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 12, 2024
Q2 2024
|
Tikvah Management LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 15.97% |
$2.9M - $3.22M
|
30.9K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-6K- 8.13% |
$2.97M - $3.29M
|
67.8K
$37.9M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-6.04K- 57.8% |
$2.99M - $3.31M
|
4.41K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.07K- 31.53% |
$3.01M - $3.33M
|
13.2K
$7.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.09K- 13.04% |
$3.02M - $3.34M
|
40.6K
$22.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6.13K- 50.14% |
$3.03M - $3.36M
|
6.09K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-6.14K- 35.45% |
$3.04M - $3.37M
|
11.2K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-6.17K- 18.16% |
$3.06M - $3.39M
|
27.8K
$15.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-6.27K- 3.3% |
$3.1M - $3.44M
|
184K
$103M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-6.28K- 38.7% |
$3.11M - $3.44M
|
9.94K
$5.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6.38K- 7.78% |
$3.16M - $3.5M
|
75.6K
$42.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-6.39K- 10.46% |
$3.16M - $3.5M
|
54.7K
$30.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.39K- 84.29% |
$3.16M - $3.5M
|
1.19K
$666K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.49K- 2.43% |
$3.21M - $3.56M
|
260K
$145M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-6.5K- 13.62% |
$3.22M - $3.56M
|
41.2K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-6.52K- 13.4% |
$3.23M - $3.58M
|
42.2K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6.56K- 14.44% |
$3.25M - $3.6M
|
38.8K
$21.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-6.63K- 8.73% |
$3.28M - $3.63M
|
69.3K
$38.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.77K- 11.79% |
$3.35M - $3.71M
|
50.6K
$28.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.98K- 88.04% |
$3.46M - $3.83M
|
948
$530K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.99K- 5.07% |
$3.46M - $3.84M
|
131K
$73.2M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-7.05K- 12.05% |
$3.49M - $3.86M
|
51.4K
$28.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.06K- 3.08% |
$3.49M - $3.87M
|
222K
$124M
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-7.13K- 5.47% |
$3.53M - $3.91M
|
123K
$68.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.23K- 3.73% |
$3.58M - $3.96M
|
187K
$104M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7.3K- 1.81% |
$3.61M - $4M
|
396K
$222M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-7.3K- 3.54% |
$3.62M - $4.01M
|
199K
$111M
|
|
|
Aug 05, 2024
Q2 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-7.31K- 35.58% |
$3.62M - $4.01M
|
13.2K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.48K- 3.2% |
$3.71M - $4.1M
|
226K
$127M
|
|
|
Aug 14, 2024
Q2 2024
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-7.79K- 91.65% |
$3.86M - $4.27M
|
710
$397K
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.8K- 1.08% |
$3.86M - $4.28M
|
717K
$401M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-8.09K- 97.56% |
$4.01M - $4.44M
|
202
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-8.14K- 0.69% |
$4.03M - $4.46M
|
1.17M
$656M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8.15K- 2.0% |
$4.04M - $4.47M
|
400K
$224M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.15K- 2.45% |
$4.04M - $4.47M
|
324K
$181M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8.24K- 59.46% |
$4.08M - $4.52M
|
5.62K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-8.27K- 14.49% |
$4.09M - $4.53M
|
48.8K
$27.3M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.3K- 5.1% |
$4.11M - $4.55M
|
154K
$86.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.37K- 8.99% |
$4.14M - $4.59M
|
84.7K
$47.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-8.7K- 1.48% |
$4.31M - $4.77M
|
578K
$323M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-8.84K- 22.57% |
$4.38M - $4.85M
|
30.3K
$17M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-8.94K- 5.33% |
$4.43M - $4.9M
|
159K
$88.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Wind River Trust CO
|
SELL
|
- |
-8.96K- 14.82% |
$4.44M - $4.92M
|
51.5K
$28.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-9.05K- 16.5% |
$4.48M - $4.96M
|
45.8K
$25.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.27K- 12.68% |
$4.59M - $5.08M
|
63.8K
$35.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-9.28K- 25.0% |
$4.6M - $5.09M
|
27.9K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.5K- 99.84% |
$4.71M - $5.21M
|
15
$8.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.54K- 35.07% |
$4.72M - $5.23M
|
17.7K
$9.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-9.92K- 84.87% |
$4.91M - $5.44M
|
1.77K
$989K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.93K- 10.96% |
$4.92M - $5.45M
|
80.7K
$45.1M
|