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 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-126- 2.91% |
$58.9K - $65.9K
|
4.21K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-126- 1.57% |
$58.9K - $65.9K
|
7.88K
$4.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-127- 1.87% |
$59.3K - $66.4K
|
6.65K
$3.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-128- 1.78% |
$59.8K - $67K
|
7.08K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-128- 1.29% |
$59.8K - $67K
|
9.81K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-128- 3.99% |
$59.8K - $67K
|
3.08K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-129- 2.43% |
$60.3K - $67.5K
|
5.19K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-130- 9.35% |
$60.7K - $68K
|
1.26K
$737K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-130- 2.02% |
$60.7K - $68K
|
6.31K
$3.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-132- 1.84% |
$61.7K - $69.1K
|
7.04K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-132- 0.37% |
$61.7K - $69.1K
|
35.7K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-133- 0.18% |
$62.1K - $69.6K
|
73.7K
$43.1M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-133- 1.96% |
$62.1K - $69.6K
|
6.66K
$3.9M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-133- 4.83% |
$62.1K - $69.6K
|
2.62K
$1.53M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-133- 4.05% |
$62.1K - $69.6K
|
3.15K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-135- 0.63% |
$63.1K - $70.6K
|
21.4K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-135- 0.65% |
$63.1K - $70.6K
|
20.6K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-135- 6.39% |
$63.1K - $70.6K
|
1.98K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-136- 4.63% |
$63.6K - $71.2K
|
2.8K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-136- 5.78% |
$63.6K - $71.2K
|
2.22K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-136- 1.88% |
$63.6K - $71.2K
|
7.11K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-137- 9.06% |
$64K - $71.7K
|
1.38K
$804K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-138- 18.09% |
$64.5K - $72.2K
|
625
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-138- 4.18% |
$64.5K - $72.2K
|
3.16K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-138- 0.83% |
$64.5K - $72.2K
|
16.4K
$9.61M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-138- 1.82% |
$64.5K - $72.2K
|
7.44K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-139- 5.77% |
$65K - $72.7K
|
2.27K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-139- 1.52% |
$65K - $72.7K
|
8.98K
$5.25M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-140- 0.74% |
$65.4K - $73.2K
|
18.8K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-140- 10.49% |
$65.4K - $73.2K
|
1.19K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-140- 3.05% |
$65.4K - $73.2K
|
4.45K
$2.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-141- 7.89% |
$65.9K - $73.8K
|
1.65K
$962K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-142- 1.18% |
$66.4K - $74.3K
|
11.9K
$6.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-144- 1.16% |
$67.3K - $75.3K
|
12.2K
$7.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-145- 10.85% |
$67.8K - $75.9K
|
1.19K
$697K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-145- 2.19% |
$67.8K - $75.9K
|
6.47K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-145- 0.7% |
$67.8K - $75.9K
|
20.6K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-145- 2.45% |
$67.8K - $75.9K
|
5.77K
$3.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-147- 2.29% |
$68.7K - $76.9K
|
6.28K
$3.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 3.79% |
$68.7K - $76.9K
|
3.73K
$2.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-147- 10.9% |
$68.7K - $76.9K
|
1.2K
$703K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-147- 1.52% |
$68.7K - $76.9K
|
9.53K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-148- 2.55% |
$69.2K - $77.4K
|
5.65K
$3.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-149- 0.28% |
$69.6K - $78K
|
53.5K
$31.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-149- 6.78% |
$69.6K - $78K
|
2.05K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-149- 3.09% |
$69.6K - $78K
|
4.67K
$2.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-150- 9.05% |
$70.1K - $78.5K
|
1.51K
$882K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 1.51% |
$70.1K - $78.5K
|
9.78K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-151- 7.09% |
$70.6K - $79K
|
1.98K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-152- 10.09% |
$71K - $79.5K
|
1.36K
$792K
|