6K - $15.2K
|
7.64K
$4.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
28+ 4.84% |
$13.1K - $14.6K
|
607
$381K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
28+ 3.75% |
$13.1K - $14.6K
|
774
$486K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28+ 0.44% |
$13.1K - $14.6K
|
6.34K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.16% |
$13.1K - $14.6K
|
17.7K
$11.1M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
28+ 1.95% |
$13.1K - $14.6K
|
1.47K
$920K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
27+ 1.65% |
$12.6K - $14.1K
|
1.66K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
27+ 2.89% |
$12.6K - $14.1K
|
962
$604K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
27+ 16.88% |
$12.6K - $14.1K
|
187
$117K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
27+ 0.39% |
$12.6K - $14.1K
|
6.89K
$4.33M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
27+ 0.33% |
$12.6K - $14.1K
|
8.29K
$5.21M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 3.46% |
$12.1K - $13.6K
|
778
$489K
|