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 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-390- 2.04% |
$182K - $204K
|
18.7K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-390- 1.57% |
$182K - $204K
|
24.4K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-390- 1.0% |
$182K - $204K
|
38.5K
$22.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-391- 24.48% |
$183K - $205K
|
1.21K
$717K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-392- 9.61% |
$183K - $205K
|
3.69K
$2.19M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-395- 40.22% |
$185K - $207K
|
587
$349K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-395- 51.57% |
$185K - $207K
|
371
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-396- 7.84% |
$185K - $207K
|
4.66K
$2.77M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-396- 3.16% |
$185K - $207K
|
12.2K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-396- 8.63% |
$185K - $207K
|
4.19K
$2.49M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-397- 15.89% |
$186K - $208K
|
2.1K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-398- 3.05% |
$186K - $208K
|
12.6K
$7.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-400- 21.89% |
$187K - $209K
|
1.43K
$848K
|
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-400- 44.44% |
$187K - $209K
|
500
$297K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-400- 21.68% |
$187K - $209K
|
1.45K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-402- 2.81% |
$188K - $210K
|
13.9K
$8.25M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-404- 2.7% |
$189K - $211K
|
14.6K
$8.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-405- 3.71% |
$189K - $212K
|
10.5K
$6.24M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-406- 7.04% |
$190K - $212K
|
5.36K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-407- 4.81% |
$190K - $213K
|
8.05K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-410- 10.13% |
$192K - $214K
|
3.64K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-412- 3.66% |
$193K - $216K
|
10.8K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-412- 2.34% |
$193K - $216K
|
17.2K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-414- 9.98% |
$193K - $217K
|
3.73K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-414- 1.8% |
$193K - $217K
|
22.6K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-414- 2.32% |
$193K - $217K
|
17.5K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-416- 46.43% |
$194K - $218K
|
480
$285K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-417- 0.53% |
$195K - $218K
|
78.4K
$46.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-419- 43.15% |
$196K - $219K
|
552
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-419- 1.4% |
$196K - $219K
|
29.5K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-420- 3.12% |
$196K - $220K
|
13.1K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-420- 26.92% |
$196K - $220K
|
1.14K
$677K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-421- 18.43% |
$197K - $220K
|
1.86K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-422- 3.1% |
$197K - $221K
|
13.2K
$7.85M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-422- 0.67% |
$197K - $221K
|
62.7K
$37.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-424- 0.69% |
$198K - $222K
|
60.9K
$36.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-424- 1.18% |
$198K - $222K
|
35.6K
$21.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-425- 7.82% |
$199K - $222K
|
5.01K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-427- 5.55% |
$200K - $223K
|
7.26K
$4.32M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-428- 1.9% |
$200K - $224K
|
22.1K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-434- 0.98% |
$203K - $227K
|
44K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-436Closed |
$204K - $228K
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-438- 21.21% |
$205K - $229K
|
1.63K
$967K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-438- 5.77% |
$205K - $229K
|
7.15K
$4.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-442- 5.99% |
$207K - $231K
|
6.94K
$4.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-444- 19.63% |
$207K - $232K
|
1.82K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-445- 30.27% |
$208K - $233K
|
1.03K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-450- 12.07% |
$210K - $235K
|
3.28K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-450- 2.18% |
$210K - $235K
|
20.2K
$12M
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 2.95% |
$210K - $235K
|
14.8K
$8.8M
|