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 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-7- 1.13% |
$3.47K - $3.84K
|
615
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-7- 0.4% |
$3.47K - $3.84K
|
1.76K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.7% |
$3.96K - $4.39K
|
1.13K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-8- 0.97% |
$3.96K - $4.39K
|
814
$484K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.56% |
$3.96K - $4.39K
|
1.43K
$847K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.22% |
$4.46K - $4.94K
|
4.04K
$2.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-9- 0.11% |
$4.46K - $4.94K
|
7.85K
$4.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9- 0.17% |
$4.46K - $4.94K
|
5.27K
$3.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9- 0.98% |
$4.46K - $4.94K
|
910
$541K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$4.46K - $4.94K
|
880
$523K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-10- 0.5% |
$4.95K - $5.48K
|
2K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 1.76% |
$4.95K - $5.48K
|
557
$331K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 1.4% |
$4.95K - $5.48K
|
705
$419K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 1.78% |
$4.95K - $5.48K
|
551
$327K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-10- 0.08% |
$4.95K - $5.48K
|
13K
$7.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.64% |
$4.95K - $5.48K
|
1.56K
$928K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 5.62% |
$4.95K - $5.48K
|
168
$99.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-10- 0.66% |
$4.95K - $5.48K
|
1.51K
$896K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 1.32% |
$4.95K - $5.48K
|
747
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-10- 0.93% |
$4.95K - $5.48K
|
1.07K
$634K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10- 0.23% |
$4.95K - $5.48K
|
4.28K
$2.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10- 0.62% |
$4.95K - $5.48K
|
1.61K
$959K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10- 0.14% |
$4.95K - $5.48K
|
7K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-10- 0.45% |
$4.95K - $5.48K
|
2.21K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- 0.43% |
$4.95K - $5.48K
|
2.3K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.45K - $6.03K
|
14.2K
$8.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 1.22% |
$5.45K - $6.03K
|
889
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11- 2.39% |
$5.45K - $6.03K
|
450
$267K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-11- 0.54% |
$5.45K - $6.03K
|
2.04K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-11- 0.28% |
$5.45K - $6.03K
|
3.92K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 0.17% |
$5.45K - $6.03K
|
6.38K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-11- 1.51% |
$5.45K - $6.03K
|
719
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-11- 1.35% |
$5.45K - $6.03K
|
806
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-11- 0.1% |
$5.45K - $6.03K
|
11.2K
$6.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-12- 2.44% |
$5.94K - $6.58K
|
479
$285K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 1.05% |
$5.94K - $6.58K
|
1.13K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12- 0.13% |
$5.94K - $6.58K
|
9.05K
$5.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-13- 1.04% |
$6.44K - $7.13K
|
1.24K
$735K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-13- 2.24% |
$6.44K - $7.13K
|
567
$337K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.49% |
$6.44K - $7.13K
|
2.65K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-13- 0.84% |
$6.44K - $7.13K
|
1.54K
$915K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 1.59% |
$6.44K - $7.13K
|
805
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-13- 0.89% |
$6.44K - $7.13K
|
1.45K
$864K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.64% |
$6.93K - $7.68K
|
2.17K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-14- 0.46% |
$6.93K - $7.68K
|
3.04K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 0.4% |
$6.93K - $7.68K
|
3.5K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-14- 16.87% |
$6.93K - $7.68K
|
69
$41K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 1.91% |
$6.93K - $7.68K
|
718
$427K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-14- 0.92% |
$6.93K - $7.68K
|
1.5K
$893K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.32% |
$7.43K - $8.23K
|
4.75K
$2.82M
|