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
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 2.26% |
$25.7K - $28.5K
|
2.24K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-52- 0.19% |
$25.7K - $28.5K
|
26.9K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 0.27% |
$25.7K - $28.5K
|
19.3K
$11.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-53- 0.64% |
$26.2K - $29.1K
|
8.2K
$4.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-53- 0.72% |
$26.2K - $29.1K
|
7.31K
$4.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-53- 0.2% |
$26.2K - $29.1K
|
26.8K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-53- 0.53% |
$26.2K - $29.1K
|
10K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-53- 0.6% |
$26.2K - $29.1K
|
8.77K
$5.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$688K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$688K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-54- 0.15% |
$26.7K - $29.6K
|
35.1K
$20.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54- 0.24% |
$26.7K - $29.6K
|
22.3K
$13.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-54- 0.85% |
$26.7K - $29.6K
|
6.31K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-54- 0.25% |
$26.7K - $29.6K
|
21.3K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-54- 4.57% |
$26.7K - $29.6K
|
1.13K
$661K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 0.99% |
$27.2K - $30.2K
|
5.5K
$3.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.49% |
$27.2K - $30.2K
|
11.2K
$6.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-55- 2.25% |
$27.2K - $30.2K
|
2.39K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-55- 0.43% |
$27.2K - $30.2K
|
12.7K
$7.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-55- 6.43% |
$27.2K - $30.2K
|
800
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-55- 0.74% |
$27.2K - $30.2K
|
7.42K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-56- 0.29% |
$27.7K - $30.7K
|
19K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-57- 0.28% |
$28.2K - $31.3K
|
20.4K
$12M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-57- 2.28% |
$28.2K - $31.3K
|
2.45K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-57- 2.3% |
$28.2K - $31.3K
|
2.42K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-58- 0.87% |
$28.7K - $31.8K
|
6.63K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-58- 0.75% |
$28.7K - $31.8K
|
7.68K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-58- 2.97% |
$28.7K - $31.8K
|
1.9K
$1.11M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-58- 2.34% |
$28.7K - $31.8K
|
2.43K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-59- 4.81% |
$29.2K - $32.4K
|
1.17K
$685K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-59- 0.32% |
$29.2K - $32.4K
|
18.7K
$10.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
SELL
|
- |
-59- 0.6% |
$29.2K - $32.4K
|
9.8K
$5.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-60- 0.47% |
$29.7K - $32.9K
|
12.6K
$7.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-60- 0.87% |
$29.7K - $32.9K
|
6.84K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-60- 6.74% |
$29.7K - $32.9K
|
830
$487K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-61- 5.59% |
$30.2K - $33.5K
|
1.03K
$604K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-61- 1.05% |
$30.2K - $33.5K
|
5.74K
$3.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-62- 4.92% |
$30.7K - $34K
|
1.2K
$702K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-63- 1.87% |
$31.2K - $34.6K
|
3.3K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-63- 2.99% |
$31.2K - $34.6K
|
2.04K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-63- 4.59% |
$31.2K - $34.6K
|
1.31K
$767K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-65- 4.98% |
$32.2K - $35.7K
|
1.24K
$726K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-65- 5.13% |
$32.2K - $35.7K
|
1.2K
$704K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-65- 1.55% |
$32.2K - $35.7K
|
4.13K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-65- 1.65% |
$32.2K - $35.7K
|
3.87K
$2.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-66- 0.28% |
$32.7K - $36.2K
|
23.3K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-67- 0.94% |
$33.2K - $36.7K
|
7.04K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-68- 0.45% |
$33.7K - $37.3K
|
14.9K
$8.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-70- 7.28% |
$34.7K - $38.4K
|
892
$523K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-70- 9.31% |
$34.7K - $38.4K
|
682
$400K
|