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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
659+ 9.64% |
$308K - $345K
|
7.5K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
653New |
$305K - $342K
|
653
$389K
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
648New |
$303K - $339K
|
648
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
644+ 4.76% |
$301K - $337K
|
14.2K
$8.43M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
639New |
$299K - $334K
|
639
$380K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
634+ 16.14% |
$296K - $332K
|
4.56K
$2.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
632+ 29.27% |
$295K - $331K
|
2.79K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
626+ 2.85% |
$293K - $328K
|
22.6K
$13.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
620+ 4.4% |
$290K - $324K
|
14.7K
$8.75M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
620New |
$290K - $324K
|
620
$369K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
617+ 6.06% |
$288K - $323K
|
10.8K
$6.42M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
615New |
$287K - $322K
|
615
$366K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
614+ 7.42% |
$287K - $321K
|
8.89K
$5.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
612+ 3.16% |
$286K - $320K
|
20K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
609+ 12.47% |
$285K - $319K
|
5.49K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
608New |
$284K - $318K
|
608
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
605+ 1.98% |
$283K - $317K
|
31.1K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
603+ 13.61% |
$282K - $315K
|
5.03K
$2.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
602+ 6.96% |
$281K - $315K
|
9.25K
$5.5M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
601+ 1.25% |
$281K - $314K
|
48.5K
$28.9M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 3.12% |
$280K - $314K
|
19.8K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
600New |
$280K - $314K
|
600
$357K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
598+ 43.4% |
$279K - $313K
|
1.98K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
596+ 1.63% |
$278K - $312K
|
37.3K
$22.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
594+ 2.72% |
$278K - $311K
|
22.5K
$13.4M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
593+ 10.57% |
$277K - $310K
|
6.2K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
590+ 139.48% |
$276K - $309K
|
1.01K
$603K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
585+ 522.32% |
$273K - $306K
|
697
$415K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
582+ 9.09% |
$272K - $304K
|
6.98K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
579+ 1.83% |
$271K - $303K
|
32.2K
$19.2M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
577+ 4.6% |
$270K - $302K
|
13.1K
$7.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
575+ 5.73% |
$269K - $301K
|
10.6K
$6.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
574+ 98.97% |
$268K - $300K
|
1.15K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
574+ 1.04% |
$268K - $300K
|
55.6K
$33.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
569+ 24.58% |
$266K - $298K
|
2.88K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
568+ 1.89% |
$265K - $297K
|
30.7K
$18.2M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
566+ 0.25% |
$264K - $296K
|
231K
$137M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
566New |
$264K - $296K
|
566
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
565New |
$264K - $296K
|
565
$336K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
563+ 9.69% |
$263K - $295K
|
6.37K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
561+ 11.48% |
$262K - $293K
|
5.45K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
553New |
$258K - $289K
|
553
$329K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
553+ 0.97% |
$258K - $289K
|
57.4K
$34.1M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
552+ 5.84% |
$258K - $289K
|
10K
$5.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
550+ 4.99% |
$257K - $288K
|
11.6K
$6.89M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
550New |
$257K - $288K
|
550
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
547+ 4.74% |
$256K - $286K
|
12.1K
$7.2M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
540+ 9.46% |
$252K - $283K
|
6.25K
$3.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
539+ 48.91% |
$252K - $282K
|
1.64K
$976K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
538+ 5.23% |
$251K - $281K
|
10.8K
$6.44M
|