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
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-152- 58.69% |
$71K - $79.5K
|
107
$62.6K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-154- 4.06% |
$72K - $80.6K
|
3.64K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-154- 3.49% |
$72K - $80.6K
|
4.26K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-155- 3.07% |
$72.4K - $81.1K
|
4.89K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-155- 0.69% |
$72.4K - $81.1K
|
22.5K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-155- 0.95% |
$72.4K - $81.1K
|
16.2K
$9.49M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-161- 0.67% |
$75.2K - $84.2K
|
23.7K
$13.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-162- 7.7% |
$75.7K - $84.8K
|
1.94K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-162- 1.66% |
$75.7K - $84.8K
|
9.61K
$5.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-163- 4.65% |
$76.2K - $85.3K
|
3.35K
$1.96M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-164- 1.75% |
$76.6K - $85.8K
|
9.18K
$5.37M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-164- 14.4% |
$76.6K - $85.8K
|
975
$570K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-165- 0.35% |
$77.1K - $86.3K
|
46.4K
$27.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-165- 1.24% |
$77.1K - $86.3K
|
13.1K
$7.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 9.59% |
$77.1K - $86.3K
|
1.56K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-165- 1.84% |
$77.1K - $86.3K
|
8.82K
$5.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-166- 1.95% |
$77.6K - $86.8K
|
8.34K
$4.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-168- 5.91% |
$78.5K - $87.9K
|
2.67K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-168- 1.78% |
$78.5K - $87.9K
|
9.28K
$5.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-168- 4.04% |
$78.5K - $87.9K
|
3.99K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-169- 2.22% |
$79K - $88.4K
|
7.46K
$4.36M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-169- 1.53% |
$79K - $88.4K
|
10.9K
$6.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-170- 6.45% |
$79.4K - $88.9K
|
2.46K
$1.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-170- 4.34% |
$79.4K - $88.9K
|
3.75K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-171- 2.15% |
$79.9K - $89.5K
|
7.78K
$4.55M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-171- 2.14% |
$79.9K - $89.5K
|
7.83K
$4.57M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-172- 0.89% |
$80.4K - $90K
|
19.1K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-172- 3.08% |
$80.4K - $90K
|
5.41K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-172- 1.16% |
$80.4K - $90K
|
14.6K
$8.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-175- 7.11% |
$81.8K - $91.6K
|
2.29K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-175- 2.08% |
$81.8K - $91.6K
|
8.26K
$4.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 1.92% |
$81.8K - $91.6K
|
8.95K
$5.23M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-175- 1.3% |
$81.8K - $91.6K
|
13.3K
$7.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-176- 0.71% |
$82.2K - $92.1K
|
24.5K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-178- 3.39% |
$83.2K - $93.1K
|
5.07K
$2.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-179- 6.6% |
$83.6K - $93.6K
|
2.53K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-181- 19.85% |
$84.6K - $94.7K
|
731
$427K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-181- 3.71% |
$84.6K - $94.7K
|
4.7K
$2.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-183- 2.55% |
$85.5K - $95.7K
|
7.01K
$4.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-183- 1.73% |
$85.5K - $95.7K
|
10.4K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-183- 2.58% |
$85.5K - $95.7K
|
6.91K
$4.04M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-183- 2.11% |
$85.5K - $95.7K
|
8.5K
$4.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-184- 19.85% |
$86K - $96.3K
|
743
$434K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-185- 3.27% |
$86.4K - $96.8K
|
5.48K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-186- 2.57% |
$86.9K - $97.3K
|
7.06K
$4.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-187- 14.38% |
$87.4K - $97.8K
|
1.11K
$651K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-187- 2.08% |
$87.4K - $97.8K
|
8.82K
$5.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-188- 1.74% |
$87.8K - $98.4K
|
10.6K
$6.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-188- 1.13% |
$87.8K - $98.4K
|
16.4K
$9.59M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-188- 2.56% |
$87.8K - $98.4K
|
7.14K
$4.18M
|