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 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-532- 7.16% |
$263K - $292K
|
6.9K
$4.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-532- 2.93% |
$263K - $292K
|
17.6K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-532- 48.28% |
$263K - $292K
|
570
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-532- 1.74% |
$263K - $292K
|
30K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-533- 4.07% |
$264K - $292K
|
12.6K
$7.5M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-534- 2.76% |
$264K - $293K
|
18.8K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-536- 1.65% |
$265K - $294K
|
32K
$19.1M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-536- 5.46% |
$265K - $294K
|
9.27K
$5.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-542- 20.57% |
$268K - $297K
|
2.09K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-542- 1.77% |
$268K - $297K
|
30.1K
$18M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-543- 50.7% |
$269K - $298K
|
528
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-544- 2.31% |
$269K - $298K
|
23K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-545Closed |
$270K - $299K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-552- 21.17% |
$273K - $303K
|
2.06K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-553- 4.7% |
$274K - $303K
|
11.2K
$6.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-554- 37.11% |
$274K - $304K
|
939
$561K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-555- 8.13% |
$275K - $304K
|
6.28K
$3.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-556- 0.25% |
$275K - $305K
|
223K
$133M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-558- 7.79% |
$276K - $306K
|
6.61K
$3.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-562- 15.24% |
$278K - $308K
|
3.13K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-562- 5.03% |
$278K - $308K
|
10.6K
$6.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-567- 28.69% |
$281K - $311K
|
1.41K
$842K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-577- 2.27% |
$286K - $316K
|
24.8K
$14.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-578- 68.16% |
$286K - $317K
|
270
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-582- 16.98% |
$288K - $319K
|
2.85K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-589- 1.72% |
$292K - $323K
|
33.7K
$20.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-590- 6.7% |
$292K - $324K
|
8.21K
$4.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-590- 58.24% |
$292K - $324K
|
423
$253K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-592- 2.76% |
$293K - $325K
|
20.8K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-595- 0.66% |
$295K - $326K
|
90K
$53.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-597- 1.56% |
$296K - $327K
|
37.6K
$22.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-599- 4.69% |
$297K - $329K
|
12.2K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-603- 2.46% |
$299K - $331K
|
23.9K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-605- 59.26% |
$300K - $332K
|
416
$249K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-607- 42.21% |
$301K - $333K
|
831
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-610- 53.46% |
$302K - $335K
|
531
$317K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-620- 10.89% |
$307K - $340K
|
5.07K
$3.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-623- 9.67% |
$308K - $342K
|
5.82K
$3.48M
|
|
|
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
$69.5M
|
|
|
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
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-642- 2.85% |
$318K - $352K
|
21.9K
$13.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-644- 1.35% |
$319K - $353K
|
47.1K
$28.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-648- 0.78% |
$321K - $355K
|
81.9K
$48.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-648- 5.9% |
$321K - $355K
|
10.3K
$6.17M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-648- 0.78% |
$321K - $355K
|
81.9K
$48.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-654- 7.31% |
$324K - $359K
|
8.29K
$4.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-662- 1.78% |
$328K - $363K
|
36.6K
$21.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-663- 2.3% |
$328K - $364K
|
28.1K
$16.8M
|