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 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-93- 4.19% |
$46K - $51K
|
2.13K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-93- 0.23% |
$46K - $51K
|
40.6K
$23.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-94- 10.23% |
$46.5K - $51.6K
|
825
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-94- 2.95% |
$46.5K - $51.6K
|
3.09K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-95- 1.82% |
$47K - $52.1K
|
5.12K
$3M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-95- 3.48% |
$47K - $52.1K
|
2.63K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-96- 0.68% |
$47.5K - $52.7K
|
14.1K
$8.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.52% |
$47.5K - $52.7K
|
6.24K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-96- 5.07% |
$47.5K - $52.7K
|
1.8K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-96- 8.04% |
$47.5K - $52.7K
|
1.1K
$644K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-96- 17.45% |
$47.5K - $52.7K
|
454
$266K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-97- 29.94% |
$48K - $53.2K
|
227
$133K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-97- 8.41% |
$48K - $53.2K
|
1.06K
$620K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-97- 34.52% |
$48K - $53.2K
|
184
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-97- 3.23% |
$48K - $53.2K
|
2.91K
$1.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-98- 0.25% |
$48.5K - $53.8K
|
39.6K
$23.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-98- 6.44% |
$48.5K - $53.8K
|
1.42K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-99- 0.46% |
$49K - $54.3K
|
21.3K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-99- 0.33% |
$49K - $54.3K
|
30.3K
$17.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-99- 0.2% |
$49K - $54.3K
|
48.4K
$28.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-99- 2.88% |
$49K - $54.3K
|
3.34K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-99- 16.45% |
$49K - $54.3K
|
503
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 8.12% |
$49.5K - $54.8K
|
1.13K
$663K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 4.14% |
$49.5K - $54.8K
|
2.32K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 1.38% |
$49.5K - $54.8K
|
7.14K
$4.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 6.06% |
$49.5K - $54.8K
|
1.55K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-100- 6.66% |
$49.5K - $54.8K
|
1.4K
$822K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-101- 1.33% |
$50K - $55.4K
|
7.49K
$4.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-102- 7.97% |
$50.5K - $55.9K
|
1.18K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-102- 9.35% |
$50.5K - $55.9K
|
989
$580K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-102- 0.32% |
$50.5K - $55.9K
|
31.3K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-102- 8.06% |
$50.5K - $55.9K
|
1.16K
$682K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-103- 6.76% |
$51K - $56.5K
|
1.42K
$833K
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-103- 13.19% |
$51K - $56.5K
|
678
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-104- 0.99% |
$51.5K - $57K
|
10.4K
$6.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-105- 16.33% |
$52K - $57.6K
|
538
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-105- 4.28% |
$52K - $57.6K
|
2.35K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-105- 2.47% |
$52K - $57.6K
|
4.14K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-105- 6.41% |
$52K - $57.6K
|
1.53K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-105- 9.08% |
$52K - $57.6K
|
1.05K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106- 15.01% |
$52.5K - $58.1K
|
600
$352K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-107- 10.08% |
$53K - $58.7K
|
954
$559K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-107- 4.3% |
$53K - $58.7K
|
2.38K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-108- 0.55% |
$53.5K - $59.2K
|
19.7K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-108- 1.52% |
$53.5K - $59.2K
|
6.99K
$4.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-108- 3.34% |
$53.5K - $59.2K
|
3.12K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-108- 15.34% |
$53.5K - $59.2K
|
596
$349K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-109- 4.8% |
$54K - $59.8K
|
2.16K
$1.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-110- 1.78% |
$54.5K - $60.3K
|
6.09K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-110- 0.65% |
$54.5K - $60.3K
|
16.9K
$9.93M
|