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 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.26K- 3.96% |
$589K - $660K
|
30.6K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-1.27K- 51.92% |
$595K - $667K
|
1.18K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 27.98% |
$596K - $668K
|
3.29K
$1.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.28K- 5.84% |
$598K - $670K
|
20.6K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1.29K- 8.08% |
$601K - $673K
|
14.6K
$8.71M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.3K- 0.52% |
$605K - $678K
|
248K
$147M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.3K- 1.56% |
$608K - $681K
|
81.9K
$48.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.32K- 5.25% |
$616K - $690K
|
23.8K
$14.2M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.32K- 53.57% |
$616K - $690K
|
1.14K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 61.24% |
$626K - $701K
|
848
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.34K- 4.87% |
$627K - $702K
|
26.2K
$15.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.36K- 29.53% |
$637K - $713K
|
3.25K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.38K- 52.5% |
$643K - $720K
|
1.25K
$741K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.38K- 22.94% |
$645K - $722K
|
4.64K
$2.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.38K- 8.66% |
$646K - $723K
|
14.6K
$8.68M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.39K- 6.93% |
$649K - $727K
|
18.6K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.4K- 67.28% |
$654K - $732K
|
681
$405K
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-1.4K- 17.07% |
$654K - $732K
|
6.8K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-1.4K- 53.85% |
$654K - $732K
|
1.2K
$714K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.41K- 9.65% |
$657K - $735K
|
13.2K
$7.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.41K- 38.94% |
$660K - $739K
|
2.21K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.42K- 38.41% |
$663K - $742K
|
2.27K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.43K- 72.3% |
$666K - $746K
|
546
$325K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 0.84% |
$668K - $748K
|
168K
$100M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.44K- 8.82% |
$671K - $751K
|
14.8K
$8.83M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 0.37% |
$674K - $755K
|
390K
$232M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.45K- 38.76% |
$678K - $759K
|
2.29K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 3.89% |
$686K - $769K
|
36.3K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.48K- 1.14% |
$689K - $772K
|
128K
$76.2M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.48K- 3.51% |
$692K - $775K
|
40.8K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.48K- 27.47% |
$692K - $775K
|
3.91K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.49K- 0.49% |
$698K - $781K
|
300K
$179M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.5K- 6.07% |
$700K - $784K
|
23.2K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 57.1% |
$700K - $784K
|
1.13K
$670K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.5K- 17.27% |
$701K - $785K
|
7.19K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.5K- 5.2% |
$702K - $786K
|
27.4K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.52K- 11.39% |
$708K - $793K
|
11.8K
$7.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.52K- 18.51% |
$710K - $795K
|
6.69K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.54K- 0.9% |
$719K - $805K
|
169K
$101M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.55K- 4.5% |
$722K - $809K
|
32.8K
$19.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 13.45% |
$728K - $815K
|
10K
$5.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.56K- 25.71% |
$728K - $816K
|
4.5K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.57K- 14.82% |
$735K - $823K
|
9.05K
$5.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.58K- 7.32% |
$736K - $825K
|
19.9K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.58K- 37.59% |
$739K - $828K
|
2.63K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.58K- 2.15% |
$740K - $828K
|
71.9K
$42.8M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.59K- 4.82% |
$742K - $830K
|
31.4K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.59K- 21.53% |
$743K - $832K
|
5.8K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.6K- 4.55% |
$748K - $837K
|
33.6K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.6K- 7.04% |
$748K - $837K
|
21.1K
$12.6M
|