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
|
Defined Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$7.48K - $8.37K
|
9.82K
$5.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.56% |
$7.48K - $8.37K
|
2.86K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16- 3.43% |
$7.48K - $8.37K
|
451
$271K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.36% |
$7.48K - $8.37K
|
4.45K
$2.67M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
SELL
|
- |
-16- 2.01% |
$7.48K - $8.37K
|
781
$469K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-17- 3.28% |
$7.94K - $8.89K
|
502
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-17- 0.49% |
$7.94K - $8.89K
|
3.43K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-17- 0.71% |
$7.94K - $8.89K
|
2.37K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17- 0.59% |
$7.94K - $8.89K
|
2.89K
$1.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-18- 0.26% |
$8.41K - $9.42K
|
6.79K
$4.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-18- 8.22% |
$8.41K - $9.42K
|
201
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.5% |
$8.41K - $9.42K
|
1.18K
$710K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-18- 1.59% |
$8.41K - $9.42K
|
1.12K
$671K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-18- 0.53% |
$8.41K - $9.42K
|
3.36K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-18- 0.2% |
$8.41K - $9.42K
|
9.17K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-18- 1.4% |
$8.41K - $9.42K
|
1.27K
$760K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-19- 2.22% |
$8.88K - $9.94K
|
837
$503K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.74% |
$8.88K - $9.94K
|
1.07K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 0.39% |
$8.88K - $9.94K
|
4.84K
$2.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-19- 0.24% |
$8.88K - $9.94K
|
7.77K
$4.67M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.35% |
$8.88K - $9.94K
|
5.4K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-19- 2.4% |
$8.88K - $9.94K
|
772
$464K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19- 0.18% |
$8.88K - $9.94K
|
10.5K
$6.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-20- 0.56% |
$9.35K - $10.5K
|
3.56K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.43% |
$9.35K - $10.5K
|
348
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-20- 0.34% |
$9.35K - $10.5K
|
5.92K
$3.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-20- 1.83% |
$9.35K - $10.5K
|
1.07K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 1.2% |
$9.35K - $10.5K
|
1.65K
$993K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$9.35K - $10.5K
|
5.51K
$3.31M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-20- 0.23% |
$9.35K - $10.5K
|
8.52K
$5.12M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$9.35K - $10.5K
|
17.8K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-20- 0.7% |
$9.35K - $10.5K
|
2.82K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.38% |
$9.35K - $10.5K
|
1.43K
$856K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-20- 0.87% |
$9.35K - $10.5K
|
2.28K
$1.37M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$329K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-20- 1.72% |
$9.35K - $10.5K
|
1.15K
$688K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-21- 1.59% |
$9.81K - $11K
|
1.3K
$779K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.23% |
$9.81K - $11K
|
919
$552K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-21- 0.61% |
$9.81K - $11K
|
3.42K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-21- 1.5% |
$9.81K - $11K
|
1.38K
$827K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-21- 0.75% |
$9.81K - $11K
|
2.77K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 0.53% |
$10.3K - $11.5K
|
4.14K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.81% |
$10.3K - $11.5K
|
2.7K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-22- 1.75% |
$10.3K - $11.5K
|
1.23K
$741K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-22- 4.59% |
$10.3K - $11.5K
|
457
$275K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-22- 0.33% |
$10.3K - $11.5K
|
6.63K
$3.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-23- 0.29% |
$10.7K - $12K
|
7.86K
$4.72M
|