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
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 7.49% |
$860K - $963K
|
22.7K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 5.78% |
$861K - $964K
|
30K
$15.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.87K- 3.76% |
$871K - $976K
|
47.7K
$25.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.87K- 3.12% |
$873K - $977K
|
58.1K
$30.6M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.88K- 7.4% |
$879K - $984K
|
23.5K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.89K- 2.94% |
$881K - $987K
|
62.2K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.91K- 1.61% |
$892K - $998K
|
117K
$61.5M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.92K- 20.24% |
$899K - $1.01M
|
7.58K
$3.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 2.22% |
$903K - $1.01M
|
85.2K
$44.8M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.95K- 83.1% |
$912K - $1.02M
|
397
$209K
|
|
|
May 14, 2024
Q1 2024
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.96K- 1.5% |
$917K - $1.03M
|
129K
$67.7M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.96K- 13.25% |
$918K - $1.03M
|
12.9K
$6.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.97K- 0.49% |
$919K - $1.03M
|
403K
$212M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.98K- 36.94% |
$923K - $1.03M
|
3.37K
$1.77M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.98K- 76.95% |
$927K - $1.04M
|
594
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.99K- 50.26% |
$931K - $1.04M
|
1.97K
$1.04M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2K- 38.05% |
$934K - $1.05M
|
3.25K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2K- 0.95% |
$935K - $1.05M
|
209K
$110M
|
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.01K- 13.09% |
$938K - $1.05M
|
13.3K
$7.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.02K- 1.28% |
$944K - $1.06M
|
156K
$81.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.03K- 9.24% |
$947K - $1.06M
|
19.9K
$10.5M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.06K- 75.29% |
$963K - $1.08M
|
676
$356K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.07K- 45.42% |
$968K - $1.08M
|
2.49K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.08K- 2.54% |
$970K - $1.09M
|
79.7K
$42M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.08K- 3.9% |
$971K - $1.09M
|
51.2K
$26.9M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.09K- 70.96% |
$976K - $1.09M
|
855
$450K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.1K- 5.02% |
$979K - $1.1M
|
39.6K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.1K- 9.96% |
$982K - $1.1M
|
19K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.11K- 13.67% |
$985K - $1.1M
|
13.3K
$7M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.12K- 6.77% |
$991K - $1.11M
|
29.2K
$15.4M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.12K- 4.61% |
$991K - $1.11M
|
43.9K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.12K- 10.88% |
$992K - $1.11M
|
17.4K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.13K- 0.52% |
$996K - $1.11M
|
408K
$215M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.16K- 82.5% |
$1.01M - $1.13M
|
458
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.19K- 21.61% |
$1.02M - $1.14M
|
7.93K
$4.17M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.2K- 3.59% |
$1.03M - $1.15M
|
59.1K
$31.1M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.23K- 28.87% |
$1.04M - $1.17M
|
5.5K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.25K- 10.69% |
$1.05M - $1.18M
|
18.8K
$9.89M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.25K- 6.06% |
$1.05M - $1.18M
|
34.9K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.26K- 3.72% |
$1.06M - $1.18M
|
58.5K
$30.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.29K- 59.99% |
$1.07M - $1.2M
|
1.53K
$803K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.3K- 54.82% |
$1.07M - $1.2M
|
1.89K
$996K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.31K- 76.31% |
$1.08M - $1.21M
|
717
$377K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.32K- 2.44% |
$1.08M - $1.21M
|
92.6K
$48.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.36K- 3.68% |
$1.1M - $1.23M
|
61.6K
$32.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.36K- 2.21% |
$1.1M - $1.24M
|
105K
$55.1M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.36K- 51.41% |
$1.1M - $1.24M
|
2.23K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.37K- 2.35% |
$1.11M - $1.24M
|
98.1K
$51.6M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.37K- 5.5% |
$1.11M - $1.24M
|
40.8K
$21.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.38K- 8.09% |
$1.11M - $1.25M
|
27K
$14.2M
|