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 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.03% |
$1.87K - $2.09K
|
11.5K
$6.91M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.87K - $2.09K
|
1.02K
$616K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.31% |
$1.87K - $2.09K
|
1.29K
$777K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.07% |
$1.4K - $1.57K
|
4.58K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.4K - $1.57K
|
10.1K
$6.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3+ 0.17% |
$1.4K - $1.57K
|
1.77K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.29% |
$1.4K - $1.57K
|
1.02K
$615K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$1.4K - $1.57K
|
1.11K
$665K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.05% |
$1.4K - $1.57K
|
5.98K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.57K
|
2.01K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
3+ 0.54% |
$1.4K - $1.57K
|
559
$336K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.37% |
$1.4K - $1.57K
|
818
$492K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.4K - $1.57K
|
7.37K
$4.43M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$1.4K - $1.57K
|
1.52K
$917K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.1% |
$1.4K - $1.57K
|
2.93K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
3+ 0.11% |
$1.4K - $1.57K
|
2.84K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$1.4K - $1.57K
|
658
$396K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3+ 0.61% |
$1.4K - $1.57K
|
493
$297K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.4% |
$1.4K - $1.57K
|
753
$453K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.43% |
$1.4K - $1.57K
|
708
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.09% |
$935 - $1.05K
|
2.2K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.28% |
$935 - $1.05K
|
710
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2+ 0.47% |
$935 - $1.05K
|
432
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2+ 0.15% |
$935 - $1.05K
|
1.3K
$781K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2+ 0.28% |
$935 - $1.05K
|
708
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.16% |
$935 - $1.05K
|
1.25K
$752K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.15% |
$935 - $1.05K
|
1.3K
$784K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.4% |
$935 - $1.05K
|
503
$303K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2+ 0.16% |
$935 - $1.05K
|
1.27K
$762K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.34% |
$935 - $1.05K
|
583
$351K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2+ 0.44% |
$935 - $1.05K
|
461
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.87K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.02% |
$935 - $1.05K
|
8.6K
$5.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$935 - $1.05K
|
969
$583K
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2+ 0.01% |
$935 - $1.05K
|
17.6K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.25% |
$935 - $1.05K
|
808
$486K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$935 - $1.05K
|
7.91K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2+ 0.24% |
$935 - $1.05K
|
827
$498K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.87K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2+ 0.21% |
$935 - $1.05K
|
946
$569K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2+ 0.23% |
$935 - $1.05K
|
884
$532K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.03% |
$935 - $1.05K
|
6.15K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$935 - $1.05K
|
882
$531K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2+ 0.09% |
$935 - $1.05K
|
2.3K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.32% |
$935 - $1.05K
|
624
$376K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.15% |
$935 - $1.05K
|
1.33K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.08% |
$935 - $1.05K
|
2.56K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$935 - $1.05K
|
1.81K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.3% |
$935 - $1.05K
|
661
$398K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$935 - $1.05K
|
12K
$7.24M
|