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 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.45K - $6.03K
|
14.2K
$8.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 1.22% |
$5.45K - $6.03K
|
889
$521K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11- 2.39% |
$5.45K - $6.03K
|
450
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-11- 0.54% |
$5.45K - $6.03K
|
2.04K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-11- 0.28% |
$5.45K - $6.03K
|
3.92K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 0.17% |
$5.45K - $6.03K
|
6.38K
$3.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-11- 1.51% |
$5.45K - $6.03K
|
719
$422K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-11- 1.35% |
$5.45K - $6.03K
|
806
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-11- 0.1% |
$5.45K - $6.03K
|
11.2K
$6.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-12- 2.44% |
$5.94K - $6.58K
|
479
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 1.05% |
$5.94K - $6.58K
|
1.13K
$661K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12- 0.13% |
$5.94K - $6.58K
|
9.05K
$5.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-13- 1.04% |
$6.44K - $7.13K
|
1.24K
$725K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-13- 2.24% |
$6.44K - $7.13K
|
567
$332K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.49% |
$6.44K - $7.13K
|
2.65K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-13- 0.84% |
$6.44K - $7.13K
|
1.54K
$903K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 1.59% |
$6.44K - $7.13K
|
805
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-13- 0.89% |
$6.44K - $7.13K
|
1.45K
$852K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.64% |
$6.93K - $7.68K
|
2.17K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-14- 0.46% |
$6.93K - $7.68K
|
3.04K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 0.4% |
$6.93K - $7.68K
|
3.5K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-14- 16.87% |
$6.93K - $7.68K
|
69
$40.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 1.91% |
$6.93K - $7.68K
|
718
$421K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-14- 0.92% |
$6.93K - $7.68K
|
1.5K
$881K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.32% |
$7.43K - $8.23K
|
4.75K
$2.78M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-15- 0.49% |
$7.43K - $8.23K
|
3.06K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.96% |
$7.43K - $8.23K
|
1.55K
$910K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.65% |
$7.43K - $8.23K
|
2.28K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.41% |
$7.43K - $8.23K
|
3.6K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-15- 0.61% |
$7.43K - $8.23K
|
2.46K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-15- 2.8% |
$7.43K - $8.23K
|
521
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15- 0.29% |
$7.43K - $8.23K
|
5.09K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.25% |
$7.43K - $8.23K
|
5.92K
$3.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-15- 1.89% |
$7.43K - $8.23K
|
777
$456K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.28% |
$7.43K - $8.23K
|
5.43K
$3.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16- 0.12% |
$7.92K - $8.78K
|
13K
$7.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16- 0.05% |
$7.92K - $8.78K
|
31.8K
$18.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-16- 0.67% |
$7.92K - $8.78K
|
2.36K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.39% |
$7.92K - $8.78K
|
4.1K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-16- 1.55% |
$7.92K - $8.78K
|
1.02K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-16- 1.02% |
$7.92K - $8.78K
|
1.56K
$914K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-17- 0.21% |
$8.42K - $9.32K
|
8.02K
$4.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-17- 0.86% |
$8.42K - $9.32K
|
1.97K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.88% |
$8.42K - $9.32K
|
1.93K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.77% |
$8.42K - $9.32K
|
2.2K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-17- 0.39% |
$8.42K - $9.32K
|
4.34K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-18- 1.52% |
$8.91K - $9.87K
|
1.16K
$682K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 1.0% |
$8.91K - $9.87K
|
1.78K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-18- 3.6% |
$8.91K - $9.87K
|
482
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-18- 3.34% |
$8.91K - $9.87K
|
521
$305K
|