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 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-190- 14.09% |
$88.8K - $99.4K
|
1.16K
$677K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-190- 2.9% |
$88.8K - $99.4K
|
6.36K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.74% |
$88.8K - $99.4K
|
25.4K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-192- 6.64% |
$89.7K - $100K
|
2.7K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-193- 32.22% |
$90.2K - $101K
|
406
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-194- 29.94% |
$90.7K - $101K
|
454
$265K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-195- 7.02% |
$91.1K - $102K
|
2.58K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-195- 0.41% |
$91.1K - $102K
|
47.3K
$27.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-197- 1.16% |
$92.1K - $103K
|
16.8K
$9.84M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-197- 10.94% |
$92.1K - $103K
|
1.6K
$937K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-197- 22.44% |
$92.1K - $103K
|
681
$398K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-200- 4.49% |
$93.5K - $105K
|
4.25K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 15.43% |
$93.5K - $105K
|
1.1K
$641K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-200- 3.83% |
$93.5K - $105K
|
5.02K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-201- 10.36% |
$93.9K - $105K
|
1.74K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-202- 0.21% |
$94.4K - $106K
|
93.9K
$54.9M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-203- 0.18% |
$94.9K - $106K
|
113K
$65.8M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-204- 12.69% |
$95.3K - $107K
|
1.4K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-204- 2.21% |
$95.3K - $107K
|
9.02K
$5.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-205- 22.83% |
$95.8K - $107K
|
693
$405K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-205- 0.43% |
$95.8K - $107K
|
47.7K
$27.9M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-207- 24.94% |
$96.7K - $108K
|
623
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-208- 27.99% |
$97.2K - $109K
|
535
$313K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-208- 20.12% |
$97.2K - $109K
|
826
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-209- 1.14% |
$97.7K - $109K
|
18.1K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-209- 3.23% |
$97.7K - $109K
|
6.25K
$3.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-210- 0.97% |
$98.1K - $110K
|
21.4K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-212- 29.69% |
$99.1K - $111K
|
502
$293K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-214- 5.74% |
$100K - $112K
|
3.51K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-215- 1.15% |
$100K - $112K
|
18.5K
$10.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-218- 3.76% |
$102K - $114K
|
5.58K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-218- 7.82% |
$102K - $114K
|
2.57K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-219- 2.14% |
$102K - $115K
|
10K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-220- 10.57% |
$103K - $115K
|
1.86K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-222- 1.35% |
$104K - $116K
|
16.2K
$9.45M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-222- 0.27% |
$104K - $116K
|
82.6K
$48.3M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-225- 17.9% |
$105K - $118K
|
1.03K
$603K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-226- 2.5% |
$106K - $118K
|
8.82K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-226- 7.3% |
$106K - $118K
|
2.87K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-229- 1.34% |
$107K - $120K
|
16.8K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-229- 15.31% |
$107K - $120K
|
1.27K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-230- 3.84% |
$107K - $120K
|
5.76K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-232- 0.65% |
$108K - $121K
|
35.5K
$20.8M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-233- 0.84% |
$109K - $122K
|
27.7K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-234- 6.67% |
$109K - $122K
|
3.28K
$1.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-235- 6.4% |
$110K - $123K
|
3.44K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-235- 0.86% |
$110K - $123K
|
27.2K
$15.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-239- 2.59% |
$112K - $125K
|
9K
$5.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-240- 0.27% |
$112K - $126K
|
89K
$52.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-242- 1.2% |
$113K - $127K
|
20K
$11.7M
|