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 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$11.4K - $12.6K
|
7.24K
$4.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-24- 0.31% |
$11.9K - $13.2K
|
7.74K
$4.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-24- 0.33% |
$11.9K - $13.2K
|
7.19K
$4.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-24- 0.46% |
$11.9K - $13.2K
|
5.18K
$2.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-24- 0.64% |
$11.9K - $13.2K
|
3.75K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 8.66% |
$11.9K - $13.2K
|
253
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.42% |
$11.9K - $13.2K
|
5.74K
$3.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 1.07% |
$12.4K - $13.7K
|
2.32K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-25- 3.58% |
$12.4K - $13.7K
|
673
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-25- 5.26% |
$12.4K - $13.7K
|
450
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 48.08% |
$12.4K - $13.7K
|
27
$15.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-25- 1.47% |
$12.4K - $13.7K
|
1.68K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 3.53% |
$12.4K - $13.7K
|
683
$383K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-25- 0.24% |
$12.4K - $13.7K
|
10.4K
$5.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-26- 1.01% |
$12.9K - $14.3K
|
2.56K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 1.0% |
$12.9K - $14.3K
|
2.56K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-26- 3.61% |
$12.9K - $14.3K
|
695
$390K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-27- 0.56% |
$13.4K - $14.8K
|
4.77K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27- 0.46% |
$13.4K - $14.8K
|
5.79K
$3.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 1.26% |
$13.4K - $14.8K
|
2.12K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-27- 2.38% |
$13.4K - $14.8K
|
1.11K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-27- 0.6% |
$13.4K - $14.8K
|
4.44K
$2.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-28- 0.24% |
$13.9K - $15.4K
|
11.6K
$6.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.89% |
$13.9K - $15.4K
|
1.46K
$816K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-29- 0.99% |
$14.4K - $15.9K
|
2.9K
$1.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-29- 0.66% |
$14.4K - $15.9K
|
4.38K
$2.46M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-30- 1.43% |
$14.9K - $16.5K
|
2.07K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-30- 4.23% |
$14.9K - $16.5K
|
680
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-30- 0.45% |
$14.9K - $16.5K
|
6.62K
$3.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-30- 3.29% |
$14.9K - $16.5K
|
881
$494K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-30- 1.26% |
$14.9K - $16.5K
|
2.35K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30- 0.82% |
$14.9K - $16.5K
|
3.61K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.0% |
$14.9K - $16.5K
|
2.96K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-31- 0.67% |
$15.3K - $17K
|
4.62K
$2.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-31- 0.46% |
$15.3K - $17K
|
6.74K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-31- 0.09% |
$15.3K - $17K
|
35.6K
$20M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-32- 1.22% |
$15.8K - $17.6K
|
2.59K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-32- 2.14% |
$15.8K - $17.6K
|
1.47K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-32- 0.28% |
$15.8K - $17.6K
|
11.4K
$6.41M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 0.63% |
$16.3K - $18.1K
|
5.21K
$2.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-33- 1.77% |
$16.3K - $18.1K
|
1.83K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-33- 3.51% |
$16.3K - $18.1K
|
907
$508K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-34- 0.25% |
$16.8K - $18.6K
|
13.8K
$7.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-34- 2.96% |
$16.8K - $18.6K
|
1.12K
$625K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.83% |
$16.8K - $18.6K
|
4.08K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-34- 0.34% |
$16.8K - $18.6K
|
10.1K
$5.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-34- 6.67% |
$16.8K - $18.6K
|
476
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-34- 0.51% |
$16.8K - $18.6K
|
6.65K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-34- 0.33% |
$16.8K - $18.6K
|
10.4K
$5.81M
|