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 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.24K+ 19.59% |
$1.51M - $1.7M
|
19.8K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.24K+ 614.42% |
$1.51M - $1.69M
|
3.77K
$2.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.2KNew |
$1.49M - $1.67M
|
3.2K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.19K+ 27.99% |
$1.49M - $1.67M
|
14.6K
$8.76M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.18K+ 27.36% |
$1.49M - $1.66M
|
14.8K
$8.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.17K+ 606.69% |
$1.48M - $1.66M
|
3.7K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.15K+ 32.14% |
$1.47M - $1.65M
|
13K
$7.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.13K+ 26.62% |
$1.46M - $1.64M
|
14.9K
$8.95M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.11K+ 0.43% |
$1.45M - $1.63M
|
734K
$442M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.1K+ 16.0% |
$1.45M - $1.62M
|
22.5K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
3.06KNew |
$1.43M - $1.6M
|
3.06K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.04KNew |
$1.42M - $1.59M
|
3.04K
$1.83M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 36.33% |
$1.41M - $1.58M
|
11.4K
$6.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.02KNew |
$1.41M - $1.58M
|
3.02K
$1.82M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.96KNew |
$1.38M - $1.55M
|
2.96K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.93K+ 0.92% |
$1.37M - $1.53M
|
321K
$193M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.91K+ 17.68% |
$1.36M - $1.52M
|
19.3K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.89K+ 5.15% |
$1.35M - $1.51M
|
59K
$35.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 22.61% |
$1.32M - $1.48M
|
15.3K
$9.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.8K+ 8.16% |
$1.31M - $1.47M
|
37.1K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.8K+ 124.77% |
$1.31M - $1.46M
|
5.04K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
2.79K+ 48.86% |
$1.3M - $1.46M
|
8.5K
$5.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.77K+ 77.26% |
$1.3M - $1.45M
|
6.36K
$3.83M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.77K+ 6.51% |
$1.3M - $1.45M
|
45.4K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.76K+ 50.87% |
$1.29M - $1.44M
|
8.18K
$4.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
2.75KNew |
$1.29M - $1.44M
|
2.75K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.75K+ 12.73% |
$1.28M - $1.44M
|
24.3K
$14.6M
|
|
|
May 09, 2024
Q1 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.71K+ 2.98% |
$1.27M - $1.42M
|
93.6K
$56.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.65K+ 5.88% |
$1.24M - $1.39M
|
47.7K
$28.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2.61K+ 79.07% |
$1.22M - $1.37M
|
5.91K
$3.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.61K+ 5.55% |
$1.22M - $1.36M
|
49.6K
$29.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
2.59K+ 2.39% |
$1.21M - $1.35M
|
111K
$66.6M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.58K+ 4.04% |
$1.21M - $1.35M
|
66.4K
$39.9M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.57K+ 9.63% |
$1.2M - $1.35M
|
29.3K
$17.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.57K+ 9.08% |
$1.2M - $1.34M
|
30.8K
$18.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.56K+ 27.02% |
$1.2M - $1.34M
|
12K
$7.24M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.55K+ 13.07% |
$1.19M - $1.34M
|
22.1K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.55K+ 7.25% |
$1.19M - $1.33M
|
37.7K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.54K+ 33.49% |
$1.19M - $1.33M
|
10.1K
$6.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.54K+ 23.25% |
$1.19M - $1.33M
|
13.4K
$8.09M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2.53K+ 5.71% |
$1.18M - $1.33M
|
46.9K
$28.2M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2.53K+ 5.71% |
$1.18M - $1.33M
|
46.9K
$28.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 4.33% |
$1.17M - $1.31M
|
60.4K
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
2.5KNew |
$1.17M - $1.31M
|
2.5K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 204.42% |
$1.17M - $1.31M
|
3.72K
$2.24M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49K+ 2.08% |
$1.17M - $1.3M
|
122K
$73.6M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.48KNew |
$1.16M - $1.3M
|
2.48K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 2.97% |
$1.16M - $1.3M
|
86.1K
$51.8M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.47K+ 9.74% |
$1.16M - $1.29M
|
27.9K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
2.45K+ 1.2% |
$1.14M - $1.28M
|
205K
$124M
|