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
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-113- 0.89% |
$52.8K - $59.1K
|
12.5K
$7.45M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-113- 14.54% |
$52.8K - $59.1K
|
664
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-115- 2.05% |
$53.7K - $60.2K
|
5.49K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-115- 5.18% |
$53.7K - $60.2K
|
2.1K
$1.25M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
SELL
|
- |
-116- 0.94% |
$54.2K - $60.7K
|
12.3K
$7.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 1.71% |
$54.2K - $60.7K
|
6.68K
$3.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-116- 3.69% |
$54.2K - $60.7K
|
3.03K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-116- 3.68% |
$54.2K - $60.7K
|
3.04K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-116- 0.65% |
$54.2K - $60.7K
|
17.7K
$10.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-117- 18.54% |
$54.7K - $61.2K
|
514
$305K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-117- 5.51% |
$54.7K - $61.2K
|
2.01K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
SELL
|
- |
-117- 10.17% |
$54.7K - $61.2K
|
1.03K
$614K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-119- 1.34% |
$55.6K - $62.3K
|
8.79K
$5.22M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-119- 23.43% |
$55.6K - $62.3K
|
389
$231K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-119- 1.47% |
$55.6K - $62.3K
|
7.98K
$4.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-120- 11.59% |
$56.1K - $62.8K
|
915
$544K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-120- 0.69% |
$56.1K - $62.8K
|
17.2K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-121- 9.68% |
$56.5K - $63.3K
|
1.13K
$671K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-122- 1.32% |
$57K - $63.8K
|
9.1K
$5.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-122- 1.89% |
$57K - $63.8K
|
6.33K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-122- 1.71% |
$57K - $63.8K
|
7.01K
$4.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-124- 16.0% |
$57.9K - $64.9K
|
651
$387K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-124- 6.38% |
$57.9K - $64.9K
|
1.82K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-124- 1.89% |
$57.9K - $64.9K
|
6.45K
$3.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-125- 21.93% |
$58.4K - $65.4K
|
445
$264K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-125- 4.28% |
$58.4K - $65.4K
|
2.79K
$1.66M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-125- 13.27% |
$58.4K - $65.4K
|
817
$486K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-126- 2.91% |
$58.9K - $65.9K
|
4.21K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-126- 1.57% |
$58.9K - $65.9K
|
7.88K
$4.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-127- 1.87% |
$59.3K - $66.4K
|
6.65K
$3.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-128- 1.78% |
$59.8K - $67K
|
7.08K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-128- 1.29% |
$59.8K - $67K
|
9.81K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-128- 3.99% |
$59.8K - $67K
|
3.08K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-129- 2.43% |
$60.3K - $67.5K
|
5.19K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-130- 9.35% |
$60.7K - $68K
|
1.26K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-130- 2.02% |
$60.7K - $68K
|
6.31K
$3.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-132- 1.84% |
$61.7K - $69.1K
|
7.04K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-132- 0.37% |
$61.7K - $69.1K
|
35.7K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-133- 0.18% |
$62.1K - $69.6K
|
73.7K
$43.8M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-133- 1.96% |
$62.1K - $69.6K
|
6.66K
$3.96M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-133- 4.83% |
$62.1K - $69.6K
|
2.62K
$1.56M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-133- 4.05% |
$62.1K - $69.6K
|
3.15K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-135- 0.63% |
$63.1K - $70.6K
|
21.4K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-135- 0.65% |
$63.1K - $70.6K
|
20.6K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-135- 6.39% |
$63.1K - $70.6K
|
1.98K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-136- 4.63% |
$63.6K - $71.2K
|
2.8K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-136- 5.78% |
$63.6K - $71.2K
|
2.22K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-136- 1.88% |
$63.6K - $71.2K
|
7.11K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-137- 9.06% |
$64K - $71.7K
|
1.38K
$817K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-138- 18.09% |
$64.5K - $72.2K
|
625
$371K
|