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 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-322- 45.61% |
$159K - $177K
|
384
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-323- 0.52% |
$160K - $177K
|
62.4K
$39.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-334- 5.8% |
$165K - $183K
|
5.43K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-335- 26.38% |
$166K - $184K
|
935
$588K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-337- 1.58% |
$167K - $185K
|
21K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-342- 3.72% |
$169K - $188K
|
8.84K
$5.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-342- 20.02% |
$169K - $188K
|
1.37K
$859K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-345- 1.39% |
$171K - $189K
|
24.4K
$15.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-345- 2.37% |
$171K - $189K
|
14.2K
$8.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-346- 0.59% |
$171K - $190K
|
58.2K
$36.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-347- 1.39% |
$172K - $190K
|
24.6K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-347- 33.17% |
$172K - $190K
|
699
$440K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-348- 2.88% |
$172K - $191K
|
11.7K
$7.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-349- 8.74% |
$173K - $191K
|
3.65K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-350- 6.32% |
$173K - $192K
|
5.19K
$3.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-351- 32.68% |
$174K - $193K
|
723
$455K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-353- 7.25% |
$175K - $194K
|
4.52K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-353- 3.48% |
$175K - $194K
|
9.79K
$6.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-354- 7.6% |
$175K - $194K
|
4.3K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-354- 0.92% |
$175K - $194K
|
38K
$23.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-355- 1.05% |
$176K - $195K
|
33.6K
$21.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-355- 30.24% |
$176K - $195K
|
819
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-358- 1.26% |
$177K - $196K
|
28.1K
$17.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-359- 0.39% |
$178K - $197K
|
92.6K
$58.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-360- 2.73% |
$178K - $197K
|
12.8K
$8.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-361- 0.55% |
$179K - $198K
|
65.1K
$40.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-366- 0.71% |
$181K - $201K
|
51.4K
$32.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-369- 40.33% |
$183K - $202K
|
546
$343K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-374- 6.25% |
$185K - $205K
|
5.61K
$3.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-374- 8.23% |
$185K - $205K
|
4.17K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-376- 2.68% |
$186K - $206K
|
13.6K
$8.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-381- 1.61% |
$189K - $209K
|
23.4K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-385- 3.55% |
$191K - $211K
|
10.4K
$6.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-390- 5.36% |
$193K - $214K
|
6.89K
$4.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-391- 2.23% |
$194K - $214K
|
17.1K
$10.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-396- 12.68% |
$196K - $217K
|
2.73K
$1.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-396- 0.6% |
$196K - $217K
|
66K
$41.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-396- 2.76% |
$196K - $217K
|
14K
$8.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-397- 2.47% |
$197K - $218K
|
15.7K
$9.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-397- 5.69% |
$197K - $218K
|
6.59K
$4.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-398- 4.56% |
$197K - $218K
|
8.33K
$5.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-398- 10.2% |
$197K - $218K
|
3.5K
$2.2M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-402- 9.2% |
$199K - $220K
|
3.97K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-402- 2.75% |
$199K - $220K
|
14.2K
$8.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-406- 10.84% |
$201K - $223K
|
3.34K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-411- 18.56% |
$204K - $225K
|
1.8K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-413- 52.02% |
$205K - $227K
|
381
$240K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-415- 7.98% |
$205K - $228K
|
4.78K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-415- 4.75% |
$205K - $228K
|
8.32K
$5.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-415- 2.34% |
$205K - $228K
|
17.3K
$10.9M
|