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
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
128+ 27.23% |
$59.8K - $67K
|
598
$350K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
127+ 1.72% |
$59.3K - $66.4K
|
7.49K
$4.39M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
126+ 5.5% |
$58.9K - $65.9K
|
2.42K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
125+ 20.16% |
$58.4K - $65.4K
|
745
$437K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
122+ 4.68% |
$57K - $63.8K
|
2.73K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
122+ 9.52% |
$57K - $63.8K
|
1.4K
$822K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
122+ 0.22% |
$57K - $63.8K
|
54.6K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
122+ 110.91% |
$57K - $63.8K
|
232
$136K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
121+ 1.4% |
$56.5K - $63.3K
|
8.79K
$5.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
120+ 1.2% |
$56.1K - $62.8K
|
10.1K
$5.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
119+ 8.61% |
$55.6K - $62.3K
|
1.5K
$880K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
119+ 1.38% |
$55.6K - $62.3K
|
8.73K
$5.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
118+ 5.54% |
$55.1K - $61.7K
|
2.25K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
118+ 0.17% |
$55.1K - $61.7K
|
70K
$41.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
117+ 18.43% |
$54.7K - $61.2K
|
752
$441K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
117+ 11.44% |
$54.7K - $61.2K
|
1.14K
$668K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
115+ 1.74% |
$53.7K - $60.2K
|
6.72K
$3.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
115+ 1.33% |
$53.7K - $60.2K
|
8.79K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
115+ 11.41% |
$53.7K - $60.2K
|
1.12K
$658K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
115+ 0.76% |
$53.7K - $60.2K
|
15.3K
$8.99M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
114New |
$53.3K - $59.6K
|
114
$66.8K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
113+ 3.04% |
$52.8K - $59.1K
|
3.83K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
111+ 5.2% |
$51.9K - $58.1K
|
2.25K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
110+ 2.99% |
$51.4K - $57.5K
|
3.79K
$2.22M
|
|
|
Apr 18, 2024
Q1 2024
|
American Asset Management Inc.
|
BUY
|
- |
109+ 0.14% |
$50.9K - $57K
|
79.2K
$46.4M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
109+ 1.66% |
$50.9K - $57K
|
6.7K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
108+ 3.04% |
$50.5K - $56.5K
|
3.66K
$2.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
107+ 19.21% |
$50K - $56K
|
664
$389K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 17.52% |
$49.5K - $55.5K
|
711
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
105+ 7.09% |
$49.1K - $54.9K
|
1.59K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
105+ 0.9% |
$49.1K - $54.9K
|
11.8K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
104+ 4.09% |
$48.6K - $54.4K
|
2.65K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
102+ 0.18% |
$47.7K - $53.4K
|
57.9K
$33.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
102+ 1.46% |
$47.7K - $53.4K
|
7.07K
$4.14M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
102+ 0.39% |
$47.7K - $53.4K
|
26.2K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
101+ 6.76% |
$47.2K - $52.8K
|
1.6K
$935K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
100+ 1.45% |
$46.7K - $52.3K
|
6.98K
$4.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 6.9% |
$46.7K - $52.3K
|
1.55K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
100+ 9.31% |
$46.7K - $52.3K
|
1.17K
$688K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
100+ 1.44% |
$46.7K - $52.3K
|
7.04K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100+ 20.28% |
$46.7K - $52.3K
|
593
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
99+ 6.29% |
$46.3K - $51.8K
|
1.67K
$981K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
98New |
$45.8K - $51.3K
|
98
$57.4K
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
98+ 6.88% |
$45.8K - $51.3K
|
1.52K
$892K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
97+ 12.25% |
$45.3K - $50.7K
|
889
$521K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
97+ 0.37% |
$45.3K - $50.7K
|
26.4K
$15.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
96+ 1.04% |
$44.9K - $50.2K
|
9.31K
$5.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
96+ 6.92% |
$44.9K - $50.2K
|
1.48K
$870K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
96+ 5.78% |
$44.9K - $50.2K
|
1.76K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
94+ 5.66% |
$43.9K - $49.2K
|
1.76K
$1.03M
|