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 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.19K- 47.19% |
$1.08M - $1.2M
|
2.45K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.19K- 81.29% |
$1.08M - $1.2M
|
504
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-2.2K- 0.31% |
$1.09M - $1.21M
|
712K
$416M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.22K- 4.29% |
$1.1M - $1.22M
|
49.4K
$28.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.25K- 4.01% |
$1.11M - $1.23M
|
53.9K
$31.5M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.3K- 7.01% |
$1.14M - $1.26M
|
30.5K
$17.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.3K- 3.33% |
$1.14M - $1.26M
|
66.8K
$39M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.3K- 1.42% |
$1.14M - $1.26M
|
160K
$93.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.31K- 22.25% |
$1.14M - $1.26M
|
8.06K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.31K- 4.51% |
$1.14M - $1.27M
|
48.9K
$28.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 1.72% |
$1.16M - $1.28M
|
133K
$77.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.36K- 7.65% |
$1.17M - $1.29M
|
28.4K
$16.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.37K- 2.32% |
$1.17M - $1.3M
|
99.9K
$58.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.37K- 34.95% |
$1.17M - $1.3M
|
4.42K
$2.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.39K- 6.41% |
$1.18M - $1.31M
|
34.9K
$20.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.39K- 11.88% |
$1.18M - $1.31M
|
17.7K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.39K- 33.93% |
$1.18M - $1.31M
|
4.65K
$2.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.39K- 7.59% |
$1.19M - $1.31M
|
29.1K
$17M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.42K- 12.93% |
$1.2M - $1.33M
|
16.3K
$9.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.44K- 1.68% |
$1.21M - $1.34M
|
143K
$83.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.44K- 1.45% |
$1.21M - $1.34M
|
166K
$96.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.49K- 85.18% |
$1.23M - $1.36M
|
433
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.49K- 13.2% |
$1.23M - $1.37M
|
16.4K
$9.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.49K- 2.04% |
$1.23M - $1.37M
|
120K
$70M
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.5K- 2.38% |
$1.24M - $1.37M
|
102K
$59.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-2.51K- 8.8% |
$1.24M - $1.37M
|
26K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 17.41% |
$1.24M - $1.38M
|
11.9K
$6.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.51K- 6.75% |
$1.24M - $1.38M
|
34.7K
$20.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.54K- 2.84% |
$1.26M - $1.4M
|
87K
$50.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.55K- 1.76% |
$1.26M - $1.4M
|
142K
$82.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.55K- 1.88% |
$1.26M - $1.4M
|
133K
$77.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.56K- 34.86% |
$1.27M - $1.4M
|
4.77K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.56K- 2.23% |
$1.27M - $1.4M
|
113K
$65.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-2.62K- 4.6% |
$1.3M - $1.44M
|
54.4K
$31.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.62K- 5.03% |
$1.3M - $1.44M
|
49.5K
$28.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.65K- 5.74% |
$1.31M - $1.46M
|
43.6K
$25.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-2.68K- 68.98% |
$1.33M - $1.47M
|
1.2K
$703K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.7K- 18.51% |
$1.33M - $1.48M
|
11.9K
$6.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.71K- 1.01% |
$1.34M - $1.49M
|
266K
$156M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 26.26% |
$1.37M - $1.51M
|
7.74K
$4.52M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.78K- 16.17% |
$1.38M - $1.52M
|
14.4K
$8.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.8K- 6.87% |
$1.39M - $1.54M
|
38K
$22.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.81K- 10.53% |
$1.39M - $1.54M
|
23.8K
$13.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2.84K- 12.88% |
$1.41M - $1.56M
|
19.2K
$11.2M
|
|
|
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
$7.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.92K- 6.4% |
$1.45M - $1.6M
|
42.7K
$24.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.96K- 55.55% |
$1.47M - $1.62M
|
2.37K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.97K- 13.14% |
$1.47M - $1.63M
|
19.6K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-2.97K- 3.23% |
$1.47M - $1.63M
|
89.1K
$52M
|