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 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-165- 1.24% |
$77.1K - $86.3K
|
13.1K
$8.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 9.59% |
$77.1K - $86.3K
|
1.56K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-165- 1.84% |
$77.1K - $86.3K
|
8.82K
$5.92M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-166- 1.95% |
$77.6K - $86.8K
|
8.34K
$5.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-168- 5.91% |
$78.5K - $87.9K
|
2.67K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-168- 1.78% |
$78.5K - $87.9K
|
9.28K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-168- 4.04% |
$78.5K - $87.9K
|
3.99K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-169- 2.22% |
$79K - $88.4K
|
7.46K
$5.01M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-169- 1.53% |
$79K - $88.4K
|
10.9K
$7.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-170- 6.45% |
$79.4K - $88.9K
|
2.46K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-170- 4.34% |
$79.4K - $88.9K
|
3.75K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-171- 2.15% |
$79.9K - $89.5K
|
7.78K
$5.22M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-171- 2.14% |
$79.9K - $89.5K
|
7.83K
$5.25M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-172- 0.89% |
$80.4K - $90K
|
19.1K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-172- 3.08% |
$80.4K - $90K
|
5.41K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-172- 1.16% |
$80.4K - $90K
|
14.6K
$9.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-175- 7.11% |
$81.8K - $91.6K
|
2.29K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-175- 2.08% |
$81.8K - $91.6K
|
8.26K
$5.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 1.92% |
$81.8K - $91.6K
|
8.95K
$6M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-175- 1.3% |
$81.8K - $91.6K
|
13.3K
$8.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-176- 0.71% |
$82.2K - $92.1K
|
24.5K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-178- 3.39% |
$83.2K - $93.1K
|
5.07K
$3.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-179- 6.6% |
$83.6K - $93.6K
|
2.53K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-181- 19.85% |
$84.6K - $94.7K
|
731
$491K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-181- 3.71% |
$84.6K - $94.7K
|
4.7K
$3.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-183- 2.55% |
$85.5K - $95.7K
|
7.01K
$4.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-183- 1.73% |
$85.5K - $95.7K
|
10.4K
$6.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-183- 2.58% |
$85.5K - $95.7K
|
6.91K
$4.64M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-183- 2.11% |
$85.5K - $95.7K
|
8.5K
$5.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-184- 19.85% |
$86K - $96.3K
|
743
$499K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-185- 3.27% |
$86.4K - $96.8K
|
5.48K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-186- 2.57% |
$86.9K - $97.3K
|
7.06K
$4.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-187- 14.38% |
$87.4K - $97.8K
|
1.11K
$747K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-187- 2.08% |
$87.4K - $97.8K
|
8.82K
$5.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-188- 1.74% |
$87.8K - $98.4K
|
10.6K
$7.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-188- 1.13% |
$87.8K - $98.4K
|
16.4K
$11M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-188- 2.56% |
$87.8K - $98.4K
|
7.14K
$4.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-190- 14.09% |
$88.8K - $99.4K
|
1.16K
$777K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-190- 2.9% |
$88.8K - $99.4K
|
6.36K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 0.74% |
$88.8K - $99.4K
|
25.4K
$17.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-192- 6.64% |
$89.7K - $100K
|
2.7K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-193- 32.22% |
$90.2K - $101K
|
406
$273K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-194- 29.94% |
$90.7K - $101K
|
454
$305K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-195- 7.02% |
$91.1K - $102K
|
2.58K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-195- 0.41% |
$91.1K - $102K
|
47.3K
$31.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-197- 1.16% |
$92.1K - $103K
|
16.8K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-197- 10.94% |
$92.1K - $103K
|
1.6K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-197- 22.44% |
$92.1K - $103K
|
681
$457K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-200- 4.49% |
$93.5K - $105K
|
4.25K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 15.43% |
$93.5K - $105K
|
1.1K
$736K
|