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 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-42- 1.57% |
$20.8K - $23K
|
2.64K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 1.28% |
$20.8K - $23K
|
3.24K
$2.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-43- 0.51% |
$21.3K - $23.6K
|
8.46K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-43- 3.54% |
$21.3K - $23.6K
|
1.17K
$735K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-43- 4.37% |
$21.3K - $23.6K
|
940
$590K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-44- 1.87% |
$21.8K - $24.1K
|
2.31K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-44- 1.5% |
$21.8K - $24.1K
|
2.89K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-44- 2.79% |
$21.8K - $24.1K
|
1.53K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.99% |
$22.3K - $24.7K
|
4.52K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-46- 2.67% |
$22.8K - $25.2K
|
1.68K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46- 6.38% |
$22.8K - $25.2K
|
675
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-46- 3.15% |
$22.8K - $25.2K
|
1.42K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-46- 1.34% |
$22.8K - $25.2K
|
3.39K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-47- 4.33% |
$23.3K - $25.8K
|
1.04K
$653K
|
|
|
Jul 30, 2024
Q2 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-47- 6.33% |
$23.3K - $25.8K
|
696
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-47- 1.39% |
$23.3K - $25.8K
|
3.32K
$2.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-48- 0.39% |
$23.8K - $26.3K
|
12.3K
$7.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-48- 9.52% |
$23.8K - $26.3K
|
456
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-48- 7.05% |
$23.8K - $26.3K
|
633
$398K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-48- 0.05% |
$23.8K - $26.3K
|
87.6K
$55M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-48- 6.69% |
$23.8K - $26.3K
|
669
$420K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-48- 0.23% |
$23.8K - $26.3K
|
20.6K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-48- 1.14% |
$23.8K - $26.3K
|
4.16K
$2.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-49- 0.21% |
$24.3K - $26.9K
|
23.7K
$14.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-50- 0.31% |
$24.8K - $27.4K
|
16.1K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-50- 0.5% |
$24.8K - $27.4K
|
9.97K
$6.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 0.75% |
$24.8K - $27.4K
|
6.64K
$4.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-50- 6.05% |
$24.8K - $27.4K
|
777
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-50- 7.53% |
$24.8K - $27.4K
|
614
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-50- 0.88% |
$24.8K - $27.4K
|
5.64K
$3.54M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-50- 7.61% |
$24.8K - $27.4K
|
607
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-51- 0.71% |
$25.3K - $28K
|
7.09K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-52- 3.66% |
$25.7K - $28.5K
|
1.37K
$859K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-52- 27.96% |
$25.7K - $28.5K
|
134
$84.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 2.26% |
$25.7K - $28.5K
|
2.24K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-52- 0.19% |
$25.7K - $28.5K
|
26.9K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 0.27% |
$25.7K - $28.5K
|
19.3K
$12.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-53- 0.64% |
$26.2K - $29.1K
|
8.2K
$5.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-53- 0.72% |
$26.2K - $29.1K
|
7.31K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-53- 0.2% |
$26.2K - $29.1K
|
26.8K
$16.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-53- 0.53% |
$26.2K - $29.1K
|
10K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-53- 0.6% |
$26.2K - $29.1K
|
8.77K
$5.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$737K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$737K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-54- 0.15% |
$26.7K - $29.6K
|
35.1K
$22.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54- 0.24% |
$26.7K - $29.6K
|
22.3K
$14M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-54- 0.85% |
$26.7K - $29.6K
|
6.31K
$3.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-54- 0.25% |
$26.7K - $29.6K
|
21.3K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-54- 4.57% |
$26.7K - $29.6K
|
1.13K
$708K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 0.99% |
$27.2K - $30.2K
|
5.5K
$3.45M
|