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 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-67- 0.02% |
$31.3K - $35.1K
|
358K
$212M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-67- 2.23% |
$31.3K - $35.1K
|
2.93K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-68- 0.6% |
$31.8K - $35.6K
|
11.3K
$6.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-69- 0.23% |
$32.2K - $36.1K
|
30.2K
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-69- 1.4% |
$32.2K - $36.1K
|
4.85K
$2.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-69- 13.86% |
$32.2K - $36.1K
|
429
$254K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-69- 0.55% |
$32.2K - $36.1K
|
12.5K
$7.38M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-70- 2.14% |
$32.7K - $36.6K
|
3.2K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-70- 6.33% |
$32.7K - $36.6K
|
1.04K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-70- 0.08% |
$32.7K - $36.6K
|
87.6K
$51.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-70- 0.52% |
$32.7K - $36.6K
|
13.4K
$7.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-71- 0.88% |
$33.2K - $37.1K
|
8.01K
$4.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-72- 8.83% |
$33.6K - $37.7K
|
743
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-72- 8.73% |
$33.6K - $37.7K
|
753
$446K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-73- 4.48% |
$34.1K - $38.2K
|
1.56K
$922K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-73- 1.82% |
$34.1K - $38.2K
|
3.94K
$2.33M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-73- 1.43% |
$34.1K - $38.2K
|
5.04K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-73- 8.2% |
$34.1K - $38.2K
|
817
$484K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 0.74% |
$34.1K - $38.2K
|
9.78K
$5.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-74- 0.18% |
$34.6K - $38.7K
|
42K
$24.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-74- 0.84% |
$34.6K - $38.7K
|
8.76K
$5.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-74- 0.35% |
$34.6K - $38.7K
|
20.9K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-74- 0.39% |
$34.6K - $38.7K
|
18.7K
$11.1M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 9.51% |
$34.6K - $38.7K
|
704
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 3.79% |
$35K - $39.2K
|
1.9K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-75- 1.6% |
$35K - $39.2K
|
4.6K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-75- 1.76% |
$35K - $39.2K
|
4.18K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-75- 9.74% |
$35K - $39.2K
|
695
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-76- 6.08% |
$35.5K - $39.8K
|
1.17K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-76- 3.2% |
$35.5K - $39.8K
|
2.3K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-76- 1.18% |
$35.5K - $39.8K
|
6.34K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-76- 11.14% |
$35.5K - $39.8K
|
606
$359K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-78- 0.53% |
$36.4K - $40.8K
|
14.6K
$8.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-79- 1.39% |
$36.9K - $41.3K
|
5.6K
$3.31M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-79- 0.78% |
$36.9K - $41.3K
|
10.1K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-79- 1.65% |
$36.9K - $41.3K
|
4.72K
$2.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 0.58% |
$37.4K - $41.9K
|
13.8K
$8.18M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-80- 1.73% |
$37.4K - $41.9K
|
4.55K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-80- 4.57% |
$37.4K - $41.9K
|
1.67K
$990K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-81- 3.9% |
$37.8K - $42.4K
|
1.99K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-81- 8.94% |
$37.8K - $42.4K
|
825
$488K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-82- 2.73% |
$38.3K - $42.9K
|
2.92K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-82- 3.18% |
$38.3K - $42.9K
|
2.5K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 0.63% |
$39.3K - $43.9K
|
13.2K
$7.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 0.84% |
$39.7K - $44.5K
|
10K
$5.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-85- 6.65% |
$39.7K - $44.5K
|
1.19K
$706K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-85- 4.24% |
$39.7K - $44.5K
|
1.92K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-85- 3.62% |
$39.7K - $44.5K
|
2.26K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-85- 0.36% |
$39.7K - $44.5K
|
23.6K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-86- 2.04% |
$40.2K - $45K
|
4.14K
$2.45M
|