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 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-607- 42.21% |
$301K - $333K
|
831
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-610- 53.46% |
$302K - $335K
|
531
$316K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-620- 10.89% |
$307K - $340K
|
5.07K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-623- 9.67% |
$308K - $342K
|
5.82K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-633- 3.18% |
$313K - $347K
|
19.3K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-639- 0.55% |
$316K - $350K
|
116K
$69.2M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-639- 19.64% |
$316K - $350K
|
2.62K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-642- 2.8% |
$318K - $352K
|
22.3K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-642- 2.85% |
$318K - $352K
|
21.9K
$13M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-644- 1.35% |
$319K - $353K
|
47.1K
$28M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-648- 0.78% |
$321K - $355K
|
81.9K
$48.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-648- 5.9% |
$321K - $355K
|
10.3K
$6.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-654- 7.31% |
$324K - $359K
|
8.29K
$4.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-662- 1.78% |
$328K - $363K
|
36.6K
$21.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-663- 2.3% |
$328K - $364K
|
28.1K
$16.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-666- 4.74% |
$330K - $365K
|
13.4K
$7.96M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-671- 14.08% |
$332K - $368K
|
4.09K
$2.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-675- 13.38% |
$334K - $370K
|
4.37K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-681- 2.22% |
$337K - $374K
|
30K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-686- 3.94% |
$340K - $376K
|
16.7K
$9.96M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-688- 1.19% |
$341K - $377K
|
57K
$33.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-689- 3.44% |
$341K - $378K
|
19.3K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-690- 2.66% |
$342K - $378K
|
25.2K
$15M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-700- 3.28% |
$347K - $384K
|
20.7K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-700- 0.45% |
$347K - $384K
|
156K
$92.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-706- 0.9% |
$350K - $387K
|
77.7K
$46.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-709- 10.95% |
$351K - $389K
|
5.76K
$3.43M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-716- 0.9% |
$355K - $393K
|
78.5K
$46.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-717- 8.78% |
$355K - $393K
|
7.45K
$4.43M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-722- 0.76% |
$358K - $396K
|
94.6K
$56.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-723- 10.72% |
$358K - $397K
|
6.02K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-728- 28.01% |
$360K - $399K
|
1.87K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-735- 15.36% |
$364K - $403K
|
4.05K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 2.16% |
$365K - $405K
|
33.4K
$19.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-743- 2.31% |
$368K - $408K
|
31.5K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-744- 50.03% |
$368K - $408K
|
743
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-748- 5.04% |
$370K - $410K
|
14.1K
$8.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-753- 5.08% |
$373K - $413K
|
14.1K
$8.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-756- 3.26% |
$374K - $415K
|
22.4K
$13.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-765- 2.0% |
$379K - $420K
|
37.4K
$22.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-766- 0.48% |
$379K - $420K
|
158K
$93.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-770- 26.63% |
$381K - $422K
|
2.12K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-770- 5.17% |
$381K - $422K
|
14.1K
$8.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-770- 30.92% |
$381K - $422K
|
1.72K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-770- 67.54% |
$381K - $422K
|
370
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-775- 49.05% |
$384K - $425K
|
805
$479K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-779- 66.24% |
$386K - $427K
|
397
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-785- 23.05% |
$389K - $431K
|
2.62K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-788- 4.56% |
$390K - $432K
|
16.5K
$9.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-792- 1.39% |
$392K - $434K
|
56.2K
$33.4M
|