Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.56K
$819K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.4K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.58K
$831K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.63K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.16% |
$495 - $548
|
610
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$495 - $548
|
7.8K
$4.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
722
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.56K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.34K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.02% |
$495 - $548
|
6.15K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.25% |
$495 - $548
|
409
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.13% |
$495 - $548
|
789
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.14% |
$495 - $548
|
691
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.64K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
714
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$495 - $548
|
5.08K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1+ 0.1% |
$495 - $548
|
1.04K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.77K
$930K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$495 - $548
|
746
$393K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.18K
$1.15M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$495 - $548
|
595
$313K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.16% |
$495 - $548
|
615
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1- 0.17% |
$495 - $548
|
597
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$495 - $548
|
951
$501K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.22% |
$495 - $548
|
451
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.59K
$836K
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1- -0.0% |
$495 - $548
|
22.5K
$11.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.71K
$898K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$495 - $548
|
761
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$495 - $548
|
2.99K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$495 - $548
|
1.17K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1- 0.07% |
$495 - $548
|
1.5K
$790K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.6K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1- 0.15% |
$495 - $548
|
659
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-1- 0.01% |
$495 - $548
|
19.5K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$495 - $548
|
1.82K
$959K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1- 0.19% |
$495 - $548
|
528
$278K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1- 0.12% |
$495 - $548
|
830
$437K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2- 0.04% |
$990 - $1.1K
|
5.4K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2- 0.1% |
$990 - $1.1K
|
1.98K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.04% |
$990 - $1.1K
|
5.55K
$2.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$990 - $1.1K
|
9.82K
$5.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-2- 0.09% |
$990 - $1.1K
|
2.27K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-2- 0.02% |
$990 - $1.1K
|
9.49K
$4.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3- 0.48% |
$1.49K - $1.65K
|
621
$327K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.32% |
$1.49K - $1.65K
|
947
$499K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3- 0.05% |
$1.49K - $1.65K
|
6.25K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.05% |
$1.49K - $1.65K
|
5.7K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3- 0.09% |
$1.49K - $1.65K
|
3.3K
$1.74M
|