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 |
|---|---|---|---|---|---|---|---|
|
Mar 25, 2025
Q2 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-72- 10.37% |
$35.7K - $39.5K
|
622
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-73- 0.74% |
$36.1K - $40K
|
9.74K
$6.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-73- 7.6% |
$36.1K - $40K
|
888
$596K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-74- 3.85% |
$36.6K - $40.6K
|
1.85K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 14.37% |
$36.6K - $40.6K
|
441
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-74- 0.56% |
$36.6K - $40.6K
|
13K
$8.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-75- 0.48% |
$37.1K - $41.1K
|
15.6K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-75- 0.07% |
$37.1K - $41.1K
|
111K
$74.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-75- 6.86% |
$37.1K - $41.1K
|
1.02K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76- 0.14% |
$37.6K - $41.7K
|
54.3K
$36.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-76- 4.57% |
$37.6K - $41.7K
|
1.59K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-76- 8.18% |
$37.6K - $41.7K
|
853
$573K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-77- 0.55% |
$38.1K - $42.2K
|
13.9K
$9.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-77- 2.53% |
$38.1K - $42.2K
|
2.96K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-77- 0.12% |
$38.1K - $42.2K
|
63.3K
$42.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-78- 2.03% |
$38.6K - $42.8K
|
3.77K
$2.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 14.08% |
$39.6K - $43.9K
|
488
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-80- 0.58% |
$39.6K - $43.9K
|
13.8K
$9.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-80- 2.55% |
$39.6K - $43.9K
|
3.06K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-81- 1.48% |
$40.1K - $44.4K
|
5.38K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-82- 4.9% |
$40.6K - $45K
|
1.59K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-82- 6.22% |
$40.6K - $45K
|
1.24K
$830K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-82- 4.51% |
$40.6K - $45K
|
1.74K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-82- 0.67% |
$40.6K - $45K
|
12.2K
$8.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-84- 1.53% |
$41.6K - $46.1K
|
5.41K
$3.63M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-85- 6.89% |
$42.1K - $46.6K
|
1.15K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-85- 0.48% |
$42.1K - $46.6K
|
17.7K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-85- 1.71% |
$42.1K - $46.6K
|
4.88K
$3.28M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-86- 12.29% |
$42.6K - $47.2K
|
614
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-87- 2.52% |
$43.1K - $47.7K
|
3.36K
$2.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-87- 7.75% |
$43.1K - $47.7K
|
1.04K
$695K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-87- 1.62% |
$43.1K - $47.7K
|
5.29K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-90- 0.9% |
$44.6K - $49.4K
|
9.95K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-90- 0.73% |
$44.6K - $49.4K
|
12.2K
$8.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-91- 1.03% |
$45.1K - $49.9K
|
8.73K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-91- 1.55% |
$45.1K - $49.9K
|
5.78K
$3.88M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-92- 9.39% |
$45.6K - $50.5K
|
888
$596K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-92- 0.2% |
$45.6K - $50.5K
|
45.5K
$30.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-92- 0.33% |
$45.6K - $50.5K
|
27.6K
$18.5M
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-92- 0.33% |
$45.6K - $50.5K
|
27.6K
$18.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 0.22% |
$46K - $51K
|
41.7K
$28M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-93- 4.12% |
$46K - $51K
|
2.16K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-93- 4.19% |
$46K - $51K
|
2.13K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-93- 0.23% |
$46K - $51K
|
40.6K
$27.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-94- 10.23% |
$46.5K - $51.6K
|
825
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-94- 2.95% |
$46.5K - $51.6K
|
3.09K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-95- 1.82% |
$47K - $52.1K
|
5.12K
$3.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-95- 3.48% |
$47K - $52.1K
|
2.63K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-96- 0.68% |
$47.5K - $52.7K
|
14.1K
$9.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.52% |
$47.5K - $52.7K
|
6.24K
$4.19M
|