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 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-140- 2.28% |
$69.3K - $76.8K
|
5.99K
$3.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-140- 8.57% |
$69.3K - $76.8K
|
1.49K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-140- 9.69% |
$69.3K - $76.8K
|
1.31K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-140- 4.07% |
$69.3K - $76.8K
|
3.3K
$1.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-141- 4.11% |
$69.8K - $77.3K
|
3.29K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-142- 0.53% |
$70.3K - $77.9K
|
26.6K
$15.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-143- 0.32% |
$70.8K - $78.4K
|
44.3K
$26M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-143- 1.69% |
$70.8K - $78.4K
|
8.31K
$4.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-144- 0.86% |
$71.3K - $79K
|
16.6K
$9.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-144- 0.74% |
$71.3K - $79K
|
19.3K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-144- 0.96% |
$71.3K - $79K
|
14.8K
$8.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-144- 0.64% |
$71.3K - $79K
|
22.5K
$13.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-145- 2.18% |
$71.8K - $79.5K
|
6.52K
$3.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-146- 2.52% |
$72.3K - $80.1K
|
5.66K
$3.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-147- 25.97% |
$72.8K - $80.6K
|
419
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 18.73% |
$73.3K - $81.2K
|
642
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-149- 28.49% |
$73.8K - $81.7K
|
374
$219K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-149- 4.63% |
$73.8K - $81.7K
|
3.07K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-150- 6.98% |
$74.3K - $82.3K
|
2K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-150- 10.53% |
$74.3K - $82.3K
|
1.28K
$748K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-150- 3.18% |
$74.3K - $82.3K
|
4.57K
$2.68M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-151- 1.05% |
$74.8K - $82.8K
|
14.3K
$8.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-151- 0.19% |
$74.8K - $82.8K
|
77.6K
$45.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-152- 3.38% |
$75.3K - $83.4K
|
4.35K
$2.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-152- 0.75% |
$75.3K - $83.4K
|
20.1K
$11.8M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-153- 6.91% |
$75.8K - $83.9K
|
2.06K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-153- 3.42% |
$75.8K - $83.9K
|
4.32K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-154- 4.33% |
$76.3K - $84.5K
|
3.4K
$2M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 2.03% |
$76.7K - $85K
|
7.46K
$4.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-155- 0.82% |
$76.7K - $85K
|
18.7K
$10.9M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-157- 1.45% |
$77.7K - $86.1K
|
10.7K
$6.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-157- 0.48% |
$77.7K - $86.1K
|
32.3K
$18.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-158- 2.34% |
$78.2K - $86.7K
|
6.59K
$3.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-159- 1.02% |
$78.7K - $87.2K
|
15.5K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-159- 2.08% |
$78.7K - $87.2K
|
7.48K
$4.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-160- 1.1% |
$79.2K - $87.8K
|
14.4K
$8.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-160- 3.76% |
$79.2K - $87.8K
|
4.09K
$2.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-162- 1.94% |
$80.2K - $88.9K
|
8.19K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-162- 0.49% |
$80.2K - $88.9K
|
32.7K
$19.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-163- 1.21% |
$80.7K - $89.4K
|
13.4K
$7.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-163- 7.58% |
$80.7K - $89.4K
|
1.99K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-164- 3.43% |
$81.2K - $90K
|
4.61K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-165- 5.44% |
$81.7K - $90.5K
|
2.87K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-165- 2.22% |
$81.7K - $90.5K
|
7.27K
$4.26M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 1.61% |
$82.2K - $91K
|
10.2K
$5.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-169- 3.07% |
$83.7K - $92.7K
|
5.34K
$3.13M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-170- 2.62% |
$84.2K - $93.2K
|
6.33K
$3.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-171- 18.25% |
$84.7K - $93.8K
|
766
$449K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-171- 1.39% |
$84.7K - $93.8K
|
12.1K
$7.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-172- 0.02% |
$85.2K - $94.3K
|
822K
$482M
|