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 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.99K- 50.26% |
$931K - $1.04M
|
1.97K
$1.2M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2K- 38.05% |
$934K - $1.05M
|
3.25K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2K- 0.95% |
$935K - $1.05M
|
209K
$127M
|
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.01K- 13.09% |
$938K - $1.05M
|
13.3K
$8.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.02K- 1.28% |
$944K - $1.06M
|
156K
$94.3M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.03K- 9.24% |
$947K - $1.06M
|
19.9K
$12.1M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.06K- 75.29% |
$963K - $1.08M
|
676
$410K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.07K- 45.42% |
$968K - $1.08M
|
2.49K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.08K- 2.54% |
$970K - $1.09M
|
79.7K
$48.3M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.08K- 3.9% |
$971K - $1.09M
|
51.2K
$31M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.09K- 70.96% |
$976K - $1.09M
|
855
$518K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.1K- 5.02% |
$979K - $1.1M
|
39.6K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.1K- 9.96% |
$982K - $1.1M
|
19K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.11K- 13.67% |
$985K - $1.1M
|
13.3K
$8.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.12K- 6.77% |
$991K - $1.11M
|
29.2K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.12K- 4.61% |
$991K - $1.11M
|
43.9K
$26.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.12K- 10.88% |
$992K - $1.11M
|
17.4K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.13K- 0.52% |
$996K - $1.11M
|
408K
$247M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.16K- 82.5% |
$1.01M - $1.13M
|
458
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.19K- 21.61% |
$1.02M - $1.14M
|
7.93K
$4.81M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.2K- 3.59% |
$1.03M - $1.15M
|
59.1K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.23K- 28.87% |
$1.04M - $1.17M
|
5.5K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.25K- 10.69% |
$1.05M - $1.18M
|
18.8K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.25K- 6.06% |
$1.05M - $1.18M
|
34.9K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.26K- 3.72% |
$1.06M - $1.18M
|
58.5K
$35.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.29K- 59.99% |
$1.07M - $1.2M
|
1.53K
$925K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.3K- 54.82% |
$1.07M - $1.2M
|
1.89K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.31K- 76.31% |
$1.08M - $1.21M
|
717
$435K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.32K- 2.44% |
$1.08M - $1.21M
|
92.6K
$56.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.36K- 3.68% |
$1.1M - $1.23M
|
61.6K
$37.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.36K- 2.21% |
$1.1M - $1.24M
|
105K
$63.5M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.36K- 51.41% |
$1.1M - $1.24M
|
2.23K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.37K- 2.35% |
$1.11M - $1.24M
|
98.1K
$59.5M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.37K- 5.5% |
$1.11M - $1.24M
|
40.8K
$24.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.38K- 8.09% |
$1.11M - $1.25M
|
27K
$16.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.39K- 1.07% |
$1.11M - $1.25M
|
221K
$134M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 16.08% |
$1.12M - $1.26M
|
12.5K
$7.61M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 16.08% |
$1.12M - $1.26M
|
12.5K
$7.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.41K- 17.21% |
$1.13M - $1.26M
|
11.6K
$7.03M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.41K- 52.51% |
$1.13M - $1.26M
|
2.18K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.42K- 12.74% |
$1.13M - $1.27M
|
16.6K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 36.68% |
$1.15M - $1.28M
|
4.23K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.48K- 13.45% |
$1.16M - $1.3M
|
15.9K
$9.67M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.48K- 2.85% |
$1.16M - $1.3M
|
84.6K
$51.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.48K- 13.34% |
$1.16M - $1.3M
|
16.1K
$9.77M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-2.51K- 2.36% |
$1.17M - $1.31M
|
104K
$63.1M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 7.92% |
$1.17M - $1.31M
|
29.2K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.51K- 27.96% |
$1.17M - $1.31M
|
6.48K
$3.93M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.54K- 16.62% |
$1.19M - $1.33M
|
12.7K
$7.72M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.54K- 20.33% |
$1.19M - $1.33M
|
9.96K
$6.04M
|