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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-44- 3.11% |
$20.6K - $23K
|
1.37K
$723K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-45- 0.57% |
$21K - $23.5K
|
7.84K
$4.13M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-45- 2.1% |
$21K - $23.5K
|
2.1K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-45- 0.17% |
$21K - $23.5K
|
26.7K
$14.1M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-45- 2.8% |
$21K - $23.5K
|
1.56K
$823K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-45- 5.86% |
$21K - $23.5K
|
723
$381K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-46- 1.01% |
$21.5K - $24.1K
|
4.52K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-46- 0.54% |
$21.5K - $24.1K
|
8.5K
$4.47M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-46- 3.99% |
$21.5K - $24.1K
|
1.11K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-46- 0.88% |
$21.5K - $24.1K
|
5.17K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-46- 0.16% |
$21.5K - $24.1K
|
28.2K
$14.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-47- 0.26% |
$22K - $24.6K
|
18K
$9.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 4.29% |
$22K - $24.6K
|
1.05K
$552K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-47- 0.27% |
$22K - $24.6K
|
17.4K
$9.17M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-47- 0.9% |
$22K - $24.6K
|
5.19K
$2.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-48- 1.33% |
$22.4K - $25.1K
|
3.55K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-48- 0.59% |
$22.4K - $25.1K
|
8.04K
$4.23M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-48- 0.46% |
$22.4K - $25.1K
|
10.4K
$5.46M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-48- 5.79% |
$22.4K - $25.1K
|
781
$411K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-48- 0.47% |
$22.4K - $25.1K
|
10.1K
$5.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-49- 1.1% |
$22.9K - $25.6K
|
4.42K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-49- 0.41% |
$22.9K - $25.6K
|
12K
$6.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 7.41% |
$23.4K - $26.2K
|
625
$329K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-50- 4.23% |
$23.4K - $26.2K
|
1.13K
$596K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 0.99% |
$23.4K - $26.2K
|
5.03K
$2.65M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-51- 1.71% |
$23.8K - $26.7K
|
2.94K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-52- 3.13% |
$24.3K - $27.2K
|
1.61K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-52- 1.79% |
$24.3K - $27.2K
|
2.86K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.15% |
$24.3K - $27.2K
|
34.5K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-52- 3.26% |
$24.3K - $27.2K
|
1.55K
$813K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-53- 3.1% |
$24.8K - $27.7K
|
1.66K
$873K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-53- 0.79% |
$24.8K - $27.7K
|
6.69K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-54- 0.44% |
$25.2K - $28.3K
|
12.2K
$6.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-54- 1.0% |
$25.2K - $28.3K
|
5.33K
$2.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-54- 12.36% |
$25.2K - $28.3K
|
383
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-54- 0.15% |
$25.2K - $28.3K
|
36.7K
$19.3M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-54- 0.78% |
$25.2K - $28.3K
|
6.85K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.26% |
$25.2K - $28.3K
|
1.21K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-54- 2.37% |
$25.2K - $28.3K
|
2.22K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-55- 2.46% |
$25.7K - $28.8K
|
2.18K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-55- 11.58% |
$25.7K - $28.8K
|
420
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-56- 15.95% |
$26.2K - $29.3K
|
295
$155K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-57- 6.55% |
$26.6K - $29.8K
|
813
$428K
|
|
|
May 14, 2024
Q1 2024
|
Savior LLC
|
SELL
|
- |
-57- 0.69% |
$26.6K - $29.8K
|
8.17K
$4.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-60- 0.75% |
$28K - $31.4K
|
7.93K
$4.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-60- 0.77% |
$28K - $31.4K
|
7.74K
$4.07M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-60- 5.35% |
$28K - $31.4K
|
1.06K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-61- 0.28% |
$28.5K - $31.9K
|
21.9K
$11.5M
|