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 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-800- 2.18% |
$396K - $439K
|
35.9K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-800- 7.34% |
$396K - $439K
|
10.1K
$6.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-804- 29.79% |
$398K - $441K
|
1.9K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-806- 4.42% |
$399K - $442K
|
17.4K
$10.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-807- 48.64% |
$400K - $443K
|
852
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-809- 32.59% |
$401K - $444K
|
1.67K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-813- 2.27% |
$403K - $446K
|
35K
$20.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-814- 14.88% |
$403K - $446K
|
4.66K
$2.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-816- 17.58% |
$404K - $448K
|
3.83K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-817- 16.66% |
$405K - $448K
|
4.09K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-821- 1.17% |
$407K - $450K
|
69.3K
$41.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-830- 13.57% |
$411K - $455K
|
5.29K
$3.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-845- 0.76% |
$418K - $463K
|
111K
$65.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-847- 1.87% |
$419K - $465K
|
44.4K
$26.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-850- 6.8% |
$421K - $466K
|
11.7K
$6.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-852- 0.73% |
$422K - $467K
|
116K
$69M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-857- 5.88% |
$424K - $470K
|
13.7K
$8.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-860- 1.53% |
$426K - $472K
|
55.3K
$32.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-875- 16.93% |
$433K - $480K
|
4.29K
$2.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-878- 3.02% |
$435K - $482K
|
28.2K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-884- 5.52% |
$438K - $485K
|
15.1K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-892- 0.5% |
$442K - $489K
|
178K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-892- 15.97% |
$442K - $489K
|
4.7K
$2.79M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-892- 31.11% |
$442K - $489K
|
1.98K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-899- 1.98% |
$445K - $493K
|
44.5K
$26.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-917- 2.91% |
$454K - $503K
|
30.5K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-920- 1.31% |
$456K - $505K
|
69.6K
$41.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-921- 9.75% |
$456K - $505K
|
8.53K
$5.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-942- 4.58% |
$466K - $517K
|
19.6K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-943- 2.32% |
$467K - $517K
|
39.7K
$23.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-946- 4.88% |
$468K - $519K
|
18.4K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-958- 16.95% |
$474K - $525K
|
4.69K
$2.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-959- 2.77% |
$475K - $526K
|
33.7K
$20M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-961- 30.29% |
$476K - $527K
|
2.21K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-964- 9.19% |
$477K - $529K
|
9.53K
$5.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-968- 3.17% |
$479K - $531K
|
29.6K
$17.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-970- 29.82% |
$480K - $532K
|
2.28K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-970- 4.56% |
$480K - $532K
|
20.3K
$12.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-972- 3.33% |
$481K - $533K
|
28.2K
$16.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-974- 7.42% |
$482K - $534K
|
12.2K
$7.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-980- 3.57% |
$485K - $538K
|
26.5K
$15.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-986- 4.78% |
$488K - $541K
|
19.6K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-994- 7.16% |
$492K - $545K
|
12.9K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 2.54% |
$495K - $548K
|
38.3K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.01K- 4.09% |
$500K - $553K
|
23.7K
$14.1M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 0.73% |
$503K - $557K
|
138K
$82.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.02K- 0.5% |
$506K - $560K
|
203K
$121M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.03K- 4.12% |
$510K - $565K
|
24K
$14.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.03K- 0.33% |
$511K - $566K
|
312K
$186M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.04K- 8.34% |
$516K - $572K
|
11.5K
$6.81M
|