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 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-150- 6.98% |
$74.3K - $82.3K
|
2K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-150- 10.53% |
$74.3K - $82.3K
|
1.28K
$758K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-150- 3.18% |
$74.3K - $82.3K
|
4.57K
$2.71M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-151- 1.05% |
$74.8K - $82.8K
|
14.3K
$8.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-151- 0.19% |
$74.8K - $82.8K
|
77.6K
$46.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-152- 3.38% |
$75.3K - $83.4K
|
4.35K
$2.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-152- 0.75% |
$75.3K - $83.4K
|
20.1K
$11.9M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-153- 6.91% |
$75.8K - $83.9K
|
2.06K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-153- 3.42% |
$75.8K - $83.9K
|
4.32K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-154- 4.33% |
$76.3K - $84.5K
|
3.4K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 2.03% |
$76.7K - $85K
|
7.46K
$4.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-155- 0.82% |
$76.7K - $85K
|
18.7K
$11.1M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-157- 1.45% |
$77.7K - $86.1K
|
10.7K
$6.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-157- 0.48% |
$77.7K - $86.1K
|
32.3K
$19.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-158- 2.34% |
$78.2K - $86.7K
|
6.59K
$3.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-159- 1.02% |
$78.7K - $87.2K
|
15.5K
$9.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-159- 2.08% |
$78.7K - $87.2K
|
7.48K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-160- 1.1% |
$79.2K - $87.8K
|
14.4K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-160- 3.76% |
$79.2K - $87.8K
|
4.09K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-162- 1.94% |
$80.2K - $88.9K
|
8.19K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-162- 0.49% |
$80.2K - $88.9K
|
32.7K
$19.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-163- 1.21% |
$80.7K - $89.4K
|
13.4K
$7.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-163- 7.58% |
$80.7K - $89.4K
|
1.99K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-164- 3.43% |
$81.2K - $90K
|
4.61K
$2.74M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-165- 5.44% |
$81.7K - $90.5K
|
2.87K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-165- 2.22% |
$81.7K - $90.5K
|
7.27K
$4.32M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 1.61% |
$82.2K - $91K
|
10.2K
$6.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-169- 3.07% |
$83.7K - $92.7K
|
5.34K
$3.17M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-170- 2.62% |
$84.2K - $93.2K
|
6.33K
$3.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-171- 18.25% |
$84.7K - $93.8K
|
766
$455K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-171- 1.39% |
$84.7K - $93.8K
|
12.1K
$7.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-172- 0.02% |
$85.2K - $94.3K
|
822K
$488M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-172- 0.57% |
$85.2K - $94.3K
|
29.9K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-172- 5.53% |
$85.2K - $94.3K
|
2.94K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-173- 2.68% |
$85.7K - $94.9K
|
6.29K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-175- 5.34% |
$86.7K - $96K
|
3.1K
$1.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-175- 0.5% |
$86.7K - $96K
|
34.5K
$20.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-176- 0.41% |
$87.1K - $96.5K
|
42.6K
$25.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-176- 4.83% |
$87.1K - $96.5K
|
3.47K
$2.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-176- 0.66% |
$87.1K - $96.5K
|
26.3K
$15.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-176- 5.0% |
$87.1K - $96.5K
|
3.35K
$1.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-177- 12.94% |
$87.6K - $97.1K
|
1.19K
$708K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-178- 8.31% |
$88.1K - $97.6K
|
1.96K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-178- 0.06% |
$88.1K - $97.6K
|
297K
$177M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-179- 2.01% |
$88.6K - $98.2K
|
8.72K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-179- 2.57% |
$88.6K - $98.2K
|
6.8K
$4.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-180- 22.0% |
$89.1K - $98.7K
|
638
$379K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-181- 2.17% |
$89.6K - $99.3K
|
8.16K
$4.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-181- 3.76% |
$89.6K - $99.3K
|
4.64K
$2.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-183- 5.05% |
$90.6K - $100K
|
3.44K
$2.04M
|