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 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-32- 1.22% |
$15.8K - $17.6K
|
2.59K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-32- 2.14% |
$15.8K - $17.6K
|
1.47K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-32- 0.28% |
$15.8K - $17.6K
|
11.4K
$6.8M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 0.63% |
$16.3K - $18.1K
|
5.21K
$3.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-33- 1.77% |
$16.3K - $18.1K
|
1.83K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-33- 3.51% |
$16.3K - $18.1K
|
907
$539K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-34- 0.25% |
$16.8K - $18.6K
|
13.8K
$8.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-34- 2.96% |
$16.8K - $18.6K
|
1.12K
$663K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.83% |
$16.8K - $18.6K
|
4.08K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-34- 0.34% |
$16.8K - $18.6K
|
10.1K
$5.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-34- 6.67% |
$16.8K - $18.6K
|
476
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-34- 0.51% |
$16.8K - $18.6K
|
6.65K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-34- 0.33% |
$16.8K - $18.6K
|
10.4K
$6.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-35- 0.52% |
$17.3K - $19.2K
|
6.68K
$3.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-35- 1.56% |
$17.3K - $19.2K
|
2.21K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-35- 0.51% |
$17.3K - $19.2K
|
6.81K
$4.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35- 0.55% |
$17.3K - $19.2K
|
6.28K
$3.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-36- 0.97% |
$17.8K - $19.7K
|
3.67K
$2.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-36- 2.23% |
$17.8K - $19.7K
|
1.58K
$937K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-36- 0.08% |
$17.8K - $19.7K
|
43.1K
$25.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-36- 1.97% |
$17.8K - $19.7K
|
1.79K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-36- 0.3% |
$17.8K - $19.7K
|
12.1K
$7.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-37- 4.66% |
$18.3K - $20.3K
|
757
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 0.38% |
$18.3K - $20.3K
|
9.74K
$5.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-37- 0.25% |
$18.3K - $20.3K
|
14.6K
$8.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-37- 2.28% |
$18.3K - $20.3K
|
1.59K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-37- 1.39% |
$18.3K - $20.3K
|
2.63K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-38- 1.37% |
$18.8K - $20.8K
|
2.74K
$1.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-38- 0.59% |
$18.8K - $20.8K
|
6.43K
$3.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-38- 0.72% |
$18.8K - $20.8K
|
5.22K
$3.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-38- 1.36% |
$18.8K - $20.8K
|
2.75K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-38- 1.2% |
$18.8K - $20.8K
|
3.14K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-39- 4.69% |
$19.3K - $21.4K
|
793
$471K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-39- 62.9% |
$19.3K - $21.4K
|
23
$13.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40- 50.63% |
$19.8K - $21.9K
|
39
$23.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-40- 1.0% |
$19.8K - $21.9K
|
3.95K
$2.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-40- 0.16% |
$19.8K - $21.9K
|
25.5K
$15.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-40- 0.56% |
$19.8K - $21.9K
|
7.1K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-40- 0.64% |
$19.8K - $21.9K
|
6.16K
$3.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-40- 0.47% |
$19.8K - $21.9K
|
8.42K
$5.01M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-41- 1.01% |
$20.3K - $22.5K
|
4.01K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-41- 0.45% |
$20.3K - $22.5K
|
9.13K
$5.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-41- 6.71% |
$20.3K - $22.5K
|
570
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 2.07% |
$20.3K - $22.5K
|
1.94K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 1.13% |
$20.8K - $23K
|
3.66K
$2.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-42- 0.87% |
$20.8K - $23K
|
4.81K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-42- 1.57% |
$20.8K - $23K
|
2.64K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 1.28% |
$20.8K - $23K
|
3.24K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-43- 0.51% |
$21.3K - $23.6K
|
8.46K
$5.03M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-43- 3.54% |
$21.3K - $23.6K
|
1.17K
$695K
|