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
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-327- 3.48% |
$153K - $171K
|
9.08K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-328- 2.46% |
$153K - $172K
|
13K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-330- 10.93% |
$154K - $173K
|
2.69K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-332- 1.39% |
$155K - $174K
|
23.6K
$12.4M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-333- 63.55% |
$156K - $174K
|
191
$101K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-340- 0.96% |
$159K - $178K
|
35.2K
$18.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-341- 2.46% |
$159K - $178K
|
13.5K
$7.11M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-342- 0.95% |
$160K - $179K
|
35.7K
$18.8M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-343- 12.68% |
$160K - $179K
|
2.36K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-344- 1.0% |
$161K - $180K
|
34K
$17.9M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-345- 12.85% |
$161K - $180K
|
2.34K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-349- 2.68% |
$163K - $183K
|
12.7K
$6.66M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-350- 20.36% |
$164K - $183K
|
1.37K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 11.04% |
$164K - $183K
|
2.82K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-351- 12.69% |
$164K - $184K
|
2.42K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-355- 13.62% |
$166K - $186K
|
2.25K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-355- 7.25% |
$166K - $186K
|
4.54K
$2.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-357- 47.04% |
$167K - $187K
|
402
$212K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-357- 1.15% |
$167K - $187K
|
30.6K
$16.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-359- 0.8% |
$168K - $188K
|
44.8K
$23.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-360- 6.48% |
$168K - $188K
|
5.2K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-363- 11.6% |
$170K - $190K
|
2.77K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-364- 1.84% |
$170K - $190K
|
19.5K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-365- 2.38% |
$171K - $191K
|
14.9K
$7.86M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-367- 4.93% |
$171K - $192K
|
7.08K
$3.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-368- 41.72% |
$172K - $193K
|
514
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-369- 17.89% |
$172K - $193K
|
1.69K
$892K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-369- 1.8% |
$172K - $193K
|
20.1K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-369- 1.16% |
$172K - $193K
|
31.3K
$16.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-370- 9.63% |
$173K - $194K
|
3.47K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-374- 7.07% |
$175K - $196K
|
4.92K
$2.59M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-375- 3.61% |
$175K - $196K
|
10K
$5.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-375- 0.94% |
$175K - $196K
|
39.7K
$20.9M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-375- 10.76% |
$175K - $196K
|
3.11K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-379- 2.84% |
$177K - $198K
|
13K
$6.83M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-380- 10.59% |
$178K - $199K
|
3.21K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-380- 7.4% |
$178K - $199K
|
4.75K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-380- 26.55% |
$178K - $199K
|
1.05K
$553K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-383- 0.78% |
$179K - $200K
|
48.5K
$25.6M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-386- 17.0% |
$180K - $202K
|
1.89K
$992K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-388- 9.39% |
$181K - $203K
|
3.74K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-389- 1.82% |
$182K - $204K
|
20.9K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-390- 39.88% |
$182K - $204K
|
588
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-390- 2.04% |
$182K - $204K
|
18.7K
$9.86M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-390- 1.57% |
$182K - $204K
|
24.4K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-390- 1.0% |
$182K - $204K
|
38.5K
$20.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-391- 24.48% |
$183K - $205K
|
1.21K
$635K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-392- 9.61% |
$183K - $205K
|
3.69K
$1.94M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-395- 40.22% |
$185K - $207K
|
587
$309K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-395- 51.57% |
$185K - $207K
|
371
$195K
|