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 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.07K- 4.82% |
$499K - $558K
|
21.1K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$500K - $560K
|
7.29K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.07K- 34.95% |
$501K - $561K
|
2K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.07K- 7.31% |
$501K - $561K
|
13.6K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.08K- 53.85% |
$507K - $567K
|
929
$489K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.09K- 14.32% |
$510K - $571K
|
6.53K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.09K- 18.67% |
$511K - $572K
|
4.77K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.1K- 1.74% |
$512K - $573K
|
62.1K
$32.7M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.11K- 5.73% |
$519K - $581K
|
18.3K
$9.62M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 2.5% |
$521K - $584K
|
43.5K
$22.9M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.12K- 14.21% |
$525K - $588K
|
6.79K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.13K- 1.6% |
$526K - $589K
|
69K
$36.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.13K- 0.56% |
$529K - $593K
|
202K
$106M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.14K- 4.09% |
$531K - $594K
|
26.6K
$14M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.14K- 17.15% |
$535K - $599K
|
5.53K
$2.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.15K- 1.56% |
$538K - $602K
|
72.8K
$38.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 2.72% |
$545K - $611K
|
41.8K
$22M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.18K- 74.01% |
$552K - $618K
|
415
$218K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.18K- 10.39% |
$553K - $619K
|
10.2K
$5.37M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.19K- 9.55% |
$554K - $620K
|
11.2K
$5.91M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 1.63% |
$555K - $622K
|
71.5K
$37.7M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.2K- 2.88% |
$558K - $625K
|
40.2K
$21.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.21K- 44.7% |
$564K - $631K
|
1.49K
$786K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 1.28% |
$564K - $632K
|
93K
$48.9M
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 4.11% |
$571K - $639K
|
28.5K
$15M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.26K- 3.96% |
$589K - $660K
|
30.6K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-1.27K- 51.92% |
$595K - $667K
|
1.18K
$621K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 27.98% |
$596K - $668K
|
3.29K
$1.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.28K- 5.84% |
$598K - $670K
|
20.6K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1.29K- 8.08% |
$601K - $673K
|
14.6K
$7.7M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.3K- 0.52% |
$605K - $678K
|
248K
$130M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.3K- 1.56% |
$608K - $681K
|
81.9K
$43.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.32K- 5.25% |
$616K - $690K
|
23.8K
$12.5M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.32K- 53.57% |
$616K - $690K
|
1.14K
$602K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 61.24% |
$626K - $701K
|
848
$446K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.34K- 4.87% |
$627K - $702K
|
26.2K
$13.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.36K- 29.53% |
$637K - $713K
|
3.25K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.38K- 52.5% |
$643K - $720K
|
1.25K
$656K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.38K- 22.94% |
$645K - $722K
|
4.64K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.38K- 8.66% |
$646K - $723K
|
14.6K
$7.68M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.39K- 6.93% |
$649K - $727K
|
18.6K
$9.82M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.4K- 67.28% |
$654K - $732K
|
681
$358K
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-1.4K- 17.07% |
$654K - $732K
|
6.8K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-1.4K- 53.85% |
$654K - $732K
|
1.2K
$632K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.41K- 9.65% |
$657K - $735K
|
13.2K
$6.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.41K- 38.94% |
$660K - $739K
|
2.21K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.42K- 38.41% |
$663K - $742K
|
2.27K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.43K- 72.3% |
$666K - $746K
|
546
$287K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 0.84% |
$668K - $748K
|
168K
$88.5M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.44K- 8.82% |
$671K - $751K
|
14.8K
$7.81M
|