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 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-861- 3.21% |
$402K - $450K
|
25.9K
$13.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-866- 5.04% |
$405K - $453K
|
16.3K
$8.6M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-867- 6.37% |
$405K - $454K
|
12.7K
$6.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-870- 20.35% |
$407K - $455K
|
3.41K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-872- 3.8% |
$407K - $456K
|
22.1K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-875- 24.6% |
$409K - $458K
|
2.68K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-877- 1.06% |
$410K - $459K
|
81.6K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-877- 2.79% |
$410K - $459K
|
30.6K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-881- 6.58% |
$412K - $461K
|
12.5K
$6.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-885- 4.03% |
$414K - $463K
|
21.1K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-887- 0.85% |
$414K - $464K
|
103K
$54.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-889- 7.3% |
$415K - $465K
|
11.3K
$5.94M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-903- 11.44% |
$422K - $472K
|
6.99K
$3.68M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-906- 0.66% |
$423K - $474K
|
136K
$71.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-910- 9.37% |
$425K - $476K
|
8.8K
$4.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-912- 2.58% |
$426K - $477K
|
34.5K
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-912- 20.23% |
$426K - $477K
|
3.6K
$1.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-915- 52.92% |
$428K - $479K
|
814
$428K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-935- 7.78% |
$437K - $489K
|
11.1K
$5.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-935- 19.34% |
$437K - $489K
|
3.9K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-939- 3.3% |
$439K - $491K
|
27.5K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-940- 92.07% |
$439K - $492K
|
81
$42.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-941- 1.68% |
$440K - $492K
|
55.1K
$29M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-952- 3.62% |
$445K - $498K
|
25.3K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-955- 17.75% |
$446K - $500K
|
4.42K
$2.33M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-956- 8.38% |
$447K - $500K
|
10.4K
$5.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-958- 0.58% |
$448K - $501K
|
164K
$86.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-961- 38.29% |
$449K - $503K
|
1.55K
$815K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-961- 3.52% |
$449K - $503K
|
26.4K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-963- 2.87% |
$450K - $504K
|
32.6K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-974- 11.11% |
$455K - $510K
|
7.79K
$4.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-988- 21.32% |
$462K - $517K
|
3.65K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-988- 0.68% |
$462K - $517K
|
144K
$76M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-988- 2.82% |
$462K - $517K
|
34K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-997- 10.76% |
$466K - $522K
|
8.27K
$4.35M
|
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1K- 3.7% |
$467K - $523K
|
26K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1K- 37.23% |
$467K - $523K
|
1.69K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1K- 2.02% |
$467K - $523K
|
48.6K
$25.6M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.01K- 2.3% |
$471K - $527K
|
42.8K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.01K- 60.14% |
$474K - $530K
|
672
$354K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.02K- 3.94% |
$474K - $531K
|
24.8K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.02K- 14.88% |
$474K - $531K
|
5.8K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.03K- 0.47% |
$481K - $538K
|
216K
$114M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.03K- 1.76% |
$483K - $540K
|
57.7K
$30.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.04K- 50.34% |
$484K - $541K
|
1.02K
$537K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.05K- 29.67% |
$489K - $548K
|
2.48K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 0.65% |
$492K - $550K
|
160K
$84.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.06K- 8.05% |
$494K - $554K
|
12.1K
$6.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.07K- 4.2% |
$499K - $558K
|
24.3K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.07K- 5.11% |
$499K - $558K
|
19.8K
$10.4M
|