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 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-15- 0.49% |
$7.43K - $8.23K
|
3.06K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.96% |
$7.43K - $8.23K
|
1.55K
$922K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.65% |
$7.43K - $8.23K
|
2.28K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.41% |
$7.43K - $8.23K
|
3.6K
$2.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-15- 0.61% |
$7.43K - $8.23K
|
2.46K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-15- 2.8% |
$7.43K - $8.23K
|
521
$310K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15- 0.29% |
$7.43K - $8.23K
|
5.09K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.25% |
$7.43K - $8.23K
|
5.92K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-15- 1.89% |
$7.43K - $8.23K
|
777
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.28% |
$7.43K - $8.23K
|
5.43K
$3.23M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-15- 2.05% |
$7.43K - $8.23K
|
717
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16- 0.12% |
$7.92K - $8.78K
|
13K
$7.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16- 0.05% |
$7.92K - $8.78K
|
31.8K
$18.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-16- 0.67% |
$7.92K - $8.78K
|
2.36K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.39% |
$7.92K - $8.78K
|
4.1K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-16- 1.55% |
$7.92K - $8.78K
|
1.02K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-16- 1.02% |
$7.92K - $8.78K
|
1.56K
$926K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-17- 0.21% |
$8.42K - $9.32K
|
8.02K
$4.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-17- 0.86% |
$8.42K - $9.32K
|
1.97K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.88% |
$8.42K - $9.32K
|
1.93K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.77% |
$8.42K - $9.32K
|
2.2K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-17- 0.39% |
$8.42K - $9.32K
|
4.34K
$2.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.52% |
$8.91K - $9.87K
|
1.16K
$692K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 1.0% |
$8.91K - $9.87K
|
1.78K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-18- 3.6% |
$8.91K - $9.87K
|
482
$286K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-18- 3.34% |
$8.91K - $9.87K
|
521
$310K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-18- 0.13% |
$8.91K - $9.87K
|
13.6K
$8.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-18- 0.08% |
$8.91K - $9.87K
|
23.7K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-18- 2.71% |
$8.91K - $9.87K
|
646
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 2.2% |
$8.91K - $9.87K
|
799
$475K
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-18- 1.57% |
$8.91K - $9.87K
|
1.13K
$670K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 2.88% |
$9.41K - $10.4K
|
640
$380K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-19- 0.32% |
$9.41K - $10.4K
|
5.93K
$3.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-19- 0.66% |
$9.41K - $10.4K
|
2.84K
$1.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-19- 0.38% |
$9.41K - $10.4K
|
4.99K
$2.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 3.05% |
$9.41K - $10.4K
|
604
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-19- 0.33% |
$9.41K - $10.4K
|
5.7K
$3.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 1.02% |
$9.41K - $10.4K
|
1.85K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-19- 1.94% |
$9.41K - $10.4K
|
961
$571K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-19- 19.0% |
$9.41K - $10.4K
|
81
$48.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-20- 1.4% |
$9.9K - $11K
|
1.41K
$839K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 0.5% |
$9.9K - $11K
|
3.94K
$2.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.9% |
$9.9K - $11K
|
2.21K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-20- 1.48% |
$9.9K - $11K
|
1.33K
$790K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 1.68% |
$9.9K - $11K
|
1.17K
$695K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 1.29% |
$9.9K - $11K
|
1.53K
$907K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-20- 0.63% |
$9.9K - $11K
|
3.16K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-20- 5.14% |
$9.9K - $11K
|
369
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.35% |
$9.9K - $11K
|
5.68K
$3.37M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-21- 3.58% |
$10.4K - $11.5K
|
566
$336K
|