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
|
Girard Partners Ltd.
|
SELL
|
- |
-14- 0.52% |
$6.54K - $7.32K
|
2.66K
$1.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14- 0.1% |
$6.54K - $7.32K
|
14.7K
$7.74M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 1.88% |
$6.54K - $7.32K
|
732
$385K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-15- 0.09% |
$7.01K - $7.85K
|
15.8K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-15- 1.88% |
$7.01K - $7.85K
|
783
$412K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.14% |
$7.01K - $7.85K
|
1.3K
$685K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-16- 0.06% |
$7.48K - $8.37K
|
25.5K
$13.4M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 0.39% |
$7.48K - $8.37K
|
4.05K
$2.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$7.48K - $8.37K
|
7.15K
$3.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$7.48K - $8.37K
|
9.82K
$5.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.56% |
$7.48K - $8.37K
|
2.86K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16- 3.43% |
$7.48K - $8.37K
|
451
$237K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.36% |
$7.48K - $8.37K
|
4.45K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
SELL
|
- |
-16- 2.01% |
$7.48K - $8.37K
|
781
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-17- 3.28% |
$7.94K - $8.89K
|
502
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-17- 0.49% |
$7.94K - $8.89K
|
3.43K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-17- 0.71% |
$7.94K - $8.89K
|
2.37K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17- 0.59% |
$7.94K - $8.89K
|
2.89K
$1.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-18- 0.26% |
$8.41K - $9.42K
|
6.79K
$3.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-18- 8.22% |
$8.41K - $9.42K
|
201
$106K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.5% |
$8.41K - $9.42K
|
1.18K
$622K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-18- 1.59% |
$8.41K - $9.42K
|
1.12K
$588K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-18- 0.53% |
$8.41K - $9.42K
|
3.36K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-18- 0.2% |
$8.41K - $9.42K
|
9.17K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-18- 1.4% |
$8.41K - $9.42K
|
1.27K
$666K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-19- 2.22% |
$8.88K - $9.94K
|
837
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.74% |
$8.88K - $9.94K
|
1.07K
$565K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 0.39% |
$8.88K - $9.94K
|
4.84K
$2.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-19- 0.24% |
$8.88K - $9.94K
|
7.77K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.35% |
$8.88K - $9.94K
|
5.4K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-19- 2.4% |
$8.88K - $9.94K
|
772
$406K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19- 0.18% |
$8.88K - $9.94K
|
10.5K
$5.51M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-20- 0.56% |
$9.35K - $10.5K
|
3.56K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.43% |
$9.35K - $10.5K
|
348
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-20- 0.34% |
$9.35K - $10.5K
|
5.92K
$3.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$931K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$929K
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-20- 1.83% |
$9.35K - $10.5K
|
1.07K
$564K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 1.2% |
$9.35K - $10.5K
|
1.65K
$870K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$9.35K - $10.5K
|
5.51K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-20- 0.23% |
$9.35K - $10.5K
|
8.52K
$4.49M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$9.35K - $10.5K
|
17.8K
$9.39M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-20- 0.7% |
$9.35K - $10.5K
|
2.82K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.38% |
$9.35K - $10.5K
|
1.43K
$750K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-20- 0.87% |
$9.35K - $10.5K
|
2.28K
$1.2M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$288K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-20- 1.72% |
$9.35K - $10.5K
|
1.15K
$603K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-21- 1.59% |
$9.81K - $11K
|
1.3K
$683K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.23% |
$9.81K - $11K
|
919
$484K
|