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 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-102- 1.15% |
$47.7K - $53.4K
|
8.73K
$5.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-102- 0.79% |
$47.7K - $53.4K
|
12.8K
$7.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-104- 15.5% |
$48.6K - $54.4K
|
567
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-104- 0.36% |
$48.6K - $54.4K
|
28.7K
$16.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-105- 3.12% |
$49.1K - $54.9K
|
3.27K
$1.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-106- 1.32% |
$49.5K - $55.5K
|
7.91K
$4.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-106- 2.24% |
$49.5K - $55.5K
|
4.63K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-106- 4.47% |
$49.5K - $55.5K
|
2.27K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-108- 0.94% |
$50.5K - $56.5K
|
11.3K
$6.63M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-108- 4.52% |
$50.5K - $56.5K
|
2.28K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-109- 1.44% |
$50.9K - $57K
|
7.47K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-109- 1.73% |
$50.9K - $57K
|
6.2K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-110- 5.81% |
$51.4K - $57.5K
|
1.78K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-110- 11.0% |
$51.4K - $57.5K
|
890
$520K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-110- 1.88% |
$51.4K - $57.5K
|
5.74K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-111- 0.79% |
$51.9K - $58.1K
|
13.9K
$8.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-111- 3.83% |
$51.9K - $58.1K
|
2.79K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-111- 0.69% |
$51.9K - $58.1K
|
16.1K
$9.41M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-111- 1.33% |
$51.9K - $58.1K
|
8.25K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-113- 0.56% |
$52.8K - $59.1K
|
20.2K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-113- 1.33% |
$52.8K - $59.1K
|
8.35K
$4.88M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-113- 4.84% |
$52.8K - $59.1K
|
2.22K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-113- 1.62% |
$52.8K - $59.1K
|
6.85K
$4.01M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-113- 1.73% |
$52.8K - $59.1K
|
6.42K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-113- 0.89% |
$52.8K - $59.1K
|
12.5K
$7.33M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-113- 14.54% |
$52.8K - $59.1K
|
664
$388K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-115- 2.05% |
$53.7K - $60.2K
|
5.49K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-115- 5.18% |
$53.7K - $60.2K
|
2.1K
$1.23M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
SELL
|
- |
-116- 0.94% |
$54.2K - $60.7K
|
12.3K
$7.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 1.71% |
$54.2K - $60.7K
|
6.68K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-116- 3.69% |
$54.2K - $60.7K
|
3.03K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-116- 3.68% |
$54.2K - $60.7K
|
3.04K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-116- 0.65% |
$54.2K - $60.7K
|
17.7K
$10.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-117- 18.54% |
$54.7K - $61.2K
|
514
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-117- 5.51% |
$54.7K - $61.2K
|
2.01K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
SELL
|
- |
-117- 10.17% |
$54.7K - $61.2K
|
1.03K
$605K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-119- 1.34% |
$55.6K - $62.3K
|
8.79K
$5.14M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-119- 23.43% |
$55.6K - $62.3K
|
389
$227K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-119- 1.47% |
$55.6K - $62.3K
|
7.98K
$4.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-120- 11.59% |
$56.1K - $62.8K
|
915
$535K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-120- 0.69% |
$56.1K - $62.8K
|
17.2K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-121- 9.68% |
$56.5K - $63.3K
|
1.13K
$660K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-122- 1.32% |
$57K - $63.8K
|
9.1K
$5.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-122- 1.89% |
$57K - $63.8K
|
6.33K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-122- 1.71% |
$57K - $63.8K
|
7.01K
$4.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-124- 16.0% |
$57.9K - $64.9K
|
651
$381K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-124- 6.38% |
$57.9K - $64.9K
|
1.82K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-124- 1.89% |
$57.9K - $64.9K
|
6.45K
$3.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-125- 21.93% |
$58.4K - $65.4K
|
445
$260K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-125- 4.28% |
$58.4K - $65.4K
|
2.79K
$1.63M
|