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 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-99- 0.33% |
$49K - $54.3K
|
30.3K
$18M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-99- 0.2% |
$49K - $54.3K
|
48.4K
$28.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-99- 2.88% |
$49K - $54.3K
|
3.34K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-99- 16.45% |
$49K - $54.3K
|
503
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 8.12% |
$49.5K - $54.8K
|
1.13K
$672K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 4.14% |
$49.5K - $54.8K
|
2.32K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 1.38% |
$49.5K - $54.8K
|
7.14K
$4.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 6.06% |
$49.5K - $54.8K
|
1.55K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-100- 6.66% |
$49.5K - $54.8K
|
1.4K
$833K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-101- 1.33% |
$50K - $55.4K
|
7.49K
$4.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-102- 7.97% |
$50.5K - $55.9K
|
1.18K
$700K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-102- 9.35% |
$50.5K - $55.9K
|
989
$588K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-102- 0.32% |
$50.5K - $55.9K
|
31.3K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-102- 8.06% |
$50.5K - $55.9K
|
1.16K
$691K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-103- 6.76% |
$51K - $56.5K
|
1.42K
$844K
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-103- 13.19% |
$51K - $56.5K
|
678
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-104- 0.99% |
$51.5K - $57K
|
10.4K
$6.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-105- 16.33% |
$52K - $57.6K
|
538
$320K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-105- 4.28% |
$52K - $57.6K
|
2.35K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-105- 2.47% |
$52K - $57.6K
|
4.14K
$2.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-105- 6.41% |
$52K - $57.6K
|
1.53K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-105- 9.08% |
$52K - $57.6K
|
1.05K
$625K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106- 15.01% |
$52.5K - $58.1K
|
600
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-107- 10.08% |
$53K - $58.7K
|
954
$567K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-107- 4.3% |
$53K - $58.7K
|
2.38K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-108- 0.55% |
$53.5K - $59.2K
|
19.7K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-108- 1.52% |
$53.5K - $59.2K
|
6.99K
$4.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-108- 3.34% |
$53.5K - $59.2K
|
3.12K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-108- 15.34% |
$53.5K - $59.2K
|
596
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-109- 4.8% |
$54K - $59.8K
|
2.16K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-110- 1.78% |
$54.5K - $60.3K
|
6.09K
$3.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-110- 0.65% |
$54.5K - $60.3K
|
16.9K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-111- 0.98% |
$55K - $60.9K
|
11.2K
$6.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-112- 2.24% |
$55.5K - $61.4K
|
4.89K
$2.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-112- 4.01% |
$55.5K - $61.4K
|
2.68K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 11.45% |
$55.5K - $61.4K
|
866
$515K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-113- 0.87% |
$56K - $62K
|
12.9K
$7.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-113- 3.24% |
$56K - $62K
|
3.38K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 23.89% |
$56K - $62K
|
360
$214K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-113- 0.94% |
$56K - $62K
|
11.9K
$7.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-114- 3.37% |
$56.4K - $62.5K
|
3.27K
$1.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-114- 0.41% |
$56.4K - $62.5K
|
27.7K
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-114- 1.29% |
$56.4K - $62.5K
|
8.7K
$5.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-115- 4.85% |
$56.9K - $63.1K
|
2.26K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-116- 1.03% |
$57.4K - $63.6K
|
11.2K
$6.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-117- 9.17% |
$57.9K - $64.2K
|
1.16K
$689K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-117- 27.27% |
$57.9K - $64.2K
|
312
$185K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-118- 22.22% |
$58.4K - $64.7K
|
413
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-118- 1.18% |
$58.4K - $64.7K
|
9.91K
$5.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-118- 9.63% |
$58.4K - $64.7K
|
1.11K
$658K
|