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 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-912- 2.58% |
$426K - $477K
|
34.5K
$20.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-912- 20.23% |
$426K - $477K
|
3.6K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-915- 52.92% |
$428K - $479K
|
814
$494K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-935- 7.78% |
$437K - $489K
|
11.1K
$6.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-935- 19.34% |
$437K - $489K
|
3.9K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-939- 3.3% |
$439K - $491K
|
27.5K
$16.7M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-940- 92.07% |
$439K - $492K
|
81
$49.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-941- 1.68% |
$440K - $492K
|
55.1K
$33.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-952- 3.62% |
$445K - $498K
|
25.3K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-955- 17.75% |
$446K - $500K
|
4.42K
$2.68M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-956- 8.38% |
$447K - $500K
|
10.4K
$6.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-958- 0.58% |
$448K - $501K
|
164K
$99.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-961- 38.29% |
$449K - $503K
|
1.55K
$939K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-961- 3.52% |
$449K - $503K
|
26.4K
$16M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-963- 2.87% |
$450K - $504K
|
32.6K
$19.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-974- 11.11% |
$455K - $510K
|
7.79K
$4.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-988- 21.32% |
$462K - $517K
|
3.65K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-988- 0.68% |
$462K - $517K
|
144K
$87.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-988- 2.82% |
$462K - $517K
|
34K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-997- 10.76% |
$466K - $522K
|
8.27K
$5.01M
|
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1K- 3.7% |
$467K - $523K
|
26K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1K- 37.23% |
$467K - $523K
|
1.69K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1K- 2.02% |
$467K - $523K
|
48.6K
$29.5M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.01K- 2.3% |
$471K - $527K
|
42.8K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.01K- 60.14% |
$474K - $530K
|
672
$407K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.02K- 3.94% |
$474K - $531K
|
24.8K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.02K- 14.88% |
$474K - $531K
|
5.8K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.03K- 0.47% |
$481K - $538K
|
216K
$131M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.03K- 1.76% |
$483K - $540K
|
57.7K
$35M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.04K- 50.34% |
$484K - $541K
|
1.02K
$619K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.05K- 29.67% |
$489K - $548K
|
2.48K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 0.65% |
$492K - $550K
|
160K
$96.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.06K- 8.05% |
$494K - $554K
|
12.1K
$7.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.07K- 4.2% |
$499K - $558K
|
24.3K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.07K- 5.11% |
$499K - $558K
|
19.8K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.07K- 4.82% |
$499K - $558K
|
21.1K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$500K - $560K
|
7.29K
$4.42M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.07K- 34.95% |
$501K - $561K
|
2K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.07K- 7.31% |
$501K - $561K
|
13.6K
$8.25M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.08K- 53.85% |
$507K - $567K
|
929
$563K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.09K- 14.32% |
$510K - $571K
|
6.53K
$3.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.09K- 18.67% |
$511K - $572K
|
4.77K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.1K- 1.74% |
$512K - $573K
|
62.1K
$37.6M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.11K- 5.73% |
$519K - $581K
|
18.3K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 2.5% |
$521K - $584K
|
43.5K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.12K- 14.21% |
$525K - $588K
|
6.79K
$4.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.13K- 1.6% |
$526K - $589K
|
69K
$41.9M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.13K- 0.56% |
$529K - $593K
|
202K
$122M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.14K- 4.09% |
$531K - $594K
|
26.6K
$16.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.14K- 17.15% |
$535K - $599K
|
5.53K
$3.35M
|