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 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.15K- 1.56% |
$538K - $602K
|
72.8K
$44.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 2.72% |
$545K - $611K
|
41.8K
$25.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.18K- 74.01% |
$552K - $618K
|
415
$252K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.18K- 10.39% |
$553K - $619K
|
10.2K
$6.18M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.19K- 9.55% |
$554K - $620K
|
11.2K
$6.81M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 1.63% |
$555K - $622K
|
71.5K
$43.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.2K- 2.88% |
$558K - $625K
|
40.2K
$24.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.21K- 44.7% |
$564K - $631K
|
1.49K
$905K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 1.28% |
$564K - $632K
|
93K
$56.4M
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 4.11% |
$571K - $639K
|
28.5K
$17.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.26K- 3.96% |
$589K - $660K
|
30.6K
$18.5M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-1.27K- 51.92% |
$595K - $667K
|
1.18K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 27.98% |
$596K - $668K
|
3.29K
$1.99M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.28K- 5.84% |
$598K - $670K
|
20.6K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1.29K- 8.08% |
$601K - $673K
|
14.6K
$8.87M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.3K- 0.52% |
$605K - $678K
|
248K
$150M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.3K- 1.56% |
$608K - $681K
|
81.9K
$49.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.32K- 5.25% |
$616K - $690K
|
23.8K
$14.4M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.32K- 53.57% |
$616K - $690K
|
1.14K
$693K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 61.24% |
$626K - $701K
|
848
$514K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.34K- 4.87% |
$627K - $702K
|
26.2K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.36K- 29.53% |
$637K - $713K
|
3.25K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.38K- 52.5% |
$643K - $720K
|
1.25K
$755K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.38K- 22.94% |
$645K - $722K
|
4.64K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.38K- 8.66% |
$646K - $723K
|
14.6K
$8.84M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.39K- 6.93% |
$649K - $727K
|
18.6K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.4K- 67.28% |
$654K - $732K
|
681
$413K
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-1.4K- 17.07% |
$654K - $732K
|
6.8K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-1.4K- 53.85% |
$654K - $732K
|
1.2K
$728K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.41K- 9.65% |
$657K - $735K
|
13.2K
$7.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.41K- 38.94% |
$660K - $739K
|
2.21K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.42K- 38.41% |
$663K - $742K
|
2.27K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.43K- 72.3% |
$666K - $746K
|
546
$331K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 0.84% |
$668K - $748K
|
168K
$102M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.44K- 8.82% |
$671K - $751K
|
14.8K
$9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 0.37% |
$674K - $755K
|
390K
$236M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.45K- 38.76% |
$678K - $759K
|
2.29K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 3.89% |
$686K - $769K
|
36.3K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.48K- 1.14% |
$689K - $772K
|
128K
$77.6M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.48K- 3.51% |
$692K - $775K
|
40.8K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.48K- 27.47% |
$692K - $775K
|
3.91K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.49K- 0.49% |
$698K - $781K
|
300K
$182M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.5K- 6.07% |
$700K - $784K
|
23.2K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 57.1% |
$700K - $784K
|
1.13K
$683K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.5K- 17.27% |
$701K - $785K
|
7.19K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.5K- 5.2% |
$702K - $786K
|
27.4K
$16.6M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.52K- 11.39% |
$708K - $793K
|
11.8K
$7.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.52K- 18.51% |
$710K - $795K
|
6.69K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.54K- 0.9% |
$719K - $805K
|
169K
$103M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.55K- 4.5% |
$722K - $809K
|
32.8K
$19.9M
|