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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
355+ 2.79% |
$166K - $186K
|
13.1K
$8.21M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
354+ 1.04% |
$165K - $185K
|
34.3K
$21.5M
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
350+ 6.67% |
$164K - $183K
|
5.6K
$3.52M
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
349+ 0.17% |
$163K - $183K
|
206K
$130M
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
346+ 34.19% |
$162K - $181K
|
1.36K
$854K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
345+ 8.3% |
$161K - $180K
|
4.5K
$2.83M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
345+ 15.31% |
$161K - $180K
|
2.6K
$1.63M
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
345+ 7.39% |
$161K - $180K
|
5.01K
$3.15M
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
345+ 0.28% |
$161K - $180K
|
122K
$76.9M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
344+ 2.7% |
$161K - $180K
|
13.1K
$8.24M
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
339+ 61.86% |
$158K - $177K
|
887
$558K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
335+ 2.42% |
$157K - $175K
|
14.2K
$8.92M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
334+ 175.79% |
$156K - $175K
|
524
$330K
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
331+ 92.2% |
$155K - $173K
|
690
$434K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
330New |
$154K - $173K
|
330
$208K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
328+ 9.62% |
$153K - $172K
|
3.74K
$2.35M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
328+ 0.15% |
$153K - $172K
|
223K
$140M
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
323+ 9.18% |
$151K - $169K
|
3.84K
$2.42M
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
321+ 41.1% |
$150K - $168K
|
1.1K
$693K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
316+ 0.71% |
$148K - $165K
|
44.8K
$28.1M
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
316+ 5.5% |
$148K - $165K
|
6.06K
$3.81M
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
315+ 3.32% |
$147K - $165K
|
9.81K
$6.17M
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
314+ 2.2% |
$147K - $164K
|
14.6K
$9.18M
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
311+ 5.57% |
$145K - $163K
|
5.9K
$3.71M
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
311+ 0.67% |
$145K - $163K
|
46.7K
$29.4M
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
309+ 68.21% |
$144K - $162K
|
762
$479K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
309New |
$144K - $162K
|
309
$194K
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
306+ 2.24% |
$143K - $160K
|
14K
$8.78M
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
305New |
$143K - $160K
|
305
$192K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
303+ 0.97% |
$142K - $159K
|
31.4K
$19.8M
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
303+ 70.63% |
$142K - $159K
|
732
$460K
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
303New |
$142K - $159K
|
303
$191K
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
302+ 5.0% |
$141K - $158K
|
6.34K
$3.99M
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
302+ 4.23% |
$141K - $158K
|
7.44K
$4.68M
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
302+ 0.25% |
$141K - $158K
|
123K
$77.1M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
301+ 3.85% |
$141K - $157K
|
8.13K
$5.11M
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 1.67% |
$140K - $157K
|
18.3K
$11.5M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
300+ 71.26% |
$140K - $157K
|
721
$453K
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
300+ 9.38% |
$140K - $157K
|
3.5K
$2.2M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
297+ 1.19% |
$139K - $155K
|
25.2K
$15.8M
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
296+ 14.87% |
$138K - $155K
|
2.29K
$1.44M
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
296+ 21.64% |
$138K - $155K
|
1.66K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
293+ 4.26% |
$137K - $153K
|
7.17K
$4.51M
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
293+ 22.38% |
$137K - $153K
|
1.6K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
291+ 1.03% |
$136K - $152K
|
28.5K
$17.9M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
290+ 2.89% |
$136K - $152K
|
10.3K
$6.5M
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
289+ 1.53% |
$135K - $151K
|
19.1K
$12M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
289+ 1.08% |
$135K - $151K
|
27.1K
$17M
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
288+ 4.51% |
$135K - $151K
|
6.67K
$4.19M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
285+ 1.28% |
$133K - $149K
|
22.5K
$14.2M
|