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 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-33- 7.75% |
$15.4K - $17.3K
|
393
$207K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 0.62% |
$15.4K - $17.3K
|
5.29K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 0.68% |
$15.4K - $17.3K
|
4.81K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34- 1.84% |
$15.9K - $17.8K
|
1.82K
$955K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-34- 0.64% |
$15.9K - $17.8K
|
5.27K
$2.78M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-34- 7.07% |
$15.9K - $17.8K
|
447
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35- 1.31% |
$16.4K - $18.3K
|
2.64K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 0.68% |
$16.4K - $18.3K
|
5.08K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 0.93% |
$16.8K - $18.8K
|
3.84K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-36- 0.06% |
$16.8K - $18.8K
|
59.4K
$31.3M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-36- 6.36% |
$16.8K - $18.8K
|
530
$279K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-36- 0.13% |
$16.8K - $18.8K
|
27K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-36- 1.09% |
$16.8K - $18.8K
|
3.27K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-36- 97.3% |
$16.8K - $18.8K
|
1
$526
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-37- 1.01% |
$17.3K - $19.4K
|
3.62K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 2.32% |
$17.3K - $19.4K
|
1.56K
$819K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-38- 2.83% |
$17.8K - $19.9K
|
1.3K
$686K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-38- 2.63% |
$17.8K - $19.9K
|
1.41K
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-38- 1.41% |
$17.8K - $19.9K
|
2.65K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-38- 2.23% |
$17.8K - $19.9K
|
1.66K
$876K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-38- 0.22% |
$17.8K - $19.9K
|
17.4K
$9.16M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-38- 6.61% |
$17.8K - $19.9K
|
537
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-39- 1.06% |
$18.2K - $20.4K
|
3.62K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-39- 5.69% |
$18.2K - $20.4K
|
646
$340K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-39- 0.08% |
$18.2K - $20.4K
|
50K
$26.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 1.76% |
$18.7K - $20.9K
|
2.24K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-40- 1.55% |
$18.7K - $20.9K
|
2.54K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-40- 0.48% |
$18.7K - $20.9K
|
8.38K
$4.41M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-40- 0.8% |
$18.7K - $20.9K
|
4.93K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-40- 0.02% |
$18.7K - $20.9K
|
180K
$94.8M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-40- 1.46% |
$18.7K - $20.9K
|
2.69K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-40- 2.65% |
$18.7K - $20.9K
|
1.47K
$774K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-41- 1.0% |
$19.2K - $21.4K
|
4.06K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-41- 4.69% |
$19.2K - $21.4K
|
834
$439K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-41- 1.91% |
$19.2K - $21.4K
|
2.11K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-42- 0.2% |
$19.6K - $22K
|
20.5K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-42- 5.44% |
$19.6K - $22K
|
730
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-42- 1.1% |
$19.6K - $22K
|
3.76K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-42- 1.19% |
$19.6K - $22K
|
3.48K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-42- 1.36% |
$19.6K - $22K
|
3.04K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-43- 8.05% |
$20.1K - $22.5K
|
491
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-43- 2.67% |
$20.1K - $22.5K
|
1.57K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-43- 3.58% |
$20.1K - $22.5K
|
1.16K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-43- 1.25% |
$20.1K - $22.5K
|
3.41K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-43- 2.12% |
$20.1K - $22.5K
|
1.98K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 46.32% |
$20.6K - $23K
|
51
$26.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-44- 7.37% |
$20.6K - $23K
|
553
$291K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-44- 10.65% |
$20.6K - $23K
|
369
$194K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-44- 1.6% |
$20.6K - $23K
|
2.71K
$1.43M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-44- 0.47% |
$20.6K - $23K
|
9.3K
$4.9M
|