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 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-18- 0.13% |
$8.91K - $9.87K
|
13.6K
$7.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-18- 0.08% |
$8.91K - $9.87K
|
23.7K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-18- 2.71% |
$8.91K - $9.87K
|
646
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 2.2% |
$8.91K - $9.87K
|
799
$468K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 2.88% |
$9.41K - $10.4K
|
640
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-19- 0.32% |
$9.41K - $10.4K
|
5.93K
$3.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-19- 0.66% |
$9.41K - $10.4K
|
2.84K
$1.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-19- 0.38% |
$9.41K - $10.4K
|
4.99K
$2.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 3.05% |
$9.41K - $10.4K
|
604
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-19- 0.33% |
$9.41K - $10.4K
|
5.7K
$3.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 1.02% |
$9.41K - $10.4K
|
1.85K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-19- 1.94% |
$9.41K - $10.4K
|
961
$563K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-20- 1.4% |
$9.9K - $11K
|
1.41K
$827K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 0.5% |
$9.9K - $11K
|
3.94K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.9% |
$9.9K - $11K
|
2.21K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-20- 1.48% |
$9.9K - $11K
|
1.33K
$780K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 1.68% |
$9.9K - $11K
|
1.17K
$685K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 1.29% |
$9.9K - $11K
|
1.53K
$895K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-20- 0.63% |
$9.9K - $11K
|
3.16K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-20- 5.14% |
$9.9K - $11K
|
369
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.35% |
$9.9K - $11K
|
5.68K
$3.33M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-21- 3.58% |
$10.4K - $11.5K
|
566
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21- 0.2% |
$10.4K - $11.5K
|
10.4K
$6.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-21- 1.04% |
$10.4K - $11.5K
|
2K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$10.4K - $11.5K
|
7.76K
$4.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 0.21% |
$10.4K - $11.5K
|
10.1K
$5.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-21- 1.75% |
$10.4K - $11.5K
|
1.18K
$692K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-21- 0.94% |
$10.4K - $11.5K
|
2.22K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-22- 0.8% |
$10.9K - $12.1K
|
2.73K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-22- 7.53% |
$10.9K - $12.1K
|
270
$158K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-22- 1.69% |
$10.9K - $12.1K
|
1.28K
$750K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23- 0.76% |
$11.4K - $12.6K
|
3K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-23- 0.23% |
$11.4K - $12.6K
|
9.95K
$5.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-23- 0.19% |
$11.4K - $12.6K
|
12K
$7.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-23- 1.92% |
$11.4K - $12.6K
|
1.17K
$687K
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$11.4K - $12.6K
|
7.24K
$4.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-24- 0.31% |
$11.9K - $13.2K
|
7.74K
$4.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-24- 0.33% |
$11.9K - $13.2K
|
7.19K
$4.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-24- 0.46% |
$11.9K - $13.2K
|
5.18K
$3.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-24- 0.64% |
$11.9K - $13.2K
|
3.75K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 8.66% |
$11.9K - $13.2K
|
253
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.42% |
$11.9K - $13.2K
|
5.74K
$3.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 1.07% |
$12.4K - $13.7K
|
2.32K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-25- 3.58% |
$12.4K - $13.7K
|
673
$395K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-25- 5.26% |
$12.4K - $13.7K
|
450
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 48.08% |
$12.4K - $13.7K
|
27
$15.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-25- 1.47% |
$12.4K - $13.7K
|
1.68K
$985K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 3.53% |
$12.4K - $13.7K
|
683
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-25- 0.24% |
$12.4K - $13.7K
|
10.4K
$6.08M
|