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 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-250- 80.39% |
$124K - $137K
|
61
$35.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-250- 6.69% |
$124K - $137K
|
3.49K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-251- 4.69% |
$124K - $138K
|
5.11K
$2.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-252- 2.47% |
$125K - $138K
|
9.95K
$5.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-255- 2.4% |
$126K - $140K
|
10.4K
$6.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-255- 15.05% |
$126K - $140K
|
1.44K
$844K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-257- 1.76% |
$127K - $141K
|
14.3K
$8.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-257- 0.59% |
$127K - $141K
|
43.4K
$25.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-259- 1.28% |
$128K - $142K
|
19.9K
$11.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-259- 11.57% |
$128K - $142K
|
1.98K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-259- 4.07% |
$128K - $142K
|
6.1K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-264- 0.76% |
$131K - $145K
|
34.6K
$20.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-265- 3.75% |
$131K - $145K
|
6.81K
$3.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-265- 0.13% |
$131K - $145K
|
209K
$122M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-266- 23.05% |
$132K - $146K
|
888
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-266- 3.25% |
$132K - $146K
|
7.91K
$4.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-267- 2.93% |
$132K - $146K
|
8.84K
$5.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-267- 0.15% |
$132K - $146K
|
176K
$103M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-268- 0.89% |
$133K - $147K
|
30K
$17.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-269- 1.19% |
$133K - $148K
|
22.3K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-271- 14.56% |
$134K - $149K
|
1.59K
$932K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-272- 11.22% |
$135K - $149K
|
2.15K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-273- 18.79% |
$135K - $150K
|
1.18K
$692K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-276- 4.34% |
$137K - $151K
|
6.09K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-277- 4.15% |
$137K - $152K
|
6.39K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-280- 4.17% |
$139K - $154K
|
6.44K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-282- 15.9% |
$140K - $155K
|
1.49K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-282- 13.64% |
$140K - $155K
|
1.79K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-284- 8.94% |
$141K - $156K
|
2.89K
$1.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-285- 2.68% |
$141K - $156K
|
10.3K
$6.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-285- 1.79% |
$141K - $156K
|
15.6K
$9.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-287- 1.36% |
$142K - $157K
|
20.8K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-288- 1.21% |
$143K - $158K
|
23.5K
$13.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-289- 7.75% |
$143K - $159K
|
3.44K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-289- 0.26% |
$143K - $159K
|
111K
$65.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-290- 3.3% |
$144K - $159K
|
8.5K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-290- 1.03% |
$144K - $159K
|
27.9K
$16.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-291- 4.85% |
$144K - $160K
|
5.71K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 4.51% |
$144K - $160K
|
6.16K
$3.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-292- 10.46% |
$145K - $160K
|
2.5K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-293- 6.23% |
$145K - $161K
|
4.41K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-293- 0.98% |
$145K - $161K
|
29.5K
$17.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-294- 1.98% |
$146K - $161K
|
14.6K
$8.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-294- 0.49% |
$146K - $161K
|
59.7K
$35M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-294- 3.66% |
$146K - $161K
|
7.74K
$4.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-295- 1.29% |
$146K - $162K
|
22.6K
$13.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-295- 9.81% |
$146K - $162K
|
2.71K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-296- 14.76% |
$147K - $162K
|
1.71K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-298- 1.11% |
$148K - $163K
|
26.5K
$15.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-299- 7.41% |
$148K - $164K
|
3.74K
$2.19M
|