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 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 8.56% |
$743K - $823K
|
16K
$9.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 20.86% |
$744K - $824K
|
5.7K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.5K- 2.66% |
$744K - $824K
|
54.9K
$32.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.51K- 27.38% |
$747K - $827K
|
4K
$2.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.52K- 41.94% |
$751K - $832K
|
2.1K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.52K- 2.47% |
$753K - $834K
|
60.1K
$35.9M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.53K- 63.13% |
$757K - $839K
|
893
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.53K- 23.12% |
$759K - $841K
|
5.1K
$3.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.54K- 7.82% |
$760K - $842K
|
18.1K
$10.8M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.56K- 41.58% |
$770K - $853K
|
2.19K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.56K- 6.87% |
$772K - $856K
|
21.2K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.57K- 28.49% |
$775K - $859K
|
3.93K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.57K- 2.49% |
$778K - $862K
|
61.5K
$36.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.59K- 23.03% |
$787K - $872K
|
5.32K
$3.18M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.61K- 1.06% |
$799K - $885K
|
151K
$90.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.62K- 5.18% |
$804K - $891K
|
29.7K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.63K- 48.29% |
$805K - $892K
|
1.74K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.63K- 5.51% |
$806K - $893K
|
27.9K
$16.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.65K- 0.97% |
$816K - $904K
|
168K
$100M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.66K- 0.54% |
$821K - $909K
|
305K
$182M
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-1.66K- 20.59% |
$821K - $909K
|
6.4K
$3.82M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.66K- 0.43% |
$821K - $909K
|
380K
$227M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.67K- 74.53% |
$824K - $913K
|
569
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.68K- 44.38% |
$832K - $922K
|
2.11K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.68K- 5.0% |
$834K - $924K
|
32K
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.69K- 18.6% |
$834K - $924K
|
7.37K
$4.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.69K- 4.65% |
$835K - $925K
|
34.6K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.69K- 0.66% |
$837K - $927K
|
253K
$151M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.7K- 6.69% |
$842K - $933K
|
23.7K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.73K- 19.41% |
$856K - $948K
|
7.17K
$4.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.73K- 66.94% |
$857K - $949K
|
855
$511K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-1.74K- 8.3% |
$861K - $954K
|
19.2K
$11.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.76K- 3.01% |
$869K - $963K
|
56.5K
$33.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 7.27% |
$870K - $964K
|
22.4K
$13.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.76K- 8.28% |
$871K - $965K
|
19.5K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.77K- 0.85% |
$875K - $969K
|
206K
$123M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.83K- 37.87% |
$908K - $1.01M
|
3.01K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.83K- 1.56% |
$908K - $1.01M
|
116K
$69.1M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.84KClosed |
$910K - $1.01M
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.84K- 20.28% |
$912K - $1.01M
|
7.24K
$4.33M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.85K- 19.0% |
$914K - $1.01M
|
7.87K
$4.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.87K- 8.74% |
$925K - $1.03M
|
19.5K
$11.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.88K- 8.59% |
$932K - $1.03M
|
20K
$12M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.89K- 28.19% |
$934K - $1.04M
|
4.81K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.9K- 6.95% |
$943K - $1.04M
|
25.5K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.92K- 2.39% |
$952K - $1.05M
|
78.5K
$46.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.93K- 17.64% |
$955K - $1.06M
|
9.01K
$5.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.94K- 8.21% |
$960K - $1.06M
|
21.7K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.95K- 9.85% |
$965K - $1.07M
|
17.8K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-1.95K- 18.4% |
$967K - $1.07M
|
8.66K
$5.17M
|