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
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-75- 1.6% |
$35K - $39.2K
|
4.6K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-75- 1.76% |
$35K - $39.2K
|
4.18K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-75- 9.74% |
$35K - $39.2K
|
695
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-76- 6.08% |
$35.5K - $39.8K
|
1.17K
$698K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-76- 3.2% |
$35.5K - $39.8K
|
2.3K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-76- 1.18% |
$35.5K - $39.8K
|
6.34K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-76- 11.14% |
$35.5K - $39.8K
|
606
$360K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-78- 0.53% |
$36.4K - $40.8K
|
14.6K
$8.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-79- 1.39% |
$36.9K - $41.3K
|
5.6K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-79- 0.78% |
$36.9K - $41.3K
|
10.1K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-79- 1.65% |
$36.9K - $41.3K
|
4.72K
$2.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 0.58% |
$37.4K - $41.9K
|
13.8K
$8.22M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-80- 1.73% |
$37.4K - $41.9K
|
4.55K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-80- 4.57% |
$37.4K - $41.9K
|
1.67K
$994K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-81- 3.9% |
$37.8K - $42.4K
|
1.99K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-81- 8.94% |
$37.8K - $42.4K
|
825
$490K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-81- 10.98% |
$37.8K - $42.4K
|
657
$390K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-82- 2.73% |
$38.3K - $42.9K
|
2.92K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-82- 3.18% |
$38.3K - $42.9K
|
2.5K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 0.63% |
$39.3K - $43.9K
|
13.2K
$7.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 0.84% |
$39.7K - $44.5K
|
10K
$5.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-85- 6.65% |
$39.7K - $44.5K
|
1.19K
$709K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-85- 4.24% |
$39.7K - $44.5K
|
1.92K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-85- 3.62% |
$39.7K - $44.5K
|
2.26K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-85- 0.36% |
$39.7K - $44.5K
|
23.6K
$14M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-86- 2.04% |
$40.2K - $45K
|
4.14K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-86- 2.66% |
$40.2K - $45K
|
3.14K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-87- 1.02% |
$40.7K - $45.5K
|
8.46K
$5.03M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-87- 0.29% |
$40.7K - $45.5K
|
29.5K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-88- 0.79% |
$41.1K - $46K
|
11.1K
$6.57M
|
|
|
May 13, 2024
Q1 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-88- 0.04% |
$41.1K - $46K
|
215K
$128M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-89- 18.74% |
$41.6K - $46.6K
|
386
$229K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-89- 2.36% |
$41.6K - $46.6K
|
3.69K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-89- 11.62% |
$41.6K - $46.6K
|
677
$402K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-89- 2.52% |
$41.6K - $46.6K
|
3.44K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-89- 0.89% |
$41.6K - $46.6K
|
9.93K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-89- 7.52% |
$41.6K - $46.6K
|
1.09K
$650K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-90- 3.96% |
$42.1K - $47.1K
|
2.18K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-90- 0.9% |
$42.1K - $47.1K
|
9.89K
$5.88M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-90- 4.24% |
$42.1K - $47.1K
|
2.03K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-92- 5.59% |
$43K - $48.1K
|
1.55K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-92- 2.81% |
$43K - $48.1K
|
3.18K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-93- 2.99% |
$43.5K - $48.7K
|
3.02K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-93- 0.33% |
$43.5K - $48.7K
|
27.8K
$16.5M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-94- 8.75% |
$43.9K - $49.2K
|
980
$582K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-94- 0.18% |
$43.9K - $49.2K
|
53.5K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-94- 8.33% |
$43.9K - $49.2K
|
1.03K
$614K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-95- 8.05% |
$44.4K - $49.7K
|
1.09K
$645K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-95- 6.61% |
$44.4K - $49.7K
|
1.34K
$798K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-95- 0.25% |
$44.4K - $49.7K
|
38.4K
$22.8M
|