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 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-353- 7.25% |
$175K - $194K
|
4.52K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-353- 3.48% |
$175K - $194K
|
9.79K
$5.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-354- 7.6% |
$175K - $194K
|
4.3K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-354- 0.92% |
$175K - $194K
|
38K
$21.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-355- 1.05% |
$176K - $195K
|
33.6K
$18.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-355- 30.24% |
$176K - $195K
|
819
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-358- 1.26% |
$177K - $196K
|
28.1K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-359- 0.39% |
$178K - $197K
|
92.6K
$51.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-360- 2.73% |
$178K - $197K
|
12.8K
$7.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-361- 0.55% |
$179K - $198K
|
65.1K
$36.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-366- 0.71% |
$181K - $201K
|
51.4K
$28.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-369- 40.33% |
$183K - $202K
|
546
$305K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-374- 6.25% |
$185K - $205K
|
5.61K
$3.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-374- 8.23% |
$185K - $205K
|
4.17K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-376- 2.68% |
$186K - $206K
|
13.6K
$7.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-381- 1.61% |
$189K - $209K
|
23.4K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-385- 3.55% |
$191K - $211K
|
10.4K
$5.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-390- 5.36% |
$193K - $214K
|
6.89K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-391- 2.23% |
$194K - $214K
|
17.1K
$9.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-396- 12.68% |
$196K - $217K
|
2.73K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-396- 0.6% |
$196K - $217K
|
66K
$36.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-396- 2.76% |
$196K - $217K
|
14K
$7.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-397- 2.47% |
$197K - $218K
|
15.7K
$8.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-397- 5.69% |
$197K - $218K
|
6.59K
$3.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-398- 4.56% |
$197K - $218K
|
8.33K
$4.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-398- 10.2% |
$197K - $218K
|
3.5K
$1.96M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-402- 9.2% |
$199K - $220K
|
3.97K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-402- 2.75% |
$199K - $220K
|
14.2K
$7.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-406- 10.84% |
$201K - $223K
|
3.34K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-411- 18.56% |
$204K - $225K
|
1.8K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-413- 52.02% |
$205K - $227K
|
381
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-415- 7.98% |
$205K - $228K
|
4.78K
$2.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-415- 4.75% |
$205K - $228K
|
8.32K
$4.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-415- 2.34% |
$205K - $228K
|
17.3K
$9.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-416- 0.45% |
$206K - $228K
|
92.4K
$51.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-417- 11.72% |
$206K - $229K
|
3.14K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-418- 0.14% |
$207K - $229K
|
300K
$168M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-421- 5.4% |
$208K - $231K
|
7.37K
$4.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-423- 3.21% |
$209K - $232K
|
12.7K
$7.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-426- 1.57% |
$211K - $234K
|
26.7K
$14.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-431- 1.45% |
$213K - $236K
|
29.4K
$16.4M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-432- 4.5% |
$214K - $237K
|
9.16K
$5.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-434- 16.78% |
$215K - $238K
|
2.15K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-437- 1.03% |
$216K - $240K
|
41.8K
$23.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-437- 0.89% |
$216K - $240K
|
48.7K
$27.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-439- 8.21% |
$217K - $241K
|
4.91K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-444- 29.1% |
$220K - $244K
|
1.08K
$605K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-447- 15.76% |
$221K - $245K
|
2.39K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-450- 0.43% |
$223K - $247K
|
104K
$58.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-453- 4.51% |
$224K - $248K
|
9.58K
$5.36M
|