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 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-48- 9.52% |
$23.8K - $26.3K
|
456
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-48- 7.05% |
$23.8K - $26.3K
|
633
$355K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-48- 0.05% |
$23.8K - $26.3K
|
87.6K
$49.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-48- 6.69% |
$23.8K - $26.3K
|
669
$375K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-48- 0.23% |
$23.8K - $26.3K
|
20.6K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-48- 1.14% |
$23.8K - $26.3K
|
4.16K
$2.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-49- 0.21% |
$24.3K - $26.9K
|
23.7K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-50- 0.31% |
$24.8K - $27.4K
|
16.1K
$9.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-50- 0.5% |
$24.8K - $27.4K
|
9.97K
$5.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 0.75% |
$24.8K - $27.4K
|
6.64K
$3.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-50- 6.05% |
$24.8K - $27.4K
|
777
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-50- 7.53% |
$24.8K - $27.4K
|
614
$344K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-50- 0.88% |
$24.8K - $27.4K
|
5.64K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-51- 0.71% |
$25.3K - $28K
|
7.09K
$3.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-52- 3.66% |
$25.7K - $28.5K
|
1.37K
$767K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-52- 27.96% |
$25.7K - $28.5K
|
134
$75.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 2.26% |
$25.7K - $28.5K
|
2.24K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-52- 0.19% |
$25.7K - $28.5K
|
26.9K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 0.27% |
$25.7K - $28.5K
|
19.3K
$10.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-53- 0.64% |
$26.2K - $29.1K
|
8.2K
$4.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-53- 0.72% |
$26.2K - $29.1K
|
7.31K
$4.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-53- 0.2% |
$26.2K - $29.1K
|
26.8K
$15M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-53- 0.53% |
$26.2K - $29.1K
|
10K
$5.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-53- 0.6% |
$26.2K - $29.1K
|
8.77K
$4.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$658K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$658K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-54- 0.15% |
$26.7K - $29.6K
|
35.1K
$19.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54- 0.24% |
$26.7K - $29.6K
|
22.3K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-54- 0.85% |
$26.7K - $29.6K
|
6.31K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-54- 0.25% |
$26.7K - $29.6K
|
21.3K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-54- 4.57% |
$26.7K - $29.6K
|
1.13K
$632K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 0.99% |
$27.2K - $30.2K
|
5.5K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.49% |
$27.2K - $30.2K
|
11.2K
$6.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-55- 2.25% |
$27.2K - $30.2K
|
2.39K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-55- 0.43% |
$27.2K - $30.2K
|
12.7K
$7.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-55- 6.43% |
$27.2K - $30.2K
|
800
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-55- 0.74% |
$27.2K - $30.2K
|
7.42K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-56- 0.29% |
$27.7K - $30.7K
|
19K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-57- 0.28% |
$28.2K - $31.3K
|
20.4K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-57- 2.28% |
$28.2K - $31.3K
|
2.45K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-57- 2.3% |
$28.2K - $31.3K
|
2.42K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-58- 0.87% |
$28.7K - $31.8K
|
6.63K
$3.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-58- 0.75% |
$28.7K - $31.8K
|
7.68K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-58- 2.97% |
$28.7K - $31.8K
|
1.9K
$1.06M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-58- 2.34% |
$28.7K - $31.8K
|
2.43K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-59- 4.81% |
$29.2K - $32.4K
|
1.17K
$655K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-59- 0.32% |
$29.2K - $32.4K
|
18.7K
$10.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
SELL
|
- |
-59- 0.6% |
$29.2K - $32.4K
|
9.8K
$5.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-60- 0.47% |
$29.7K - $32.9K
|
12.6K
$7.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-60- 0.87% |
$29.7K - $32.9K
|
6.84K
$3.83M
|