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 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
165+ 246.27% |
$77.1K - $86.3K
|
232
$136K
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
165+ 4.6% |
$77.1K - $86.3K
|
3.75K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
163+ 21.68% |
$76.2K - $85.3K
|
915
$538K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
163+ 5.41% |
$76.2K - $85.3K
|
3.18K
$1.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
160+ 4.79% |
$74.8K - $83.7K
|
3.5K
$2.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
160+ 0.56% |
$74.8K - $83.7K
|
28.8K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
160+ 19.56% |
$74.8K - $83.7K
|
978
$575K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
160+ 7.4% |
$74.8K - $83.7K
|
2.32K
$1.37M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
159+ 19.37% |
$74.3K - $83.2K
|
980
$576K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
159+ 31.8% |
$74.3K - $83.2K
|
659
$388K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
158+ 0.36% |
$73.8K - $82.7K
|
43.9K
$25.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
155+ 28.03% |
$72.4K - $81.1K
|
708
$416K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
155+ 1.34% |
$72.4K - $81.1K
|
11.7K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
153+ 1.02% |
$71.5K - $80K
|
15.2K
$8.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
152+ 3.11% |
$71K - $79.5K
|
5.04K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
152+ 12.33% |
$71K - $79.5K
|
1.39K
$815K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
151+ 10.87% |
$70.6K - $79K
|
1.54K
$906K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
150+ 2.54% |
$70.1K - $78.5K
|
6.06K
$3.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
148+ 6.07% |
$69.2K - $77.4K
|
2.59K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
147+ 7.24% |
$68.7K - $76.9K
|
2.18K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
146+ 7.0% |
$68.2K - $76.4K
|
2.23K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
146+ 24.91% |
$68.2K - $76.4K
|
732
$431K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
145+ 34.44% |
$67.8K - $75.9K
|
566
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
144+ 6.19% |
$67.3K - $75.3K
|
2.47K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
144+ 0.62% |
$67.3K - $75.3K
|
23.5K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
143+ 1.1% |
$66.8K - $74.8K
|
13.2K
$7.76M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
142+ 20.31% |
$66.4K - $74.3K
|
841
$495K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
142+ 1.51% |
$66.4K - $74.3K
|
9.58K
$5.63M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
141+ 13.89% |
$65.9K - $73.8K
|
1.16K
$680K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
141+ 0.51% |
$65.9K - $73.8K
|
27.5K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
141+ 8.67% |
$65.9K - $73.8K
|
1.77K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
140+ 4.01% |
$65.4K - $73.2K
|
3.63K
$2.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
140+ 0.1% |
$65.4K - $73.2K
|
139K
$81.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
140+ 0.6% |
$65.4K - $73.2K
|
23.4K
$13.7M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140+ 42.81% |
$65.4K - $73.2K
|
467
$275K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
137+ 10.15% |
$64K - $71.7K
|
1.49K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
137+ 21.99% |
$64K - $71.7K
|
760
$447K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
136+ 1.19% |
$63.6K - $71.2K
|
11.5K
$6.79M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
135+ 6.44% |
$63.1K - $70.6K
|
2.23K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
133+ 1.48% |
$62.1K - $69.6K
|
9.12K
$5.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
133+ 4.48% |
$62.1K - $69.6K
|
3.1K
$1.82M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
132+ 2.61% |
$61.7K - $69.1K
|
5.19K
$3.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
131+ 31.41% |
$61.2K - $68.5K
|
548
$322K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
131+ 13.94% |
$61.2K - $68.5K
|
1.07K
$630K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
130+ 3.04% |
$60.7K - $68K
|
4.4K
$2.59M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
130+ 0.74% |
$60.7K - $68K
|
17.7K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
129+ 0.75% |
$60.3K - $67.5K
|
17.3K
$10.2M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
129+ 0.48% |
$60.3K - $67.5K
|
26.9K
$15.8M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
129+ 6.91% |
$60.3K - $67.5K
|
2K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
128+ 1.35% |
$59.8K - $67K
|
9.61K
$5.65M
|