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 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.26K- 2.26% |
$2.92M - $3.27M
|
271K
$143M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.31K- 48.88% |
$2.95M - $3.3M
|
6.6K
$3.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-6.34K- 0.95% |
$2.96M - $3.32M
|
661K
$348M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6.35K- 89.71% |
$2.97M - $3.32M
|
728
$383K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.46K- 81.63% |
$3.02M - $3.38M
|
1.45K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-6.5K- 8.39% |
$3.04M - $3.4M
|
71K
$37.4M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.53K- 83.83% |
$3.05M - $3.42M
|
1.26K
$663K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.56K- 33.82% |
$3.06M - $3.43M
|
12.8K
$6.75M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.68K- 73.85% |
$3.12M - $3.5M
|
2.37K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.69K- 13.38% |
$3.12M - $3.5M
|
43.3K
$22.8M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-6.75K- 15.63% |
$3.15M - $3.53M
|
36.4K
$19.2M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.78K- 12.07% |
$3.17M - $3.54M
|
49.3K
$26M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-6.81K- 56.15% |
$3.18M - $3.56M
|
5.32K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-6.82K- 20.52% |
$3.19M - $3.57M
|
26.4K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.88K- 26.76% |
$3.22M - $3.6M
|
18.8K
$9.92M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.94K- 87.18% |
$3.24M - $3.63M
|
1.02K
$537K
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-7.01K- 8.46% |
$3.28M - $3.67M
|
75.9K
$39.9M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7.11K- 51.26% |
$3.32M - $3.72M
|
6.76K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-7.14K- 93.17% |
$3.34M - $3.74M
|
523
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-7.25K- 12.16% |
$3.39M - $3.79M
|
52.4K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.32K- 20.49% |
$3.42M - $3.83M
|
28.4K
$14.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-7.41K- 88.97% |
$3.46M - $3.88M
|
919
$484K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7.49K- 67.28% |
$3.5M - $3.92M
|
3.64K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-7.55K- 46.57% |
$3.53M - $3.95M
|
8.66K
$4.56M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-7.6K- 1.65% |
$3.55M - $3.98M
|
454K
$239M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.67K- 12.92% |
$3.59M - $4.01M
|
51.7K
$27.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-7.88K- 26.92% |
$3.68M - $4.12M
|
21.4K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.93K- 26.32% |
$3.71M - $4.15M
|
22.2K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8K- 72.99% |
$3.74M - $4.19M
|
2.96K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.01K- 4.73% |
$3.74M - $4.19M
|
161K
$85M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8.03K- 54.44% |
$3.75M - $4.2M
|
6.72K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-8.04K- 35.78% |
$3.75M - $4.2M
|
14.4K
$7.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.04K- 2.44% |
$3.76M - $4.21M
|
321K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.06K- 4.31% |
$3.77M - $4.22M
|
179K
$94.2M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.17K- 15.81% |
$3.82M - $4.27M
|
43.5K
$22.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-8.26K- 8.59% |
$3.86M - $4.32M
|
87.9K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.32K- 58.64% |
$3.89M - $4.35M
|
5.87K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.46K- 4.75% |
$3.95M - $4.43M
|
170K
$89.3M
|
|
|
May 15, 2024
Q1 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-8.52K- 17.82% |
$3.98M - $4.46M
|
39.3K
$20.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-8.63K- 4.35% |
$4.03M - $4.52M
|
190K
$100M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.65K- 32.9% |
$4.04M - $4.52M
|
17.6K
$9.28M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-8.8K- 15.29% |
$4.11M - $4.6M
|
48.8K
$25.7M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.83K- 1.44% |
$4.13M - $4.62M
|
603K
$317M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.84K- 10.11% |
$4.13M - $4.63M
|
78.6K
$41.4M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.9K- 4.39% |
$4.16M - $4.65M
|
194K
$102M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.9K- 1.54% |
$4.16M - $4.66M
|
570K
$300M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.95K- 0.25% |
$4.18M - $4.68M
|
3.55M
$1.87B
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.95K- 38.1% |
$4.18M - $4.68M
|
14.5K
$7.66M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.27K- 19.0% |
$4.33M - $4.85M
|
39.5K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.54K- 70.23% |
$4.46M - $4.99M
|
4.04K
$2.13M
|