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 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-20- 0.63% |
$9.9K - $11K
|
3.16K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-20- 5.14% |
$9.9K - $11K
|
369
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.35% |
$9.9K - $11K
|
5.68K
$3.57M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-21- 3.58% |
$10.4K - $11.5K
|
566
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21- 0.2% |
$10.4K - $11.5K
|
10.4K
$6.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-21- 1.04% |
$10.4K - $11.5K
|
2K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$10.4K - $11.5K
|
7.76K
$4.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 0.21% |
$10.4K - $11.5K
|
10.1K
$6.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-21- 1.75% |
$10.4K - $11.5K
|
1.18K
$742K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-21- 0.94% |
$10.4K - $11.5K
|
2.22K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-22- 0.8% |
$10.9K - $12.1K
|
2.73K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-22- 7.53% |
$10.9K - $12.1K
|
270
$170K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-22- 1.69% |
$10.9K - $12.1K
|
1.28K
$804K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23- 0.76% |
$11.4K - $12.6K
|
3K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-23- 0.23% |
$11.4K - $12.6K
|
9.95K
$6.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-23- 0.19% |
$11.4K - $12.6K
|
12K
$7.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-23- 1.92% |
$11.4K - $12.6K
|
1.17K
$736K
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$11.4K - $12.6K
|
7.24K
$4.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-24- 0.31% |
$11.9K - $13.2K
|
7.74K
$4.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-24- 0.33% |
$11.9K - $13.2K
|
7.19K
$4.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-24- 0.46% |
$11.9K - $13.2K
|
5.18K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-24- 0.64% |
$11.9K - $13.2K
|
3.75K
$2.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 8.66% |
$11.9K - $13.2K
|
253
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.42% |
$11.9K - $13.2K
|
5.74K
$3.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 1.07% |
$12.4K - $13.7K
|
2.32K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-25- 3.58% |
$12.4K - $13.7K
|
673
$423K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-25- 5.26% |
$12.4K - $13.7K
|
450
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 48.08% |
$12.4K - $13.7K
|
27
$17K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-25- 1.47% |
$12.4K - $13.7K
|
1.68K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 3.53% |
$12.4K - $13.7K
|
683
$429K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-25- 0.24% |
$12.4K - $13.7K
|
10.4K
$6.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-26- 1.01% |
$12.9K - $14.3K
|
2.56K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 1.0% |
$12.9K - $14.3K
|
2.56K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-26- 3.61% |
$12.9K - $14.3K
|
695
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-27- 0.56% |
$13.4K - $14.8K
|
4.77K
$3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27- 0.46% |
$13.4K - $14.8K
|
5.79K
$3.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 1.26% |
$13.4K - $14.8K
|
2.12K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-27- 2.38% |
$13.4K - $14.8K
|
1.11K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-27- 0.6% |
$13.4K - $14.8K
|
4.44K
$2.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-28- 0.24% |
$13.9K - $15.4K
|
11.6K
$7.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.89% |
$13.9K - $15.4K
|
1.46K
$914K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-29- 0.99% |
$14.4K - $15.9K
|
2.9K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-29- 0.66% |
$14.4K - $15.9K
|
4.38K
$2.75M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-30- 1.43% |
$14.9K - $16.5K
|
2.07K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-30- 4.23% |
$14.9K - $16.5K
|
680
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-30- 0.45% |
$14.9K - $16.5K
|
6.62K
$4.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-30- 3.29% |
$14.9K - $16.5K
|
881
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-30- 1.26% |
$14.9K - $16.5K
|
2.35K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30- 0.82% |
$14.9K - $16.5K
|
3.61K
$2.27M
|