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 10, 2024
Q1 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
14New |
$6.54K - $7.32K
|
14
$8.29K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
14+ 2.01% |
$6.54K - $7.32K
|
711
$421K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.32% |
$6.07K - $6.8K
|
4.04K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13+ 1.87% |
$6.07K - $6.8K
|
708
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
12+ 0.27% |
$5.61K - $6.28K
|
4.44K
$2.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12+ 0.33% |
$5.61K - $6.28K
|
3.62K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12+ 1.47% |
$5.61K - $6.28K
|
829
$491K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
12+ 0.18% |
$5.61K - $6.28K
|
6.73K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 2.16% |
$5.61K - $6.28K
|
568
$336K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 1.01% |
$5.61K - $6.28K
|
1.2K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.33% |
$5.61K - $6.28K
|
3.63K
$2.15M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
11+ 0.23% |
$5.14K - $5.75K
|
4.74K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 1.24% |
$5.14K - $5.75K
|
900
$533K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
11+ 0.74% |
$5.14K - $5.75K
|
1.49K
$883K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
11+ 0.28% |
$5.14K - $5.75K
|
3.99K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 4.14% |
$5.14K - $5.75K
|
277
$164K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
11+ 0.35% |
$5.14K - $5.75K
|
3.18K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11+ 0.19% |
$5.14K - $5.75K
|
5.72K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
11+ 0.69% |
$5.14K - $5.75K
|
1.62K
$956K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.74% |
$4.67K - $5.23K
|
1.37K
$810K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.21% |
$4.67K - $5.23K
|
4.73K
$2.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.27% |
$4.67K - $5.23K
|
3.73K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.45% |
$4.67K - $5.23K
|
2.24K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
10+ 0.15% |
$4.67K - $5.23K
|
6.81K
$4.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
10+ 1.55% |
$4.67K - $5.23K
|
657
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10+ 0.61% |
$4.67K - $5.23K
|
1.66K
$983K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
10+ 0.11% |
$4.67K - $5.23K
|
8.74K
$5.17M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
10+ 1.06% |
$4.67K - $5.23K
|
950
$562K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10+ 0.27% |
$4.67K - $5.23K
|
3.74K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.43% |
$4.67K - $5.23K
|
2.35K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 0.39% |
$4.21K - $4.71K
|
2.34K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.16% |
$4.21K - $4.71K
|
5.49K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.94% |
$4.21K - $4.71K
|
963
$570K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9+ 0.17% |
$4.21K - $4.71K
|
5.28K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.33% |
$4.21K - $4.71K
|
2.75K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9+ 0.12% |
$4.21K - $4.71K
|
7.33K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9+ 8.18% |
$4.21K - $4.71K
|
119
$70.4K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9+ 0.14% |
$4.21K - $4.71K
|
6.36K
$3.77M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9+ 0.3% |
$4.21K - $4.71K
|
3K
$1.78M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
8+ 0.69% |
$3.74K - $4.19K
|
1.16K
$688K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.31% |
$3.74K - $4.19K
|
2.58K
$1.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8+ 0.49% |
$3.74K - $4.19K
|
1.66K
$981K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.74K - $4.19K
|
9.32K
$5.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8+ 0.35% |
$3.74K - $4.19K
|
2.33K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 2.17% |
$3.74K - $4.19K
|
376
$223K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8+ 0.41% |
$3.74K - $4.19K
|
1.95K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
8+ 1.81% |
$3.74K - $4.19K
|
450
$266K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
8+ 0.03% |
$3.74K - $4.19K
|
29K
$17.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.08% |
$3.27K - $3.66K
|
8.66K
$5.13M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
7+ 0.13% |
$3.27K - $3.66K
|
5.55K
$3.28M
|