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 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-27.5K- 41.6% |
$12.8M - $14.4M
|
38.6K
$24.2M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-27.7K- 88.8% |
$12.9M - $14.5M
|
3.49K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-27.8K- 4.53% |
$13M - $14.6M
|
587K
$368M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-27.9K- 83.59% |
$13M - $14.6M
|
5.47K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-28.1K- 76.65% |
$13.1M - $14.7M
|
8.56K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-28.8K- 5.7% |
$13.5M - $15.1M
|
477K
$299M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-29K- 82.98% |
$13.5M - $15.2M
|
5.95K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29K- 78.54% |
$13.6M - $15.2M
|
7.93K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.3K- 13.1% |
$13.7M - $15.3M
|
194K
$122M
|
|
|
Apr 18, 2024
Q1 2024
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-29.6K- 12.54% |
$13.9M - $15.5M
|
207K
$130M
|
|
|
May 03, 2024
Q1 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-29.8K- 8.63% |
$13.9M - $15.6M
|
315K
$198M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.8K- 1.55% |
$13.9M - $15.6M
|
1.89M
$1.19B
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-29.8K- 83.77% |
$13.9M - $15.6M
|
5.77K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30K- 2.33% |
$14M - $15.7M
|
1.26M
$789M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-30.5K- 5.35% |
$14.2M - $15.9M
|
539K
$339M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-30.8K- 1.81% |
$14.4M - $16.1M
|
1.67M
$1.05B
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-31.9K- 69.49% |
$14.9M - $16.7M
|
14K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-32.5K- 6.18% |
$15.2M - $17M
|
493K
$309M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.6K- 8.0% |
$15.2M - $17M
|
375K
$235M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33.1K- 8.28% |
$15.5M - $17.3M
|
367K
$230M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33.3K- 72.39% |
$15.5M - $17.4M
|
12.7K
$7.97M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.6K- 19.33% |
$15.7M - $17.6M
|
140K
$88.1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-34K- 26.73% |
$15.9M - $17.8M
|
93.2K
$58.6M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-34K- 98.59% |
$15.9M - $17.8M
|
486
$305K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-34.7K- 11.23% |
$16.2M - $18.2M
|
275K
$172M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-34.9K- 40.27% |
$16.3M - $18.3M
|
51.8K
$32.5M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-35.3K- 74.02% |
$16.5M - $18.5M
|
12.4K
$7.79M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-35.4K- 53.46% |
$16.5M - $18.5M
|
30.8K
$19.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.3K- 3.15% |
$17M - $19M
|
1.12M
$700M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36.7K- 12.55% |
$17.1M - $19.2M
|
256K
$161M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36.7K- 1.53% |
$17.2M - $19.2M
|
2.37M
$1.49B
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-37.6K- 5.37% |
$17.6M - $19.7M
|
663K
$416M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.6K- 3.48% |
$17.6M - $19.7M
|
1.04M
$654M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.6K- 41.6% |
$17.6M - $19.7M
|
52.8K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-37.7K- 73.1% |
$17.6M - $19.7M
|
13.9K
$8.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37.8K- 26.55% |
$17.6M - $19.8M
|
104K
$65.6M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-38.5K- 15.14% |
$18M - $20.1M
|
216K
$136M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-39.5K- 84.05% |
$18.5M - $20.7M
|
7.5K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.1K- 1.31% |
$18.7M - $21M
|
3.02M
$1.9B
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-40.3K- 22.29% |
$18.8M - $21.1M
|
140K
$88.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.4K- 99.76% |
$18.9M - $21.1M
|
97
$60.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.5K- 6.54% |
$18.9M - $21.2M
|
579K
$364M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-42.8K- 22.97% |
$20M - $22.4M
|
144K
$90.2M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-45.8K- 1.42% |
$21.4M - $23.9M
|
3.18M
$1.99B
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-45.9K- 28.89% |
$21.4M - $24M
|
113K
$70.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-48K- 9.05% |
$22.4M - $25.1M
|
482K
$303M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-49.1K- 89.1% |
$22.9M - $25.7M
|
6K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.6K- 1.75% |
$23.2M - $26M
|
2.79M
$1.75B
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-49.7K- 4.22% |
$23.2M - $26M
|
1.13M
$709M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-50K- 66.67% |
$23.4M - $26.2M
|
25K
$15.7M
|