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
|
Good Life Advisors, LLC
|
BUY
|
- |
1.8K+ 8.96% |
$891K - $987K
|
21.9K
$13.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.79K+ 1.11% |
$887K - $982K
|
163K
$98.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.79K+ 9.56% |
$885K - $980K
|
20.5K
$12.3M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.78K+ 7.65% |
$883K - $978K
|
25.1K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.78K+ 765.52% |
$879K - $974K
|
2.01K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.78K+ 1.18% |
$879K - $974K
|
153K
$91.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.77K+ 57.82% |
$875K - $970K
|
4.83K
$2.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.76K+ 84.64% |
$873K - $968K
|
3.85K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.75K+ 76.61% |
$868K - $961K
|
4.04K
$2.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.75K+ 6.62% |
$865K - $958K
|
28.2K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 6.24% |
$858K - $951K
|
29.5K
$17.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.73KNew |
$857K - $949K
|
1.73K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.73K+ 202.46% |
$857K - $949K
|
2.59K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.72KNew |
$852K - $943K
|
1.72K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.72K+ 46.01% |
$851K - $943K
|
5.46K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.71K+ 4.37% |
$846K - $937K
|
40.8K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 118.48% |
$841K - $932K
|
3.13K
$1.88M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.69K+ 5.84% |
$836K - $926K
|
30.6K
$18.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.68K+ 12.14% |
$829K - $919K
|
15.5K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.68K+ 5.53% |
$829K - $919K
|
32K
$19.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.66K+ 16.62% |
$823K - $912K
|
11.7K
$7.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.66K+ 95.23% |
$820K - $908K
|
3.4K
$2.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.65K+ 2.8% |
$819K - $907K
|
60.7K
$36.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.62K+ 2.55% |
$802K - $888K
|
65K
$39.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.62K+ 3.68% |
$801K - $887K
|
45.6K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.61K+ 17.86% |
$796K - $882K
|
10.6K
$6.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.61K+ 19.76% |
$795K - $881K
|
9.73K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
1.6K+ 23.53% |
$792K - $878K
|
8.4K
$5.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.6KNew |
$791K - $876K
|
1.6K
$960K
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.6KNew |
$791K - $876K
|
1.6K
$960K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.59KNew |
$785K - $870K
|
1.59K
$954K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 93.62% |
$785K - $870K
|
3.28K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 1.84% |
$784K - $868K
|
87.7K
$52.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.57KNew |
$779K - $863K
|
1.57K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.56K+ 63.5% |
$774K - $858K
|
4.03K
$2.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.56K+ 6.1% |
$773K - $856K
|
27.1K
$16.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.55K+ 3.43% |
$769K - $852K
|
46.9K
$28.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.54K+ 10.34% |
$764K - $846K
|
16.5K
$9.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$761K - $842K
|
1.54K
$924K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.53K+ 6.45% |
$758K - $839K
|
25.3K
$15.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.53K+ 13.65% |
$756K - $837K
|
12.7K
$7.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.53K+ 41.35% |
$755K - $836K
|
5.21K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.53K+ 0.48% |
$755K - $836K
|
322K
$194M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.52K+ 0.69% |
$751K - $832K
|
223K
$134M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.52K+ 69.56% |
$750K - $831K
|
3.69K
$2.22M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.5K+ 2.39% |
$743K - $823K
|
64.2K
$38.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.5K+ 11.7% |
$743K - $823K
|
14.3K
$8.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.49K+ 9.86% |
$737K - $816K
|
16.6K
$9.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.49K+ 5.75% |
$737K - $816K
|
27.4K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.48K+ 33.94% |
$731K - $810K
|
5.83K
$3.5M
|