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 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
537+ 45.86% |
$251K - $281K
|
1.71K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
535+ 1.6% |
$250K - $280K
|
33.9K
$20.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
534+ 20.63% |
$250K - $279K
|
3.12K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
534+ 40.39% |
$250K - $279K
|
1.86K
$1.1M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
534New |
$250K - $279K
|
534
$318K
|
|
|
May 07, 2024
Q1 2024
|
Jcp Investment Management, LLC
|
BUY
|
- |
533+ 46.92% |
$249K - $279K
|
1.67K
$993K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
532+ 1.66% |
$249K - $278K
|
32.5K
$19.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
530+ 1.7% |
$248K - $277K
|
31.7K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
527+ 42.53% |
$246K - $276K
|
1.77K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
526+ 7.36% |
$246K - $275K
|
7.67K
$4.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
525+ 9.48% |
$245K - $275K
|
6.06K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
515New |
$241K - $269K
|
515
$306K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
515+ 0.71% |
$241K - $269K
|
73.4K
$43.6M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
514+ 25.38% |
$240K - $269K
|
2.54K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
512+ 6.61% |
$239K - $268K
|
8.26K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
508+ 1.48% |
$237K - $266K
|
34.8K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
502+ 14.29% |
$235K - $263K
|
4.02K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
501+ 4.75% |
$234K - $262K
|
11.1K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
501+ 49.31% |
$234K - $262K
|
1.52K
$903K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
498+ 7.72% |
$233K - $261K
|
6.95K
$4.13M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
498New |
$233K - $261K
|
498
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
496+ 2.82% |
$232K - $259K
|
18.1K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
496+ 2.64% |
$232K - $259K
|
19.3K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
494+ 21.91% |
$231K - $258K
|
2.75K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
494New |
$231K - $258K
|
494
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
494New |
$231K - $258K
|
494
$294K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
494+ 3.08% |
$231K - $258K
|
16.6K
$9.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
493+ 2.47% |
$230K - $258K
|
20.4K
$12.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
493New |
$230K - $258K
|
493
$293K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
493+ 7.25% |
$230K - $258K
|
7.3K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
491New |
$229K - $257K
|
491
$292K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
490+ 1.84% |
$229K - $256K
|
27.2K
$16.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
487+ 58.46% |
$228K - $255K
|
1.32K
$785K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
486+ 1.98% |
$227K - $254K
|
25K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
486New |
$227K - $254K
|
486
$289K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
483+ 3.19% |
$226K - $253K
|
15.6K
$9.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
482+ 22.68% |
$225K - $252K
|
2.61K
$1.55M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
480+ 0.58% |
$224K - $251K
|
83.1K
$49.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
478+ 2.53% |
$223K - $250K
|
19.4K
$11.5M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
477+ 9.48% |
$223K - $250K
|
5.51K
$3.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
476+ 3.62% |
$222K - $249K
|
13.6K
$8.1M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
474+ 4.43% |
$221K - $248K
|
11.2K
$6.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
472+ 17.21% |
$221K - $247K
|
3.22K
$1.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
468+ 12.25% |
$219K - $245K
|
4.29K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
467New |
$218K - $244K
|
467
$278K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
465New |
$217K - $243K
|
465
$277K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
463New |
$216K - $242K
|
463
$275K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
462+ 2.04% |
$216K - $242K
|
23.1K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
462+ 65.16% |
$216K - $242K
|
1.17K
$697K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
459+ 5.14% |
$214K - $240K
|
9.39K
$5.59M
|