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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-58- 2.34% |
$28.7K - $31.8K
|
2.43K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-59- 4.81% |
$29.2K - $32.4K
|
1.17K
$615K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-59- 0.32% |
$29.2K - $32.4K
|
18.7K
$9.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
SELL
|
- |
-59- 0.6% |
$29.2K - $32.4K
|
9.8K
$5.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-60- 0.47% |
$29.7K - $32.9K
|
12.6K
$6.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-60- 0.87% |
$29.7K - $32.9K
|
6.84K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-60- 6.74% |
$29.7K - $32.9K
|
830
$437K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-61- 5.59% |
$30.2K - $33.5K
|
1.03K
$543K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-61- 1.05% |
$30.2K - $33.5K
|
5.74K
$3.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-62- 4.92% |
$30.7K - $34K
|
1.2K
$631K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-63- 1.87% |
$31.2K - $34.6K
|
3.3K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-63- 2.99% |
$31.2K - $34.6K
|
2.04K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-63- 4.59% |
$31.2K - $34.6K
|
1.31K
$689K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-65- 4.98% |
$32.2K - $35.7K
|
1.24K
$652K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-65- 5.13% |
$32.2K - $35.7K
|
1.2K
$632K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-65- 1.55% |
$32.2K - $35.7K
|
4.13K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-65- 1.65% |
$32.2K - $35.7K
|
3.87K
$2.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-66- 0.28% |
$32.7K - $36.2K
|
23.3K
$12.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-67- 0.94% |
$33.2K - $36.7K
|
7.04K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-68- 0.45% |
$33.7K - $37.3K
|
14.9K
$7.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-70- 7.28% |
$34.7K - $38.4K
|
892
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-70- 9.31% |
$34.7K - $38.4K
|
682
$359K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-70- 9.68% |
$34.7K - $38.4K
|
653
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-70- 1.85% |
$34.7K - $38.4K
|
3.72K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-71- 0.41% |
$35.2K - $38.9K
|
17.3K
$9.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-71- 0.36% |
$35.2K - $38.9K
|
19.4K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-72- 8.56% |
$35.7K - $39.5K
|
769
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-72- 6.14% |
$35.7K - $39.5K
|
1.1K
$580K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-72- 1.53% |
$35.7K - $39.5K
|
4.62K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-72- 38.5% |
$35.7K - $39.5K
|
115
$60.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-72- 2.93% |
$35.7K - $39.5K
|
2.38K
$1.25M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-72- 9.8% |
$35.7K - $39.5K
|
663
$349K
|
|
|
Mar 25, 2025
Q2 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-72- 10.37% |
$35.7K - $39.5K
|
622
$327K
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-73- 0.74% |
$36.1K - $40K
|
9.74K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-73- 7.6% |
$36.1K - $40K
|
888
$467K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-74- 3.85% |
$36.6K - $40.6K
|
1.85K
$973K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 14.37% |
$36.6K - $40.6K
|
441
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-74- 0.56% |
$36.6K - $40.6K
|
13K
$6.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-75- 0.48% |
$37.1K - $41.1K
|
15.6K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-75- 0.07% |
$37.1K - $41.1K
|
111K
$58.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-75- 6.86% |
$37.1K - $41.1K
|
1.02K
$536K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76- 0.14% |
$37.6K - $41.7K
|
54.3K
$28.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-76- 4.57% |
$37.6K - $41.7K
|
1.59K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-76- 8.18% |
$37.6K - $41.7K
|
853
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-77- 0.55% |
$38.1K - $42.2K
|
13.9K
$7.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-77- 2.53% |
$38.1K - $42.2K
|
2.96K
$1.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-77- 0.12% |
$38.1K - $42.2K
|
63.3K
$33.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-78- 2.03% |
$38.6K - $42.8K
|
3.77K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 14.08% |
$39.6K - $43.9K
|
488
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-80- 0.58% |
$39.6K - $43.9K
|
13.8K
$7.26M
|