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 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.26K- 3.72% |
$1.06M - $1.18M
|
58.5K
$36.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.29K- 59.99% |
$1.07M - $1.2M
|
1.53K
$958K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.3K- 54.82% |
$1.07M - $1.2M
|
1.89K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.31K- 76.31% |
$1.08M - $1.21M
|
717
$450K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.32K- 2.44% |
$1.08M - $1.21M
|
92.6K
$58.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.36K- 3.68% |
$1.1M - $1.23M
|
61.6K
$38.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.36K- 2.21% |
$1.1M - $1.24M
|
105K
$65.8M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.36K- 51.41% |
$1.1M - $1.24M
|
2.23K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.37K- 2.35% |
$1.11M - $1.24M
|
98.1K
$61.6M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.37K- 5.5% |
$1.11M - $1.24M
|
40.8K
$25.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.38K- 8.09% |
$1.11M - $1.25M
|
27K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.39K- 1.07% |
$1.11M - $1.25M
|
221K
$139M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 16.08% |
$1.12M - $1.26M
|
12.5K
$7.88M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 16.08% |
$1.12M - $1.26M
|
12.5K
$7.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.41K- 17.21% |
$1.13M - $1.26M
|
11.6K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.41K- 52.51% |
$1.13M - $1.26M
|
2.18K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.42K- 12.74% |
$1.13M - $1.27M
|
16.6K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 36.68% |
$1.15M - $1.28M
|
4.23K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.48K- 13.45% |
$1.16M - $1.3M
|
15.9K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.48K- 2.85% |
$1.16M - $1.3M
|
84.6K
$53.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.48K- 13.34% |
$1.16M - $1.3M
|
16.1K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-2.51K- 2.36% |
$1.17M - $1.31M
|
104K
$65.4M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 7.92% |
$1.17M - $1.31M
|
29.2K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.51K- 27.96% |
$1.17M - $1.31M
|
6.48K
$4.07M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.54K- 16.62% |
$1.19M - $1.33M
|
12.7K
$8M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.54K- 20.33% |
$1.19M - $1.33M
|
9.96K
$6.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.54K- 2.64% |
$1.19M - $1.33M
|
93.8K
$58.9M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.55K- 13.38% |
$1.19M - $1.34M
|
16.5K
$10.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.57K- 26.9% |
$1.2M - $1.34M
|
6.97K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.58K- 28.29% |
$1.2M - $1.35M
|
6.53K
$4.1M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.58K- 71.39% |
$1.21M - $1.35M
|
1.03K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.61K- 51.42% |
$1.22M - $1.36M
|
2.46K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.62K- 83.86% |
$1.22M - $1.37M
|
504
$317K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.62K- 30.35% |
$1.23M - $1.37M
|
6.02K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-2.65K- 1.7% |
$1.24M - $1.39M
|
153K
$96.3M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.65K- 9.29% |
$1.24M - $1.39M
|
25.9K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.65K- 12.03% |
$1.24M - $1.39M
|
19.4K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.7K- 13.11% |
$1.26M - $1.41M
|
17.9K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.72K- 0.97% |
$1.27M - $1.42M
|
277K
$174M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.73K- 2.96% |
$1.28M - $1.43M
|
89.5K
$56.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.73K- 12.64% |
$1.28M - $1.43M
|
18.9K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.74K- 7.29% |
$1.28M - $1.43M
|
34.8K
$21.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.76K- 6.33% |
$1.29M - $1.44M
|
40.8K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.78K- 53.46% |
$1.3M - $1.46M
|
2.42K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.79K- 10.98% |
$1.31M - $1.46M
|
22.6K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
SELL
|
- |
-2.83K- 0.46% |
$1.32M - $1.48M
|
609K
$383M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.84K- 2.68% |
$1.33M - $1.49M
|
103K
$64.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.85K- 6.94% |
$1.33M - $1.49M
|
38.2K
$24M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.87K- 6.34% |
$1.34M - $1.5M
|
42.4K
$26.6M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.89K- 5.68% |
$1.35M - $1.51M
|
47.9K
$30.1M
|