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 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.09% |
$467 - $523
|
1.13K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$467 - $523
|
2.99K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$467 - $523
|
1
$567
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1- 0.19% |
$467 - $523
|
512
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$935 - $1.05K
|
2.45K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2- 0.26% |
$935 - $1.05K
|
763
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$935 - $1.05K
|
3.14K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2- 0.29% |
$935 - $1.05K
|
684
$388K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2- 0.1% |
$935 - $1.05K
|
1.98K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-2- 0.06% |
$935 - $1.05K
|
3.15K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.05% |
$935 - $1.05K
|
4.41K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2- 0.13% |
$935 - $1.05K
|
1.56K
$885K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2- 0.01% |
$935 - $1.05K
|
22.9K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-3- 0.21% |
$1.4K - $1.57K
|
1.41K
$801K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3- 0.39% |
$1.4K - $1.57K
|
767
$435K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-3- 0.04% |
$1.4K - $1.57K
|
6.83K
$3.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3- 0.12% |
$1.4K - $1.57K
|
2.45K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3- 0.65% |
$1.4K - $1.57K
|
459
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.34% |
$1.4K - $1.57K
|
891
$505K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3- 0.08% |
$1.4K - $1.57K
|
3.93K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-3- 0.56% |
$1.4K - $1.57K
|
532
$302K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-3- 0.13% |
$1.4K - $1.57K
|
2.27K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3- 3.16% |
$1.4K - $1.57K
|
92
$52.2K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3- 0.12% |
$1.4K - $1.57K
|
2.6K
$1.48M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-4- 0.6% |
$1.87K - $2.09K
|
660
$374K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-4- 0.19% |
$1.87K - $2.09K
|
2.09K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.22% |
$1.87K - $2.09K
|
1.8K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-4- 0.34% |
$1.87K - $2.09K
|
1.18K
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.12% |
$1.87K - $2.09K
|
3.22K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-4- 0.08% |
$1.87K - $2.09K
|
4.95K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.24% |
$1.87K - $2.09K
|
1.65K
$936K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.87K - $2.09K
|
3.28K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-5- 0.71% |
$2.34K - $2.62K
|
704
$399K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5- 0.1% |
$2.34K - $2.62K
|
5.24K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.6% |
$2.34K - $2.62K
|
832
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-5- 0.79% |
$2.34K - $2.62K
|
631
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.95% |
$2.34K - $2.62K
|
521
$295K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-5- 0.81% |
$2.34K - $2.62K
|
609
$345K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-5- 0.23% |
$2.34K - $2.62K
|
2.18K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-5- 0.09% |
$2.34K - $2.62K
|
5.32K
$3.02M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-5- 0.12% |
$2.34K - $2.62K
|
4.08K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5- 0.26% |
$2.34K - $2.62K
|
1.94K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.27% |
$2.34K - $2.62K
|
1.82K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-6- 0.48% |
$2.8K - $3.14K
|
1.23K
$700K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-6- 0.35% |
$2.8K - $3.14K
|
1.72K
$974K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6- 0.23% |
$2.8K - $3.14K
|
2.58K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-6- 0.01% |
$2.8K - $3.14K
|
49K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-6- 0.66% |
$2.8K - $3.14K
|
904
$513K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-7- 0.3% |
$3.27K - $3.66K
|
2.36K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7- 0.55% |
$3.27K - $3.66K
|
1.27K
$718K
|