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 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-263- 5.45% |
$123K - $138K
|
4.56K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-265- 4.55% |
$124K - $139K
|
5.56K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-266- 2.28% |
$124K - $139K
|
11.4K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-266- 7.38% |
$124K - $139K
|
3.34K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-268- 1.12% |
$125K - $140K
|
23.6K
$14M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-269- 10.53% |
$126K - $141K
|
2.29K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-269- 2.14% |
$126K - $141K
|
12.3K
$7.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-270- 9.26% |
$126K - $141K
|
2.65K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-270- 8.24% |
$126K - $141K
|
3.01K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-270- 0.9% |
$126K - $141K
|
29.6K
$17.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-271- 10.81% |
$127K - $142K
|
2.24K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-273- 0.23% |
$128K - $143K
|
118K
$70.2M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-273- 2.26% |
$128K - $143K
|
11.8K
$7.01M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-273- 0.11% |
$128K - $143K
|
246K
$146M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-273- 0.97% |
$128K - $143K
|
27.8K
$16.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-274- 16.2% |
$128K - $143K
|
1.42K
$842K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-277- 0.72% |
$129K - $145K
|
38.3K
$22.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-277- 22.8% |
$129K - $145K
|
938
$557K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-279- 0.25% |
$130K - $146K
|
111K
$66.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-281- 6.51% |
$131K - $147K
|
4.04K
$2.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-282- 5.92% |
$132K - $148K
|
4.48K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-284- 30.12% |
$133K - $149K
|
659
$392K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-286- 0.67% |
$134K - $150K
|
42.3K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-286- 16.37% |
$134K - $150K
|
1.46K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-287- 0.65% |
$134K - $150K
|
43.7K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-287- 28.7% |
$134K - $150K
|
713
$424K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-288- 21.59% |
$135K - $151K
|
1.05K
$622K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-289- 9.44% |
$135K - $151K
|
2.77K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-292- 7.05% |
$136K - $153K
|
3.85K
$2.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-292- 57.82% |
$136K - $153K
|
213
$127K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-294- 7.74% |
$137K - $154K
|
3.5K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-297- 5.78% |
$139K - $155K
|
4.84K
$2.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-298- 1.04% |
$139K - $156K
|
28.2K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-298- 7.31% |
$139K - $156K
|
3.78K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-298- 0.36% |
$139K - $156K
|
83.5K
$49.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-299- 12.3% |
$140K - $156K
|
2.13K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 8.49% |
$140K - $157K
|
3.24K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-301- 1.89% |
$141K - $157K
|
15.6K
$9.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-303- 3.92% |
$142K - $159K
|
7.44K
$4.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-305- 2.35% |
$143K - $160K
|
12.7K
$7.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-306- 10.44% |
$143K - $160K
|
2.63K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-308- 0.64% |
$144K - $161K
|
47.6K
$28.3M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-308- 2.91% |
$144K - $161K
|
10.3K
$6.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-310- 41.95% |
$145K - $162K
|
429
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-313- 22.96% |
$146K - $164K
|
1.05K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-314- 6.82% |
$147K - $164K
|
4.29K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-315- 2.45% |
$147K - $165K
|
12.5K
$7.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-320- 9.67% |
$150K - $167K
|
2.99K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-320- 10.8% |
$150K - $167K
|
2.64K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-321- 2.53% |
$150K - $168K
|
12.4K
$7.36M
|