Purchases and Sales Made in Q2 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
948
+ 1.16%
$469K - $520K
82.6K $49.1M
Jul 15, 2024 Q2 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
945
+ 22.8%
$468K - $518K
5.09K $3.03M
Jul 31, 2024 Q2 2024
Rinkey Investments

San Diego, CA
BUY
 -
940
+ 48.55%
$465K - $516K
2.88K $1.71M
Aug 14, 2024 Q2 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
940
+ 3.07%
$465K - $516K
31.5K $18.8M
Aug 13, 2024 Q2 2024
Concentrum Wealth Management

BUY
 -
939
New
$465K - $515K
939 $559K
Aug 13, 2024 Q2 2024
Strategic Wealth Investment Group, LLC

BUY
 -
936
+ 1.21%
$463K - $513K
78.3K $46.6M
Aug 12, 2024 Q2 2024
Gqg Partners LLC

Ft. Lauderdale, FL
BUY
 -
933
+ 181.17%
$462K - $512K
1.45K $862K
Aug 14, 2024 Q2 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
932
+ 0.13%
$461K - $511K
722K $429M
Jul 26, 2024 Q2 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
926
New
$459K - $508K
926 $551K
Jul 16, 2024 Q2 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
921
+ 4.56%
$456K - $505K
21.1K $12.6M
Aug 12, 2024 Q2 2024
Kooman & Associates

Altoona, PA
BUY
 -
913
New
$452K - $501K
913 $543K
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
909
+ 1.29%
$450K - $499K
71.5K $42.5M
Aug 13, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
895
+ 0.4%
$443K - $491K
223K $133M
Nov 14, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
895
+ 0.4%
$443K - $491K
223K $133M
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
891
+ 27.39%
$441K - $489K
4.14K $2.47M
Jul 30, 2024 Q2 2024
Mainstay Capital Management LLC

BUY
 -
888
New
$440K - $487K
888 $528K
Nov 14, 2024 Q2 2024
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
884
+ 15.09%
$438K - $485K
6.74K $4.01M
Jul 30, 2024 Q2 2024
Fort Washington Investment Advisors Inc

BUY
 -
880
+ 1.6%
$436K - $483K
55.8K $33.2M
Aug 02, 2024 Q2 2024
Kaizen Financial Strategies

BUY
 -
879
+ 3.64%
$435K - $482K
25K $14.9M
Jul 25, 2024 Q2 2024
St. Johns Investment Management Company, LLC

BUY
 -
877
+ 4.7%
$434K - $481K
19.5K $11.6M
Jul 31, 2024 Q2 2024
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
876
+ 17.92%
$434K - $480K
5.77K $3.43M
Aug 08, 2024 Q2 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
866
+ 3.18%
$429K - $475K
28.1K $16.7M
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
865
New
$428K - $474K
865 $515K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
865
New
$428K - $474K
865 $515K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
860
+ 1.29%
$426K - $472K
67.3K $40M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
851
+ 3.85%
$421K - $467K
23K $13.7M
Aug 07, 2024 Q2 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
850
+ 0.43%
$421K - $466K
200K $119M
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
849
+ 8.37%
$420K - $466K
11K $6.54M
Jul 17, 2024 Q2 2024
Founders Capital Management, LLC

BUY
 -
843
+ 3.29%
$417K - $462K
26.5K $15.8M
Jul 30, 2024 Q2 2024
Forbes J M & CO LLP

BUY
 -
842
New
$417K - $462K
842 $501K
Aug 07, 2024 Q2 2024
Nelson Capital Management, LLC

BUY
 -
841
+ 6.36%
$416K - $461K
14.1K $8.36M
Aug 09, 2024 Q2 2024
Dohj, LLC

Seattle, WA
BUY
 -
831
+ 6.87%
$411K - $456K
12.9K $7.69M
Jul 12, 2024 Q2 2024
Lake Street Financial LLC

BUY
 -
830
+ 3.89%
$411K - $455K
22.1K $13.2M
Aug 23, 2024 Q2 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
829
New
$410K - $455K
829 $493K
Jul 29, 2024 Q2 2024
Liberty Capital Management, Inc.

BUY
 -
827
+ 30.93%
$409K - $454K
3.5K $2.08M
Aug 01, 2024 Q2 2024
Octavia Wealth Advisors, LLC

BUY
 -
820
+ 16.95%
$406K - $450K
5.66K $3.37M
Aug 01, 2024 Q2 2024
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
814
+ 0.44%
$403K - $446K
187K $111M
Jul 03, 2024 Q2 2024
First International Bank & Trust

Watford City, ND
BUY
 -
812
+ 1.93%
$402K - $445K
43K $25.6M
Aug 14, 2024 Q2 2024
Marquette Asset Management, LLC

BUY
 -
811
+ 15.14%
$402K - $445K
6.17K $3.67M
Aug 09, 2024 Q2 2024
Abound Wealth Management

Franklin, TN
BUY
 -
808
+ 19.97%
$400K - $443K
4.85K $2.89M
Jul 16, 2024 Q2 2024
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
804
+ 6.03%
$398K - $441K
14.1K $8.42M
Aug 12, 2024 Q2 2024
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
803
New
$398K - $440K
803 $478K
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
802
+ 17.08%
$397K - $440K
5.5K $3.27M
Aug 01, 2024 Q2 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
799
+ 1.23%
$396K - $438K
65.6K $39M
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
795
New
$394K - $436K
795 $473K
Aug 23, 2024 Q2 2024
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
795
+ 76.15%
$394K - $436K
1.84K $1.09M
Aug 14, 2024 Q2 2024
Aviso Wealth Management

Bellevue, WA
BUY
 -
793
New
$393K - $435K
793 $472K
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
792
+ 1.94%
$392K - $434K
41.6K $24.7M
Aug 12, 2024 Q2 2024
Mycio Wealth Partners, LLC

BUY
 -
791
+ 3.34%
$392K - $434K
24.5K $14.6M

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