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 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-321- 6.78% |
$150K - $168K
|
4.41K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-323- 41.41% |
$151K - $169K
|
457
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-323- 2.43% |
$151K - $169K
|
13K
$7.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-323- 12.78% |
$151K - $169K
|
2.21K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-323- 6.87% |
$151K - $169K
|
4.38K
$2.6M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-325- 36.76% |
$152K - $170K
|
559
$332K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-327- 2.37% |
$153K - $171K
|
13.5K
$7.99M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-327- 3.48% |
$153K - $171K
|
9.08K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-328- 2.46% |
$153K - $172K
|
13K
$7.72M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-330- 10.93% |
$154K - $173K
|
2.69K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-332- 1.39% |
$155K - $174K
|
23.6K
$14M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-333- 63.55% |
$156K - $174K
|
191
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-340- 0.96% |
$159K - $178K
|
35.2K
$20.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-341- 2.46% |
$159K - $178K
|
13.5K
$8.03M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-342- 0.95% |
$160K - $179K
|
35.7K
$21.2M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-343- 12.68% |
$160K - $179K
|
2.36K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-344- 1.0% |
$161K - $180K
|
34K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-345- 12.85% |
$161K - $180K
|
2.34K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-349- 2.68% |
$163K - $183K
|
12.7K
$7.52M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-350- 20.36% |
$164K - $183K
|
1.37K
$814K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 11.04% |
$164K - $183K
|
2.82K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-351- 12.69% |
$164K - $184K
|
2.42K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-355- 13.62% |
$166K - $186K
|
2.25K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-355- 7.25% |
$166K - $186K
|
4.54K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-357- 47.04% |
$167K - $187K
|
402
$239K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-357- 1.15% |
$167K - $187K
|
30.6K
$18.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-359- 0.8% |
$168K - $188K
|
44.8K
$26.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-360- 6.48% |
$168K - $188K
|
5.2K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-363- 11.6% |
$170K - $190K
|
2.77K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-364- 1.84% |
$170K - $190K
|
19.5K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-365- 2.38% |
$171K - $191K
|
14.9K
$8.88M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-367- 4.93% |
$171K - $192K
|
7.08K
$4.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-368- 41.72% |
$172K - $193K
|
514
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-369- 17.89% |
$172K - $193K
|
1.69K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-369- 1.8% |
$172K - $193K
|
20.1K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-369- 1.16% |
$172K - $193K
|
31.3K
$18.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-370- 9.63% |
$173K - $194K
|
3.47K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-374- 7.07% |
$175K - $196K
|
4.92K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-375- 3.61% |
$175K - $196K
|
10K
$5.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-375- 0.94% |
$175K - $196K
|
39.7K
$23.6M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-375- 10.76% |
$175K - $196K
|
3.11K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-379- 2.84% |
$177K - $198K
|
13K
$7.71M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-380- 10.59% |
$178K - $199K
|
3.21K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-380- 7.4% |
$178K - $199K
|
4.75K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-380- 26.55% |
$178K - $199K
|
1.05K
$625K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-383- 0.78% |
$179K - $200K
|
48.5K
$28.8M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-386- 17.0% |
$180K - $202K
|
1.89K
$1.12M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-388- 9.39% |
$181K - $203K
|
3.74K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-389- 1.82% |
$182K - $204K
|
20.9K
$12.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-390- 39.88% |
$182K - $204K
|
588
$349K
|