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 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 1.2% |
$9.35K - $10.5K
|
1.65K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$9.35K - $10.5K
|
5.51K
$3.54M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-20- 0.23% |
$9.35K - $10.5K
|
8.52K
$5.48M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$9.35K - $10.5K
|
17.8K
$11.5M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-20- 0.7% |
$9.35K - $10.5K
|
2.82K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.38% |
$9.35K - $10.5K
|
1.43K
$916K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-20- 0.87% |
$9.35K - $10.5K
|
2.28K
$1.47M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$352K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-20- 1.72% |
$9.35K - $10.5K
|
1.15K
$736K
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-20- 1.83% |
$9.35K - $10.5K
|
1.07K
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-21- 1.59% |
$9.81K - $11K
|
1.3K
$834K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.23% |
$9.81K - $11K
|
919
$591K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-21- 0.61% |
$9.81K - $11K
|
3.42K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-21- 1.5% |
$9.81K - $11K
|
1.38K
$884K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-21- 0.75% |
$9.81K - $11K
|
2.77K
$1.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 0.53% |
$10.3K - $11.5K
|
4.14K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.81% |
$10.3K - $11.5K
|
2.7K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-22- 1.75% |
$10.3K - $11.5K
|
1.23K
$793K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-22- 4.59% |
$10.3K - $11.5K
|
457
$294K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-22- 0.33% |
$10.3K - $11.5K
|
6.63K
$4.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-23- 0.29% |
$10.7K - $12K
|
7.86K
$5.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-23- 0.85% |
$10.7K - $12K
|
2.68K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 2.42% |
$10.7K - $12K
|
929
$597K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 1.17% |
$10.7K - $12K
|
1.95K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-23- 0.41% |
$10.7K - $12K
|
5.62K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-23- 0.03% |
$10.7K - $12K
|
72.1K
$46.4M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-23- 0.03% |
$10.7K - $12K
|
72.1K
$46.4M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-23- 0.04% |
$10.7K - $12K
|
55.6K
$35.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-24- 0.61% |
$11.2K - $12.6K
|
3.9K
$2.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-25- 1.12% |
$11.7K - $13.1K
|
2.22K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.56% |
$11.7K - $13.1K
|
952
$612K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-25- 1.11% |
$11.7K - $13.1K
|
2.22K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-25- 1.43% |
$11.7K - $13.1K
|
1.72K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-25- 2.13% |
$11.7K - $13.1K
|
1.15K
$738K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-25- 1.14% |
$11.7K - $13.1K
|
2.17K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25- 0.48% |
$11.7K - $13.1K
|
5.13K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-25- 5.88% |
$11.7K - $13.1K
|
400
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-26- 7.43% |
$12.1K - $13.6K
|
324
$208K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.66% |
$12.1K - $13.6K
|
3.92K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-26- 0.83% |
$12.1K - $13.6K
|
3.11K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28- 3.77% |
$13.1K - $14.6K
|
714
$459K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-28- 0.15% |
$13.1K - $14.6K
|
18.4K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-28- 0.37% |
$13.1K - $14.6K
|
7.5K
$4.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-29- 0.94% |
$13.6K - $15.2K
|
3.06K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-29- 0.4% |
$13.6K - $15.2K
|
7.14K
$4.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-29- 6.03% |
$13.6K - $15.2K
|
452
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-29- 0.14% |
$13.6K - $15.2K
|
20.9K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-30- 4.08% |
$14K - $15.7K
|
706
$454K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-30- 2.31% |
$14K - $15.7K
|
1.27K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-30- 0.9% |
$14K - $15.7K
|
3.3K
$2.12M
|