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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-205- 1.17% |
$102K - $112K
|
17.3K
$10.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-206- 2.65% |
$102K - $113K
|
7.56K
$4.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-207- 2.12% |
$102K - $114K
|
9.57K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-207- 7.86% |
$102K - $114K
|
2.43K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-208- 0.39% |
$103K - $114K
|
53.2K
$31.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-209- 4.49% |
$103K - $115K
|
4.45K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-209- 2.87% |
$103K - $115K
|
7.09K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-209- 4.57% |
$103K - $115K
|
4.37K
$2.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-210- 3.71% |
$104K - $115K
|
5.45K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-210- 7.59% |
$104K - $115K
|
2.56K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-213- 13.2% |
$105K - $117K
|
1.4K
$834K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-214- 8.62% |
$106K - $117K
|
2.27K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-215- 6.73% |
$106K - $118K
|
2.98K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-215- 16.12% |
$106K - $118K
|
1.12K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-215- 1.65% |
$106K - $118K
|
12.8K
$7.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-216- 0.82% |
$107K - $118K
|
26K
$15.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-217- 2.26% |
$107K - $119K
|
9.39K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 0.73% |
$107K - $119K
|
29.7K
$17.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-219- 5.59% |
$108K - $120K
|
3.7K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-220- 4.06% |
$109K - $121K
|
5.2K
$3.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-220- 11.96% |
$109K - $121K
|
1.62K
$964K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-221- 7.66% |
$109K - $121K
|
2.66K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-222- 1.04% |
$110K - $122K
|
21.2K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-223- 6.68% |
$110K - $122K
|
3.12K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-226- 33.48% |
$112K - $124K
|
449
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-226- 4.25% |
$112K - $124K
|
5.09K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-227- 2.58% |
$112K - $125K
|
8.56K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-227- 1.45% |
$112K - $125K
|
15.4K
$9.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-229- 2.0% |
$113K - $126K
|
11.2K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-229- 12.12% |
$113K - $126K
|
1.66K
$988K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-230- 14.39% |
$114K - $126K
|
1.37K
$814K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-231- 1.9% |
$114K - $127K
|
11.9K
$7.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-233- 5.07% |
$115K - $128K
|
4.36K
$2.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 4.31% |
$115K - $128K
|
5.17K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-233- 2.37% |
$115K - $128K
|
9.58K
$5.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-233- 2.27% |
$115K - $128K
|
10K
$5.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-234- 4.09% |
$116K - $128K
|
5.49K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-234- 12.21% |
$116K - $128K
|
1.68K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-235- 55.04% |
$116K - $129K
|
192
$114K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-238- 2.75% |
$118K - $131K
|
8.4K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-238- 1.3% |
$118K - $131K
|
18K
$10.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-238- 2.08% |
$118K - $131K
|
11.2K
$6.65M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-239- 13.2% |
$118K - $131K
|
1.57K
$935K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-240- 0.26% |
$119K - $132K
|
93.5K
$55.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-240- 3.14% |
$119K - $132K
|
7.41K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-240- 2.57% |
$119K - $132K
|
9.11K
$5.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-245- 1.32% |
$121K - $134K
|
18.3K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-245- 0.24% |
$121K - $134K
|
103K
$61.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-246- 0.91% |
$122K - $135K
|
26.9K
$16M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-247- 12.95% |
$122K - $135K
|
1.66K
$988K
|