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 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
37+ 2.02% |
$17.3K - $19.4K
|
1.87K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
37+ 0.47% |
$17.3K - $19.4K
|
7.84K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
37+ 0.02% |
$17.3K - $19.4K
|
229K
$134M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
37+ 0.19% |
$17.3K - $19.4K
|
19.1K
$11.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
36+ 0.76% |
$16.8K - $18.8K
|
4.76K
$2.78M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
36+ 7.56% |
$16.8K - $18.8K
|
512
$299K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
34+ 0.66% |
$15.9K - $17.8K
|
5.19K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
34+ 0.34% |
$15.9K - $17.8K
|
9.91K
$5.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
33+ 1.27% |
$15.4K - $17.3K
|
2.63K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
33+ 2.63% |
$15.4K - $17.3K
|
1.29K
$752K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.47% |
$15K - $16.7K
|
6.86K
$4.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$15K - $16.7K
|
8.16K
$4.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
32+ 1.66% |
$15K - $16.7K
|
1.96K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
31+ 0.36% |
$14.5K - $16.2K
|
8.61K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
31+ 2.71% |
$14.5K - $16.2K
|
1.17K
$686K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30+ 1.22% |
$14K - $15.7K
|
2.49K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
30+ 0.27% |
$14K - $15.7K
|
11.3K
$6.59M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
30+ 1.05% |
$14K - $15.7K
|
2.88K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
30+ 6.0% |
$14K - $15.7K
|
530
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 1.24% |
$13.6K - $15.2K
|
2.37K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
29+ 2.98% |
$13.6K - $15.2K
|
1K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
29+ 0.51% |
$13.6K - $15.2K
|
5.72K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
29+ 0.38% |
$13.6K - $15.2K
|
7.64K
$4.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
28+ 4.84% |
$13.1K - $14.6K
|
607
$355K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
28+ 3.75% |
$13.1K - $14.6K
|
774
$453K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28+ 0.44% |
$13.1K - $14.6K
|
6.34K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.16% |
$13.1K - $14.6K
|
17.7K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
27+ 1.65% |
$12.6K - $14.1K
|
1.66K
$971K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
27+ 2.89% |
$12.6K - $14.1K
|
962
$562K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
27+ 16.88% |
$12.6K - $14.1K
|
187
$109K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
27+ 0.39% |
$12.6K - $14.1K
|
6.89K
$4.03M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
27+ 0.33% |
$12.6K - $14.1K
|
8.29K
$4.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 3.46% |
$12.1K - $13.6K
|
778
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26+ 0.37% |
$12.1K - $13.6K
|
7.13K
$4.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
26+ 4.82% |
$12.1K - $13.6K
|
565
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
26+ 0.56% |
$12.1K - $13.6K
|
4.64K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
26+ 0.35% |
$12.1K - $13.6K
|
7.38K
$4.31M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
26+ 4.01% |
$12.1K - $13.6K
|
675
$395K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 0.51% |
$11.7K - $13.1K
|
4.94K
$2.89M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
25+ 8.77% |
$11.7K - $13.1K
|
310
$181K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24+ 1.91% |
$11.2K - $12.6K
|
1.28K
$748K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
24+ 1.75% |
$11.2K - $12.6K
|
1.39K
$815K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
24+ 1.06% |
$11.2K - $12.6K
|
2.28K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
24+ 1.79% |
$11.2K - $12.6K
|
1.37K
$798K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
24+ 2.11% |
$11.2K - $12.6K
|
1.16K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24+ 26.97% |
$11.2K - $12.6K
|
113
$66.1K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 79.31% |
$10.7K - $12K
|
52
$30.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.73% |
$10.7K - $12K
|
3.18K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
23+ 3.19% |
$10.7K - $12K
|
744
$435K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
23+ 0.26% |
$10.7K - $12K
|
8.74K
$5.11M
|