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 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
536New |
$265K - $294K
|
536
$319K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
532+ 1.93% |
$263K - $292K
|
28.1K
$16.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
531+ 9.25% |
$263K - $291K
|
6.27K
$3.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
528+ 7.6% |
$261K - $290K
|
7.48K
$4.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
527+ 4.02% |
$261K - $289K
|
13.6K
$8.11M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
527New |
$261K - $289K
|
527
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
523+ 1.0% |
$259K - $287K
|
52.6K
$31.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
521New |
$258K - $286K
|
521
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
519+ 11.49% |
$257K - $285K
|
5.04K
$3M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
516New |
$256K - $283K
|
516
$307K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
515+ 2.29% |
$255K - $282K
|
23K
$13.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
515New |
$255K - $282K
|
515
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
512New |
$254K - $281K
|
512
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
509+ 7.58% |
$252K - $279K
|
7.22K
$4.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
504New |
$250K - $276K
|
504
$300K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
501+ 15.67% |
$248K - $275K
|
3.7K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
501+ 128.79% |
$248K - $275K
|
890
$530K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
500+ 3.44% |
$248K - $274K
|
15K
$8.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
500+ 0.91% |
$248K - $274K
|
55.5K
$33M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
499+ 13.14% |
$247K - $274K
|
4.3K
$2.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
499New |
$247K - $274K
|
499
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
498+ 0.99% |
$247K - $273K
|
51K
$30.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
497+ 10.89% |
$246K - $273K
|
5.06K
$3.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
495+ 2.73% |
$245K - $272K
|
18.7K
$11.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
495+ 88.87% |
$245K - $272K
|
1.05K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
491+ 2.08% |
$243K - $269K
|
24.1K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
491+ 16.0% |
$243K - $269K
|
3.56K
$2.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
489New |
$242K - $268K
|
489
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
489+ 1.65% |
$242K - $268K
|
30.1K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
489New |
$242K - $268K
|
489
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
484+ 1.32% |
$240K - $265K
|
37.2K
$22.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
477+ 0.91% |
$236K - $262K
|
53.1K
$31.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
477New |
$236K - $262K
|
477
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
477New |
$236K - $262K
|
477
$284K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
476+ 9.9% |
$236K - $261K
|
5.28K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
474+ 7.22% |
$235K - $260K
|
7.04K
$4.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
473+ 39.55% |
$234K - $259K
|
1.67K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
472New |
$234K - $259K
|
472
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
472New |
$234K - $259K
|
472
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
470New |
$233K - $258K
|
470
$280K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
467New |
$231K - $256K
|
467
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
462+ 1.89% |
$229K - $253K
|
24.9K
$14.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
460+ 16.73% |
$228K - $252K
|
3.21K
$1.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
460+ 7.59% |
$228K - $252K
|
6.52K
$3.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458New |
$227K - $251K
|
458
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
458+ 38.46% |
$227K - $251K
|
1.65K
$981K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
457+ 33.33% |
$226K - $251K
|
1.83K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
456+ 9.28% |
$226K - $250K
|
5.37K
$3.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
454New |
$225K - $249K
|
454
$270K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
451New |
$223K - $247K
|
451
$268K
|