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 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-26- 1.01% |
$12.9K - $14.3K
|
2.56K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 1.0% |
$12.9K - $14.3K
|
2.56K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-26- 3.61% |
$12.9K - $14.3K
|
695
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-27- 0.56% |
$13.4K - $14.8K
|
4.77K
$2.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27- 0.46% |
$13.4K - $14.8K
|
5.79K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 1.26% |
$13.4K - $14.8K
|
2.12K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-27- 2.38% |
$13.4K - $14.8K
|
1.11K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-27- 0.6% |
$13.4K - $14.8K
|
4.44K
$2.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-28- 0.24% |
$13.9K - $15.4K
|
11.6K
$6.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.89% |
$13.9K - $15.4K
|
1.46K
$851K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-29- 0.99% |
$14.4K - $15.9K
|
2.9K
$1.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-29- 0.66% |
$14.4K - $15.9K
|
4.38K
$2.56M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-30- 1.43% |
$14.9K - $16.5K
|
2.07K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-30- 4.23% |
$14.9K - $16.5K
|
680
$398K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-30- 0.45% |
$14.9K - $16.5K
|
6.62K
$3.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-30- 3.29% |
$14.9K - $16.5K
|
881
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-30- 1.26% |
$14.9K - $16.5K
|
2.35K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30- 0.82% |
$14.9K - $16.5K
|
3.61K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.0% |
$14.9K - $16.5K
|
2.96K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-31- 0.67% |
$15.3K - $17K
|
4.62K
$2.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-31- 0.46% |
$15.3K - $17K
|
6.74K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-31- 0.09% |
$15.3K - $17K
|
35.6K
$20.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-32- 1.22% |
$15.8K - $17.6K
|
2.59K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-32- 2.14% |
$15.8K - $17.6K
|
1.47K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-32- 0.28% |
$15.8K - $17.6K
|
11.4K
$6.69M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 0.63% |
$16.3K - $18.1K
|
5.21K
$3.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-33- 1.77% |
$16.3K - $18.1K
|
1.83K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-33- 3.51% |
$16.3K - $18.1K
|
907
$530K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-34- 0.25% |
$16.8K - $18.6K
|
13.8K
$8.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-34- 2.96% |
$16.8K - $18.6K
|
1.12K
$652K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.83% |
$16.8K - $18.6K
|
4.08K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-34- 0.34% |
$16.8K - $18.6K
|
10.1K
$5.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-34- 6.67% |
$16.8K - $18.6K
|
476
$278K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-34- 0.51% |
$16.8K - $18.6K
|
6.65K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-34- 0.33% |
$16.8K - $18.6K
|
10.4K
$6.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-35- 0.52% |
$17.3K - $19.2K
|
6.68K
$3.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-35- 1.56% |
$17.3K - $19.2K
|
2.21K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-35- 0.51% |
$17.3K - $19.2K
|
6.81K
$3.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35- 0.55% |
$17.3K - $19.2K
|
6.28K
$3.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-36- 0.97% |
$17.8K - $19.7K
|
3.67K
$2.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-36- 2.23% |
$17.8K - $19.7K
|
1.58K
$921K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-36- 0.08% |
$17.8K - $19.7K
|
43.1K
$25.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-36- 1.97% |
$17.8K - $19.7K
|
1.79K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-36- 0.3% |
$17.8K - $19.7K
|
12.1K
$7.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-37- 4.66% |
$18.3K - $20.3K
|
757
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 0.38% |
$18.3K - $20.3K
|
9.74K
$5.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-37- 0.25% |
$18.3K - $20.3K
|
14.6K
$8.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-37- 2.28% |
$18.3K - $20.3K
|
1.59K
$928K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-37- 1.39% |
$18.3K - $20.3K
|
2.63K
$1.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-38- 1.37% |
$18.8K - $20.8K
|
2.74K
$1.6M
|