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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-74- 0.39% |
$34.6K - $38.7K
|
18.7K
$11.8M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 9.51% |
$34.6K - $38.7K
|
704
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 3.79% |
$35K - $39.2K
|
1.9K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-75- 1.6% |
$35K - $39.2K
|
4.6K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-75- 1.76% |
$35K - $39.2K
|
4.18K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-75- 9.74% |
$35K - $39.2K
|
695
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-76- 6.08% |
$35.5K - $39.8K
|
1.17K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-76- 3.2% |
$35.5K - $39.8K
|
2.3K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-76- 1.18% |
$35.5K - $39.8K
|
6.34K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-76- 11.14% |
$35.5K - $39.8K
|
606
$381K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-78- 0.53% |
$36.4K - $40.8K
|
14.6K
$9.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-79- 1.39% |
$36.9K - $41.3K
|
5.6K
$3.52M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-79- 0.78% |
$36.9K - $41.3K
|
10.1K
$6.32M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-79- 1.65% |
$36.9K - $41.3K
|
4.72K
$2.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 0.58% |
$37.4K - $41.9K
|
13.8K
$8.68M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-80- 1.73% |
$37.4K - $41.9K
|
4.55K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-80- 4.57% |
$37.4K - $41.9K
|
1.67K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-81- 3.9% |
$37.8K - $42.4K
|
1.99K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-81- 8.94% |
$37.8K - $42.4K
|
825
$518K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-81- 10.98% |
$37.8K - $42.4K
|
657
$413K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-82- 2.73% |
$38.3K - $42.9K
|
2.92K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-82- 3.18% |
$38.3K - $42.9K
|
2.5K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 0.63% |
$39.3K - $43.9K
|
13.2K
$8.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 0.84% |
$39.7K - $44.5K
|
10K
$6.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-85- 6.65% |
$39.7K - $44.5K
|
1.19K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-85- 4.24% |
$39.7K - $44.5K
|
1.92K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-85- 3.62% |
$39.7K - $44.5K
|
2.26K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-85- 0.36% |
$39.7K - $44.5K
|
23.6K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-86- 2.04% |
$40.2K - $45K
|
4.14K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-86- 2.66% |
$40.2K - $45K
|
3.14K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-87- 1.02% |
$40.7K - $45.5K
|
8.46K
$5.32M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-87- 0.29% |
$40.7K - $45.5K
|
29.5K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-88- 0.79% |
$41.1K - $46K
|
11.1K
$6.94M
|
|
|
May 13, 2024
Q1 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-88- 0.04% |
$41.1K - $46K
|
215K
$135M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-89- 18.74% |
$41.6K - $46.6K
|
386
$242K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-89- 2.36% |
$41.6K - $46.6K
|
3.69K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-89- 11.62% |
$41.6K - $46.6K
|
677
$425K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-89- 2.52% |
$41.6K - $46.6K
|
3.44K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-89- 0.89% |
$41.6K - $46.6K
|
9.93K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-89- 7.52% |
$41.6K - $46.6K
|
1.09K
$687K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-90- 3.96% |
$42.1K - $47.1K
|
2.18K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-90- 0.9% |
$42.1K - $47.1K
|
9.89K
$6.21M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-90- 4.24% |
$42.1K - $47.1K
|
2.03K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-92- 5.59% |
$43K - $48.1K
|
1.55K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-92- 2.81% |
$43K - $48.1K
|
3.18K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-93- 2.99% |
$43.5K - $48.7K
|
3.02K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-93- 0.33% |
$43.5K - $48.7K
|
27.8K
$17.4M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-94- 8.75% |
$43.9K - $49.2K
|
980
$615K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-94- 0.18% |
$43.9K - $49.2K
|
53.5K
$33.6M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-94- 8.33% |
$43.9K - $49.2K
|
1.03K
$649K
|