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
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-172- 0.57% |
$85.2K - $94.3K
|
29.9K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-172- 5.53% |
$85.2K - $94.3K
|
2.94K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-173- 2.68% |
$85.7K - $94.9K
|
6.29K
$3.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-175- 5.34% |
$86.7K - $96K
|
3.1K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-175- 0.5% |
$86.7K - $96K
|
34.5K
$20.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-176- 0.41% |
$87.1K - $96.5K
|
42.6K
$25M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-176- 4.83% |
$87.1K - $96.5K
|
3.47K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-176- 0.66% |
$87.1K - $96.5K
|
26.3K
$15.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-176- 5.0% |
$87.1K - $96.5K
|
3.35K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-177- 12.94% |
$87.6K - $97.1K
|
1.19K
$698K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-178- 8.31% |
$88.1K - $97.6K
|
1.96K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-178- 0.06% |
$88.1K - $97.6K
|
297K
$174M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-179- 2.01% |
$88.6K - $98.2K
|
8.72K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-179- 2.57% |
$88.6K - $98.2K
|
6.8K
$3.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-180- 22.0% |
$89.1K - $98.7K
|
638
$374K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-181- 2.17% |
$89.6K - $99.3K
|
8.16K
$4.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-181- 3.76% |
$89.6K - $99.3K
|
4.64K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-183- 5.05% |
$90.6K - $100K
|
3.44K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-183- 8.71% |
$90.6K - $100K
|
1.92K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-184- 5.73% |
$91.1K - $101K
|
3.03K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-184- 9.88% |
$91.1K - $101K
|
1.68K
$984K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-184- 5.64% |
$91.1K - $101K
|
3.08K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-185- 1.03% |
$91.6K - $101K
|
17.8K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-185- 3.94% |
$91.6K - $101K
|
4.51K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-186- 1.9% |
$92.1K - $102K
|
9.63K
$5.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-190- 3.11% |
$94.1K - $104K
|
5.92K
$3.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-190- 2.73% |
$94.1K - $104K
|
6.76K
$3.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-190- 2.29% |
$94.1K - $104K
|
8.09K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-191- 2.67% |
$94.6K - $105K
|
6.96K
$4.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-191- 2.03% |
$94.6K - $105K
|
9.21K
$5.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-192- 1.46% |
$95.1K - $105K
|
13K
$7.6M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-192- 9.16% |
$95.1K - $105K
|
1.91K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-192- 0.84% |
$95.1K - $105K
|
22.7K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-194- 34.28% |
$96.1K - $106K
|
372
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
SELL
|
- |
-195- 18.86% |
$96.6K - $107K
|
839
$492K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-195- 0.87% |
$96.6K - $107K
|
22.3K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-195- 35.78% |
$96.6K - $107K
|
350
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-196- 19.22% |
$97.1K - $108K
|
824
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-196- 0.33% |
$97.1K - $108K
|
58.9K
$34.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-199- 1.09% |
$98.5K - $109K
|
18K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-200- 5.56% |
$99K - $110K
|
3.4K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-200- 5.36% |
$99K - $110K
|
3.53K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-202- 0.7% |
$100K - $111K
|
28.5K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-203- 20.36% |
$101K - $111K
|
794
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-204- 2.01% |
$101K - $112K
|
9.97K
$5.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-204- 1.84% |
$101K - $112K
|
10.9K
$6.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-204- 3.94% |
$101K - $112K
|
4.98K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-204- 1.49% |
$101K - $112K
|
13.5K
$7.92M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-204- 6.48% |
$101K - $112K
|
2.94K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-205- 1.17% |
$102K - $112K
|
17.3K
$10.1M
|