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
|
Sequent Asset Management, LLC
|
SELL
|
- |
-598- 11.0% |
$279K - $313K
|
4.84K
$2.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-598- 3.36% |
$279K - $313K
|
17.2K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-598- 52.97% |
$279K - $313K
|
531
$319K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 3.01% |
$280K - $314K
|
19.4K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-600- 8.57% |
$280K - $314K
|
6.4K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-602- 14.8% |
$281K - $315K
|
3.47K
$2.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-605- 3.47% |
$283K - $317K
|
16.9K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-607- 52.69% |
$284K - $318K
|
545
$327K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-608- 0.19% |
$284K - $318K
|
313K
$188M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-608- 43.55% |
$284K - $318K
|
788
$473K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-609- 17.95% |
$285K - $319K
|
2.78K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-610- 59.45% |
$285K - $319K
|
416
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-617- 5.99% |
$288K - $323K
|
9.69K
$5.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-618- 33.48% |
$289K - $323K
|
1.23K
$738K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-618- 8.53% |
$289K - $323K
|
6.63K
$3.98M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-621- 11.35% |
$290K - $325K
|
4.85K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-623- 0.33% |
$291K - $326K
|
186K
$112M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-624- 11.72% |
$292K - $326K
|
4.7K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-626- 59.11% |
$293K - $328K
|
433
$260K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-627- 51.02% |
$293K - $328K
|
602
$362K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-630- 22.09% |
$294K - $330K
|
2.22K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-631- 28.56% |
$295K - $330K
|
1.58K
$948K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-632- 4.41% |
$295K - $331K
|
13.7K
$8.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-633- 17.81% |
$296K - $331K
|
2.92K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-634- 1.53% |
$296K - $332K
|
40.7K
$24.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-639- 3.61% |
$299K - $334K
|
17K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-640- 13.19% |
$299K - $335K
|
4.21K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-640- 0.26% |
$299K - $335K
|
248K
$149M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-642- 1.11% |
$300K - $336K
|
57K
$34.3M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-646- 1.41% |
$302K - $338K
|
45.3K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-649- 31.16% |
$303K - $340K
|
1.43K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-654- 20.35% |
$306K - $342K
|
2.56K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-657- 3.39% |
$307K - $344K
|
18.7K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-659- 15.63% |
$308K - $345K
|
3.56K
$2.14M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-660- 3.88% |
$308K - $345K
|
16.3K
$9.82M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-660- 12.88% |
$308K - $345K
|
4.47K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-662Closed |
$309K - $346K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-664- 1.93% |
$310K - $347K
|
33.7K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-677- 2.06% |
$316K - $354K
|
32.2K
$19.3M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-679- 0.54% |
$317K - $355K
|
125K
$75.2M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-679- 10.45% |
$317K - $355K
|
5.82K
$3.49M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-682- 1.36% |
$319K - $357K
|
49.3K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-686- 11.94% |
$321K - $359K
|
5.06K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-688- 4.15% |
$321K - $360K
|
15.9K
$9.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-690- 0.97% |
$322K - $361K
|
70.1K
$42.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-700- 3.71% |
$327K - $366K
|
18.2K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-704- 3.39% |
$329K - $368K
|
20.1K
$12.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-705- 12.0% |
$329K - $369K
|
5.17K
$3.1M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-705- 0.67% |
$329K - $369K
|
105K
$63.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-706- 2.57% |
$330K - $369K
|
26.8K
$16.1M
|