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 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.46K+ 16.18% |
$681K - $763K
|
10.5K
$6.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.45K+ 4.65% |
$678K - $759K
|
32.6K
$19.6M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.45K+ 1.83% |
$675K - $756K
|
80.4K
$48.3M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.43KNew |
$669K - $749K
|
1.43K
$861K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.43K+ 6.64% |
$667K - $747K
|
22.9K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.42K+ 6.13% |
$665K - $744K
|
24.7K
$14.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$664K - $743K
|
1.42K
$854K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.42K+ 14.37% |
$663K - $742K
|
11.3K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.41K+ 10.44% |
$658K - $737K
|
14.9K
$8.96M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.41KNew |
$657K - $736K
|
1.41K
$845K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.4K+ 72.59% |
$655K - $733K
|
3.33K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.39K+ 43.38% |
$651K - $729K
|
4.6K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.39K+ 0.78% |
$651K - $729K
|
180K
$108M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.39K+ 0.88% |
$649K - $726K
|
159K
$95.9M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.39K+ 1.3% |
$647K - $725K
|
108K
$64.7M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.38K+ 3.81% |
$645K - $722K
|
37.6K
$22.6M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.38K+ 57.05% |
$643K - $720K
|
3.79K
$2.28M
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.38K+ 68.22% |
$643K - $720K
|
3.39K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.37K+ 6.01% |
$640K - $717K
|
24.2K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.36K+ 57.66% |
$633K - $709K
|
3.71K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.35K+ 2.92% |
$632K - $708K
|
47.7K
$28.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.35K+ 8.73% |
$631K - $706K
|
16.8K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.35K+ 0.65% |
$630K - $705K
|
210K
$126M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.35KNew |
$630K - $705K
|
1.35K
$811K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.34K+ 147.1% |
$628K - $703K
|
2.26K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 7.0% |
$627K - $702K
|
20.5K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34K+ 4.29% |
$625K - $699K
|
32.5K
$19.5M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.33K+ 7.34% |
$621K - $696K
|
19.5K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.32K+ 1.32% |
$617K - $691K
|
101K
$61M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.32K+ 115.4% |
$616K - $690K
|
2.46K
$1.48M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.32K+ 115.4% |
$616K - $690K
|
2.46K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 35.75% |
$615K - $688K
|
5K
$3M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.31K+ 6.76% |
$614K - $687K
|
20.8K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.3K+ 739.77% |
$608K - $681K
|
1.48K
$889K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.3K+ 22.5% |
$607K - $680K
|
7.08K
$4.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.29K+ 53.61% |
$604K - $676K
|
3.7K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29K+ 1.41% |
$603K - $675K
|
93K
$55.9M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.29K+ 14.14% |
$601K - $673K
|
10.4K
$6.24M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.27KNew |
$593K - $663K
|
1.27K
$762K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 4.98% |
$587K - $658K
|
26.5K
$15.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.25K+ 5.56% |
$585K - $654K
|
23.7K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.24KNew |
$580K - $649K
|
1.24K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.23K+ 47.53% |
$577K - $646K
|
3.83K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.23KNew |
$572K - $641K
|
1.23K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$571K - $639K
|
1.22K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 254.39% |
$568K - $636K
|
1.69K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.22K+ 5.7% |
$568K - $636K
|
22.6K
$13.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.2K+ 5.51% |
$560K - $627K
|
22.9K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 9.05% |
$560K - $627K
|
14.4K
$8.68M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.2K+ 1.03% |
$559K - $626K
|
118K
$70.8M
|