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 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.49% |
$27.2K - $30.2K
|
11.2K
$7.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-55- 2.25% |
$27.2K - $30.2K
|
2.39K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-55- 0.43% |
$27.2K - $30.2K
|
12.7K
$7.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-55- 6.43% |
$27.2K - $30.2K
|
800
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-55- 0.74% |
$27.2K - $30.2K
|
7.42K
$4.66M
|
|
|
May 29, 2025
Q2 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55- 0.37% |
$27.2K - $30.2K
|
14.8K
$9.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-56- 0.29% |
$27.7K - $30.7K
|
19K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-57- 0.28% |
$28.2K - $31.3K
|
20.4K
$12.8M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-57- 2.28% |
$28.2K - $31.3K
|
2.45K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-57- 2.3% |
$28.2K - $31.3K
|
2.42K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-58- 0.87% |
$28.7K - $31.8K
|
6.63K
$4.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-58- 0.75% |
$28.7K - $31.8K
|
7.68K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-58- 2.97% |
$28.7K - $31.8K
|
1.9K
$1.19M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-58- 2.34% |
$28.7K - $31.8K
|
2.43K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-59- 4.81% |
$29.2K - $32.4K
|
1.17K
$734K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-59- 0.32% |
$29.2K - $32.4K
|
18.7K
$11.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
SELL
|
- |
-59- 0.6% |
$29.2K - $32.4K
|
9.8K
$6.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-60- 0.47% |
$29.7K - $32.9K
|
12.6K
$7.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-60- 0.87% |
$29.7K - $32.9K
|
6.84K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-60- 6.74% |
$29.7K - $32.9K
|
830
$521K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-61- 5.59% |
$30.2K - $33.5K
|
1.03K
$648K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-61- 1.05% |
$30.2K - $33.5K
|
5.74K
$3.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-62- 4.92% |
$30.7K - $34K
|
1.2K
$752K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-63- 1.87% |
$31.2K - $34.6K
|
3.3K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-63- 2.99% |
$31.2K - $34.6K
|
2.04K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-63- 4.59% |
$31.2K - $34.6K
|
1.31K
$822K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-65- 4.98% |
$32.2K - $35.7K
|
1.24K
$778K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-65- 5.13% |
$32.2K - $35.7K
|
1.2K
$754K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-65- 1.55% |
$32.2K - $35.7K
|
4.13K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-65- 1.65% |
$32.2K - $35.7K
|
3.87K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-66- 0.28% |
$32.7K - $36.2K
|
23.3K
$14.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-67- 0.94% |
$33.2K - $36.7K
|
7.04K
$4.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-68- 0.45% |
$33.7K - $37.3K
|
14.9K
$9.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-70- 7.28% |
$34.7K - $38.4K
|
892
$560K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-70- 9.31% |
$34.7K - $38.4K
|
682
$428K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-70- 9.68% |
$34.7K - $38.4K
|
653
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-70- 1.85% |
$34.7K - $38.4K
|
3.72K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-71- 0.41% |
$35.2K - $38.9K
|
17.3K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-71- 0.36% |
$35.2K - $38.9K
|
19.4K
$12.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-72- 8.56% |
$35.7K - $39.5K
|
769
$483K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-72- 6.14% |
$35.7K - $39.5K
|
1.1K
$691K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-72- 1.53% |
$35.7K - $39.5K
|
4.62K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-72- 38.5% |
$35.7K - $39.5K
|
115
$72.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-72- 2.93% |
$35.7K - $39.5K
|
2.38K
$1.5M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-72- 9.8% |
$35.7K - $39.5K
|
663
$416K
|
|
|
Mar 25, 2025
Q2 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-72- 10.37% |
$35.7K - $39.5K
|
622
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-73- 0.74% |
$36.1K - $40K
|
9.74K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-73- 7.6% |
$36.1K - $40K
|
888
$558K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-74- 3.85% |
$36.6K - $40.6K
|
1.85K
$1.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 14.37% |
$36.6K - $40.6K
|
441
$277K
|