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 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-175- 2.08% |
$81.8K - $91.6K
|
8.26K
$4.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 1.92% |
$81.8K - $91.6K
|
8.95K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-175- 1.3% |
$81.8K - $91.6K
|
13.3K
$7M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-176- 0.71% |
$82.2K - $92.1K
|
24.5K
$12.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-178- 3.39% |
$83.2K - $93.1K
|
5.07K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-179- 6.6% |
$83.6K - $93.6K
|
2.53K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-181- 19.85% |
$84.6K - $94.7K
|
731
$385K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-181- 3.71% |
$84.6K - $94.7K
|
4.7K
$2.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-183- 2.55% |
$85.5K - $95.7K
|
7.01K
$3.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-183- 1.73% |
$85.5K - $95.7K
|
10.4K
$5.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-183- 2.58% |
$85.5K - $95.7K
|
6.91K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-183- 2.11% |
$85.5K - $95.7K
|
8.5K
$4.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-184- 19.85% |
$86K - $96.3K
|
743
$391K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-185- 3.27% |
$86.4K - $96.8K
|
5.48K
$2.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-186- 2.57% |
$86.9K - $97.3K
|
7.06K
$3.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-187- 14.38% |
$87.4K - $97.8K
|
1.11K
$586K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-187- 2.08% |
$87.4K - $97.8K
|
8.82K
$4.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-188- 1.74% |
$87.8K - $98.4K
|
10.6K
$5.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-188- 1.13% |
$87.8K - $98.4K
|
16.4K
$8.63M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-188- 2.56% |
$87.8K - $98.4K
|
7.14K
$3.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-190- 14.09% |
$88.8K - $99.4K
|
1.16K
$610K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-190- 2.9% |
$88.8K - $99.4K
|
6.36K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.74% |
$88.8K - $99.4K
|
25.4K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-192- 6.64% |
$89.7K - $100K
|
2.7K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-193- 32.22% |
$90.2K - $101K
|
406
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-194- 29.94% |
$90.7K - $101K
|
454
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-195- 7.02% |
$91.1K - $102K
|
2.58K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-195- 0.41% |
$91.1K - $102K
|
47.3K
$24.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-197- 1.16% |
$92.1K - $103K
|
16.8K
$8.86M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-197- 10.94% |
$92.1K - $103K
|
1.6K
$844K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-197- 22.44% |
$92.1K - $103K
|
681
$358K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-200- 4.49% |
$93.5K - $105K
|
4.25K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 15.43% |
$93.5K - $105K
|
1.1K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-200- 3.83% |
$93.5K - $105K
|
5.02K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-201- 10.36% |
$93.9K - $105K
|
1.74K
$915K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-202- 0.21% |
$94.4K - $106K
|
93.9K
$49.4M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-203- 0.18% |
$94.9K - $106K
|
113K
$59.2M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-204- 12.69% |
$95.3K - $107K
|
1.4K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-204- 2.21% |
$95.3K - $107K
|
9.02K
$4.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-205- 22.83% |
$95.8K - $107K
|
693
$365K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-205- 0.43% |
$95.8K - $107K
|
47.7K
$25.1M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-207- 24.94% |
$96.7K - $108K
|
623
$328K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-208- 27.99% |
$97.2K - $109K
|
535
$282K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-208- 20.12% |
$97.2K - $109K
|
826
$435K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-209- 1.14% |
$97.7K - $109K
|
18.1K
$9.55M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-209- 3.23% |
$97.7K - $109K
|
6.25K
$3.29M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-209- 2.56% |
$97.7K - $109K
|
7.96K
$4.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-210- 0.97% |
$98.1K - $110K
|
21.4K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-212- 29.69% |
$99.1K - $111K
|
502
$264K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-214- 5.74% |
$100K - $112K
|
3.51K
$1.85M
|