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 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
212+ 22.2% |
$99.1K - $111K
|
1.17K
$686K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
212+ 4.54% |
$99.1K - $111K
|
4.88K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
212+ 2.81% |
$99.1K - $111K
|
7.77K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
210+ 3.0% |
$98.1K - $110K
|
7.22K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
210+ 10.33% |
$98.1K - $110K
|
2.24K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
210+ 1.6% |
$98.1K - $110K
|
13.4K
$7.87M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
210+ 9.94% |
$98.1K - $110K
|
2.32K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
210New |
$98.1K - $110K
|
210
$124K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
207+ 33.23% |
$96.7K - $108K
|
830
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
206+ 4.73% |
$96.3K - $108K
|
4.56K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
206+ 14.53% |
$96.3K - $108K
|
1.62K
$955K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
206+ 10.01% |
$96.3K - $108K
|
2.26K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
204+ 57.46% |
$95.3K - $107K
|
559
$329K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
204+ 2.62% |
$95.3K - $107K
|
7.98K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
202+ 11.86% |
$94.4K - $106K
|
1.91K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
200+ 8.04% |
$93.5K - $105K
|
2.69K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
200+ 10.54% |
$93.5K - $105K
|
2.1K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
199+ 0.52% |
$93K - $104K
|
38.8K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
197+ 2.85% |
$92.1K - $103K
|
7.1K
$4.18M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
197+ 17.78% |
$92.1K - $103K
|
1.31K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
196+ 7.88% |
$91.6K - $103K
|
2.68K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
193+ 3.23% |
$90.2K - $101K
|
6.17K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
191+ 1.55% |
$89.3K - $99.9K
|
12.5K
$7.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
190+ 55.72% |
$88.8K - $99.4K
|
531
$312K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
189+ 0.49% |
$88.3K - $98.9K
|
39.1K
$23M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
188+ 17.28% |
$87.8K - $98.4K
|
1.28K
$751K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
187+ 0.09% |
$87.4K - $97.8K
|
200K
$118M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
186+ 0.13% |
$86.9K - $97.3K
|
139K
$82M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
185+ 0.33% |
$86.4K - $96.8K
|
56.4K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
182+ 5.59% |
$85K - $95.2K
|
3.44K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
178+ 2.86% |
$83.2K - $93.1K
|
6.39K
$3.76M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
178+ 0.09% |
$83.2K - $93.1K
|
208K
$122M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
178+ 7.16% |
$83.2K - $93.1K
|
2.66K
$1.57M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
178+ 2.79% |
$83.2K - $93.1K
|
6.55K
$3.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
176+ 22.39% |
$82.2K - $92.1K
|
962
$566K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
176+ 1.94% |
$82.2K - $92.1K
|
9.26K
$5.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
176+ 13.83% |
$82.2K - $92.1K
|
1.45K
$852K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
174+ 6.21% |
$81.3K - $91K
|
2.97K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
174+ 5.72% |
$81.3K - $91K
|
3.21K
$1.89M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
174+ 1.96% |
$81.3K - $91K
|
9.07K
$5.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
173+ 33.02% |
$80.8K - $90.5K
|
697
$410K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
172+ 0.6% |
$80.4K - $90K
|
29.1K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
172+ 1.86% |
$80.4K - $90K
|
9.4K
$5.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
171+ 25.83% |
$79.9K - $89.5K
|
833
$490K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
169New |
$79K - $88.4K
|
169
$99.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
169+ 11.5% |
$79K - $88.4K
|
1.64K
$964K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
169+ 14.36% |
$79K - $88.4K
|
1.35K
$792K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
167+ 4.34% |
$78K - $87.4K
|
4.02K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
166+ 4.77% |
$77.6K - $86.8K
|
3.64K
$2.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
165+ 5.75% |
$77.1K - $86.3K
|
3.03K
$1.78M
|