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 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
6.25KNew |
$2.92M - $3.27M
|
6.25K
$3.76M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.12K+ 16.32% |
$2.86M - $3.2M
|
43.6K
$26.2M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
5.98KNew |
$2.79M - $3.13M
|
5.98K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.88K+ 5.12% |
$2.75M - $3.08M
|
121K
$72.6M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
5.86K+ 5.74% |
$2.74M - $3.07M
|
108K
$64.9M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.84K+ 3.88% |
$2.73M - $3.05M
|
156K
$94M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.76K+ 2.21% |
$2.69M - $3.01M
|
267K
$160M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.56K+ 5.92% |
$2.6M - $2.91M
|
99.5K
$59.8M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.53K+ 12.71% |
$2.58M - $2.89M
|
49.1K
$29.5M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.53K+ 139.46% |
$2.58M - $2.89M
|
9.5K
$5.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.53K+ 6.32% |
$2.58M - $2.89M
|
93K
$55.9M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5.48K+ 1209.71% |
$2.56M - $2.87M
|
5.93K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.46KNew |
$2.55M - $2.86M
|
5.46K
$3.29M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.43K+ 98.87% |
$2.54M - $2.84M
|
10.9K
$6.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
5.42K+ 4.95% |
$2.53M - $2.84M
|
115K
$69.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
5.41K+ 207.4% |
$2.53M - $2.83M
|
8.02K
$4.82M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.39K+ 1.23% |
$2.52M - $2.82M
|
444K
$267M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.2K+ 13.9% |
$2.43M - $2.72M
|
42.7K
$25.6M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.17K+ 48.8% |
$2.42M - $2.71M
|
15.8K
$9.49M
|
|
|
May 14, 2024
Q1 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
5.17KNew |
$2.42M - $2.7M
|
5.17K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.14K+ 1.78% |
$2.4M - $2.69M
|
294K
$177M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.1K+ 58.1% |
$2.38M - $2.67M
|
13.9K
$8.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.06K+ 3.73% |
$2.37M - $2.65M
|
141K
$84.6M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
5.01K+ 3.82% |
$2.34M - $2.62M
|
136K
$81.8M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.97K+ 3.09% |
$2.32M - $2.6M
|
166K
$99.7M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
4.96K+ 213.93% |
$2.32M - $2.6M
|
7.28K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.94K+ 6.95% |
$2.31M - $2.58M
|
76K
$45.7M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
4.92K+ 52.07% |
$2.3M - $2.57M
|
14.4K
$8.64M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$2.29M - $2.57M
|
4.91K
$2.95M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.9K+ 64.58% |
$2.29M - $2.56M
|
12.5K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.85K+ 3.62% |
$2.26M - $2.54M
|
139K
$83.4M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4.81K+ 3.6% |
$2.25M - $2.51M
|
138K
$83.3M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.8K+ 49.01% |
$2.24M - $2.51M
|
14.6K
$8.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.8K+ 20.99% |
$2.24M - $2.51M
|
27.6K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.79K+ 123.29% |
$2.24M - $2.51M
|
8.68K
$5.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.78K+ 2.82% |
$2.23M - $2.5M
|
175K
$105M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.77K+ 2.57% |
$2.23M - $2.49M
|
190K
$115M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
4.7K+ 14.31% |
$2.2M - $2.46M
|
37.6K
$22.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.7K+ 6.87% |
$2.19M - $2.46M
|
73.1K
$43.9M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.68K+ 15.36% |
$2.18M - $2.45M
|
35.1K
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.67KNew |
$2.18M - $2.44M
|
4.67K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 7.76% |
$2.17M - $2.43M
|
64.5K
$38.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.61K+ 19.14% |
$2.16M - $2.41M
|
28.7K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.61K+ 107.31% |
$2.15M - $2.41M
|
8.9K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
4.6K+ 16.73% |
$2.15M - $2.41M
|
32.1K
$19.3M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
4.56K+ 12.01% |
$2.13M - $2.39M
|
42.5K
$25.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.51K+ 364.27% |
$2.11M - $2.36M
|
5.74K
$3.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.5K+ 23.32% |
$2.1M - $2.35M
|
23.8K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.48K+ 48.07% |
$2.09M - $2.34M
|
13.8K
$8.3M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.47K+ 44.42% |
$2.09M - $2.34M
|
14.5K
$8.75M
|