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
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 2.07% |
$20.3K - $22.5K
|
1.94K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 1.13% |
$20.8K - $23K
|
3.66K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-42- 0.87% |
$20.8K - $23K
|
4.81K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-42- 1.57% |
$20.8K - $23K
|
2.64K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 1.28% |
$20.8K - $23K
|
3.24K
$2.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-43- 0.51% |
$21.3K - $23.6K
|
8.46K
$5.52M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-43- 3.54% |
$21.3K - $23.6K
|
1.17K
$763K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-43- 4.37% |
$21.3K - $23.6K
|
940
$613K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-44- 1.87% |
$21.8K - $24.1K
|
2.31K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-44- 1.5% |
$21.8K - $24.1K
|
2.89K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-44- 2.79% |
$21.8K - $24.1K
|
1.53K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.99% |
$22.3K - $24.7K
|
4.52K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-46- 2.67% |
$22.8K - $25.2K
|
1.68K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46- 6.38% |
$22.8K - $25.2K
|
675
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-46- 3.15% |
$22.8K - $25.2K
|
1.42K
$923K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-46- 1.34% |
$22.8K - $25.2K
|
3.39K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-47- 4.33% |
$23.3K - $25.8K
|
1.04K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-47- 6.33% |
$23.3K - $25.8K
|
696
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-47- 1.39% |
$23.3K - $25.8K
|
3.32K
$2.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-48- 0.39% |
$23.8K - $26.3K
|
12.3K
$8.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-48- 9.52% |
$23.8K - $26.3K
|
456
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-48- 7.05% |
$23.8K - $26.3K
|
633
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-48- 0.05% |
$23.8K - $26.3K
|
87.6K
$57.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-48- 6.69% |
$23.8K - $26.3K
|
669
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-48- 0.23% |
$23.8K - $26.3K
|
20.6K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-48- 1.14% |
$23.8K - $26.3K
|
4.16K
$2.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-49- 0.21% |
$24.3K - $26.9K
|
23.7K
$15.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-50- 0.31% |
$24.8K - $27.4K
|
16.1K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-50- 0.5% |
$24.8K - $27.4K
|
9.97K
$6.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 0.75% |
$24.8K - $27.4K
|
6.64K
$4.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-50- 6.05% |
$24.8K - $27.4K
|
777
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-50- 7.53% |
$24.8K - $27.4K
|
614
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-50- 0.88% |
$24.8K - $27.4K
|
5.64K
$3.68M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-50- 7.61% |
$24.8K - $27.4K
|
607
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-51- 0.71% |
$25.3K - $28K
|
7.09K
$4.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-52- 3.66% |
$25.7K - $28.5K
|
1.37K
$892K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-52- 27.96% |
$25.7K - $28.5K
|
134
$87.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 2.26% |
$25.7K - $28.5K
|
2.24K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-52- 0.19% |
$25.7K - $28.5K
|
26.9K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 0.27% |
$25.7K - $28.5K
|
19.3K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-53- 0.64% |
$26.2K - $29.1K
|
8.2K
$5.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-53- 0.72% |
$26.2K - $29.1K
|
7.31K
$4.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-53- 0.2% |
$26.2K - $29.1K
|
26.8K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-53- 0.53% |
$26.2K - $29.1K
|
10K
$6.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-53- 0.6% |
$26.2K - $29.1K
|
8.77K
$5.72M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$766K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-54- 4.4% |
$26.7K - $29.6K
|
1.17K
$765K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-54- 0.15% |
$26.7K - $29.6K
|
35.1K
$22.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54- 0.24% |
$26.7K - $29.6K
|
22.3K
$14.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-54- 0.85% |
$26.7K - $29.6K
|
6.31K
$4.12M
|