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 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-138- 4.18% |
$64.5K - $72.2K
|
3.16K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-138- 0.83% |
$64.5K - $72.2K
|
16.4K
$9.77M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-138- 1.82% |
$64.5K - $72.2K
|
7.44K
$4.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-139- 5.77% |
$65K - $72.7K
|
2.27K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-139- 1.52% |
$65K - $72.7K
|
8.98K
$5.33M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-140- 0.74% |
$65.4K - $73.2K
|
18.8K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-140- 10.49% |
$65.4K - $73.2K
|
1.19K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-140- 3.05% |
$65.4K - $73.2K
|
4.45K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-141- 7.89% |
$65.9K - $73.8K
|
1.65K
$978K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-142- 1.18% |
$66.4K - $74.3K
|
11.9K
$7.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-144- 1.16% |
$67.3K - $75.3K
|
12.2K
$7.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-145- 10.85% |
$67.8K - $75.9K
|
1.19K
$708K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-145- 2.19% |
$67.8K - $75.9K
|
6.47K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-145- 0.7% |
$67.8K - $75.9K
|
20.6K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-145- 2.45% |
$67.8K - $75.9K
|
5.77K
$3.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-147- 2.29% |
$68.7K - $76.9K
|
6.28K
$3.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 3.79% |
$68.7K - $76.9K
|
3.73K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-147- 10.9% |
$68.7K - $76.9K
|
1.2K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-147- 1.52% |
$68.7K - $76.9K
|
9.53K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-148- 2.55% |
$69.2K - $77.4K
|
5.65K
$3.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-149- 0.28% |
$69.6K - $78K
|
53.5K
$31.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-149- 6.78% |
$69.6K - $78K
|
2.05K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-149- 3.09% |
$69.6K - $78K
|
4.67K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-150- 9.05% |
$70.1K - $78.5K
|
1.51K
$896K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 1.51% |
$70.1K - $78.5K
|
9.78K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-151- 7.09% |
$70.6K - $79K
|
1.98K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-152- 10.09% |
$71K - $79.5K
|
1.36K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-152- 58.69% |
$71K - $79.5K
|
107
$63.6K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-154- 4.06% |
$72K - $80.6K
|
3.64K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-154- 3.49% |
$72K - $80.6K
|
4.26K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-155- 3.07% |
$72.4K - $81.1K
|
4.89K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-155- 0.69% |
$72.4K - $81.1K
|
22.5K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-155- 0.95% |
$72.4K - $81.1K
|
16.2K
$9.65M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-161- 0.67% |
$75.2K - $84.2K
|
23.7K
$14.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-162- 7.7% |
$75.7K - $84.8K
|
1.94K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-162- 1.66% |
$75.7K - $84.8K
|
9.61K
$5.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-163- 4.65% |
$76.2K - $85.3K
|
3.35K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-164- 1.75% |
$76.6K - $85.8K
|
9.18K
$5.46M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-164- 14.4% |
$76.6K - $85.8K
|
975
$579K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-165- 0.35% |
$77.1K - $86.3K
|
46.4K
$27.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-165- 1.24% |
$77.1K - $86.3K
|
13.1K
$7.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 9.59% |
$77.1K - $86.3K
|
1.56K
$924K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-165- 1.84% |
$77.1K - $86.3K
|
8.82K
$5.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-166- 1.95% |
$77.6K - $86.8K
|
8.34K
$4.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-168- 5.91% |
$78.5K - $87.9K
|
2.67K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-168- 1.78% |
$78.5K - $87.9K
|
9.28K
$5.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-168- 4.04% |
$78.5K - $87.9K
|
3.99K
$2.37M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-169- 2.22% |
$79K - $88.4K
|
7.46K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-169- 1.53% |
$79K - $88.4K
|
10.9K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-170- 6.45% |
$79.4K - $88.9K
|
2.46K
$1.46M
|