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 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-191- 2.67% |
$94.6K - $105K
|
6.96K
$3.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-191- 2.03% |
$94.6K - $105K
|
9.21K
$5.15M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-192- 1.46% |
$95.1K - $105K
|
13K
$7.25M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-192- 9.16% |
$95.1K - $105K
|
1.91K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-192- 0.84% |
$95.1K - $105K
|
22.7K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-194- 34.28% |
$96.1K - $106K
|
372
$208K
|
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
SELL
|
- |
-195- 18.86% |
$96.6K - $107K
|
839
$469K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-195- 0.87% |
$96.6K - $107K
|
22.3K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-195- 35.78% |
$96.6K - $107K
|
350
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-196- 19.22% |
$97.1K - $108K
|
824
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-196- 0.33% |
$97.1K - $108K
|
58.9K
$33M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-199- 1.09% |
$98.5K - $109K
|
18K
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-200- 5.56% |
$99K - $110K
|
3.4K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-200- 5.36% |
$99K - $110K
|
3.53K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-202- 0.7% |
$100K - $111K
|
28.5K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-203- 20.36% |
$101K - $111K
|
794
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-204- 2.01% |
$101K - $112K
|
9.97K
$5.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-204- 1.84% |
$101K - $112K
|
10.9K
$6.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-204- 3.94% |
$101K - $112K
|
4.98K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-204- 1.49% |
$101K - $112K
|
13.5K
$7.55M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-204- 6.48% |
$101K - $112K
|
2.94K
$1.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-205- 1.17% |
$102K - $112K
|
17.3K
$9.65M
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-205- 0.58% |
$102K - $112K
|
35.3K
$19.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-206- 2.65% |
$102K - $113K
|
7.56K
$4.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-207- 2.12% |
$102K - $114K
|
9.57K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-207- 7.86% |
$102K - $114K
|
2.43K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-208- 0.39% |
$103K - $114K
|
53.2K
$29.7M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-208- 2.52% |
$103K - $114K
|
8.04K
$4.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-209- 4.49% |
$103K - $115K
|
4.45K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-209- 2.87% |
$103K - $115K
|
7.09K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-209- 4.57% |
$103K - $115K
|
4.37K
$2.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-210- 3.71% |
$104K - $115K
|
5.45K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-210- 7.59% |
$104K - $115K
|
2.56K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-213- 13.2% |
$105K - $117K
|
1.4K
$784K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-214- 8.62% |
$106K - $117K
|
2.27K
$1.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-215- 6.73% |
$106K - $118K
|
2.98K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-215- 16.12% |
$106K - $118K
|
1.12K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-215- 1.65% |
$106K - $118K
|
12.8K
$7.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-216- 0.82% |
$107K - $118K
|
26K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-217- 2.26% |
$107K - $119K
|
9.39K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 0.73% |
$107K - $119K
|
29.7K
$16.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-219- 5.59% |
$108K - $120K
|
3.7K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-220- 4.06% |
$109K - $121K
|
5.2K
$2.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-220- 11.96% |
$109K - $121K
|
1.62K
$906K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-221- 7.66% |
$109K - $121K
|
2.66K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-222- 1.04% |
$110K - $122K
|
21.2K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-223- 6.68% |
$110K - $122K
|
3.12K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-226- 33.48% |
$112K - $124K
|
449
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-226- 4.25% |
$112K - $124K
|
5.09K
$2.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-227- 2.58% |
$112K - $125K
|
8.56K
$4.79M
|