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 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-397- 5.69% |
$197K - $218K
|
6.59K
$3.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-398- 4.56% |
$197K - $218K
|
8.33K
$4.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-398- 10.2% |
$197K - $218K
|
3.5K
$2.05M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-402- 9.2% |
$199K - $220K
|
3.97K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-402- 2.75% |
$199K - $220K
|
14.2K
$8.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-406- 10.84% |
$201K - $223K
|
3.34K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-411- 18.56% |
$204K - $225K
|
1.8K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-413- 52.02% |
$205K - $227K
|
381
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-415- 7.98% |
$205K - $228K
|
4.78K
$2.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-415- 4.75% |
$205K - $228K
|
8.32K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-415- 2.34% |
$205K - $228K
|
17.3K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-416- 0.45% |
$206K - $228K
|
92.4K
$54.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-417- 11.72% |
$206K - $229K
|
3.14K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-418- 0.14% |
$207K - $229K
|
300K
$176M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-421- 5.4% |
$208K - $231K
|
7.37K
$4.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-423- 3.21% |
$209K - $232K
|
12.7K
$7.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-426- 1.57% |
$211K - $234K
|
26.7K
$15.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-431- 1.45% |
$213K - $236K
|
29.4K
$17.2M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-432- 4.5% |
$214K - $237K
|
9.16K
$5.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-434- 16.78% |
$215K - $238K
|
2.15K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-437- 1.03% |
$216K - $240K
|
41.8K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-437- 0.89% |
$216K - $240K
|
48.7K
$28.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-439- 8.21% |
$217K - $241K
|
4.91K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-444- 29.1% |
$220K - $244K
|
1.08K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-447- 15.76% |
$221K - $245K
|
2.39K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-450- 0.43% |
$223K - $247K
|
104K
$60.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-453- 4.51% |
$224K - $248K
|
9.58K
$5.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-453- 31.26% |
$224K - $248K
|
996
$584K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-457- 1.57% |
$226K - $251K
|
28.7K
$16.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-458- 25.9% |
$227K - $251K
|
1.31K
$768K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-458- 13.43% |
$227K - $251K
|
2.95K
$1.73M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-461- 3.75% |
$228K - $253K
|
11.8K
$6.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-463- 3.07% |
$229K - $254K
|
14.6K
$8.58M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-463- 1.36% |
$229K - $254K
|
33.5K
$19.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-467- 11.63% |
$231K - $256K
|
3.55K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-467- 12.91% |
$231K - $256K
|
3.15K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-467- 7.05% |
$231K - $256K
|
6.16K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-469- 5.48% |
$232K - $257K
|
8.09K
$4.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-470- 1.32% |
$233K - $258K
|
35.2K
$20.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-470- 3.49% |
$233K - $258K
|
13K
$7.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-471- 0.99% |
$233K - $258K
|
47.1K
$27.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-473- 1.53% |
$234K - $259K
|
30.5K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-478- 2.51% |
$237K - $262K
|
18.5K
$10.9M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-479- 3.92% |
$237K - $263K
|
11.7K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-482- 3.84% |
$239K - $264K
|
12.1K
$7.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-487- 0.35% |
$241K - $267K
|
140K
$82.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-490- 7.06% |
$243K - $269K
|
6.45K
$3.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-492- 0.74% |
$244K - $270K
|
66.2K
$38.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-492- 37.27% |
$244K - $270K
|
828
$485K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-492- 10.92% |
$244K - $270K
|
4.01K
$2.35M
|