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 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 1.91% |
$10.7K - $12K
|
1.23K
$726K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
23+ 0.27% |
$10.7K - $12K
|
8.63K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
23+ 1.98% |
$10.7K - $12K
|
1.18K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
23+ 0.35% |
$10.7K - $12K
|
6.56K
$3.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.04% |
$10.3K - $11.5K
|
50.6K
$29.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
22+ 1.39% |
$10.3K - $11.5K
|
1.6K
$949K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$10.3K - $11.5K
|
22
$13K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22+ 0.42% |
$10.3K - $11.5K
|
5.3K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 1.54% |
$10.3K - $11.5K
|
1.45K
$857K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.3% |
$10.3K - $11.5K
|
7.43K
$4.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
21+ 2.91% |
$9.81K - $11K
|
743
$440K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
21+ 0.39% |
$9.81K - $11K
|
5.34K
$3.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.52% |
$9.81K - $11K
|
4.05K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
20+ 0.41% |
$9.35K - $10.5K
|
4.87K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.54% |
$9.35K - $10.5K
|
3.75K
$2.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20+ 2.48% |
$9.35K - $10.5K
|
828
$490K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
20+ 1.11% |
$9.35K - $10.5K
|
1.83K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.6% |
$9.35K - $10.5K
|
3.37K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
20+ 3.25% |
$9.35K - $10.5K
|
635
$376K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 0.57% |
$9.35K - $10.5K
|
3.52K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.71% |
$9.35K - $10.5K
|
1.19K
$704K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 3.3% |
$8.88K - $9.94K
|
594
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.18% |
$8.88K - $9.94K
|
10.5K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
19+ 0.34% |
$8.88K - $9.94K
|
5.69K
$3.37M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
18+ 0.87% |
$8.41K - $9.42K
|
2.1K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.98% |
$8.41K - $9.42K
|
1.86K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
18+ 0.32% |
$8.41K - $9.42K
|
5.58K
$3.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.12% |
$7.94K - $8.89K
|
14.4K
$8.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 1.13% |
$7.94K - $8.89K
|
1.52K
$898K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.46% |
$7.94K - $8.89K
|
3.72K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
17+ 3.02% |
$7.94K - $8.89K
|
579
$343K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
17+ 1.31% |
$7.94K - $8.89K
|
1.32K
$781K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
17+ 0.86% |
$7.94K - $8.89K
|
2K
$1.18M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
17+ 1.1% |
$7.94K - $8.89K
|
1.57K
$929K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
16+ 1.79% |
$7.48K - $8.37K
|
910
$539K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
16+ 0.28% |
$7.48K - $8.37K
|
5.74K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
16+ 0.22% |
$7.48K - $8.37K
|
7.33K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.18% |
$7.48K - $8.37K
|
8.69K
$5.15M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
16+ 0.93% |
$7.48K - $8.37K
|
1.74K
$1.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
15+ 0.09% |
$7.01K - $7.85K
|
16.7K
$9.91M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
15+ 1.52% |
$7.01K - $7.85K
|
1.01K
$595K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
15+ 22.06% |
$7.01K - $7.85K
|
83
$49.1K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15+ 0.7% |
$7.01K - $7.85K
|
2.15K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
15+ 0.21% |
$7.01K - $7.85K
|
7.29K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
15+ 0.32% |
$7.01K - $7.85K
|
4.69K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 1.68% |
$7.01K - $7.85K
|
907
$537K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
15+ 0.16% |
$7.01K - $7.85K
|
9.49K
$5.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$6.54K - $7.32K
|
37K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.08% |
$6.54K - $7.32K
|
16.6K
$9.8M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
14+ 0.03% |
$6.54K - $7.32K
|
43.2K
$25.6M
|