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
|
Signify Wealth
|
BUY
|
- |
994+ 11.21% |
$464K - $520K
|
9.86K
$5.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
988+ 12.91% |
$462K - $517K
|
8.64K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
985+ 106.95% |
$460K - $515K
|
1.91K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
969+ 6.95% |
$453K - $507K
|
14.9K
$8.87M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
965New |
$451K - $505K
|
965
$574K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
965+ 4.44% |
$451K - $505K
|
22.7K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
962+ 6.81% |
$450K - $503K
|
15.1K
$8.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
962+ 2.56% |
$450K - $503K
|
38.5K
$22.9M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
961+ 1.76% |
$449K - $503K
|
55.6K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
961New |
$449K - $503K
|
961
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
957+ 0.97% |
$447K - $501K
|
99.3K
$59.1M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
957+ 1.01% |
$447K - $501K
|
95.7K
$57M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
947+ 3.07% |
$443K - $495K
|
31.8K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
944+ 27.03% |
$441K - $494K
|
4.44K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
943+ 9.85% |
$441K - $493K
|
10.5K
$6.25M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
939+ 45.8% |
$439K - $491K
|
2.99K
$1.78M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
933+ 181.17% |
$436K - $488K
|
1.45K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
919+ 3.87% |
$429K - $481K
|
24.7K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
916+ 43.91% |
$428K - $479K
|
3K
$1.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
913+ 4.0% |
$427K - $478K
|
23.7K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
BUY
|
- |
908+ 1.62% |
$424K - $475K
|
57K
$33.9M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
898+ 128.29% |
$420K - $470K
|
1.6K
$951K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
884+ 19.8% |
$413K - $462K
|
5.35K
$3.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
882+ 16.59% |
$412K - $461K
|
6.2K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
876+ 1.89% |
$409K - $458K
|
47.2K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
872+ 5.64% |
$407K - $456K
|
16.3K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
872+ 1.45% |
$407K - $456K
|
61K
$36.3M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
868New |
$406K - $454K
|
868
$516K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
863+ 4.27% |
$403K - $451K
|
21.1K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
860+ 3.0% |
$402K - $450K
|
29.6K
$17.6M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
855+ 6.53% |
$400K - $447K
|
13.9K
$8.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
852+ 89.87% |
$398K - $446K
|
1.8K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
841+ 112.43% |
$393K - $440K
|
1.59K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
840+ 46.1% |
$393K - $439K
|
2.66K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
830New |
$388K - $434K
|
830
$494K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
826+ 8.13% |
$386K - $432K
|
11K
$6.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
825+ 62.22% |
$386K - $432K
|
2.15K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
823+ 0.71% |
$385K - $431K
|
117K
$69.6M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
823+ 6.64% |
$385K - $431K
|
13.2K
$7.86M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
820+ 4.08% |
$383K - $429K
|
20.9K
$12.4M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
812+ 0.24% |
$379K - $425K
|
339K
$202M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
809+ 71.53% |
$378K - $423K
|
1.94K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
809+ 13.91% |
$378K - $423K
|
6.63K
$3.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
801+ 6.39% |
$374K - $419K
|
13.3K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
801+ 2.02% |
$374K - $419K
|
40.5K
$24.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
800New |
$374K - $419K
|
800
$476K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
800New |
$374K - $419K
|
800
$476K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
798+ 1.25% |
$373K - $417K
|
64.5K
$38.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
797+ 3.57% |
$372K - $417K
|
23.1K
$13.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
788New |
$368K - $412K
|
788
$469K
|