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
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-264- 0.76% |
$131K - $145K
|
34.6K
$21.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-265- 3.75% |
$131K - $145K
|
6.81K
$4.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-265- 0.13% |
$131K - $145K
|
209K
$132M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-266- 23.05% |
$132K - $146K
|
888
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-266- 3.25% |
$132K - $146K
|
7.91K
$5.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-267- 2.93% |
$132K - $146K
|
8.84K
$5.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-267- 0.15% |
$132K - $146K
|
176K
$111M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-268- 0.89% |
$133K - $147K
|
30K
$19M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-269- 1.19% |
$133K - $148K
|
22.3K
$14.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-271- 14.56% |
$134K - $149K
|
1.59K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-272- 11.22% |
$135K - $149K
|
2.15K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-273- 18.79% |
$135K - $150K
|
1.18K
$749K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-276- 4.34% |
$137K - $151K
|
6.09K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-277- 4.15% |
$137K - $152K
|
6.39K
$4.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-280- 4.17% |
$139K - $154K
|
6.44K
$4.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-282- 15.9% |
$140K - $155K
|
1.49K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-282- 13.64% |
$140K - $155K
|
1.79K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-284- 8.94% |
$141K - $156K
|
2.89K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-285- 2.68% |
$141K - $156K
|
10.3K
$6.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-285- 1.79% |
$141K - $156K
|
15.6K
$9.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-287- 1.36% |
$142K - $157K
|
20.8K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-288- 1.21% |
$143K - $158K
|
23.5K
$14.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-289- 7.75% |
$143K - $159K
|
3.44K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-289- 0.26% |
$143K - $159K
|
111K
$70.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-290- 3.3% |
$144K - $159K
|
8.5K
$5.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-290- 1.03% |
$144K - $159K
|
27.9K
$17.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-291- 4.85% |
$144K - $160K
|
5.71K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 4.51% |
$144K - $160K
|
6.16K
$3.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-292- 10.46% |
$145K - $160K
|
2.5K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-293- 6.23% |
$145K - $161K
|
4.41K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-293- 0.98% |
$145K - $161K
|
29.5K
$18.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-294- 1.98% |
$146K - $161K
|
14.6K
$9.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-294- 0.49% |
$146K - $161K
|
59.7K
$37.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-294- 3.66% |
$146K - $161K
|
7.74K
$4.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-295- 1.29% |
$146K - $162K
|
22.6K
$14.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-295- 9.81% |
$146K - $162K
|
2.71K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-296- 14.76% |
$147K - $162K
|
1.71K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-298- 1.11% |
$148K - $163K
|
26.5K
$16.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-299- 7.41% |
$148K - $164K
|
3.74K
$2.37M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-305- 1.09% |
$151K - $167K
|
27.7K
$17.6M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-306- 24.88% |
$152K - $168K
|
924
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-307- 3.04% |
$152K - $168K
|
9.81K
$6.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-309- 1.69% |
$153K - $169K
|
17.9K
$11.4M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-311- 7.09% |
$154K - $171K
|
4.08K
$2.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-312- 3.6% |
$154K - $171K
|
8.36K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-313- 7.47% |
$155K - $172K
|
3.88K
$2.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-315- 2.57% |
$156K - $173K
|
11.9K
$7.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-318- 16.08% |
$157K - $174K
|
1.66K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-319- 0.1% |
$158K - $175K
|
331K
$210M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-320- 6.05% |
$158K - $176K
|
4.97K
$3.15M
|