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 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-13- 1.14% |
$6.07K - $6.8K
|
1.13K
$710K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-13- 1.01% |
$6.07K - $6.8K
|
1.27K
$799K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-13- 0.02% |
$6.07K - $6.8K
|
52.1K
$32.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-13- 0.14% |
$6.07K - $6.8K
|
9.52K
$5.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-13- 1.91% |
$6.07K - $6.8K
|
669
$420K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-13- 2.5% |
$6.07K - $6.8K
|
506
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 2.97% |
$6.54K - $7.32K
|
457
$287K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.25% |
$6.54K - $7.32K
|
5.63K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-14- 0.52% |
$6.54K - $7.32K
|
2.66K
$1.67M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14- 0.1% |
$6.54K - $7.32K
|
14.7K
$9.24M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 1.88% |
$6.54K - $7.32K
|
732
$460K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-15- 0.09% |
$7.01K - $7.85K
|
15.8K
$9.92M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-15- 1.88% |
$7.01K - $7.85K
|
783
$492K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.14% |
$7.01K - $7.85K
|
1.3K
$817K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-16- 0.06% |
$7.48K - $8.37K
|
25.5K
$16M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 0.39% |
$7.48K - $8.37K
|
4.05K
$2.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$7.48K - $8.37K
|
7.15K
$4.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$7.48K - $8.37K
|
9.82K
$6.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.56% |
$7.48K - $8.37K
|
2.86K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16- 3.43% |
$7.48K - $8.37K
|
451
$283K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.36% |
$7.48K - $8.37K
|
4.45K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
SELL
|
- |
-16- 2.01% |
$7.48K - $8.37K
|
781
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-17- 3.28% |
$7.94K - $8.89K
|
502
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-17- 0.49% |
$7.94K - $8.89K
|
3.43K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-17- 0.71% |
$7.94K - $8.89K
|
2.37K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17- 0.59% |
$7.94K - $8.89K
|
2.89K
$1.81M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-18- 0.26% |
$8.41K - $9.42K
|
6.79K
$4.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-18- 8.22% |
$8.41K - $9.42K
|
201
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.5% |
$8.41K - $9.42K
|
1.18K
$742K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-18- 1.59% |
$8.41K - $9.42K
|
1.12K
$702K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-18- 0.53% |
$8.41K - $9.42K
|
3.36K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-18- 0.2% |
$8.41K - $9.42K
|
9.17K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-18- 1.4% |
$8.41K - $9.42K
|
1.27K
$794K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-19- 2.22% |
$8.88K - $9.94K
|
837
$526K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.74% |
$8.88K - $9.94K
|
1.07K
$675K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 0.39% |
$8.88K - $9.94K
|
4.84K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-19- 0.24% |
$8.88K - $9.94K
|
7.77K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.35% |
$8.88K - $9.94K
|
5.4K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-19- 2.4% |
$8.88K - $9.94K
|
772
$485K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19- 0.18% |
$8.88K - $9.94K
|
10.5K
$6.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-20- 0.56% |
$9.35K - $10.5K
|
3.56K
$2.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.43% |
$9.35K - $10.5K
|
348
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-20- 3.52% |
$9.35K - $10.5K
|
548
$344K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-20- 0.34% |
$9.35K - $10.5K
|
5.92K
$3.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-20- 1.12% |
$9.35K - $10.5K
|
1.77K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-20- 1.83% |
$9.35K - $10.5K
|
1.07K
$673K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 1.2% |
$9.35K - $10.5K
|
1.65K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$9.35K - $10.5K
|
5.51K
$3.46M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-20- 0.23% |
$9.35K - $10.5K
|
8.52K
$5.35M
|