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 11, 2024
Q2 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
690+ 17.69% |
$342K - $378K
|
4.59K
$2.74M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
690+ 5.17% |
$342K - $378K
|
14K
$8.38M
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
684+ 91.94% |
$339K - $375K
|
1.43K
$853K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
678+ 46.79% |
$336K - $372K
|
2.13K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 37.25% |
$335K - $371K
|
2.49K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
672+ 3.66% |
$333K - $369K
|
19K
$11.4M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
668+ 4.91% |
$331K - $366K
|
14.3K
$8.53M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
667+ 5.88% |
$330K - $366K
|
12K
$7.18M
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
660New |
$327K - $362K
|
660
$394K
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
660+ 7.16% |
$327K - $362K
|
9.88K
$5.9M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 38.58% |
$326K - $361K
|
2.37K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
659+ 5.12% |
$326K - $361K
|
13.5K
$8.08M
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
657+ 2.05% |
$325K - $360K
|
32.7K
$19.6M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
652+ 27.02% |
$323K - $358K
|
3.07K
$1.83M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
650+ 8.15% |
$322K - $357K
|
8.63K
$5.15M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
649+ 2.5% |
$321K - $356K
|
26.6K
$15.9M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
648+ 1.07% |
$321K - $355K
|
61.5K
$36.7M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
648+ 12.99% |
$321K - $355K
|
5.64K
$3.37M
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
647New |
$320K - $355K
|
647
$387K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
647New |
$320K - $355K
|
647
$387K
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
645New |
$319K - $354K
|
645
$385K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
643+ 25.67% |
$318K - $353K
|
3.15K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
643+ 3.96% |
$318K - $353K
|
16.9K
$10.1M
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
642+ 8.57% |
$318K - $352K
|
8.13K
$4.86M
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
641+ 2.27% |
$317K - $352K
|
28.9K
$17.3M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
639+ 6.38% |
$316K - $350K
|
10.6K
$6.36M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
636+ 31.41% |
$315K - $349K
|
2.66K
$1.59M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
635+ 2.0% |
$314K - $348K
|
32.3K
$19.3M
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
634+ 2.59% |
$314K - $348K
|
25.1K
$15M
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
619+ 3.85% |
$307K - $340K
|
16.7K
$9.98M
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
615+ 0.74% |
$305K - $337K
|
84.2K
$50.3M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
615+ 7.08% |
$305K - $337K
|
9.31K
$5.56M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
613+ 6.53% |
$304K - $336K
|
10K
$5.98M
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
612New |
$303K - $336K
|
612
$366K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
611+ 12.16% |
$303K - $335K
|
5.64K
$3.37M
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
603+ 20.28% |
$299K - $331K
|
3.58K
$2.14M
|
|
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
$10.7M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
595+ 9.4% |
$295K - $326K
|
6.92K
$4.14M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
590+ 4.1% |
$292K - $324K
|
15K
$8.95M
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
590+ 6.01% |
$292K - $324K
|
10.4K
$6.22M
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
588+ 18.51% |
$291K - $323K
|
3.76K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
586New |
$290K - $321K
|
586
$350K
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
582New |
$288K - $319K
|
582
$348K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
579+ 24.45% |
$287K - $318K
|
2.95K
$1.76M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
579+ 399.31% |
$287K - $318K
|
724
$433K
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
572+ 9.44% |
$283K - $314K
|
6.63K
$3.96M
|
|
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
$1.82M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
567+ 5.92% |
$281K - $311K
|
10.1K
$6.06M
|