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 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-61- 1.15% |
$28.5K - $31.9K
|
5.25K
$2.76M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-61- 7.94% |
$28.5K - $31.9K
|
707
$372K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-62- 4.44% |
$29K - $32.4K
|
1.33K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-62- 0.69% |
$29K - $32.4K
|
8.93K
$4.7M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-63- 4.24% |
$29.4K - $33K
|
1.42K
$749K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-63- 27.75% |
$29.4K - $33K
|
164
$86.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 3.97% |
$29.9K - $33.5K
|
1.55K
$814K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-64- 1.32% |
$29.9K - $33.5K
|
4.78K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-64- 1.06% |
$29.9K - $33.5K
|
5.96K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-65- 1.24% |
$30.4K - $34K
|
5.18K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.29% |
$30.4K - $34K
|
22.3K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-65- 1.1% |
$30.4K - $34K
|
5.83K
$3.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-66- 1.71% |
$30.8K - $34.5K
|
3.79K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-66- 0.24% |
$30.8K - $34.5K
|
26.9K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-66- 1.07% |
$30.8K - $34.5K
|
6.11K
$3.22M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.61% |
$30.8K - $34.5K
|
4.03K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-67- 0.6% |
$31.3K - $35.1K
|
11.1K
$5.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 1.48% |
$31.3K - $35.1K
|
4.47K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-67- 0.02% |
$31.3K - $35.1K
|
358K
$188M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-67- 2.23% |
$31.3K - $35.1K
|
2.93K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-68- 0.6% |
$31.8K - $35.6K
|
11.3K
$5.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-69- 0.23% |
$32.2K - $36.1K
|
30.2K
$15.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-69- 1.4% |
$32.2K - $36.1K
|
4.85K
$2.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-69- 13.86% |
$32.2K - $36.1K
|
429
$226K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-69- 0.55% |
$32.2K - $36.1K
|
12.5K
$6.56M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-69- 0.83% |
$32.2K - $36.1K
|
8.25K
$4.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-70- 2.14% |
$32.7K - $36.6K
|
3.2K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-70- 6.33% |
$32.7K - $36.6K
|
1.04K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-70- 0.08% |
$32.7K - $36.6K
|
87.6K
$46.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-70- 0.52% |
$32.7K - $36.6K
|
13.4K
$7.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-71- 0.88% |
$33.2K - $37.1K
|
8.01K
$4.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-72- 8.83% |
$33.6K - $37.7K
|
743
$391K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-72- 8.73% |
$33.6K - $37.7K
|
753
$396K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-73- 4.48% |
$34.1K - $38.2K
|
1.56K
$820K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-73- 1.82% |
$34.1K - $38.2K
|
3.94K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-73- 1.43% |
$34.1K - $38.2K
|
5.04K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-73- 8.2% |
$34.1K - $38.2K
|
817
$430K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 0.74% |
$34.1K - $38.2K
|
9.78K
$5.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-74- 0.18% |
$34.6K - $38.7K
|
42K
$22.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-74- 0.84% |
$34.6K - $38.7K
|
8.76K
$4.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-74- 0.35% |
$34.6K - $38.7K
|
20.9K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-74- 0.39% |
$34.6K - $38.7K
|
18.7K
$9.86M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 9.51% |
$34.6K - $38.7K
|
704
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 3.79% |
$35K - $39.2K
|
1.9K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-75- 1.6% |
$35K - $39.2K
|
4.6K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-75- 1.76% |
$35K - $39.2K
|
4.18K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-75- 9.74% |
$35K - $39.2K
|
695
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-76- 6.08% |
$35.5K - $39.8K
|
1.17K
$618K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-76- 3.2% |
$35.5K - $39.8K
|
2.3K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-76- 1.18% |
$35.5K - $39.8K
|
6.34K
$3.34M
|