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 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-13- 0.14% |
$6.07K - $6.8K
|
9.52K
$5.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-13- 1.91% |
$6.07K - $6.8K
|
669
$398K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-13- 2.5% |
$6.07K - $6.8K
|
506
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 2.97% |
$6.54K - $7.32K
|
457
$272K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.25% |
$6.54K - $7.32K
|
5.63K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-14- 0.52% |
$6.54K - $7.32K
|
2.66K
$1.58M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14- 0.1% |
$6.54K - $7.32K
|
14.7K
$8.74M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 1.88% |
$6.54K - $7.32K
|
732
$435K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-15- 0.09% |
$7.01K - $7.85K
|
15.8K
$9.39M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-15- 1.88% |
$7.01K - $7.85K
|
783
$465K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.14% |
$7.01K - $7.85K
|
1.3K
$773K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-16- 0.06% |
$7.48K - $8.37K
|
25.5K
$15.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 0.39% |
$7.48K - $8.37K
|
4.05K
$2.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$7.48K - $8.37K
|
7.15K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$7.48K - $8.37K
|
9.82K
$5.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.56% |
$7.48K - $8.37K
|
2.86K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16- 3.43% |
$7.48K - $8.37K
|
451
$268K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.36% |
$7.48K - $8.37K
|
4.45K
$2.64M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
SELL
|
- |
-16- 2.01% |
$7.48K - $8.37K
|
781
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-17- 3.28% |
$7.94K - $8.89K
|
502
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-17- 0.49% |
$7.94K - $8.89K
|
3.43K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-17- 0.71% |
$7.94K - $8.89K
|
2.37K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17- 0.59% |
$7.94K - $8.89K
|
2.89K
$1.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-18- 0.26% |
$8.41K - $9.42K
|
6.79K
$4.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-18- 8.22% |
$8.41K - $9.42K
|
201
$119K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.5% |
$8.41K - $9.42K
|
1.18K
$702K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-18- 1.59% |
$8.41K - $9.42K
|
1.12K
$664K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-18- 0.53% |
$8.41K - $9.42K
|
3.36K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-18- 0.2% |
$8.41K - $9.42K
|
9.17K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-18- 1.4% |
$8.41K - $9.42K
|
1.27K
$752K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-19- 2.22% |
$8.88K - $9.94K
|
837
$497K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.74% |
$8.88K - $9.94K
|
1.07K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 0.39% |
$8.88K - $9.94K
|
4.84K
$2.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-19- 0.24% |
$8.88K - $9.94K
|
7.77K
$4.62M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.35% |
$8.88K - $9.94K
|
5.4K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-19- 2.4% |
$8.88K - $9.94K
|
772
$459K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19- 0.18% |
$8.88K - $9.94K
|
10.5K
$6.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-20- 0.56% |
$9.35K - $10.5K
|
3.56K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.43% |
$9.35K - $10.5K
|
348
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-20- 0.34% |
$9.35K - $10.5K
|
5.92K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-20- 1.83% |
$9.35K - $10.5K
|
1.07K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 1.2% |
$9.35K - $10.5K
|
1.65K
$982K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$9.35K - $10.5K
|
5.51K
$3.27M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-20- 0.23% |
$9.35K - $10.5K
|
8.52K
$5.06M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$9.35K - $10.5K
|
17.8K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-20- 0.7% |
$9.35K - $10.5K
|
2.82K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.38% |
$9.35K - $10.5K
|
1.43K
$847K
|