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
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8- 0.03% |
$3.74K - $4.19K
|
24.2K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-9- 0.39% |
$4.21K - $4.71K
|
2.29K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-9- 0.53% |
$4.21K - $4.71K
|
1.68K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 0.29% |
$4.67K - $5.23K
|
3.43K
$2.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-10- 0.69% |
$4.67K - $5.23K
|
1.43K
$851K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10- 0.14% |
$4.67K - $5.23K
|
7.01K
$4.17M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-10- 0.13% |
$4.67K - $5.23K
|
7.8K
$4.64M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10- 1.23% |
$4.67K - $5.23K
|
801
$477K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-10- 1.08% |
$4.67K - $5.23K
|
913
$544K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10- 1.48% |
$4.67K - $5.23K
|
667
$397K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-10- 1.13% |
$4.67K - $5.23K
|
873
$520K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-10- 0.64% |
$4.67K - $5.23K
|
1.56K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-10- 1.83% |
$4.67K - $5.23K
|
535
$319K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11- 0.53% |
$5.14K - $5.75K
|
2.07K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.24% |
$5.14K - $5.75K
|
4.64K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-11- 0.41% |
$5.14K - $5.75K
|
2.69K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-11- 0.01% |
$5.14K - $5.75K
|
112K
$66.5M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11- 0.03% |
$5.14K - $5.75K
|
43.9K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-11- 1.33% |
$5.14K - $5.75K
|
818
$487K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-12- 1.37% |
$5.61K - $6.28K
|
867
$516K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 16.22% |
$5.61K - $6.28K
|
62
$36.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12- 1.39% |
$5.61K - $6.28K
|
850
$506K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.3% |
$5.61K - $6.28K
|
4.02K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-12- 0.34% |
$5.61K - $6.28K
|
3.56K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-12- 0.18% |
$5.61K - $6.28K
|
6.7K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-12- 2.77% |
$5.61K - $6.28K
|
421
$251K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-12- 0.14% |
$5.61K - $6.28K
|
8.64K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 0.36% |
$5.61K - $6.28K
|
3.32K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-12- 0.33% |
$5.61K - $6.28K
|
3.58K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-13- 1.14% |
$6.07K - $6.8K
|
1.13K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-13- 1.01% |
$6.07K - $6.8K
|
1.27K
$757K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-13- 0.02% |
$6.07K - $6.8K
|
52.1K
$31M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-13- 0.14% |
$6.07K - $6.8K
|
9.52K
$5.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-13- 1.91% |
$6.07K - $6.8K
|
669
$398K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-13- 2.5% |
$6.07K - $6.8K
|
506
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 2.97% |
$6.54K - $7.32K
|
457
$272K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.25% |
$6.54K - $7.32K
|
5.63K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-14- 0.52% |
$6.54K - $7.32K
|
2.66K
$1.58M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14- 0.1% |
$6.54K - $7.32K
|
14.7K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-15- 0.09% |
$7.01K - $7.85K
|
15.8K
$9.41M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-15- 1.88% |
$7.01K - $7.85K
|
783
$466K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.14% |
$7.01K - $7.85K
|
1.3K
$775K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-16- 0.06% |
$7.48K - $8.37K
|
25.5K
$15.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 0.39% |
$7.48K - $8.37K
|
4.05K
$2.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$7.48K - $8.37K
|
7.15K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$7.48K - $8.37K
|
9.82K
$5.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.56% |
$7.48K - $8.37K
|
2.86K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16- 3.43% |
$7.48K - $8.37K
|
451
$269K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.36% |
$7.48K - $8.37K
|
4.45K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
SELL
|
- |
-16- 2.01% |
$7.48K - $8.37K
|
781
$465K
|