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 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-15- 1.89% |
$7.43K - $8.23K
|
777
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.28% |
$7.43K - $8.23K
|
5.43K
$2.86M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-15- 2.05% |
$7.43K - $8.23K
|
717
$377K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16- 0.12% |
$7.92K - $8.78K
|
13K
$6.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16- 0.05% |
$7.92K - $8.78K
|
31.8K
$16.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-16- 0.67% |
$7.92K - $8.78K
|
2.36K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.39% |
$7.92K - $8.78K
|
4.1K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-16- 1.55% |
$7.92K - $8.78K
|
1.02K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-16- 1.02% |
$7.92K - $8.78K
|
1.56K
$821K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-17- 0.21% |
$8.42K - $9.32K
|
8.02K
$4.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-17- 0.86% |
$8.42K - $9.32K
|
1.97K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.88% |
$8.42K - $9.32K
|
1.93K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.77% |
$8.42K - $9.32K
|
2.2K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-17- 0.39% |
$8.42K - $9.32K
|
4.34K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.52% |
$8.91K - $9.87K
|
1.16K
$613K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 1.0% |
$8.91K - $9.87K
|
1.78K
$935K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-18- 3.6% |
$8.91K - $9.87K
|
482
$254K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-18- 3.34% |
$8.91K - $9.87K
|
521
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-18- 0.13% |
$8.91K - $9.87K
|
13.6K
$7.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-18- 0.08% |
$8.91K - $9.87K
|
23.7K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-18- 2.71% |
$8.91K - $9.87K
|
646
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 2.2% |
$8.91K - $9.87K
|
799
$421K
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-18- 1.57% |
$8.91K - $9.87K
|
1.13K
$593K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 2.88% |
$9.41K - $10.4K
|
640
$337K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-19- 0.32% |
$9.41K - $10.4K
|
5.93K
$3.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-19- 0.66% |
$9.41K - $10.4K
|
2.84K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-19- 0.38% |
$9.41K - $10.4K
|
4.99K
$2.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 3.05% |
$9.41K - $10.4K
|
604
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-19- 0.33% |
$9.41K - $10.4K
|
5.7K
$3M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 1.02% |
$9.41K - $10.4K
|
1.85K
$972K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-19- 1.94% |
$9.41K - $10.4K
|
961
$506K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-19- 19.0% |
$9.41K - $10.4K
|
81
$42.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-20- 1.4% |
$9.9K - $11K
|
1.41K
$743K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 0.5% |
$9.9K - $11K
|
3.94K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.9% |
$9.9K - $11K
|
2.21K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-20- 1.48% |
$9.9K - $11K
|
1.33K
$700K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 1.68% |
$9.9K - $11K
|
1.17K
$615K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 1.29% |
$9.9K - $11K
|
1.53K
$804K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-20- 0.63% |
$9.9K - $11K
|
3.16K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-20- 5.14% |
$9.9K - $11K
|
369
$194K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.35% |
$9.9K - $11K
|
5.68K
$2.99M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-21- 3.58% |
$10.4K - $11.5K
|
566
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21- 0.2% |
$10.4K - $11.5K
|
10.4K
$5.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-21- 1.04% |
$10.4K - $11.5K
|
2K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$10.4K - $11.5K
|
7.76K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 0.21% |
$10.4K - $11.5K
|
10.1K
$5.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-21- 1.75% |
$10.4K - $11.5K
|
1.18K
$622K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-21- 0.94% |
$10.4K - $11.5K
|
2.22K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-22- 0.8% |
$10.9K - $12.1K
|
2.73K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-22- 7.53% |
$10.9K - $12.1K
|
270
$142K
|