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 13, 2024 Q2 2024
Long Road Investment Counsel, LLC

BUY
 -
550
+ 26.65%
$272K - $302K
2.61K $1.46M
Aug 13, 2024 Q2 2024
Geometric Wealth Advisors

BUY
 -
548
+ 11.37%
$271K - $301K
5.37K $3M
Jul 11, 2024 Q2 2024
Ellenbecker Investment Group

BUY
 -
547
+ 3.27%
$271K - $300K
17.3K $9.67M
Aug 09, 2024 Q2 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
547
+ 22.62%
$271K - $300K
2.97K $1.66M
Aug 05, 2024 Q2 2024
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
544
+ 0.8%
$269K - $298K
68.7K $38.4M
Aug 02, 2024 Q2 2024
First Business Financial Services, Inc.

BUY
 -
542
+ 1.23%
$268K - $297K
44.6K $24.9M
Jul 25, 2024 Q2 2024
Capital Advisors, Ltd. LLC

BUY
 -
536
+ 0.43%
$265K - $294K
126K $70.3M
Aug 01, 2024 Q2 2024
Johnson Financial Group, LLC

Denver, CO
BUY
 -
536
New
$265K - $294K
536 $300K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
532
+ 1.93%
$263K - $292K
28.1K $15.7M
Aug 09, 2024 Q2 2024
Fagan Associates, Inc.

BUY
 -
531
+ 9.25%
$263K - $291K
6.27K $3.51M
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
527
+ 4.02%
$261K - $289K
13.6K $7.62M
Sep 03, 2024 Q2 2024
Clear Rock Advisors, LLC

Kerrville, TX
BUY
 -
527
New
$261K - $289K
527 $295K
Aug 01, 2024 Q2 2024
Klingenstein Fields & CO LP

BUY
 -
523
+ 1.0%
$259K - $287K
52.6K $29.4M
Jul 23, 2024 Q2 2024
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
521
New
$258K - $286K
521 $291K
Jul 26, 2024 Q2 2024
Evensky & Katz LLC

BUY
 -
519
+ 11.49%
$257K - $285K
5.04K $2.82M
Jul 29, 2024 Q2 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
516
New
$256K - $283K
516 $289K
Jul 26, 2024 Q2 2024
K.J. Harrison & Partners Inc

BUY
 -
515
+ 2.29%
$255K - $282K
23K $12.9M
Aug 05, 2024 Q2 2024
Flynn Zito Capital Management, LLC

BUY
 -
515
New
$255K - $282K
515 $288K
Aug 14, 2024 Q2 2024
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
512
New
$254K - $281K
512 $286K
Aug 06, 2024 Q2 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
509
+ 7.58%
$252K - $279K
7.22K $4.04M
Jul 29, 2024 Q2 2024
Emprise Bank

Wichita, KS
BUY
 -
504
New
$250K - $276K
504 $282K
Feb 20, 2025 Q2 2024
Clare Market Investments LLC

Dallas, TX
BUY
 -
502
+ 5.11%
$249K - $275K
10.3K $5.78M
Jul 15, 2024 Q2 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
501
+ 15.67%
$248K - $275K
3.7K $2.07M
Aug 09, 2024 Q2 2024
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
501
+ 128.79%
$248K - $275K
890 $498K
Jul 16, 2024 Q2 2024
Smith & Howard Wealth Management, LLC

BUY
 -
500
+ 3.44%
$248K - $274K
15K $8.41M
Jul 22, 2024 Q2 2024
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
500
+ 0.91%
$248K - $274K
55.5K $31M
Jul 23, 2024 Q2 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
499
+ 13.14%
$247K - $274K
4.3K $2.4M
Aug 01, 2024 Q2 2024
Phraction Management LLC

Stamford, CT
BUY
 -
499
New
$247K - $274K
499 $279K
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
498
+ 0.99%
$247K - $273K
51K $28.5M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
497
+ 10.89%
$246K - $273K
5.06K $2.83M
Jul 30, 2024 Q2 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
495
+ 2.73%
$245K - $272K
18.7K $10.4M
Aug 06, 2024 Q2 2024
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
495
+ 88.87%
$245K - $272K
1.05K $588K
Jul 22, 2024 Q2 2024
Nadler Financial Group, Inc.

BUY
 -
491
+ 2.08%
$243K - $269K
24.1K $13.5M
Jul 31, 2024 Q2 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
491
+ 16.0%
$243K - $269K
3.56K $1.99M
Jul 16, 2024 Q2 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
489
New
$242K - $268K
489 $274K
Jul 18, 2024 Q2 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
489
+ 1.65%
$242K - $268K
30.1K $16.8M
Aug 14, 2024 Q2 2024
Rmr Capital Management, LLC

Tustin, CA
BUY
 -
489
New
$242K - $268K
489 $274K
Jul 30, 2024 Q2 2024
Legacy Advisors, LLC

BUY
 -
484
+ 1.32%
$240K - $265K
37.2K $20.8M
Jul 10, 2024 Q2 2024
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
477
+ 0.91%
$236K - $262K
53.1K $29.7M
Jul 29, 2024 Q2 2024
Argent Advisors, Inc.

Monroe, LA
BUY
 -
477
New
$236K - $262K
477 $267K
Aug 14, 2024 Q2 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
477
New
$236K - $262K
477 $267K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
476
+ 9.9%
$236K - $261K
5.28K $2.96M
Jul 30, 2024 Q2 2024
Platform Technology Partners

BUY
 -
474
+ 7.22%
$235K - $260K
7.04K $3.94M
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
473
+ 39.55%
$234K - $259K
1.67K $934K
Jul 30, 2024 Q2 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
472
New
$234K - $259K
472 $264K
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
472
New
$234K - $259K
472 $264K
Aug 14, 2024 Q2 2024
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
470
New
$233K - $258K
470 $263K
Jul 18, 2024 Q2 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
467
New
$231K - $256K
467 $261K
Aug 14, 2024 Q2 2024
Pfc Capital Group, Inc.

Los Angeles, CA
BUY
 -
462
+ 1.89%
$229K - $253K
24.9K $13.9M

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