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
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-111- 0.98% |
$55K - $60.9K
|
11.2K
$6.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-112- 2.24% |
$55.5K - $61.4K
|
4.89K
$2.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-112- 4.01% |
$55.5K - $61.4K
|
2.68K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 11.45% |
$55.5K - $61.4K
|
866
$508K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-113- 0.87% |
$56K - $62K
|
12.9K
$7.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-113- 3.24% |
$56K - $62K
|
3.38K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 23.89% |
$56K - $62K
|
360
$211K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-113- 0.94% |
$56K - $62K
|
11.9K
$7M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-114- 3.37% |
$56.4K - $62.5K
|
3.27K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-114- 0.41% |
$56.4K - $62.5K
|
27.7K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-114- 1.29% |
$56.4K - $62.5K
|
8.7K
$5.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-115- 4.85% |
$56.9K - $63.1K
|
2.26K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-116- 1.03% |
$57.4K - $63.6K
|
11.2K
$6.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-117- 9.17% |
$57.9K - $64.2K
|
1.16K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-117- 27.27% |
$57.9K - $64.2K
|
312
$183K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-118- 22.22% |
$58.4K - $64.7K
|
413
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-118- 1.18% |
$58.4K - $64.7K
|
9.91K
$5.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-118- 9.63% |
$58.4K - $64.7K
|
1.11K
$649K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-120- 5.37% |
$59.4K - $65.8K
|
2.12K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-120- 1.63% |
$59.4K - $65.8K
|
7.26K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-120- 1.48% |
$59.4K - $65.8K
|
8.01K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-120- 2.71% |
$59.4K - $65.8K
|
4.32K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-121- 13.38% |
$59.9K - $66.4K
|
783
$459K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-122- 2.32% |
$60.4K - $66.9K
|
5.13K
$3.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-123- 2.42% |
$60.9K - $67.5K
|
4.97K
$2.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-124- 3.71% |
$61.4K - $68K
|
3.22K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-124- 1.96% |
$61.4K - $68K
|
6.21K
$3.64M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-124- 0.81% |
$61.4K - $68K
|
15.2K
$8.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-125- 12.94% |
$61.9K - $68.6K
|
841
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-126- 8.58% |
$62.4K - $69.1K
|
1.34K
$787K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-127- 3.43% |
$62.9K - $69.7K
|
3.58K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-128- 6.86% |
$63.4K - $70.2K
|
1.74K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-129- 1.41% |
$63.9K - $70.8K
|
8.99K
$5.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-129- 1.43% |
$63.9K - $70.8K
|
8.92K
$5.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-129- 1.61% |
$63.9K - $70.8K
|
7.91K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-129- 6.47% |
$63.9K - $70.8K
|
1.87K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-130- 2.31% |
$64.4K - $71.3K
|
5.49K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-130- 0.34% |
$64.4K - $71.3K
|
37.6K
$22M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-131- 2.9% |
$64.9K - $71.9K
|
4.39K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-132- 7.46% |
$65.4K - $72.4K
|
1.64K
$960K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-133- 5.12% |
$65.9K - $72.9K
|
2.47K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-134- 1.92% |
$66.4K - $73.5K
|
6.85K
$4.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-134- 1.57% |
$66.4K - $73.5K
|
8.42K
$4.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-134- 2.25% |
$66.4K - $73.5K
|
5.82K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-135- 0.92% |
$66.8K - $74K
|
14.5K
$8.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-136- 0.46% |
$67.3K - $74.6K
|
29.5K
$17.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-137- 11.51% |
$67.8K - $75.1K
|
1.05K
$617K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-137- 5.84% |
$67.8K - $75.1K
|
2.21K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-138- 9.7% |
$68.3K - $75.7K
|
1.29K
$753K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-140- 1.33% |
$69.3K - $76.8K
|
10.4K
$6.08M
|