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 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-23- 0.85% |
$10.7K - $12K
|
2.68K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 2.42% |
$10.7K - $12K
|
929
$562K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 1.17% |
$10.7K - $12K
|
1.95K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-23- 0.41% |
$10.7K - $12K
|
5.62K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-23- 0.03% |
$10.7K - $12K
|
72.1K
$43.6M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-23- 0.03% |
$10.7K - $12K
|
72.1K
$43.6M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-23- 0.04% |
$10.7K - $12K
|
55.6K
$33.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-24- 0.61% |
$11.2K - $12.6K
|
3.9K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-25- 1.12% |
$11.7K - $13.1K
|
2.22K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.56% |
$11.7K - $13.1K
|
952
$576K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-25- 1.11% |
$11.7K - $13.1K
|
2.22K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-25- 1.43% |
$11.7K - $13.1K
|
1.72K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-25- 2.13% |
$11.7K - $13.1K
|
1.15K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-25- 1.14% |
$11.7K - $13.1K
|
2.17K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25- 0.48% |
$11.7K - $13.1K
|
5.13K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-25- 5.88% |
$11.7K - $13.1K
|
400
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-26- 7.43% |
$12.1K - $13.6K
|
324
$196K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.66% |
$12.1K - $13.6K
|
3.92K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-26- 0.83% |
$12.1K - $13.6K
|
3.11K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28- 3.77% |
$13.1K - $14.6K
|
714
$432K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-28- 0.15% |
$13.1K - $14.6K
|
18.4K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-28- 0.37% |
$13.1K - $14.6K
|
7.5K
$4.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-29- 0.94% |
$13.6K - $15.2K
|
3.06K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-29- 0.4% |
$13.6K - $15.2K
|
7.14K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-29- 6.03% |
$13.6K - $15.2K
|
452
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-29- 0.14% |
$13.6K - $15.2K
|
20.9K
$12.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-30- 4.08% |
$14K - $15.7K
|
706
$427K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-30- 2.31% |
$14K - $15.7K
|
1.27K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-30- 0.9% |
$14K - $15.7K
|
3.3K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.38% |
$14.5K - $16.2K
|
8.17K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-31- 0.54% |
$14.5K - $16.2K
|
5.7K
$3.45M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-31- 0.21% |
$14.5K - $16.2K
|
14.9K
$9M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-31- 2.67% |
$14.5K - $16.2K
|
1.13K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-32- 1.14% |
$15K - $16.7K
|
2.78K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-32- 0.86% |
$15K - $16.7K
|
3.7K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-32- 0.39% |
$15K - $16.7K
|
8.13K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-32- 1.66% |
$15K - $16.7K
|
1.89K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-33- 0.23% |
$15.4K - $17.3K
|
14.4K
$8.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-33- 2.7% |
$15.4K - $17.3K
|
1.19K
$719K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-33- 0.75% |
$15.4K - $17.3K
|
4.39K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-33- 7.75% |
$15.4K - $17.3K
|
393
$238K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 0.62% |
$15.4K - $17.3K
|
5.29K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 0.68% |
$15.4K - $17.3K
|
4.81K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34- 1.84% |
$15.9K - $17.8K
|
1.82K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-34- 0.64% |
$15.9K - $17.8K
|
5.27K
$3.19M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-34- 7.07% |
$15.9K - $17.8K
|
447
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35- 1.31% |
$16.4K - $18.3K
|
2.64K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 0.68% |
$16.4K - $18.3K
|
5.08K
$3.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 0.93% |
$16.8K - $18.8K
|
3.84K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-36- 0.06% |
$16.8K - $18.8K
|
59.4K
$35.9M
|