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 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-98- 0.36% |
$45.8K - $51.3K
|
27.4K
$14.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-99- 1.05% |
$46.3K - $51.8K
|
9.36K
$4.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-99- 0.59% |
$46.3K - $51.8K
|
16.7K
$8.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 1.68% |
$46.3K - $51.8K
|
5.78K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-99- 2.99% |
$46.3K - $51.8K
|
3.21K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-99- 9.84% |
$46.3K - $51.8K
|
907
$477K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-100- 1.61% |
$46.7K - $52.3K
|
6.13K
$3.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-100- 2.11% |
$46.7K - $52.3K
|
4.65K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 1.96% |
$46.7K - $52.3K
|
5.01K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 7.03% |
$46.7K - $52.3K
|
1.32K
$696K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 0.42% |
$46.7K - $52.3K
|
23.6K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-100- 1.92% |
$46.7K - $52.3K
|
5.1K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 17.76% |
$46.7K - $52.3K
|
463
$244K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-100- 1.01% |
$46.7K - $52.3K
|
9.81K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 5.71% |
$46.7K - $52.3K
|
1.65K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.42% |
$46.7K - $52.3K
|
2.17K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 9.89% |
$46.7K - $52.3K
|
911
$480K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.42% |
$46.7K - $52.3K
|
4.03K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-101- 1.25% |
$47.2K - $52.8K
|
7.97K
$4.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 13.27% |
$47.2K - $52.8K
|
660
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-102- 1.15% |
$47.7K - $53.4K
|
8.73K
$4.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-102- 0.79% |
$47.7K - $53.4K
|
12.8K
$6.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-104- 15.5% |
$48.6K - $54.4K
|
567
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-104- 0.36% |
$48.6K - $54.4K
|
28.7K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-105- 3.12% |
$49.1K - $54.9K
|
3.27K
$1.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-106- 1.32% |
$49.5K - $55.5K
|
7.91K
$4.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-106- 2.24% |
$49.5K - $55.5K
|
4.63K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-106- 4.47% |
$49.5K - $55.5K
|
2.27K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-108- 0.94% |
$50.5K - $56.5K
|
11.3K
$5.97M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-108- 4.52% |
$50.5K - $56.5K
|
2.28K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-109- 1.44% |
$50.9K - $57K
|
7.47K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-109- 1.73% |
$50.9K - $57K
|
6.2K
$3.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-110- 5.81% |
$51.4K - $57.5K
|
1.78K
$939K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-110- 11.0% |
$51.4K - $57.5K
|
890
$469K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-110- 1.88% |
$51.4K - $57.5K
|
5.74K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-111- 0.79% |
$51.9K - $58.1K
|
13.9K
$7.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-111- 3.83% |
$51.9K - $58.1K
|
2.79K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-111- 0.69% |
$51.9K - $58.1K
|
16.1K
$8.47M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-111- 1.33% |
$51.9K - $58.1K
|
8.25K
$4.34M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-113- 0.56% |
$52.8K - $59.1K
|
20.2K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-113- 1.33% |
$52.8K - $59.1K
|
8.35K
$4.4M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-113- 4.84% |
$52.8K - $59.1K
|
2.22K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-113- 1.62% |
$52.8K - $59.1K
|
6.85K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-113- 1.73% |
$52.8K - $59.1K
|
6.42K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-113- 0.89% |
$52.8K - $59.1K
|
12.5K
$6.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-113- 14.54% |
$52.8K - $59.1K
|
664
$350K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-115- 2.05% |
$53.7K - $60.2K
|
5.49K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-115- 5.18% |
$53.7K - $60.2K
|
2.1K
$1.11M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
SELL
|
- |
-116- 0.94% |
$54.2K - $60.7K
|
12.3K
$6.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 1.71% |
$54.2K - $60.7K
|
6.68K
$3.52M
|