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 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-5- 0.99% |
$2.48K - $2.74K
|
501
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$2.48K - $2.74K
|
10.4K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5- 0.05% |
$2.48K - $2.74K
|
9.48K
$5.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-6- 0.01% |
$2.97K - $3.29K
|
46.4K
$27.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-6- 0.06% |
$2.97K - $3.29K
|
9.32K
$5.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6- 0.3% |
$2.97K - $3.29K
|
1.99K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-6- 0.13% |
$2.97K - $3.29K
|
4.44K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-6- 0.73% |
$2.97K - $3.29K
|
817
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-6- 0.27% |
$2.97K - $3.29K
|
2.25K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-6- 0.27% |
$2.97K - $3.29K
|
2.24K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-6- 0.28% |
$2.97K - $3.29K
|
2.17K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.68% |
$2.97K - $3.29K
|
876
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.15% |
$2.97K - $3.29K
|
3.92K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.16% |
$2.97K - $3.29K
|
3.75K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6- 0.05% |
$2.97K - $3.29K
|
11.3K
$6.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$3.47K - $3.84K
|
2.28K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-7- 0.08% |
$3.47K - $3.84K
|
8.49K
$4.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$3.47K - $3.84K
|
8.16K
$4.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7- 1.54% |
$3.47K - $3.84K
|
449
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-7- 1.31% |
$3.47K - $3.84K
|
528
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-7- 0.35% |
$3.47K - $3.84K
|
1.99K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-7- 0.76% |
$3.47K - $3.84K
|
910
$534K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-7- 0.05% |
$3.47K - $3.84K
|
13.3K
$7.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7- 0.82% |
$3.47K - $3.84K
|
848
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7- 0.85% |
$3.47K - $3.84K
|
818
$480K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-7- 1.13% |
$3.47K - $3.84K
|
615
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-7- 0.4% |
$3.47K - $3.84K
|
1.76K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.7% |
$3.96K - $4.39K
|
1.13K
$661K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-8- 0.97% |
$3.96K - $4.39K
|
814
$477K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.56% |
$3.96K - $4.39K
|
1.43K
$836K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.22% |
$4.46K - $4.94K
|
4.04K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-9- 0.11% |
$4.46K - $4.94K
|
7.85K
$4.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9- 0.17% |
$4.46K - $4.94K
|
5.27K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9- 0.98% |
$4.46K - $4.94K
|
910
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$4.46K - $4.94K
|
880
$516K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-10- 0.5% |
$4.95K - $5.48K
|
2K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 1.76% |
$4.95K - $5.48K
|
557
$327K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 1.4% |
$4.95K - $5.48K
|
705
$413K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 1.78% |
$4.95K - $5.48K
|
551
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-10- 0.08% |
$4.95K - $5.48K
|
13K
$7.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.64% |
$4.95K - $5.48K
|
1.56K
$916K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 5.62% |
$4.95K - $5.48K
|
168
$98.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-10- 0.66% |
$4.95K - $5.48K
|
1.51K
$884K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 1.32% |
$4.95K - $5.48K
|
747
$438K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-10- 0.93% |
$4.95K - $5.48K
|
1.07K
$625K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10- 0.23% |
$4.95K - $5.48K
|
4.28K
$2.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10- 0.62% |
$4.95K - $5.48K
|
1.61K
$946K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10- 0.14% |
$4.95K - $5.48K
|
7K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-10- 0.45% |
$4.95K - $5.48K
|
2.21K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- 0.43% |
$4.95K - $5.48K
|
2.3K
$1.35M
|