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 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-555- 8.13% |
$275K - $304K
|
6.28K
$3.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-556- 0.25% |
$275K - $305K
|
223K
$125M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-558- 7.79% |
$276K - $306K
|
6.61K
$3.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-562- 15.24% |
$278K - $308K
|
3.13K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-562- 5.03% |
$278K - $308K
|
10.6K
$5.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-567- 28.69% |
$281K - $311K
|
1.41K
$790K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-577- 2.27% |
$286K - $316K
|
24.8K
$13.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-578- 68.16% |
$286K - $317K
|
270
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-582- 16.98% |
$288K - $319K
|
2.85K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-589- 1.72% |
$292K - $323K
|
33.7K
$18.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-590- 6.7% |
$292K - $324K
|
8.21K
$4.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-590- 58.24% |
$292K - $324K
|
423
$237K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-592- 2.76% |
$293K - $325K
|
20.8K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-595- 0.66% |
$295K - $326K
|
90K
$50.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-597- 1.56% |
$296K - $327K
|
37.6K
$21.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-599- 4.69% |
$297K - $329K
|
12.2K
$6.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-603- 2.46% |
$299K - $331K
|
23.9K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-605- 59.26% |
$300K - $332K
|
416
$233K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-607- 42.21% |
$301K - $333K
|
831
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-610- 53.46% |
$302K - $335K
|
531
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-620- 10.89% |
$307K - $340K
|
5.07K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-623- 9.67% |
$308K - $342K
|
5.82K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-633- 3.18% |
$313K - $347K
|
19.3K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-639- 0.55% |
$316K - $350K
|
116K
$65.2M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-639- 19.64% |
$316K - $350K
|
2.62K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-642- 2.8% |
$318K - $352K
|
22.3K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-642- 2.85% |
$318K - $352K
|
21.9K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-644- 1.35% |
$319K - $353K
|
47.1K
$26.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-648- 0.78% |
$321K - $355K
|
81.9K
$45.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-648- 5.9% |
$321K - $355K
|
10.3K
$5.79M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-648- 0.78% |
$321K - $355K
|
81.9K
$45.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-654- 7.31% |
$324K - $359K
|
8.29K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-662- 1.78% |
$328K - $363K
|
36.6K
$20.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-663- 2.3% |
$328K - $364K
|
28.1K
$15.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-666- 4.74% |
$330K - $365K
|
13.4K
$7.5M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-671- 14.08% |
$332K - $368K
|
4.09K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-675- 13.38% |
$334K - $370K
|
4.37K
$2.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-681- 2.22% |
$337K - $374K
|
30K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-686- 3.94% |
$340K - $376K
|
16.7K
$9.38M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-688- 1.19% |
$341K - $377K
|
57K
$32M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-689- 3.44% |
$341K - $378K
|
19.3K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-690- 2.66% |
$342K - $378K
|
25.2K
$14.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-700- 3.28% |
$347K - $384K
|
20.7K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-700- 0.45% |
$347K - $384K
|
156K
$87.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-706- 0.9% |
$350K - $387K
|
77.7K
$43.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-709- 10.95% |
$351K - $389K
|
5.76K
$3.23M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-716- 0.9% |
$355K - $393K
|
78.5K
$44M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-717- 8.78% |
$355K - $393K
|
7.45K
$4.18M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-722- 0.76% |
$358K - $396K
|
94.6K
$53M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-723- 10.72% |
$358K - $397K
|
6.02K
$3.37M
|