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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
70+ 8.56% |
$32.7K - $36.6K
|
888
$519K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
69+ 2.87% |
$32.2K - $36.1K
|
2.47K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
67+ 0.78% |
$31.3K - $35.1K
|
8.71K
$5.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
67+ 5.89% |
$31.3K - $35.1K
|
1.21K
$704K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
67+ 0.6% |
$31.3K - $35.1K
|
11.3K
$6.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66+ 1.46% |
$30.8K - $34.5K
|
4.58K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
66+ 0.64% |
$30.8K - $34.5K
|
10.4K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
66+ 0.83% |
$30.8K - $34.5K
|
7.99K
$4.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
65+ 10.2% |
$30.4K - $34K
|
702
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
65+ 4.01% |
$30.4K - $34K
|
1.68K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
65+ 8.55% |
$30.4K - $34K
|
825
$482K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
63New |
$29.4K - $33K
|
63
$36.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
61+ 2.93% |
$28.5K - $31.9K
|
2.14K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
61+ 1.29% |
$28.5K - $31.9K
|
4.8K
$2.81M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
61+ 5.92% |
$28.5K - $31.9K
|
1.09K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
61+ 4.65% |
$28.5K - $31.9K
|
1.37K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
61+ 1.13% |
$28.5K - $31.9K
|
5.46K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
61+ 16.58% |
$28.5K - $31.9K
|
429
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
60+ 12.07% |
$28K - $31.4K
|
557
$326K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
60+ 1.87% |
$28K - $31.4K
|
3.27K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
60+ 9.13% |
$28K - $31.4K
|
717
$419K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60+ 14.49% |
$28K - $31.4K
|
474
$277K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
60+ 1.53% |
$28K - $31.4K
|
3.99K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 3.86% |
$27.6K - $30.9K
|
1.59K
$927K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
59+ 2.18% |
$27.6K - $30.9K
|
2.77K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
59+ 0.62% |
$27.6K - $30.9K
|
9.63K
$5.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.55% |
$27.1K - $30.3K
|
10.6K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
57+ 0.36% |
$26.6K - $29.8K
|
16K
$9.37M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
57+ 3.64% |
$26.6K - $29.8K
|
1.62K
$949K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
56+ 7.42% |
$26.2K - $29.3K
|
811
$474K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
55+ 0.62% |
$25.7K - $28.8K
|
8.9K
$5.2M
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
55+ 0.17% |
$25.7K - $28.8K
|
32.8K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
55+ 2.69% |
$25.7K - $28.8K
|
2.1K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
54+ 9.39% |
$25.2K - $28.3K
|
629
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
54+ 2.17% |
$25.2K - $28.3K
|
2.55K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
54+ 0.79% |
$25.2K - $28.3K
|
6.9K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
54New |
$25.2K - $28.3K
|
54
$31.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
53+ 3.8% |
$24.8K - $27.7K
|
1.45K
$847K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
53+ 7.34% |
$24.8K - $27.7K
|
775
$453K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
53+ 2.48% |
$24.8K - $27.7K
|
2.19K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
52+ 8.1% |
$24.3K - $27.2K
|
694
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
52+ 0.23% |
$24.3K - $27.2K
|
22.5K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
52+ 1.47% |
$24.3K - $27.2K
|
3.59K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52+ 0.17% |
$24.3K - $27.2K
|
31K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
52+ 1.13% |
$24.3K - $27.2K
|
4.66K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
51+ 0.94% |
$23.8K - $26.7K
|
5.47K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 3.03% |
$23.8K - $26.7K
|
1.73K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
51+ 1.6% |
$23.8K - $26.7K
|
3.23K
$1.89M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
50+ 0.47% |
$23.4K - $26.2K
|
10.6K
$6.21M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 1.61% |
$23.4K - $26.2K
|
3.15K
$1.84M
|