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 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
28.9KNew |
$13.5M - $15.1M
|
28.9K
$17.4M
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
28.9K+ 134.84% |
$13.5M - $15.1M
|
50.2K
$30.2M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
28.7K+ 294.07% |
$13.4M - $15M
|
38.4K
$23.1M
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
28.6KNew |
$13.3M - $14.9M
|
28.6K
$17.2M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.5K+ 24.22% |
$13.3M - $14.9M
|
146K
$87.8M
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
28.3KNew |
$13.2M - $14.8M
|
28.3K
$17M
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
28K+ 6.65% |
$13.1M - $14.6M
|
448K
$270M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
27.9K+ 10.23% |
$13M - $14.6M
|
301K
$181M
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
27.9K+ 8.07% |
$13M - $14.6M
|
373K
$224M
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
27.6K+ 18.07% |
$12.9M - $14.4M
|
180K
$108M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27.5K+ 41.9% |
$12.8M - $14.4M
|
93.1K
$56M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26.9K+ 11.19% |
$12.6M - $14.1M
|
268K
$161M
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
26.7K+ 6.87% |
$12.5M - $14M
|
415K
$250M
|
|
May 14, 2024
Q1 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$12.4M - $13.9M
|
26.6K
$16M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26.2KNew |
$12.3M - $13.7M
|
26.2K
$15.8M
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25.3K+ 2.68% |
$11.8M - $13.3M
|
972K
$584M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
24.9KNew |
$11.6M - $13M
|
24.9K
$15M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
24.1K+ 59.94% |
$11.2M - $12.6M
|
64.2K
$38.6M
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
23.5KNew |
$11M - $12.3M
|
23.5K
$14.1M
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
23.1K+ 50.2% |
$10.8M - $12.1M
|
69.2K
$41.6M
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
22.4KNew |
$10.4M - $11.7M
|
22.4K
$13.4M
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
22.2KNew |
$10.4M - $11.6M
|
22.2K
$13.4M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22K+ 2.27% |
$10.3M - $11.5M
|
994K
$597M
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
21KNew |
$9.84M - $11M
|
21K
$12.7M
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
21K+ 2.56% |
$9.81M - $11M
|
841K
$506M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.9K+ 4.04% |
$9.79M - $11M
|
540K
$324M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.6KNew |
$9.64M - $10.8M
|
20.6K
$12.4M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19.9K+ 17.24% |
$9.32M - $10.4M
|
136K
$81.5M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19.9K+ 54.9% |
$9.3M - $10.4M
|
56.2K
$33.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7K+ 8.21% |
$9.21M - $10.3M
|
260K
$156M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19K+ 46.05% |
$8.9M - $9.96M
|
60.4K
$36.3M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.8K+ 33.98% |
$8.77M - $9.81M
|
74K
$44.5M
|
|
Apr 17, 2024
Q1 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
18.6K+ 7.2% |
$8.69M - $9.73M
|
277K
$167M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
18.5K+ 329.15% |
$8.63M - $9.67M
|
24.1K
$14.5M
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
18.4K+ 31.12% |
$8.59M - $9.62M
|
77.5K
$46.6M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
18.4K+ 177.76% |
$8.59M - $9.62M
|
28.7K
$17.3M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
18.3KNew |
$8.55M - $9.57M
|
18.3K
$11M
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
18.3K+ 40.64% |
$8.55M - $9.57M
|
63.3K
$38.1M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.2K+ 181.95% |
$8.51M - $9.53M
|
28.2K
$17M
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
18.1K+ 5.08% |
$8.48M - $9.49M
|
375K
$226M
|
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
17.7KNew |
$8.29M - $9.28M
|
17.7K
$10.7M
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17.7K+ 528.36% |
$8.27M - $9.26M
|
21.1K
$12.7M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.4K+ 842.3% |
$8.15M - $9.13M
|
19.5K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.4K+ 4.77% |
$8.11M - $9.09M
|
382K
$230M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.2K+ 33.1% |
$8.04M - $9.01M
|
69.2K
$41.6M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
16.8K+ 6.18% |
$7.85M - $8.79M
|
289K
$174M
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.7KNew |
$7.8M - $8.74M
|
16.7K
$10M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16.6K+ 16.37% |
$7.76M - $8.69M
|
118K
$71M
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.3KNew |
$7.61M - $8.52M
|
16.3K
$9.79M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
16.3K+ 22.21% |
$7.6M - $8.51M
|
89.5K
$53.8M
|