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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-124- 0.81% |
$61.4K - $68K
|
15.2K
$8.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-125- 12.94% |
$61.9K - $68.6K
|
841
$443K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-126- 8.58% |
$62.4K - $69.1K
|
1.34K
$707K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-127- 3.43% |
$62.9K - $69.7K
|
3.58K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-128- 6.86% |
$63.4K - $70.2K
|
1.74K
$914K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-129- 1.41% |
$63.9K - $70.8K
|
8.99K
$4.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-129- 1.43% |
$63.9K - $70.8K
|
8.92K
$4.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-129- 1.61% |
$63.9K - $70.8K
|
7.91K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-129- 6.47% |
$63.9K - $70.8K
|
1.87K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-130- 2.31% |
$64.4K - $71.3K
|
5.49K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-130- 0.34% |
$64.4K - $71.3K
|
37.6K
$19.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-131- 2.9% |
$64.9K - $71.9K
|
4.39K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-132- 7.46% |
$65.4K - $72.4K
|
1.64K
$862K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-133- 5.12% |
$65.9K - $72.9K
|
2.47K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-134- 1.92% |
$66.4K - $73.5K
|
6.85K
$3.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-134- 1.57% |
$66.4K - $73.5K
|
8.42K
$4.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-134- 2.25% |
$66.4K - $73.5K
|
5.82K
$3.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-135- 0.92% |
$66.8K - $74K
|
14.5K
$7.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-136- 0.46% |
$67.3K - $74.6K
|
29.5K
$15.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-137- 11.51% |
$67.8K - $75.1K
|
1.05K
$554K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-137- 5.84% |
$67.8K - $75.1K
|
2.21K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-138- 9.7% |
$68.3K - $75.7K
|
1.29K
$676K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-140- 1.33% |
$69.3K - $76.8K
|
10.4K
$5.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-140- 2.28% |
$69.3K - $76.8K
|
5.99K
$3.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-140- 8.57% |
$69.3K - $76.8K
|
1.49K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-140- 9.69% |
$69.3K - $76.8K
|
1.31K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-140- 4.07% |
$69.3K - $76.8K
|
3.3K
$1.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-141- 4.11% |
$69.8K - $77.3K
|
3.29K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-142- 0.53% |
$70.3K - $77.9K
|
26.6K
$14M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-143- 0.32% |
$70.8K - $78.4K
|
44.3K
$23.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-143- 1.69% |
$70.8K - $78.4K
|
8.31K
$4.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-144- 0.86% |
$71.3K - $79K
|
16.6K
$8.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-144- 0.74% |
$71.3K - $79K
|
19.3K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-144- 0.96% |
$71.3K - $79K
|
14.8K
$7.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-144- 0.64% |
$71.3K - $79K
|
22.5K
$11.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-145- 2.18% |
$71.8K - $79.5K
|
6.52K
$3.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-146- 2.52% |
$72.3K - $80.1K
|
5.66K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-147- 25.97% |
$72.8K - $80.6K
|
419
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 18.73% |
$73.3K - $81.2K
|
642
$338K
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-149- 28.49% |
$73.8K - $81.7K
|
374
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-149- 4.63% |
$73.8K - $81.7K
|
3.07K
$1.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-150- 6.98% |
$74.3K - $82.3K
|
2K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-150- 10.53% |
$74.3K - $82.3K
|
1.28K
$671K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-150- 3.18% |
$74.3K - $82.3K
|
4.57K
$2.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-151- 1.05% |
$74.8K - $82.8K
|
14.3K
$7.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-151- 0.19% |
$74.8K - $82.8K
|
77.6K
$40.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-152- 3.38% |
$75.3K - $83.4K
|
4.35K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-152- 0.75% |
$75.3K - $83.4K
|
20.1K
$10.6M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-153- 6.91% |
$75.8K - $83.9K
|
2.06K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-153- 3.42% |
$75.8K - $83.9K
|
4.32K
$2.27M
|