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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9- 0.98% |
$4.46K - $4.94K
|
910
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$4.46K - $4.94K
|
880
$463K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-10- 0.5% |
$4.95K - $5.48K
|
2K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 1.76% |
$4.95K - $5.48K
|
557
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 1.4% |
$4.95K - $5.48K
|
705
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 1.78% |
$4.95K - $5.48K
|
551
$290K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-10- 0.08% |
$4.95K - $5.48K
|
13K
$6.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.64% |
$4.95K - $5.48K
|
1.56K
$822K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 5.62% |
$4.95K - $5.48K
|
168
$88.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-10- 0.66% |
$4.95K - $5.48K
|
1.51K
$793K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 1.32% |
$4.95K - $5.48K
|
747
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-10- 0.93% |
$4.95K - $5.48K
|
1.07K
$561K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10- 0.23% |
$4.95K - $5.48K
|
4.28K
$2.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10- 0.62% |
$4.95K - $5.48K
|
1.61K
$850K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10- 0.14% |
$4.95K - $5.48K
|
7K
$3.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-10- 0.45% |
$4.95K - $5.48K
|
2.21K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- 0.43% |
$4.95K - $5.48K
|
2.3K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.45K - $6.03K
|
14.2K
$7.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 1.22% |
$5.45K - $6.03K
|
889
$468K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11- 2.39% |
$5.45K - $6.03K
|
450
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-11- 0.54% |
$5.45K - $6.03K
|
2.04K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-11- 0.28% |
$5.45K - $6.03K
|
3.92K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 0.17% |
$5.45K - $6.03K
|
6.38K
$3.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-11- 1.51% |
$5.45K - $6.03K
|
719
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-11- 1.35% |
$5.45K - $6.03K
|
806
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-11- 0.1% |
$5.45K - $6.03K
|
11.2K
$5.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-12- 2.44% |
$5.94K - $6.58K
|
479
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 1.05% |
$5.94K - $6.58K
|
1.13K
$594K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12- 0.13% |
$5.94K - $6.58K
|
9.05K
$4.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-13- 1.04% |
$6.44K - $7.13K
|
1.24K
$651K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-13- 2.24% |
$6.44K - $7.13K
|
567
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.49% |
$6.44K - $7.13K
|
2.65K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-13- 0.84% |
$6.44K - $7.13K
|
1.54K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 1.59% |
$6.44K - $7.13K
|
805
$424K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-13- 0.89% |
$6.44K - $7.13K
|
1.45K
$765K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.64% |
$6.93K - $7.68K
|
2.17K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-14- 0.46% |
$6.93K - $7.68K
|
3.04K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 0.4% |
$6.93K - $7.68K
|
3.5K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-14- 16.87% |
$6.93K - $7.68K
|
69
$36.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 1.91% |
$6.93K - $7.68K
|
718
$378K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-14- 0.92% |
$6.93K - $7.68K
|
1.5K
$791K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.32% |
$7.43K - $8.23K
|
4.75K
$2.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-15- 0.49% |
$7.43K - $8.23K
|
3.06K
$1.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.96% |
$7.43K - $8.23K
|
1.55K
$817K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.65% |
$7.43K - $8.23K
|
2.28K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.41% |
$7.43K - $8.23K
|
3.6K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-15- 0.61% |
$7.43K - $8.23K
|
2.46K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-15- 2.8% |
$7.43K - $8.23K
|
521
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15- 0.29% |
$7.43K - $8.23K
|
5.09K
$2.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.25% |
$7.43K - $8.23K
|
5.92K
$3.12M
|