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 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-120- 5.37% |
$59.4K - $65.8K
|
2.12K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-120- 1.63% |
$59.4K - $65.8K
|
7.26K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-120- 1.48% |
$59.4K - $65.8K
|
8.01K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-120- 2.71% |
$59.4K - $65.8K
|
4.32K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-121- 13.38% |
$59.9K - $66.4K
|
783
$465K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-122- 2.32% |
$60.4K - $66.9K
|
5.13K
$3.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-123- 2.42% |
$60.9K - $67.5K
|
4.97K
$2.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-124- 3.71% |
$61.4K - $68K
|
3.22K
$1.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-124- 1.96% |
$61.4K - $68K
|
6.21K
$3.69M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-124- 0.81% |
$61.4K - $68K
|
15.2K
$9.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-125- 12.94% |
$61.9K - $68.6K
|
841
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-126- 8.58% |
$62.4K - $69.1K
|
1.34K
$798K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-127- 3.43% |
$62.9K - $69.7K
|
3.58K
$2.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-128- 6.86% |
$63.4K - $70.2K
|
1.74K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-129- 1.41% |
$63.9K - $70.8K
|
8.99K
$5.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-129- 1.43% |
$63.9K - $70.8K
|
8.92K
$5.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-129- 1.61% |
$63.9K - $70.8K
|
7.91K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-129- 6.47% |
$63.9K - $70.8K
|
1.87K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-130- 2.31% |
$64.4K - $71.3K
|
5.49K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-130- 0.34% |
$64.4K - $71.3K
|
37.6K
$22.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-131- 2.9% |
$64.9K - $71.9K
|
4.39K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-132- 7.46% |
$65.4K - $72.4K
|
1.64K
$973K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-133- 5.12% |
$65.9K - $72.9K
|
2.47K
$1.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-134- 1.92% |
$66.4K - $73.5K
|
6.85K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-134- 1.57% |
$66.4K - $73.5K
|
8.42K
$5M
|
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-134- 2.25% |
$66.4K - $73.5K
|
5.82K
$3.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-135- 0.92% |
$66.8K - $74K
|
14.5K
$8.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-136- 0.46% |
$67.3K - $74.6K
|
29.5K
$17.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-137- 11.51% |
$67.8K - $75.1K
|
1.05K
$626K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-137- 5.84% |
$67.8K - $75.1K
|
2.21K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-138- 9.7% |
$68.3K - $75.7K
|
1.29K
$764K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-140- 1.33% |
$69.3K - $76.8K
|
10.4K
$6.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-140- 2.28% |
$69.3K - $76.8K
|
5.99K
$3.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-140- 8.57% |
$69.3K - $76.8K
|
1.49K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-140- 9.69% |
$69.3K - $76.8K
|
1.31K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-140- 4.07% |
$69.3K - $76.8K
|
3.3K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-141- 4.11% |
$69.8K - $77.3K
|
3.29K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-142- 0.53% |
$70.3K - $77.9K
|
26.6K
$15.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-143- 0.32% |
$70.8K - $78.4K
|
44.3K
$26.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-143- 1.69% |
$70.8K - $78.4K
|
8.31K
$4.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-144- 0.86% |
$71.3K - $79K
|
16.6K
$9.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-144- 0.74% |
$71.3K - $79K
|
19.3K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-144- 0.96% |
$71.3K - $79K
|
14.8K
$8.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-144- 0.64% |
$71.3K - $79K
|
22.5K
$13.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-145- 2.18% |
$71.8K - $79.5K
|
6.52K
$3.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-146- 2.52% |
$72.3K - $80.1K
|
5.66K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-147- 25.97% |
$72.8K - $80.6K
|
419
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 18.73% |
$73.3K - $81.2K
|
642
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-149- 28.49% |
$73.8K - $81.7K
|
374
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-149- 4.63% |
$73.8K - $81.7K
|
3.07K
$1.82M
|