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 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.61K- 6.32% |
$750K - $840K
|
23.8K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.61K- 4.14% |
$751K - $841K
|
37.2K
$22.1M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.62K- 8.46% |
$757K - $847K
|
17.5K
$10.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.62K- 33.67% |
$757K - $848K
|
3.19K
$1.9M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.63K- 3.89% |
$763K - $854K
|
40.3K
$24M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 6.77% |
$766K - $857K
|
22.6K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 31.79% |
$767K - $859K
|
3.52K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.65K- 1.69% |
$769K - $861K
|
95.8K
$57M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.66K- 3.47% |
$777K - $870K
|
46.2K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.67K- 22.42% |
$780K - $874K
|
5.78K
$3.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.69K- 5.52% |
$789K - $884K
|
28.9K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.69K- 1.94% |
$791K - $885K
|
85.5K
$50.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 29.33% |
$791K - $886K
|
4.08K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.69K- 35.63% |
$791K - $886K
|
3.06K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.7K- 3.89% |
$794K - $889K
|
41.9K
$25M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.71K- 4.75% |
$798K - $893K
|
34.3K
$20.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.73K- 6.23% |
$807K - $904K
|
26K
$15.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.73K- 10.3% |
$810K - $907K
|
15.1K
$8.98M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.76K- 13.66% |
$821K - $919K
|
11.1K
$6.6M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.76K- 0.75% |
$821K - $919K
|
234K
$139M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.78K- 34.12% |
$829K - $929K
|
3.43K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 42.13% |
$841K - $941K
|
2.47K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-1.82K- 69.65% |
$851K - $953K
|
794
$472K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.82K- 6.12% |
$852K - $954K
|
28K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.83K- 18.28% |
$854K - $956K
|
8.17K
$4.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 7.49% |
$860K - $963K
|
22.7K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 5.78% |
$861K - $964K
|
30K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.87K- 3.76% |
$871K - $976K
|
47.7K
$28.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.87K- 3.12% |
$873K - $977K
|
58.1K
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.88K- 7.4% |
$879K - $984K
|
23.5K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.89K- 2.94% |
$881K - $987K
|
62.2K
$37M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.91K- 1.61% |
$892K - $998K
|
117K
$69.6M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.92K- 20.24% |
$899K - $1.01M
|
7.58K
$4.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 2.22% |
$903K - $1.01M
|
85.2K
$50.7M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.95K- 83.1% |
$912K - $1.02M
|
397
$236K
|
|
|
May 14, 2024
Q1 2024
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.96K- 1.5% |
$917K - $1.03M
|
129K
$76.6M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.96K- 13.25% |
$918K - $1.03M
|
12.9K
$7.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.97K- 0.49% |
$919K - $1.03M
|
403K
$240M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.98K- 36.94% |
$923K - $1.03M
|
3.37K
$2.01M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.98K- 76.95% |
$927K - $1.04M
|
594
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.99K- 50.26% |
$931K - $1.04M
|
1.97K
$1.17M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2K- 38.05% |
$934K - $1.05M
|
3.25K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2K- 0.95% |
$935K - $1.05M
|
209K
$124M
|
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.01K- 13.09% |
$938K - $1.05M
|
13.3K
$7.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.02K- 1.28% |
$944K - $1.06M
|
156K
$92.6M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.03K- 9.24% |
$947K - $1.06M
|
19.9K
$11.8M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.06K- 75.29% |
$963K - $1.08M
|
676
$402K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.07K- 45.42% |
$968K - $1.08M
|
2.49K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.08K- 2.54% |
$970K - $1.09M
|
79.7K
$47.4M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.08K- 3.9% |
$971K - $1.09M
|
51.2K
$30.5M
|