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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 0.37% |
$674K - $755K
|
390K
$205M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.45K- 38.76% |
$678K - $759K
|
2.29K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 3.89% |
$686K - $769K
|
36.3K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.48K- 1.14% |
$689K - $772K
|
128K
$67.4M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.48K- 3.51% |
$692K - $775K
|
40.8K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.48K- 27.47% |
$692K - $775K
|
3.91K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.49K- 0.49% |
$698K - $781K
|
300K
$158M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.5K- 6.07% |
$700K - $784K
|
23.2K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 57.1% |
$700K - $784K
|
1.13K
$593K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.5K- 17.27% |
$701K - $785K
|
7.19K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.5K- 5.2% |
$702K - $786K
|
27.4K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.52K- 11.39% |
$708K - $793K
|
11.8K
$6.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.52K- 18.51% |
$710K - $795K
|
6.69K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.54K- 0.9% |
$719K - $805K
|
169K
$89.2M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.55K- 4.5% |
$722K - $809K
|
32.8K
$17.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 13.45% |
$728K - $815K
|
10K
$5.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.56K- 25.71% |
$728K - $816K
|
4.5K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.57K- 14.82% |
$735K - $823K
|
9.05K
$4.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.58K- 7.32% |
$736K - $825K
|
19.9K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.58K- 37.59% |
$739K - $828K
|
2.63K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.58K- 2.15% |
$740K - $828K
|
71.9K
$37.8M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.59K- 4.82% |
$742K - $830K
|
31.4K
$16.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.59K- 21.53% |
$743K - $832K
|
5.8K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.6K- 4.55% |
$748K - $837K
|
33.6K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.6K- 7.04% |
$748K - $837K
|
21.1K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.61K- 6.32% |
$750K - $840K
|
23.8K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.61K- 4.14% |
$751K - $841K
|
37.2K
$19.6M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.62K- 8.46% |
$757K - $847K
|
17.5K
$9.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.62K- 33.67% |
$757K - $848K
|
3.19K
$1.68M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.63K- 3.89% |
$763K - $854K
|
40.3K
$21.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 6.77% |
$766K - $857K
|
22.6K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 31.79% |
$767K - $859K
|
3.52K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.65K- 1.69% |
$769K - $861K
|
95.8K
$50.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.66K- 3.47% |
$777K - $870K
|
46.2K
$24.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.67K- 22.42% |
$780K - $874K
|
5.78K
$3.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.69K- 5.52% |
$789K - $884K
|
28.9K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.69K- 1.94% |
$791K - $885K
|
85.5K
$45M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 29.33% |
$791K - $886K
|
4.08K
$2.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.69K- 35.63% |
$791K - $886K
|
3.06K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.7K- 3.89% |
$794K - $889K
|
41.9K
$22.1M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.71K- 4.75% |
$798K - $893K
|
34.3K
$18M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.73K- 6.23% |
$807K - $904K
|
26K
$13.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.73K- 10.3% |
$810K - $907K
|
15.1K
$7.95M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.76K- 13.66% |
$821K - $919K
|
11.1K
$5.84M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.76K- 0.75% |
$821K - $919K
|
234K
$123M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.78K- 34.12% |
$829K - $929K
|
3.43K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 42.13% |
$841K - $941K
|
2.47K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-1.82K- 69.65% |
$851K - $953K
|
794
$418K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.82K- 6.12% |
$852K - $954K
|
28K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.83K- 18.28% |
$854K - $956K
|
8.17K
$4.3M
|