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 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$467 - $523
|
217
$128K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
5.99K
$3.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1+ 0.18% |
$467 - $523
|
558
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$467 - $523
|
586
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$467 - $523
|
2.87K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.32K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.09% |
$467 - $523
|
1.08K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$467 - $523
|
939
$556K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.31% |
$467 - $523
|
325
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1+ 0.1% |
$467 - $523
|
1.02K
$603K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.05% |
$467 - $523
|
1.89K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.05% |
$467 - $523
|
2.15K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.55% |
$467 - $523
|
183
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$467 - $523
|
429
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.44K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$467 - $523
|
3.14K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.1% |
$467 - $523
|
960
$568K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$467 - $523
|
45.6K
$27M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
4.76K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.16% |
$467 - $523
|
611
$362K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.06% |
$467 - $523
|
1.59K
$941K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.33% |
$467 - $523
|
305
$181K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
4.57K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.99% |
$467 - $523
|
102
$60.4K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.14% |
$467 - $523
|
735
$435K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.42% |
$467 - $523
|
241
$143K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$467 - $523
|
4.25K
$2.51M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.16% |
$467 - $523
|
624
$369K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.07% |
$467 - $523
|
1.35K
$799K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1+ 0.12% |
$467 - $523
|
822
$487K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.11% |
$467 - $523
|
952
$564K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.16% |
$467 - $523
|
646
$382K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.25% |
$467 - $523
|
81
$47.9K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1+ 0.12% |
$467 - $523
|
831
$492K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.22% |
$467 - $523
|
451
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1- 0.02% |
$467 - $523
|
4.82K
$2.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$467 - $523
|
4.6K
$2.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$467 - $523
|
1.71K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1- 0.17% |
$467 - $523
|
573
$339K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.09% |
$467 - $523
|
1.13K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$467 - $523
|
2.99K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$467 - $523
|
1
$592
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1- 0.19% |
$467 - $523
|
512
$303K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$935 - $1.05K
|
2.45K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2- 0.26% |
$935 - $1.05K
|
763
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$935 - $1.05K
|
3.14K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2- 0.29% |
$935 - $1.05K
|
684
$405K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2- 0.1% |
$935 - $1.05K
|
1.98K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-2- 0.06% |
$935 - $1.05K
|
3.15K
$1.87M
|