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 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-86- 2.66% |
$40.2K - $45K
|
3.14K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-87- 1.02% |
$40.7K - $45.5K
|
8.46K
$5.01M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-87- 0.29% |
$40.7K - $45.5K
|
29.5K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-88- 0.79% |
$41.1K - $46K
|
11.1K
$6.54M
|
|
|
May 13, 2024
Q1 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-88- 0.04% |
$41.1K - $46K
|
215K
$127M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-89- 18.74% |
$41.6K - $46.6K
|
386
$228K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-89- 2.36% |
$41.6K - $46.6K
|
3.69K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-89- 11.62% |
$41.6K - $46.6K
|
677
$401K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-89- 2.52% |
$41.6K - $46.6K
|
3.44K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-89- 0.89% |
$41.6K - $46.6K
|
9.93K
$5.88M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-89- 7.52% |
$41.6K - $46.6K
|
1.09K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-90- 3.96% |
$42.1K - $47.1K
|
2.18K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-90- 0.9% |
$42.1K - $47.1K
|
9.89K
$5.86M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-90- 4.24% |
$42.1K - $47.1K
|
2.03K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-92- 5.59% |
$43K - $48.1K
|
1.55K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-92- 2.81% |
$43K - $48.1K
|
3.18K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-93- 2.99% |
$43.5K - $48.7K
|
3.02K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-93- 0.33% |
$43.5K - $48.7K
|
27.8K
$16.4M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-94- 8.75% |
$43.9K - $49.2K
|
980
$580K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-94- 0.18% |
$43.9K - $49.2K
|
53.5K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-94- 8.33% |
$43.9K - $49.2K
|
1.03K
$612K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-95- 8.05% |
$44.4K - $49.7K
|
1.09K
$642K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-95- 6.61% |
$44.4K - $49.7K
|
1.34K
$795K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-95- 0.25% |
$44.4K - $49.7K
|
38.4K
$22.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-96- 3.56% |
$44.9K - $50.2K
|
2.6K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-97- 10.02% |
$45.3K - $50.7K
|
871
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-97- 15.11% |
$45.3K - $50.7K
|
545
$323K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-97- 6.6% |
$45.3K - $50.7K
|
1.37K
$812K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-98- 0.76% |
$45.8K - $51.3K
|
12.8K
$7.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-98- 3.07% |
$45.8K - $51.3K
|
3.1K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-98- 0.36% |
$45.8K - $51.3K
|
27.4K
$16.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-99- 1.05% |
$46.3K - $51.8K
|
9.36K
$5.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-99- 0.59% |
$46.3K - $51.8K
|
16.7K
$9.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 1.68% |
$46.3K - $51.8K
|
5.78K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-99- 2.99% |
$46.3K - $51.8K
|
3.21K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-99- 9.84% |
$46.3K - $51.8K
|
907
$537K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-100- 1.61% |
$46.7K - $52.3K
|
6.13K
$3.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-100- 2.11% |
$46.7K - $52.3K
|
4.65K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 1.96% |
$46.7K - $52.3K
|
5.01K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 7.03% |
$46.7K - $52.3K
|
1.32K
$783K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 0.42% |
$46.7K - $52.3K
|
23.6K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-100- 1.92% |
$46.7K - $52.3K
|
5.1K
$3.02M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 17.76% |
$46.7K - $52.3K
|
463
$274K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-100- 1.01% |
$46.7K - $52.3K
|
9.81K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 5.71% |
$46.7K - $52.3K
|
1.65K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.42% |
$46.7K - $52.3K
|
2.17K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 9.89% |
$46.7K - $52.3K
|
911
$539K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.42% |
$46.7K - $52.3K
|
4.03K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-101- 1.25% |
$47.2K - $52.8K
|
7.97K
$4.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 13.27% |
$47.2K - $52.8K
|
660
$391K
|