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 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 48.68% |
$43K - $48.1K
|
281
$165K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
92+ 0.75% |
$43K - $48.1K
|
12.4K
$7.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 1.54% |
$42.5K - $47.6K
|
6K
$3.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
91+ 11.4% |
$42.5K - $47.6K
|
889
$521K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 12.47% |
$42.5K - $47.6K
|
821
$481K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
91+ 0.61% |
$42.5K - $47.6K
|
15K
$8.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
89+ 7.24% |
$41.6K - $46.6K
|
1.32K
$773K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
89+ 0.8% |
$41.6K - $46.6K
|
11.2K
$6.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
89+ 0.29% |
$41.6K - $46.6K
|
30.5K
$17.9M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
89+ 2.4% |
$41.6K - $46.6K
|
3.8K
$2.23M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
88+ 1.38% |
$41.1K - $46K
|
6.46K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
87+ 3.69% |
$40.7K - $45.5K
|
2.44K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
87+ 12.38% |
$40.7K - $45.5K
|
790
$463K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
87+ 3.44% |
$40.7K - $45.5K
|
2.62K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 0.05% |
$40.7K - $45.5K
|
158K
$92.8M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
86+ 0.4% |
$40.2K - $45K
|
21.8K
$12.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
85+ 0.86% |
$39.7K - $44.5K
|
10K
$5.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
85+ 1.35% |
$39.7K - $44.5K
|
6.38K
$3.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85+ 0.72% |
$39.7K - $44.5K
|
11.9K
$7M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
85+ 10.84% |
$39.7K - $44.5K
|
869
$509K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
85+ 0.04% |
$39.7K - $44.5K
|
215K
$126M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
84+ 1.42% |
$39.3K - $43.9K
|
5.98K
$3.51M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
82+ 5.06% |
$38.3K - $42.9K
|
1.7K
$998K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
81+ 14.44% |
$37.8K - $42.4K
|
642
$376K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
80+ 0.57% |
$37.4K - $41.9K
|
14.1K
$8.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
80New |
$37.4K - $41.9K
|
80
$46.9K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
80+ 0.67% |
$37.4K - $41.9K
|
12K
$7.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
79+ 9.6% |
$36.9K - $41.3K
|
902
$529K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
78+ 4.35% |
$36.4K - $40.8K
|
1.87K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
77+ 7.15% |
$36K - $40.3K
|
1.15K
$676K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
76+ 6.79% |
$35.5K - $39.8K
|
1.2K
$700K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
75+ 2.64% |
$35K - $39.2K
|
2.92K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$35K - $39.2K
|
75
$44K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
75+ 0.99% |
$35K - $39.2K
|
7.65K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
75+ 30.61% |
$35K - $39.2K
|
320
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
74+ 2.02% |
$34.6K - $38.7K
|
3.73K
$2.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 1.21% |
$34.6K - $38.7K
|
6.21K
$3.64M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
72+ 0.72% |
$33.6K - $37.7K
|
10K
$5.88M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
72+ 0.94% |
$33.6K - $37.7K
|
7.77K
$4.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
71+ 0.72% |
$33.2K - $37.1K
|
9.98K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
71+ 16.51% |
$33.2K - $37.1K
|
501
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
71+ 1.06% |
$33.2K - $37.1K
|
6.77K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
71+ 6.34% |
$33.2K - $37.1K
|
1.19K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
70+ 12.22% |
$32.7K - $36.6K
|
643
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
70+ 1.05% |
$32.7K - $36.6K
|
6.74K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.7% |
$32.7K - $36.6K
|
792
$464K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
70+ 9.92% |
$32.7K - $36.6K
|
776
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
70New |
$32.7K - $36.6K
|
70
$41K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
70+ 6.57% |
$32.7K - $36.6K
|
1.14K
$666K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
70+ 3.04% |
$32.7K - $36.6K
|
2.38K
$1.39M
|