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 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-208- 20.12% |
$97.2K - $109K
|
826
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-209- 1.14% |
$97.7K - $109K
|
18.1K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-209- 3.23% |
$97.7K - $109K
|
6.25K
$3.72M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-209- 2.56% |
$97.7K - $109K
|
7.96K
$4.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-210- 0.97% |
$98.1K - $110K
|
21.4K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-212- 29.69% |
$99.1K - $111K
|
502
$298K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-214- 5.74% |
$100K - $112K
|
3.51K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-215- 1.15% |
$100K - $112K
|
18.5K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-218- 3.76% |
$102K - $114K
|
5.58K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-218- 7.82% |
$102K - $114K
|
2.57K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-219- 2.14% |
$102K - $115K
|
10K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-220- 10.57% |
$103K - $115K
|
1.86K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-222- 1.35% |
$104K - $116K
|
16.2K
$9.61M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-222- 0.27% |
$104K - $116K
|
82.6K
$49.1M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-225- 17.9% |
$105K - $118K
|
1.03K
$613K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-226- 2.5% |
$106K - $118K
|
8.82K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-226- 7.3% |
$106K - $118K
|
2.87K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-229- 1.34% |
$107K - $120K
|
16.8K
$10M
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-229- 15.31% |
$107K - $120K
|
1.27K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-230- 3.84% |
$107K - $120K
|
5.76K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-232- 0.65% |
$108K - $121K
|
35.5K
$21.1M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-233- 0.84% |
$109K - $122K
|
27.7K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-234- 6.67% |
$109K - $122K
|
3.28K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-235- 6.4% |
$110K - $123K
|
3.44K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-235- 0.86% |
$110K - $123K
|
27.2K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-239- 2.59% |
$112K - $125K
|
9K
$5.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-240- 0.27% |
$112K - $126K
|
89K
$52.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-242- 1.2% |
$113K - $127K
|
20K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-242- 1.6% |
$113K - $127K
|
14.8K
$8.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-243- 0.65% |
$114K - $127K
|
37.3K
$22.2M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-245- 2.1% |
$114K - $128K
|
11.4K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-245- 0.68% |
$114K - $128K
|
35.8K
$21.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-246- 5.37% |
$115K - $129K
|
4.34K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-246- 0.46% |
$115K - $129K
|
53.4K
$31.7M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-248- 1.69% |
$116K - $130K
|
14.4K
$8.56M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-249- 84.98% |
$116K - $130K
|
44
$26.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-250- 2.13% |
$117K - $131K
|
11.5K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-253- 6.96% |
$118K - $132K
|
3.38K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-254- 10.24% |
$119K - $133K
|
2.23K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-254- 4.61% |
$119K - $133K
|
5.26K
$3.12M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-254- 19.78% |
$119K - $133K
|
1.03K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-255- 21.37% |
$119K - $133K
|
938
$557K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-255- 0.87% |
$119K - $133K
|
29.1K
$17.3M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-256- 1.02% |
$120K - $134K
|
24.9K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-256- 48.21% |
$120K - $134K
|
275
$163K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-258- 4.48% |
$121K - $135K
|
5.5K
$3.27M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-258- 0.68% |
$121K - $135K
|
37.6K
$22.3M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-259- 4.83% |
$121K - $136K
|
5.1K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-263- 3.52% |
$123K - $138K
|
7.2K
$4.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-263- 0.53% |
$123K - $138K
|
49.1K
$29.2M
|