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 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1+ 0.12% |
$467 - $523
|
822
$528K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.11% |
$467 - $523
|
952
$612K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.16% |
$467 - $523
|
646
$415K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.25% |
$467 - $523
|
81
$52.1K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1+ 0.12% |
$467 - $523
|
831
$534K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.16% |
$467 - $523
|
614
$395K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.22% |
$467 - $523
|
451
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1- 0.02% |
$467 - $523
|
4.82K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$467 - $523
|
4.6K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$467 - $523
|
1.71K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1- 0.17% |
$467 - $523
|
573
$368K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.09% |
$467 - $523
|
1.13K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$467 - $523
|
2.99K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$467 - $523
|
1
$643
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1- 0.19% |
$467 - $523
|
512
$329K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$935 - $1.05K
|
2.45K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2- 0.26% |
$935 - $1.05K
|
763
$490K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$935 - $1.05K
|
3.14K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2- 0.29% |
$935 - $1.05K
|
684
$440K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2- 0.1% |
$935 - $1.05K
|
1.98K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-2- 0.06% |
$935 - $1.05K
|
3.15K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.05% |
$935 - $1.05K
|
4.41K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2- 0.13% |
$935 - $1.05K
|
1.56K
$1M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2- 0.01% |
$935 - $1.05K
|
22.9K
$14.7M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-3- 0.21% |
$1.4K - $1.57K
|
1.41K
$907K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3- 0.39% |
$1.4K - $1.57K
|
767
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-3- 0.04% |
$1.4K - $1.57K
|
6.83K
$4.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3- 0.12% |
$1.4K - $1.57K
|
2.45K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3- 0.65% |
$1.4K - $1.57K
|
459
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.34% |
$1.4K - $1.57K
|
891
$573K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3- 0.08% |
$1.4K - $1.57K
|
3.93K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-3- 0.56% |
$1.4K - $1.57K
|
532
$342K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-3- 0.13% |
$1.4K - $1.57K
|
2.27K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3- 3.16% |
$1.4K - $1.57K
|
92
$59.1K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3- 0.12% |
$1.4K - $1.57K
|
2.6K
$1.67M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-4- 0.6% |
$1.87K - $2.09K
|
660
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-4- 0.19% |
$1.87K - $2.09K
|
2.09K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.22% |
$1.87K - $2.09K
|
1.8K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-4- 0.34% |
$1.87K - $2.09K
|
1.18K
$756K
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.12% |
$1.87K - $2.09K
|
3.22K
$2.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-4- 0.08% |
$1.87K - $2.09K
|
4.95K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.24% |
$1.87K - $2.09K
|
1.65K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.87K - $2.09K
|
3.28K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-5- 0.71% |
$2.34K - $2.62K
|
704
$452K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5- 0.1% |
$2.34K - $2.62K
|
5.24K
$3.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.6% |
$2.34K - $2.62K
|
832
$535K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-5- 0.79% |
$2.34K - $2.62K
|
631
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.95% |
$2.34K - $2.62K
|
521
$335K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-5- 0.81% |
$2.34K - $2.62K
|
609
$391K
|