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 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-426- 1.57% |
$211K - $234K
|
26.7K
$15.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-431- 1.45% |
$213K - $236K
|
29.4K
$17.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-432- 4.5% |
$214K - $237K
|
9.16K
$5.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-434- 16.78% |
$215K - $238K
|
2.15K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-437- 1.03% |
$216K - $240K
|
41.8K
$24.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-437- 0.89% |
$216K - $240K
|
48.7K
$28.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-439- 8.21% |
$217K - $241K
|
4.91K
$2.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-444- 29.1% |
$220K - $244K
|
1.08K
$643K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-447- 15.76% |
$221K - $245K
|
2.39K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-450- 0.43% |
$223K - $247K
|
104K
$61.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-453- 4.51% |
$224K - $248K
|
9.58K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-453- 31.26% |
$224K - $248K
|
996
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-457- 1.57% |
$226K - $251K
|
28.7K
$17.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-458- 25.9% |
$227K - $251K
|
1.31K
$779K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-458- 13.43% |
$227K - $251K
|
2.95K
$1.75M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-461- 3.75% |
$228K - $253K
|
11.8K
$7.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-463- 3.07% |
$229K - $254K
|
14.6K
$8.7M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-463- 1.36% |
$229K - $254K
|
33.5K
$19.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-467- 11.63% |
$231K - $256K
|
3.55K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-467- 12.91% |
$231K - $256K
|
3.15K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-467- 7.05% |
$231K - $256K
|
6.16K
$3.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-469- 5.48% |
$232K - $257K
|
8.09K
$4.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-470- 1.32% |
$233K - $258K
|
35.2K
$20.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-470- 3.49% |
$233K - $258K
|
13K
$7.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-471- 0.99% |
$233K - $258K
|
47.1K
$28M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-473- 1.53% |
$234K - $259K
|
30.5K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-478- 2.51% |
$237K - $262K
|
18.5K
$11M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-479- 3.92% |
$237K - $263K
|
11.7K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-482- 3.84% |
$239K - $264K
|
12.1K
$7.17M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-482- 3.84% |
$239K - $264K
|
12.1K
$7.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-487- 0.35% |
$241K - $267K
|
140K
$83.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-490- 7.06% |
$243K - $269K
|
6.45K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-492- 0.74% |
$244K - $270K
|
66.2K
$39.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-492- 37.27% |
$244K - $270K
|
828
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-492- 10.92% |
$244K - $270K
|
4.01K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-495- 7.92% |
$245K - $272K
|
5.76K
$3.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-501- 33.22% |
$248K - $275K
|
1.01K
$598K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-503- 43.44% |
$249K - $276K
|
655
$389K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-504- 6.37% |
$250K - $276K
|
7.41K
$4.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-511- 1.38% |
$253K - $280K
|
36.4K
$21.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-513- 18.2% |
$254K - $281K
|
2.31K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-514- 20.24% |
$255K - $282K
|
2.03K
$1.2M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-514- 20.24% |
$255K - $282K
|
2.03K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-516- 12.79% |
$256K - $283K
|
3.52K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-518- 2.93% |
$256K - $284K
|
17.2K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-519- 1.0% |
$257K - $285K
|
51.1K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-521- 8.4% |
$258K - $286K
|
5.68K
$3.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-522- 2.64% |
$258K - $286K
|
19.3K
$11.5M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-523- 2.1% |
$259K - $287K
|
24.4K
$14.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-530- 41.67% |
$262K - $291K
|
742
$441K
|