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 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-6- 0.35% |
$2.8K - $3.14K
|
1.72K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6- 0.23% |
$2.8K - $3.14K
|
2.58K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-6- 0.01% |
$2.8K - $3.14K
|
49K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-6- 0.66% |
$2.8K - $3.14K
|
904
$537K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-7- 0.3% |
$3.27K - $3.66K
|
2.36K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7- 0.55% |
$3.27K - $3.66K
|
1.27K
$752K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7- 1.19% |
$3.27K - $3.66K
|
580
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.02% |
$3.27K - $3.66K
|
30.4K
$18M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-7- 0.45% |
$3.27K - $3.66K
|
1.54K
$914K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7- 0.62% |
$3.27K - $3.66K
|
1.13K
$672K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-7- 0.46% |
$3.27K - $3.66K
|
1.52K
$901K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 1.11% |
$3.27K - $3.66K
|
623
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8- 0.08% |
$3.74K - $4.19K
|
9.58K
$5.69M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-8- 0.08% |
$3.74K - $4.19K
|
9.45K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 0.13% |
$3.74K - $4.19K
|
6.39K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-8- 0.18% |
$3.74K - $4.19K
|
4.36K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8- 0.03% |
$3.74K - $4.19K
|
24.2K
$14.4M
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8- 1.84% |
$3.74K - $4.19K
|
426
$253K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-9- 0.39% |
$4.21K - $4.71K
|
2.29K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-9- 0.53% |
$4.21K - $4.71K
|
1.68K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 0.29% |
$4.67K - $5.23K
|
3.43K
$2.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-10- 0.69% |
$4.67K - $5.23K
|
1.43K
$850K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10- 0.14% |
$4.67K - $5.23K
|
7.01K
$4.17M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-10- 0.13% |
$4.67K - $5.23K
|
7.8K
$4.64M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10- 1.23% |
$4.67K - $5.23K
|
801
$476K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-10- 1.08% |
$4.67K - $5.23K
|
913
$543K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10- 1.48% |
$4.67K - $5.23K
|
667
$396K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-10- 1.13% |
$4.67K - $5.23K
|
873
$519K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-10- 0.64% |
$4.67K - $5.23K
|
1.56K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-10- 1.83% |
$4.67K - $5.23K
|
535
$318K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11- 0.53% |
$5.14K - $5.75K
|
2.07K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.24% |
$5.14K - $5.75K
|
4.64K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-11- 0.41% |
$5.14K - $5.75K
|
2.69K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-11- 0.01% |
$5.14K - $5.75K
|
112K
$66.4M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11- 0.03% |
$5.14K - $5.75K
|
43.9K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-11- 1.33% |
$5.14K - $5.75K
|
818
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-12- 1.37% |
$5.61K - $6.28K
|
867
$515K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 16.22% |
$5.61K - $6.28K
|
62
$36.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12- 1.39% |
$5.61K - $6.28K
|
850
$505K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.3% |
$5.61K - $6.28K
|
4.02K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-12- 0.34% |
$5.61K - $6.28K
|
3.56K
$2.11M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-12- 0.18% |
$5.61K - $6.28K
|
6.7K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-12- 2.77% |
$5.61K - $6.28K
|
421
$250K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-12- 0.14% |
$5.61K - $6.28K
|
8.64K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 0.36% |
$5.61K - $6.28K
|
3.32K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-12- 0.33% |
$5.61K - $6.28K
|
3.58K
$2.13M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12- 0.53% |
$5.61K - $6.28K
|
2.24K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-13- 1.14% |
$6.07K - $6.8K
|
1.13K
$672K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-13- 1.01% |
$6.07K - $6.8K
|
1.27K
$756K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-13- 0.02% |
$6.07K - $6.8K
|
52.1K
$31M
|