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 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.49K- 13.2% |
$1.23M - $1.37M
|
16.4K
$9.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.49K- 2.04% |
$1.23M - $1.37M
|
120K
$72.5M
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.5K- 2.38% |
$1.24M - $1.37M
|
102K
$61.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-2.51K- 8.8% |
$1.24M - $1.37M
|
26K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 17.41% |
$1.24M - $1.38M
|
11.9K
$7.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.51K- 6.75% |
$1.24M - $1.38M
|
34.7K
$21M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.54K- 2.84% |
$1.26M - $1.4M
|
87K
$52.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.55K- 1.76% |
$1.26M - $1.4M
|
142K
$85.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.55K- 1.88% |
$1.26M - $1.4M
|
133K
$80.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.56K- 34.86% |
$1.27M - $1.4M
|
4.77K
$2.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.56K- 2.23% |
$1.27M - $1.4M
|
113K
$68M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-2.62K- 4.6% |
$1.3M - $1.44M
|
54.4K
$32.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.62K- 5.03% |
$1.3M - $1.44M
|
49.5K
$29.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.65K- 5.74% |
$1.31M - $1.46M
|
43.6K
$26.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-2.68K- 68.98% |
$1.33M - $1.47M
|
1.2K
$728K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.7K- 18.51% |
$1.33M - $1.48M
|
11.9K
$7.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.71K- 1.01% |
$1.34M - $1.49M
|
266K
$161M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 26.26% |
$1.37M - $1.51M
|
7.74K
$4.68M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.78K- 16.17% |
$1.38M - $1.52M
|
14.4K
$8.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.8K- 6.87% |
$1.39M - $1.54M
|
38K
$23M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.81K- 10.53% |
$1.39M - $1.54M
|
23.8K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2.84K- 12.88% |
$1.41M - $1.56M
|
19.2K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.86KClosed |
$1.42M - $1.57M
|
0
$0
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.89K- 19.31% |
$1.43M - $1.58M
|
12.1K
$7.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.92K- 6.4% |
$1.45M - $1.6M
|
42.7K
$25.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.96K- 55.55% |
$1.47M - $1.62M
|
2.37K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.97K- 13.14% |
$1.47M - $1.63M
|
19.6K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-2.97K- 3.23% |
$1.47M - $1.63M
|
89.1K
$53.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3K- 3.23% |
$1.48M - $1.64M
|
89.9K
$54.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-3K- 11.54% |
$1.49M - $1.65M
|
23K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-3.01K- 1.75% |
$1.49M - $1.65M
|
169K
$102M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.02K- 3.0% |
$1.5M - $1.66M
|
97.6K
$59M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.03K- 8.44% |
$1.5M - $1.66M
|
32.9K
$19.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-3.04K- 5.13% |
$1.51M - $1.67M
|
56.2K
$34M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.04K- 1.04% |
$1.51M - $1.67M
|
291K
$176M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-3.05K- 42.45% |
$1.51M - $1.67M
|
4.14K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.09K- 47.27% |
$1.53M - $1.69M
|
3.44K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.15K- 1.46% |
$1.56M - $1.73M
|
213K
$129M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-3.16K- 3.01% |
$1.56M - $1.73M
|
102K
$61.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.21K- 16.85% |
$1.59M - $1.76M
|
15.8K
$9.56M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-3.23K- 19.74% |
$1.6M - $1.77M
|
13.1K
$7.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-3.24K- 4.53% |
$1.6M - $1.78M
|
68.3K
$41.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.28K- 3.68% |
$1.62M - $1.8M
|
85.8K
$51.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.28K- 7.31% |
$1.63M - $1.8M
|
41.6K
$25.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3.29K- 80.33% |
$1.63M - $1.81M
|
806
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.32K- 11.05% |
$1.65M - $1.82M
|
26.7K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-3.32K- 80.39% |
$1.65M - $1.82M
|
811
$490K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.33K- 22.24% |
$1.65M - $1.82M
|
11.6K
$7.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.38K- 62.54% |
$1.67M - $1.85M
|
2.03K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.39K- 5.55% |
$1.68M - $1.86M
|
57.6K
$34.8M
|