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 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-43- 2.12% |
$20.1K - $22.5K
|
1.98K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 46.32% |
$20.6K - $23K
|
51
$30.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-44- 7.37% |
$20.6K - $23K
|
553
$329K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-44- 10.65% |
$20.6K - $23K
|
369
$219K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-44- 1.6% |
$20.6K - $23K
|
2.71K
$1.61M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-44- 0.47% |
$20.6K - $23K
|
9.3K
$5.53M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-44- 3.11% |
$20.6K - $23K
|
1.37K
$816K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-45- 0.57% |
$21K - $23.5K
|
7.84K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-45- 2.1% |
$21K - $23.5K
|
2.1K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-45- 0.17% |
$21K - $23.5K
|
26.7K
$15.9M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-45- 2.8% |
$21K - $23.5K
|
1.56K
$929K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-45- 5.86% |
$21K - $23.5K
|
723
$430K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-46- 1.01% |
$21.5K - $24.1K
|
4.52K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-46- 0.54% |
$21.5K - $24.1K
|
8.5K
$5.05M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-46- 3.99% |
$21.5K - $24.1K
|
1.11K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-46- 0.88% |
$21.5K - $24.1K
|
5.17K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-46- 0.16% |
$21.5K - $24.1K
|
28.2K
$16.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-47- 0.26% |
$22K - $24.6K
|
18K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 4.29% |
$22K - $24.6K
|
1.05K
$623K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-47- 0.27% |
$22K - $24.6K
|
17.4K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-47- 0.9% |
$22K - $24.6K
|
5.19K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-48- 1.33% |
$22.4K - $25.1K
|
3.55K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-48- 0.59% |
$22.4K - $25.1K
|
8.04K
$4.78M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-48- 0.46% |
$22.4K - $25.1K
|
10.4K
$6.16M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-48- 5.79% |
$22.4K - $25.1K
|
781
$464K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-48- 0.47% |
$22.4K - $25.1K
|
10.1K
$6.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-49- 1.1% |
$22.9K - $25.6K
|
4.42K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-49- 0.41% |
$22.9K - $25.6K
|
12K
$7.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 7.41% |
$23.4K - $26.2K
|
625
$371K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-50- 4.23% |
$23.4K - $26.2K
|
1.13K
$673K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 0.99% |
$23.4K - $26.2K
|
5.03K
$2.99M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-51- 1.71% |
$23.8K - $26.7K
|
2.94K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-52- 3.13% |
$24.3K - $27.2K
|
1.61K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-52- 1.79% |
$24.3K - $27.2K
|
2.86K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.15% |
$24.3K - $27.2K
|
34.5K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-52- 3.26% |
$24.3K - $27.2K
|
1.55K
$918K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-53- 3.1% |
$24.8K - $27.7K
|
1.66K
$986K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-53- 0.79% |
$24.8K - $27.7K
|
6.69K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-54- 0.44% |
$25.2K - $28.3K
|
12.2K
$7.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-54- 1.0% |
$25.2K - $28.3K
|
5.33K
$3.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-54- 12.36% |
$25.2K - $28.3K
|
383
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-54- 0.15% |
$25.2K - $28.3K
|
36.7K
$21.8M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-54- 0.78% |
$25.2K - $28.3K
|
6.85K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.26% |
$25.2K - $28.3K
|
1.21K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-54- 2.37% |
$25.2K - $28.3K
|
2.22K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-55- 2.46% |
$25.7K - $28.8K
|
2.18K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-55- 11.58% |
$25.7K - $28.8K
|
420
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-56- 15.95% |
$26.2K - $29.3K
|
295
$175K
|