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 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 0.73% |
$107K - $119K
|
29.7K
$17.6M
|
|
|
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
$963K
|
|
|
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
$9.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-229- 2.0% |
$113K - $126K
|
11.2K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-229- 12.12% |
$113K - $126K
|
1.66K
$987K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-230- 14.39% |
$114K - $126K
|
1.37K
$813K
|
|
|
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
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 4.31% |
$115K - $128K
|
5.17K
$3.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-233- 2.37% |
$115K - $128K
|
9.58K
$5.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-233- 2.27% |
$115K - $128K
|
10K
$5.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-234- 4.09% |
$116K - $128K
|
5.49K
$3.26M
|
|
|
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
$4.99M
|
|
|
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
$934K
|
|
|
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
$4.4M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-240- 2.57% |
$119K - $132K
|
9.11K
$5.41M
|
|
|
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
$61.1M
|
|
|
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
$987K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-248- 65.96% |
$123K - $136K
|
128
$76.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-250- 80.39% |
$124K - $137K
|
61
$36.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-250- 6.69% |
$124K - $137K
|
3.49K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-251- 4.69% |
$124K - $138K
|
5.11K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-252- 2.47% |
$125K - $138K
|
9.95K
$5.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-255- 2.4% |
$126K - $140K
|
10.4K
$6.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-255- 15.05% |
$126K - $140K
|
1.44K
$855K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-257- 1.76% |
$127K - $141K
|
14.3K
$8.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-257- 0.59% |
$127K - $141K
|
43.4K
$25.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-259- 1.28% |
$128K - $142K
|
19.9K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-259- 11.57% |
$128K - $142K
|
1.98K
$1.18M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-259- 4.07% |
$128K - $142K
|
6.1K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-264- 0.76% |
$131K - $145K
|
34.6K
$20.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-265- 3.75% |
$131K - $145K
|
6.81K
$4.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-265- 0.13% |
$131K - $145K
|
209K
$124M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-266- 23.05% |
$132K - $146K
|
888
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-266- 3.25% |
$132K - $146K
|
7.91K
$4.7M
|