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 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-92- 2.81% |
$43K - $48.1K
|
3.18K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-93- 2.99% |
$43.5K - $48.7K
|
3.02K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-93- 0.33% |
$43.5K - $48.7K
|
27.8K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-94- 8.75% |
$43.9K - $49.2K
|
980
$658K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-94- 0.18% |
$43.9K - $49.2K
|
53.5K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-94- 8.33% |
$43.9K - $49.2K
|
1.03K
$694K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-95- 8.05% |
$44.4K - $49.7K
|
1.09K
$728K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-95- 6.61% |
$44.4K - $49.7K
|
1.34K
$902K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-95- 0.25% |
$44.4K - $49.7K
|
38.4K
$25.8M
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-95- 6.92% |
$44.4K - $49.7K
|
1.28K
$858K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-96- 3.56% |
$44.9K - $50.2K
|
2.6K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-97- 10.02% |
$45.3K - $50.7K
|
871
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-97- 15.11% |
$45.3K - $50.7K
|
545
$366K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-97- 6.6% |
$45.3K - $50.7K
|
1.37K
$921K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-98- 0.76% |
$45.8K - $51.3K
|
12.8K
$8.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-98- 3.07% |
$45.8K - $51.3K
|
3.1K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-98- 0.36% |
$45.8K - $51.3K
|
27.4K
$18.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-99- 1.05% |
$46.3K - $51.8K
|
9.36K
$6.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-99- 0.59% |
$46.3K - $51.8K
|
16.7K
$11.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 1.68% |
$46.3K - $51.8K
|
5.78K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-99- 2.99% |
$46.3K - $51.8K
|
3.21K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-99- 9.84% |
$46.3K - $51.8K
|
907
$609K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-100- 1.61% |
$46.7K - $52.3K
|
6.13K
$4.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-100- 2.11% |
$46.7K - $52.3K
|
4.65K
$3.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 1.96% |
$46.7K - $52.3K
|
5.01K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 7.03% |
$46.7K - $52.3K
|
1.32K
$887K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 0.42% |
$46.7K - $52.3K
|
23.6K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-100- 1.92% |
$46.7K - $52.3K
|
5.1K
$3.42M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 17.76% |
$46.7K - $52.3K
|
463
$311K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-100- 1.01% |
$46.7K - $52.3K
|
9.81K
$6.59M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 5.71% |
$46.7K - $52.3K
|
1.65K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.42% |
$46.7K - $52.3K
|
2.17K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 9.89% |
$46.7K - $52.3K
|
911
$612K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.42% |
$46.7K - $52.3K
|
4.03K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-101- 1.25% |
$47.2K - $52.8K
|
7.97K
$5.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 13.27% |
$47.2K - $52.8K
|
660
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-102- 1.15% |
$47.7K - $53.4K
|
8.73K
$5.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-102- 0.79% |
$47.7K - $53.4K
|
12.8K
$8.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-104- 15.5% |
$48.6K - $54.4K
|
567
$381K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-104- 0.36% |
$48.6K - $54.4K
|
28.7K
$19.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-105- 3.12% |
$49.1K - $54.9K
|
3.27K
$2.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-106- 1.32% |
$49.5K - $55.5K
|
7.91K
$5.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-106- 2.24% |
$49.5K - $55.5K
|
4.63K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-106- 4.47% |
$49.5K - $55.5K
|
2.27K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-108- 0.94% |
$50.5K - $56.5K
|
11.3K
$7.61M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-108- 4.52% |
$50.5K - $56.5K
|
2.28K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-109- 1.44% |
$50.9K - $57K
|
7.47K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-109- 1.73% |
$50.9K - $57K
|
6.2K
$4.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-110- 5.81% |
$51.4K - $57.5K
|
1.78K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-110- 11.0% |
$51.4K - $57.5K
|
890
$597K
|