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 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-23.5K- 28.37% |
$11M - $12.3M
|
59.2K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-23.6K- 33.42% |
$11M - $12.4M
|
47.1K
$28.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-24.5K- 27.37% |
$11.4M - $12.8M
|
65K
$39.1M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.9K- 1.65% |
$11.6M - $13M
|
1.49M
$894M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-25.2K- 64.46% |
$11.8M - $13.2M
|
13.9K
$8.35M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.4K- 1.62% |
$11.9M - $13.3M
|
1.54M
$928M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-26.2K- 69.12% |
$12.2M - $13.7M
|
11.7K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-26.3K- 12.14% |
$12.3M - $13.8M
|
190K
$114M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-26.6K- 84.51% |
$12.4M - $13.9M
|
4.88K
$2.94M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-27.5K- 41.6% |
$12.8M - $14.4M
|
38.6K
$23.2M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-27.7K- 88.8% |
$12.9M - $14.5M
|
3.49K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-27.8K- 4.53% |
$13M - $14.6M
|
587K
$353M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-27.9K- 83.59% |
$13M - $14.6M
|
5.47K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-28.1K- 76.65% |
$13.1M - $14.7M
|
8.56K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-28.8K- 5.7% |
$13.5M - $15.1M
|
477K
$287M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-29K- 82.98% |
$13.5M - $15.2M
|
5.95K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29K- 78.54% |
$13.6M - $15.2M
|
7.93K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.3K- 13.1% |
$13.7M - $15.3M
|
194K
$117M
|
|
|
Apr 18, 2024
Q1 2024
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-29.6K- 12.54% |
$13.9M - $15.5M
|
207K
$124M
|
|
|
May 03, 2024
Q1 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-29.8K- 8.63% |
$13.9M - $15.6M
|
315K
$190M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.8K- 1.55% |
$13.9M - $15.6M
|
1.89M
$1.14B
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-29.8K- 83.77% |
$13.9M - $15.6M
|
5.77K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30K- 2.33% |
$14M - $15.7M
|
1.26M
$756M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-30.5K- 5.35% |
$14.2M - $15.9M
|
539K
$324M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-30.8K- 1.81% |
$14.4M - $16.1M
|
1.67M
$1B
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-31.9K- 69.49% |
$14.9M - $16.7M
|
14K
$8.43M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-32.5K- 6.18% |
$15.2M - $17M
|
493K
$296M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.6K- 8.0% |
$15.2M - $17M
|
375K
$225M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33.1K- 8.28% |
$15.5M - $17.3M
|
367K
$220M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33.3K- 72.39% |
$15.5M - $17.4M
|
12.7K
$7.63M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.6K- 19.33% |
$15.7M - $17.6M
|
140K
$84.3M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-34K- 26.73% |
$15.9M - $17.8M
|
93.2K
$56.1M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-34K- 98.59% |
$15.9M - $17.8M
|
486
$292K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-34.7K- 11.23% |
$16.2M - $18.2M
|
275K
$165M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-34.9K- 40.27% |
$16.3M - $18.3M
|
51.8K
$31.1M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-35.3K- 74.02% |
$16.5M - $18.5M
|
12.4K
$7.46M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-35.4K- 53.46% |
$16.5M - $18.5M
|
30.8K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.3K- 3.15% |
$17M - $19M
|
1.12M
$671M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36.7K- 12.55% |
$17.1M - $19.2M
|
256K
$154M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36.7K- 1.53% |
$17.2M - $19.2M
|
2.37M
$1.42B
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-37.6K- 5.37% |
$17.6M - $19.7M
|
663K
$398M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.6K- 3.48% |
$17.6M - $19.7M
|
1.04M
$626M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.6K- 41.6% |
$17.6M - $19.7M
|
52.8K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-37.7K- 73.1% |
$17.6M - $19.7M
|
13.9K
$8.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37.8K- 26.55% |
$17.6M - $19.8M
|
104K
$62.8M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-38.5K- 15.14% |
$18M - $20.1M
|
216K
$130M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-39.5K- 84.05% |
$18.5M - $20.7M
|
7.5K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.1K- 1.31% |
$18.7M - $21M
|
3.02M
$1.82B
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-40.3K- 22.29% |
$18.8M - $21.1M
|
140K
$84.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.4K- 99.76% |
$18.9M - $21.1M
|
97
$58.3K
|