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
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
657+ 2.05% |
$325K - $360K
|
32.7K
$19.5M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
652+ 27.02% |
$323K - $358K
|
3.07K
$1.82M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
650+ 8.15% |
$322K - $357K
|
8.63K
$5.13M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
649+ 2.5% |
$321K - $356K
|
26.6K
$15.8M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
648+ 1.07% |
$321K - $355K
|
61.5K
$36.6M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
648+ 12.99% |
$321K - $355K
|
5.64K
$3.35M
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
647New |
$320K - $355K
|
647
$385K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
647New |
$320K - $355K
|
647
$385K
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
645New |
$319K - $354K
|
645
$384K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
643+ 25.67% |
$318K - $353K
|
3.15K
$1.87M
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
643+ 3.96% |
$318K - $353K
|
16.9K
$10M
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
641+ 2.27% |
$317K - $352K
|
28.9K
$17.2M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
639+ 6.38% |
$316K - $350K
|
10.6K
$6.34M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
636+ 31.41% |
$315K - $349K
|
2.66K
$1.58M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
635+ 2.0% |
$314K - $348K
|
32.3K
$19.2M
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
634+ 2.59% |
$314K - $348K
|
25.1K
$14.9M
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
619+ 3.85% |
$307K - $340K
|
16.7K
$9.94M
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
615+ 0.74% |
$305K - $337K
|
84.2K
$50.1M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
615+ 7.08% |
$305K - $337K
|
9.31K
$5.54M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
613+ 6.53% |
$304K - $336K
|
10K
$5.95M
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
612New |
$303K - $336K
|
612
$364K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
611+ 12.16% |
$303K - $335K
|
5.64K
$3.35M
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
603+ 20.28% |
$299K - $331K
|
3.58K
$2.13M
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
601+ 3.39% |
$298K - $330K
|
18.3K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
601+ 3.49% |
$298K - $330K
|
17.8K
$10.6M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
595+ 9.4% |
$295K - $326K
|
6.92K
$4.12M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
590+ 4.1% |
$292K - $324K
|
15K
$8.91M
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
590+ 6.01% |
$292K - $324K
|
10.4K
$6.19M
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
588+ 18.51% |
$291K - $323K
|
3.76K
$2.24M
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
586New |
$290K - $321K
|
586
$349K
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
582New |
$288K - $319K
|
582
$346K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
579+ 24.45% |
$287K - $318K
|
2.95K
$1.75M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
579+ 399.31% |
$287K - $318K
|
724
$431K
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
572+ 9.44% |
$283K - $314K
|
6.63K
$3.95M
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
571+ 3.5% |
$283K - $313K
|
16.9K
$10.1M
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
569+ 22.97% |
$282K - $312K
|
3.05K
$1.81M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
567+ 5.92% |
$281K - $311K
|
10.1K
$6.03M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
565+ 10.09% |
$280K - $310K
|
6.17K
$3.67M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
556New |
$275K - $305K
|
556
$331K
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
555+ 2.37% |
$275K - $304K
|
24K
$14.3M
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
554+ 80.17% |
$274K - $304K
|
1.25K
$741K
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
554+ 80.17% |
$274K - $304K
|
1.25K
$741K
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
551New |
$273K - $302K
|
551
$328K
|
|
Aug 13, 2024
Q2 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
550+ 26.65% |
$272K - $302K
|
2.61K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
548+ 11.37% |
$271K - $301K
|
5.37K
$3.19M
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
547+ 3.27% |
$271K - $300K
|
17.3K
$10.3M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
547+ 22.62% |
$271K - $300K
|
2.97K
$1.76M
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
544+ 0.8% |
$269K - $298K
|
68.7K
$40.8M
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
542+ 1.23% |
$268K - $297K
|
44.6K
$26.5M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
536+ 0.43% |
$265K - $294K
|
126K
$74.7M
|