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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.73% |
$10.7K - $12K
|
3.18K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
23+ 3.19% |
$10.7K - $12K
|
744
$448K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
23+ 0.26% |
$10.7K - $12K
|
8.74K
$5.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 1.91% |
$10.7K - $12K
|
1.23K
$738K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
23+ 0.27% |
$10.7K - $12K
|
8.63K
$5.19M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
23+ 1.98% |
$10.7K - $12K
|
1.18K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
23+ 0.35% |
$10.7K - $12K
|
6.56K
$3.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.04% |
$10.3K - $11.5K
|
50.6K
$30.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
22+ 1.39% |
$10.3K - $11.5K
|
1.6K
$965K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$10.3K - $11.5K
|
22
$13.2K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22+ 0.42% |
$10.3K - $11.5K
|
5.3K
$3.19M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 1.54% |
$10.3K - $11.5K
|
1.45K
$871K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.3% |
$10.3K - $11.5K
|
7.43K
$4.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
21+ 2.91% |
$9.81K - $11K
|
743
$447K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
21+ 0.39% |
$9.81K - $11K
|
5.34K
$3.21M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.52% |
$9.81K - $11K
|
4.05K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
20+ 0.41% |
$9.35K - $10.5K
|
4.87K
$2.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.54% |
$9.35K - $10.5K
|
3.75K
$2.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20+ 2.48% |
$9.35K - $10.5K
|
828
$498K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
20+ 1.11% |
$9.35K - $10.5K
|
1.83K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.6% |
$9.35K - $10.5K
|
3.37K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
20+ 3.25% |
$9.35K - $10.5K
|
635
$382K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 0.57% |
$9.35K - $10.5K
|
3.52K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.71% |
$9.35K - $10.5K
|
1.19K
$716K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.3% |
$8.88K - $9.94K
|
594
$357K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.18% |
$8.88K - $9.94K
|
10.5K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
19+ 0.34% |
$8.88K - $9.94K
|
5.69K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
18+ 0.87% |
$8.41K - $9.42K
|
2.1K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.98% |
$8.41K - $9.42K
|
1.86K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
18+ 0.32% |
$8.41K - $9.42K
|
5.58K
$3.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.12% |
$7.94K - $8.89K
|
14.4K
$8.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 1.13% |
$7.94K - $8.89K
|
1.52K
$913K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.46% |
$7.94K - $8.89K
|
3.72K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
17+ 3.02% |
$7.94K - $8.89K
|
579
$348K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
17+ 1.31% |
$7.94K - $8.89K
|
1.32K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
17+ 0.86% |
$7.94K - $8.89K
|
2K
$1.2M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
17+ 1.1% |
$7.94K - $8.89K
|
1.57K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
16+ 1.79% |
$7.48K - $8.37K
|
910
$548K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
16+ 0.28% |
$7.48K - $8.37K
|
5.74K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
16+ 0.22% |
$7.48K - $8.37K
|
7.33K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.18% |
$7.48K - $8.37K
|
8.69K
$5.23M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
16+ 0.93% |
$7.48K - $8.37K
|
1.74K
$1.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
15+ 0.09% |
$7.01K - $7.85K
|
16.7K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
15+ 1.52% |
$7.01K - $7.85K
|
1.01K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
15+ 22.06% |
$7.01K - $7.85K
|
83
$50K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15+ 0.7% |
$7.01K - $7.85K
|
2.15K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
15+ 0.21% |
$7.01K - $7.85K
|
7.29K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
15+ 0.32% |
$7.01K - $7.85K
|
4.69K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 1.68% |
$7.01K - $7.85K
|
907
$546K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
15+ 0.16% |
$7.01K - $7.85K
|
9.49K
$5.71M
|