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 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
$17.7M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-677- 2.06% |
$316K - $354K
|
32.2K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-679- 0.54% |
$317K - $355K
|
125K
$65.9M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-679- 10.45% |
$317K - $355K
|
5.82K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-682- 1.36% |
$319K - $357K
|
49.3K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-686- 11.94% |
$321K - $359K
|
5.06K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-688- 4.15% |
$321K - $360K
|
15.9K
$8.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-690- 0.97% |
$322K - $361K
|
70.1K
$36.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-700- 3.71% |
$327K - $366K
|
18.2K
$9.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-704- 3.39% |
$329K - $368K
|
20.1K
$10.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-705- 12.0% |
$329K - $369K
|
5.17K
$2.72M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-705- 0.67% |
$329K - $369K
|
105K
$55.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-706- 2.57% |
$330K - $369K
|
26.8K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-714- 37.38% |
$334K - $374K
|
1.2K
$630K
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-723Closed |
$338K - $378K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-726- 12.55% |
$339K - $380K
|
5.06K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-731- 28.21% |
$342K - $382K
|
1.86K
$979K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-735- 0.64% |
$343K - $385K
|
113K
$59.6M
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-742- 6.88% |
$347K - $388K
|
10K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-745- 1.61% |
$348K - $390K
|
45.7K
$24M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-745- 1.61% |
$348K - $390K
|
45.7K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-746- 43.47% |
$349K - $390K
|
970
$511K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-748- 1.91% |
$350K - $391K
|
38.5K
$20.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-753- 5.05% |
$352K - $394K
|
14.2K
$7.45M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-755- 5.58% |
$353K - $395K
|
12.8K
$6.72M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-760- 15.53% |
$355K - $398K
|
4.14K
$2.18M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-764- 7.23% |
$357K - $400K
|
9.81K
$5.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-776- 1.34% |
$363K - $406K
|
57K
$30M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-780- 5.22% |
$364K - $408K
|
14.2K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-780- 45.96% |
$364K - $408K
|
917
$483K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-783- 3.33% |
$366K - $410K
|
22.7K
$12M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-785- 3.24% |
$367K - $411K
|
23.5K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-789- 24.16% |
$369K - $413K
|
2.48K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-792- 6.51% |
$370K - $414K
|
11.4K
$5.99M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-798- 5.24% |
$373K - $417K
|
14.4K
$7.59M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-799- 23.19% |
$373K - $418K
|
2.65K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-804- 2.01% |
$376K - $421K
|
39.2K
$20.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-807- 17.89% |
$377K - $422K
|
3.7K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-813- 29.78% |
$380K - $425K
|
1.92K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-820- 2.43% |
$383K - $429K
|
32.9K
$17.3M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-820- 22.24% |
$383K - $429K
|
2.87K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-822- 55.17% |
$384K - $430K
|
668
$352K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-824- 59.45% |
$385K - $431K
|
562
$296K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-843- 10.95% |
$394K - $441K
|
6.86K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-845- 1.19% |
$395K - $442K
|
70.4K
$37.1M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-846- 16.15% |
$395K - $443K
|
4.39K
$2.31M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-847- 3.35% |
$396K - $443K
|
24.4K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-848- 6.52% |
$396K - $444K
|
12.2K
$6.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-859- 60.49% |
$401K - $449K
|
561
$295K
|