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
Jul 30, 2024 Q2 2024
Platform Technology Partners

BUY
 -
474
+ 7.22%
$235K - $260K
7.04K $4.2M
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
473
+ 39.55%
$234K - $259K
1.67K $997K
Jul 30, 2024 Q2 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
472
New
$234K - $259K
472 $282K
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
472
New
$234K - $259K
472 $282K
Aug 14, 2024 Q2 2024
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
470
New
$233K - $258K
470 $281K
Jul 18, 2024 Q2 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
467
New
$231K - $256K
467 $279K
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 $1.92M
Aug 01, 2024 Q2 2024
Everett Harris & CO

BUY
 -
460
+ 7.59%
$228K - $252K
6.52K $3.89M
Aug 05, 2024 Q2 2024
Brio Consultants, LLC

BUY
 -
458
New
$227K - $251K
458 $274K
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 $3.21M
Jul 19, 2024 Q2 2024
Westhampton Capital, LLC

BUY
 -
454
New
$225K - $249K
454 $271K
Aug 05, 2024 Q2 2024
Gentry Private Wealth, LLC

Wichita, KS
BUY
 -
451
New
$223K - $247K
451 $269K
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
446
New
$221K - $245K
446 $266K
Aug 07, 2024 Q2 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
445
+ 11.72%
$220K - $244K
4.24K $2.53M
Jul 16, 2024 Q2 2024
Steel Peak Wealth Management LLC

BUY
 -
444
+ 0.54%
$220K - $244K
82.5K $49.3M
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
444
+ 5.64%
$220K - $244K
8.32K $4.97M
Jul 15, 2024 Q2 2024
Andrew Hill Investment Advisors, Inc.

Naples, FL
BUY
 -
439
New
$217K - $241K
439 $262K
Aug 12, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
438
+ 6.13%
$217K - $240K
7.59K $4.53M
Jul 11, 2024 Q2 2024
New Capital Management LP

BUY
 -
437
New
$216K - $240K
437 $261K
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
434
+ 7.77%
$215K - $238K
6.02K $3.6M
Aug 06, 2024 Q2 2024
Private Management Group Inc

BUY
 -
433
New
$214K - $237K
433 $259K
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
431
+ 9.23%
$213K - $236K
5.1K $3.05M
Jul 29, 2024 Q2 2024
Lawson Kroeker Investment Management Inc

BUY
 -
430
+ 8.98%
$213K - $236K
5.22K $3.12M
Oct 21, 2024 Q2 2024
Wt Wealth Management

BUY
 -
430
New
$213K - $236K
430 $257K
Jul 12, 2024 Q2 2024
Pointe Capital Management LLC

BUY
 -
428
+ 58.23%
$212K - $235K
1.16K $695K
Aug 05, 2024 Q2 2024
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
427
+ 19.59%
$211K - $234K
2.61K $1.56M
Jul 30, 2024 Q2 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
426
+ 3.2%
$211K - $234K
13.7K $8.21M
Aug 14, 2024 Q2 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
426
+ 80.38%
$211K - $234K
956 $571K
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
425
+ 0.43%
$210K - $233K
99.7K $59.6M
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
421
+ 6.01%
$208K - $231K
7.43K $4.44M
Aug 14, 2024 Q2 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
418
New
$207K - $229K
418 $250K
Aug 06, 2024 Q2 2024
Adapt Wealth Advisors, LLC

Atlanta, GA
BUY
 -
416
New
$206K - $228K
416 $249K
Jul 08, 2024 Q2 2024
Marathon Strategic Advisors, LLC

Pittsburgh, PA
BUY
 -
415
New
$205K - $228K
415 $248K
Jul 12, 2024 Q2 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
412
+ 5.85%
$204K - $226K
7.45K $4.45M
Jul 31, 2024 Q2 2024
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
411
+ 0.94%
$204K - $225K
44.3K $26.5M
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
411
+ 2.25%
$204K - $225K
18.7K $11.2M
Aug 15, 2024 Q2 2024
Doheny Asset Management /Ca

Los Angeles, CA
BUY
 -
410
+ 25.79%
$203K - $225K
2K $1.19M
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
408
+ 25.4%
$202K - $224K
2.01K $1.2M
Aug 08, 2024 Q2 2024
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
404
New
$200K - $222K
404 $241K
Jul 15, 2024 Q2 2024
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
403
New
$200K - $221K
403 $241K
Aug 14, 2024 Q2 2024
Avalon Advisory Group

Wexford, PA
BUY
 -
403
New
$200K - $221K
403 $241K
Aug 14, 2024 Q2 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
403
+ 1.77%
$200K - $221K
23.1K $13.8M
Jul 08, 2024 Q2 2024
Thompson Investment Management, Inc.

BUY
 -
402
New
$199K - $220K
402 $240K
Jul 23, 2024 Q2 2024
All Season Financial Advisors, Inc.

BUY
 -
402
New
$199K - $220K
402 $240K
Aug 14, 2024 Q2 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
401
+ 1.41%
$199K - $220K
28.8K $17.2M
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
401
+ 4.1%
$199K - $220K
10.2K $6.08M
Aug 14, 2024 Q2 2024
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
401
New
$199K - $220K
401 $240K

Track Institutional and Insider Activities on SPY

Follow SPDR S&P 500 ETF TRUST and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPY shares.

Notify only if

Insider Trading

Get notified when an Spdr S&P 500 ETF Trust insider buys or sells SPY shares.

Notify only if

News

Receive news related to SPDR S&P 500 ETF TRUST

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPY