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 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-47- 0.26% |
$22K - $24.6K
|
18K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 4.29% |
$22K - $24.6K
|
1.05K
$631K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-47- 0.27% |
$22K - $24.6K
|
17.4K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-47- 0.9% |
$22K - $24.6K
|
5.19K
$3.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-48- 1.33% |
$22.4K - $25.1K
|
3.55K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-48- 0.59% |
$22.4K - $25.1K
|
8.04K
$4.84M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-48- 0.46% |
$22.4K - $25.1K
|
10.4K
$6.24M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-48- 5.79% |
$22.4K - $25.1K
|
781
$470K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-48- 0.47% |
$22.4K - $25.1K
|
10.1K
$6.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-49- 1.1% |
$22.9K - $25.6K
|
4.42K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-49- 0.41% |
$22.9K - $25.6K
|
12K
$7.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 7.41% |
$23.4K - $26.2K
|
625
$376K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-50- 4.23% |
$23.4K - $26.2K
|
1.13K
$681K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 0.99% |
$23.4K - $26.2K
|
5.03K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-52- 3.13% |
$24.3K - $27.2K
|
1.61K
$970K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-52- 1.79% |
$24.3K - $27.2K
|
2.86K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.15% |
$24.3K - $27.2K
|
34.5K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-52- 3.26% |
$24.3K - $27.2K
|
1.55K
$930K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-53- 3.1% |
$24.8K - $27.7K
|
1.66K
$998K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-53- 0.79% |
$24.8K - $27.7K
|
6.69K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-53- 2.57% |
$24.8K - $27.7K
|
2.01K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-54- 0.44% |
$25.2K - $28.3K
|
12.2K
$7.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-54- 1.0% |
$25.2K - $28.3K
|
5.33K
$3.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-54- 12.36% |
$25.2K - $28.3K
|
383
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-54- 0.15% |
$25.2K - $28.3K
|
36.7K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-54- 0.78% |
$25.2K - $28.3K
|
6.85K
$4.12M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.26% |
$25.2K - $28.3K
|
1.21K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-54- 2.37% |
$25.2K - $28.3K
|
2.22K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-55- 2.46% |
$25.7K - $28.8K
|
2.18K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-55- 11.58% |
$25.7K - $28.8K
|
420
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-56- 15.95% |
$26.2K - $29.3K
|
295
$178K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-57- 6.55% |
$26.6K - $29.8K
|
813
$489K
|
|
|
May 14, 2024
Q1 2024
|
Savior LLC
|
SELL
|
- |
-57- 0.69% |
$26.6K - $29.8K
|
8.17K
$4.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-60- 0.75% |
$28K - $31.4K
|
7.93K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-60- 0.77% |
$28K - $31.4K
|
7.74K
$4.66M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-60- 5.35% |
$28K - $31.4K
|
1.06K
$639K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-61- 0.28% |
$28.5K - $31.9K
|
21.9K
$13.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-61- 1.15% |
$28.5K - $31.9K
|
5.25K
$3.16M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-61- 7.94% |
$28.5K - $31.9K
|
707
$425K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-62- 4.44% |
$29K - $32.4K
|
1.33K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-62- 0.69% |
$29K - $32.4K
|
8.93K
$5.38M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-63- 4.24% |
$29.4K - $33K
|
1.42K
$856K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-63- 27.75% |
$29.4K - $33K
|
164
$98.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 3.97% |
$29.9K - $33.5K
|
1.55K
$931K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-64- 1.32% |
$29.9K - $33.5K
|
4.78K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-64- 1.06% |
$29.9K - $33.5K
|
5.96K
$3.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-65- 1.24% |
$30.4K - $34K
|
5.18K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.29% |
$30.4K - $34K
|
22.3K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-65- 1.1% |
$30.4K - $34K
|
5.83K
$3.51M
|