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 24, 2024
Q1 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
16.2KNew |
$7.57M - $8.48M
|
16.2K
$9.82M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
16.1K+ 6.47% |
$7.52M - $8.42M
|
265K
$161M
|
|
|
May 03, 2024
Q1 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
16K+ 9.74% |
$7.49M - $8.39M
|
181K
$110M
|
|
|
Apr 30, 2024
Q1 2024
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
16K+ 5.24% |
$7.45M - $8.34M
|
320K
$194M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.6K+ 109.33% |
$7.27M - $8.14M
|
29.8K
$18.1M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
15.6K+ 4.56% |
$7.27M - $8.14M
|
357K
$216M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
15.5K+ 42.39% |
$7.23M - $8.1M
|
52K
$31.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
15.3K+ 55.69% |
$7.14M - $7.99M
|
42.7K
$25.9M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
15.3K+ 18.82% |
$7.13M - $7.99M
|
96.4K
$58.4M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.6K+ 18.7% |
$6.81M - $7.63M
|
92.5K
$56.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
14.2K+ 2986.11% |
$6.63M - $7.42M
|
14.7K
$8.89M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14.1K+ 4.44% |
$6.57M - $7.36M
|
331K
$201M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.1K+ 10.73% |
$6.57M - $7.35M
|
145K
$88M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13.8K+ 2236.2% |
$6.44M - $7.21M
|
14.4K
$8.73M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
13.6KNew |
$6.36M - $7.12M
|
13.6K
$8.25M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
13.4KNew |
$6.27M - $7.02M
|
13.4K
$8.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.4KNew |
$6.25M - $7M
|
13.4K
$8.11M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.3K+ 11.51% |
$6.23M - $6.98M
|
129K
$78.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
13.3KNew |
$6.22M - $6.96M
|
13.3K
$8.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.2K+ 23.05% |
$6.18M - $6.92M
|
70.6K
$42.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
13.2K+ 973.78% |
$6.16M - $6.9M
|
14.5K
$8.82M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
12.4K+ 14.48% |
$5.81M - $6.51M
|
98.3K
$59.6M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12.3K+ 18.89% |
$5.73M - $6.42M
|
77.2K
$46.8M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.2KNew |
$5.71M - $6.39M
|
12.2K
$7.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12K+ 8.34% |
$5.61M - $6.28M
|
156K
$94.6M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 480.99% |
$5.6M - $6.27M
|
14.5K
$8.78M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
12KNew |
$5.6M - $6.27M
|
12K
$7.27M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.8K+ 71.56% |
$5.5M - $6.16M
|
28.2K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 6.34% |
$5.5M - $6.16M
|
198K
$120M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.6KNew |
$5.43M - $6.08M
|
11.6K
$7.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.4KNew |
$5.34M - $5.98M
|
11.4K
$6.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
11.4K+ 12.34% |
$5.33M - $5.96M
|
104K
$62.9M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11.4K+ 28.27% |
$5.32M - $5.96M
|
51.7K
$31.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 3.21% |
$5.31M - $5.94M
|
365K
$221M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11.3K+ 91.06% |
$5.29M - $5.92M
|
23.7K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.3K+ 36.36% |
$5.28M - $5.91M
|
42.4K
$25.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 56.29% |
$5.04M - $5.64M
|
29.9K
$18.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7K+ 50.61% |
$4.98M - $5.57M
|
31.7K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
10.6KNew |
$4.97M - $5.56M
|
10.6K
$6.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Spider Management Company, LLC
Richmond, VA |
BUY
|
- |
10.6K+ 5.54% |
$4.94M - $5.53M
|
202K
$122M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.4K+ 63.18% |
$4.84M - $5.42M
|
26.8K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.3K+ 22.96% |
$4.8M - $5.37M
|
55K
$33.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
10K+ 49.4% |
$4.69M - $5.26M
|
30.4K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Italy, S.R.L.
Milan, L6 |
BUY
|
- |
10KNew |
$4.67M - $5.23M
|
10K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.99K+ 1.56% |
$4.67M - $5.23M
|
650K
$394M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
9.79K+ 57.43% |
$4.57M - $5.12M
|
26.8K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.66KNew |
$4.51M - $5.05M
|
9.66K
$5.86M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.52KNew |
$4.45M - $4.98M
|
9.52K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
9.5KNew |
$4.44M - $4.97M
|
9.5K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.35KNew |
$4.37M - $4.89M
|
9.35K
$5.67M
|