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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.34% |
$1.49K - $1.65K
|
890
$469K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-4- 0.69% |
$1.98K - $2.19K
|
578
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4- 0.08% |
$1.98K - $2.19K
|
5.18K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4- 4.4% |
$1.98K - $2.19K
|
87
$45.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.37% |
$2.48K - $2.74K
|
1.35K
$711K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5- 0.25% |
$2.48K - $2.74K
|
2.01K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5- 0.02% |
$2.48K - $2.74K
|
20.4K
$10.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-5- 0.29% |
$2.48K - $2.74K
|
1.72K
$905K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-5- 0.1% |
$2.48K - $2.74K
|
4.95K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5- 0.35% |
$2.48K - $2.74K
|
1.41K
$743K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.36% |
$2.48K - $2.74K
|
1.4K
$736K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5- 0.36% |
$2.48K - $2.74K
|
1.37K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5- 0.89% |
$2.48K - $2.74K
|
556
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-5- 0.86% |
$2.48K - $2.74K
|
578
$304K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-5- 0.22% |
$2.48K - $2.74K
|
2.3K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5- 0.16% |
$2.48K - $2.74K
|
3.16K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$2.48K - $2.74K
|
4.59K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-5- 0.99% |
$2.48K - $2.74K
|
501
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$2.48K - $2.74K
|
10.4K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5- 0.05% |
$2.48K - $2.74K
|
9.48K
$4.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-6- 0.01% |
$2.97K - $3.29K
|
46.4K
$24.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-6- 0.06% |
$2.97K - $3.29K
|
9.32K
$4.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6- 0.3% |
$2.97K - $3.29K
|
1.99K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-6- 0.13% |
$2.97K - $3.29K
|
4.44K
$2.34M
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-6- 0.73% |
$2.97K - $3.29K
|
817
$430K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-6- 0.27% |
$2.97K - $3.29K
|
2.25K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-6- 0.27% |
$2.97K - $3.29K
|
2.24K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-6- 0.28% |
$2.97K - $3.29K
|
2.17K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.68% |
$2.97K - $3.29K
|
876
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.15% |
$2.97K - $3.29K
|
3.92K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.16% |
$2.97K - $3.29K
|
3.75K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6- 0.05% |
$2.97K - $3.29K
|
11.3K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$3.47K - $3.84K
|
2.28K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-7- 0.08% |
$3.47K - $3.84K
|
8.49K
$4.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$3.47K - $3.84K
|
8.16K
$4.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7- 1.54% |
$3.47K - $3.84K
|
449
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-7- 1.31% |
$3.47K - $3.84K
|
528
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-7- 0.35% |
$3.47K - $3.84K
|
1.99K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-7- 0.76% |
$3.47K - $3.84K
|
910
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-7- 0.05% |
$3.47K - $3.84K
|
13.3K
$6.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7- 0.82% |
$3.47K - $3.84K
|
848
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7- 0.85% |
$3.47K - $3.84K
|
818
$431K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-7- 1.13% |
$3.47K - $3.84K
|
615
$324K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-7- 0.4% |
$3.47K - $3.84K
|
1.76K
$928K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.7% |
$3.96K - $4.39K
|
1.13K
$594K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-8- 0.97% |
$3.96K - $4.39K
|
814
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.56% |
$3.96K - $4.39K
|
1.43K
$751K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.22% |
$4.46K - $4.94K
|
4.04K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-9- 0.11% |
$4.46K - $4.94K
|
7.85K
$4.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9- 0.17% |
$4.46K - $4.94K
|
5.27K
$2.78M
|