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
|
Westwood Wealth Management
|
SELL
|
- |
-355- 13.62% |
$166K - $186K
|
2.25K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-355- 7.25% |
$166K - $186K
|
4.54K
$2.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-357- 47.04% |
$167K - $187K
|
402
$242K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-357- 1.15% |
$167K - $187K
|
30.6K
$18.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-359- 0.8% |
$168K - $188K
|
44.8K
$26.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-360- 6.48% |
$168K - $188K
|
5.2K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-363- 11.6% |
$170K - $190K
|
2.77K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-364- 1.84% |
$170K - $190K
|
19.5K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-365- 2.38% |
$171K - $191K
|
14.9K
$8.99M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-367- 4.93% |
$171K - $192K
|
7.08K
$4.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-368- 41.72% |
$172K - $193K
|
514
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-369- 17.89% |
$172K - $193K
|
1.69K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-369- 1.8% |
$172K - $193K
|
20.1K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-369- 1.16% |
$172K - $193K
|
31.3K
$18.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-370- 9.63% |
$173K - $194K
|
3.47K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-374- 7.07% |
$175K - $196K
|
4.92K
$2.96M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-375- 3.61% |
$175K - $196K
|
10K
$6.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-375- 0.94% |
$175K - $196K
|
39.7K
$23.9M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-375- 10.76% |
$175K - $196K
|
3.11K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-379- 2.84% |
$177K - $198K
|
13K
$7.81M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-380- 10.59% |
$178K - $199K
|
3.21K
$1.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-380- 7.4% |
$178K - $199K
|
4.75K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-380- 26.55% |
$178K - $199K
|
1.05K
$633K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-383- 0.78% |
$179K - $200K
|
48.5K
$29.2M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-386- 17.0% |
$180K - $202K
|
1.89K
$1.13M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-388- 9.39% |
$181K - $203K
|
3.74K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-389- 1.82% |
$182K - $204K
|
20.9K
$12.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-390- 39.88% |
$182K - $204K
|
588
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-390- 2.04% |
$182K - $204K
|
18.7K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-390- 1.57% |
$182K - $204K
|
24.4K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-390- 1.0% |
$182K - $204K
|
38.5K
$23.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-391- 24.48% |
$183K - $205K
|
1.21K
$726K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-392- 9.61% |
$183K - $205K
|
3.69K
$2.22M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-395- 40.22% |
$185K - $207K
|
587
$353K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-395- 51.57% |
$185K - $207K
|
371
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-396- 7.84% |
$185K - $207K
|
4.66K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-396- 3.16% |
$185K - $207K
|
12.2K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-396- 8.63% |
$185K - $207K
|
4.19K
$2.52M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-397- 15.89% |
$186K - $208K
|
2.1K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-398- 3.05% |
$186K - $208K
|
12.6K
$7.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-400- 21.89% |
$187K - $209K
|
1.43K
$859K
|
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-400- 44.44% |
$187K - $209K
|
500
$301K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-400- 21.68% |
$187K - $209K
|
1.45K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-402- 2.81% |
$188K - $210K
|
13.9K
$8.36M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-404- 2.7% |
$189K - $211K
|
14.6K
$8.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-405- 3.71% |
$189K - $212K
|
10.5K
$6.32M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-406- 7.04% |
$190K - $212K
|
5.36K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-407- 4.81% |
$190K - $213K
|
8.05K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-410- 10.13% |
$192K - $214K
|
3.64K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-412- 3.66% |
$193K - $216K
|
10.8K
$6.53M
|