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 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 2.03% |
$76.7K - $85K
|
7.46K
$4.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-155- 0.82% |
$76.7K - $85K
|
18.7K
$10.4M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-157- 1.45% |
$77.7K - $86.1K
|
10.7K
$5.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-157- 0.48% |
$77.7K - $86.1K
|
32.3K
$18M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-158- 2.34% |
$78.2K - $86.7K
|
6.59K
$3.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-159- 1.02% |
$78.7K - $87.2K
|
15.5K
$8.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-159- 2.08% |
$78.7K - $87.2K
|
7.48K
$4.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-160- 1.1% |
$79.2K - $87.8K
|
14.4K
$8.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-160- 3.76% |
$79.2K - $87.8K
|
4.09K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-162- 1.94% |
$80.2K - $88.9K
|
8.19K
$4.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-162- 0.49% |
$80.2K - $88.9K
|
32.7K
$18.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-163- 1.21% |
$80.7K - $89.4K
|
13.4K
$7.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-163- 7.58% |
$80.7K - $89.4K
|
1.99K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-164- 3.43% |
$81.2K - $90K
|
4.61K
$2.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-165- 5.44% |
$81.7K - $90.5K
|
2.87K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-165- 2.22% |
$81.7K - $90.5K
|
7.27K
$4.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 1.61% |
$82.2K - $91K
|
10.2K
$5.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-169- 3.07% |
$83.7K - $92.7K
|
5.34K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-170- 2.62% |
$84.2K - $93.2K
|
6.33K
$3.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-171- 18.25% |
$84.7K - $93.8K
|
766
$428K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-171- 1.39% |
$84.7K - $93.8K
|
12.1K
$6.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-172- 0.02% |
$85.2K - $94.3K
|
822K
$460M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-172- 0.57% |
$85.2K - $94.3K
|
29.9K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-172- 5.53% |
$85.2K - $94.3K
|
2.94K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-173- 2.68% |
$85.7K - $94.9K
|
6.29K
$3.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-175- 5.34% |
$86.7K - $96K
|
3.1K
$1.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-175- 0.5% |
$86.7K - $96K
|
34.5K
$19.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-176- 0.41% |
$87.1K - $96.5K
|
42.6K
$23.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-176- 4.83% |
$87.1K - $96.5K
|
3.47K
$1.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-176- 0.66% |
$87.1K - $96.5K
|
26.3K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-176- 5.0% |
$87.1K - $96.5K
|
3.35K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-177- 12.94% |
$87.6K - $97.1K
|
1.19K
$666K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-178- 8.31% |
$88.1K - $97.6K
|
1.96K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-178- 0.06% |
$88.1K - $97.6K
|
297K
$166M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-179- 2.01% |
$88.6K - $98.2K
|
8.72K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-179- 2.57% |
$88.6K - $98.2K
|
6.8K
$3.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-180- 22.0% |
$89.1K - $98.7K
|
638
$357K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-181- 2.17% |
$89.6K - $99.3K
|
8.16K
$4.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-181- 3.76% |
$89.6K - $99.3K
|
4.64K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-183- 5.05% |
$90.6K - $100K
|
3.44K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-183- 8.71% |
$90.6K - $100K
|
1.92K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-184- 5.73% |
$91.1K - $101K
|
3.03K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-184- 9.88% |
$91.1K - $101K
|
1.68K
$939K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-184- 5.64% |
$91.1K - $101K
|
3.08K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-185- 1.03% |
$91.6K - $101K
|
17.8K
$9.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-185- 3.94% |
$91.6K - $101K
|
4.51K
$2.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-186- 1.9% |
$92.1K - $102K
|
9.63K
$5.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-190- 3.11% |
$94.1K - $104K
|
5.92K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-190- 2.73% |
$94.1K - $104K
|
6.76K
$3.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-190- 2.29% |
$94.1K - $104K
|
8.09K
$4.53M
|