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 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-294- 7.74% |
$137K - $154K
|
3.5K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-297- 5.78% |
$139K - $155K
|
4.84K
$2.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-298- 1.04% |
$139K - $156K
|
28.2K
$16.6M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-298- 7.31% |
$139K - $156K
|
3.78K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-298- 0.36% |
$139K - $156K
|
83.5K
$49.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-299- 12.3% |
$140K - $156K
|
2.13K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 8.49% |
$140K - $157K
|
3.24K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-301- 1.89% |
$141K - $157K
|
15.6K
$9.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-303- 3.92% |
$142K - $159K
|
7.44K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-305- 2.35% |
$143K - $160K
|
12.7K
$7.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-306- 10.44% |
$143K - $160K
|
2.63K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-308- 0.64% |
$144K - $161K
|
47.6K
$28M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-308- 2.91% |
$144K - $161K
|
10.3K
$6.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-310- 41.95% |
$145K - $162K
|
429
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-313- 22.96% |
$146K - $164K
|
1.05K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-314- 6.82% |
$147K - $164K
|
4.29K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-315- 2.45% |
$147K - $165K
|
12.5K
$7.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-320- 9.67% |
$150K - $167K
|
2.99K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-320- 10.8% |
$150K - $167K
|
2.64K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-321- 2.53% |
$150K - $168K
|
12.4K
$7.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-321- 6.78% |
$150K - $168K
|
4.41K
$2.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-323- 41.41% |
$151K - $169K
|
457
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-323- 2.43% |
$151K - $169K
|
13K
$7.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-323- 12.78% |
$151K - $169K
|
2.21K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-323- 6.87% |
$151K - $169K
|
4.38K
$2.58M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-325- 36.76% |
$152K - $170K
|
559
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-327- 2.37% |
$153K - $171K
|
13.5K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-327- 3.48% |
$153K - $171K
|
9.08K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-328- 2.46% |
$153K - $172K
|
13K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-330- 10.93% |
$154K - $173K
|
2.69K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-332- 1.39% |
$155K - $174K
|
23.6K
$13.9M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-333- 63.55% |
$156K - $174K
|
191
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-340- 0.96% |
$159K - $178K
|
35.2K
$20.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-341- 2.46% |
$159K - $178K
|
13.5K
$7.95M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-342- 0.95% |
$160K - $179K
|
35.7K
$21M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-343- 12.68% |
$160K - $179K
|
2.36K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-344- 1.0% |
$161K - $180K
|
34K
$20M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-345- 12.85% |
$161K - $180K
|
2.34K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-349- 2.68% |
$163K - $183K
|
12.7K
$7.45M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-350- 20.36% |
$164K - $183K
|
1.37K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 11.04% |
$164K - $183K
|
2.82K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-351- 12.69% |
$164K - $184K
|
2.42K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-355- 13.62% |
$166K - $186K
|
2.25K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-355- 7.25% |
$166K - $186K
|
4.54K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-357- 47.04% |
$167K - $187K
|
402
$236K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-357- 1.15% |
$167K - $187K
|
30.6K
$18M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-359- 0.8% |
$168K - $188K
|
44.8K
$26.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-360- 6.48% |
$168K - $188K
|
5.2K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-363- 11.6% |
$170K - $190K
|
2.77K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-364- 1.84% |
$170K - $190K
|
19.5K
$11.4M
|