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 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
446
New
$221K - $245K
446 $265K
Aug 07, 2024 Q2 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
445
+ 11.72%
$220K - $244K
4.24K $2.52M
Jul 16, 2024 Q2 2024
Steel Peak Wealth Management LLC

BUY
 -
444
+ 0.54%
$220K - $244K
82.5K $49.1M
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
444
+ 5.64%
$220K - $244K
8.32K $4.95M
Jul 15, 2024 Q2 2024
Andrew Hill Investment Advisors, Inc.

Naples, FL
BUY
 -
439
New
$217K - $241K
439 $261K
Aug 12, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
438
+ 6.13%
$217K - $240K
7.59K $4.51M
Jul 11, 2024 Q2 2024
New Capital Management LP

BUY
 -
437
New
$216K - $240K
437 $260K
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
434
+ 7.77%
$215K - $238K
6.02K $3.58M
Aug 06, 2024 Q2 2024
Private Management Group Inc

BUY
 -
433
New
$214K - $237K
433 $258K
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
431
+ 9.23%
$213K - $236K
5.1K $3.04M
Oct 21, 2024 Q2 2024
Wt Wealth Management

BUY
 -
430
New
$213K - $236K
430 $256K
Jul 12, 2024 Q2 2024
Pointe Capital Management LLC

BUY
 -
428
+ 58.23%
$212K - $235K
1.16K $692K
Aug 05, 2024 Q2 2024
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
427
+ 19.59%
$211K - $234K
2.61K $1.55M
Jul 30, 2024 Q2 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
426
+ 3.2%
$211K - $234K
13.7K $8.17M
Aug 14, 2024 Q2 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
426
+ 80.38%
$211K - $234K
956 $569K
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
425
+ 0.43%
$210K - $233K
99.7K $59.3M
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
421
+ 6.01%
$208K - $231K
7.43K $4.42M
Aug 14, 2024 Q2 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
418
New
$207K - $229K
418 $249K
Aug 06, 2024 Q2 2024
Adapt Wealth Advisors, LLC

Atlanta, GA
BUY
 -
416
New
$206K - $228K
416 $248K
Jul 08, 2024 Q2 2024
Marathon Strategic Advisors, LLC

Pittsburgh, PA
BUY
 -
415
New
$205K - $228K
415 $247K
Jul 12, 2024 Q2 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
412
+ 5.85%
$204K - $226K
7.45K $4.44M
Jul 31, 2024 Q2 2024
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
411
+ 0.94%
$204K - $225K
44.3K $26.4M
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
411
+ 2.25%
$204K - $225K
18.7K $11.1M
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 $240K
Jul 15, 2024 Q2 2024
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
403
New
$200K - $221K
403 $240K
Aug 14, 2024 Q2 2024
Avalon Advisory Group

Wexford, PA
BUY
 -
403
New
$200K - $221K
403 $240K
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 $239K
Jul 23, 2024 Q2 2024
All Season Financial Advisors, Inc.

BUY
 -
402
New
$199K - $220K
402 $239K
Aug 14, 2024 Q2 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
401
+ 1.41%
$199K - $220K
28.8K $17.1M
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
401
+ 4.1%
$199K - $220K
10.2K $6.06M
Aug 14, 2024 Q2 2024
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
401
New
$199K - $220K
401 $239K
Aug 12, 2024 Q2 2024
Jacobson & Schmitt Advisors, LLC

BUY
 -
400
New
$198K - $219K
400 $238K
Jul 01, 2024 Q2 2024
Moller Financial Services

BUY
 -
399
New
$198K - $219K
399 $237K
Aug 13, 2024 Q2 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
399
+ 1.37%
$198K - $219K
29.5K $17.5M
Jul 10, 2024 Q2 2024
Cyr Financial Inc.

Hennepin, IL
BUY
 -
397
New
$197K - $218K
397 $236K
Aug 01, 2024 Q2 2024
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
397
+ 12.77%
$197K - $218K
3.51K $2.09M
Aug 20, 2024 Q2 2024
Regency Capital Management Inc.\De

BUY
 -
397
New
$197K - $218K
397 $236K
Jul 03, 2024 Q2 2024
Moody National Bank Trust Division

BUY
 -
396
+ 102.33%
$196K - $217K
783 $466K
Jul 23, 2024 Q2 2024
Perennial Advisors, LLC

New York, NY
BUY
 -
396
+ 4.19%
$196K - $217K
9.85K $5.86M
Jul 25, 2024 Q2 2024
Calamos Advisors LLC

BUY
 -
396
+ 3.1%
$196K - $217K
13.2K $7.84M
Sep 26, 2024 Q2 2024
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
396
+ 33.7%
$196K - $217K
1.57K $935K
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
395
+ 7.06%
$196K - $217K
5.99K $3.56M
Aug 14, 2024 Q2 2024
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
395
+ 1.4%
$196K - $217K
28.6K $17M
Aug 12, 2024 Q2 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
394
+ 3.39%
$195K - $216K
12K $7.15M
Jul 17, 2024 Q2 2024
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
392
+ 1.95%
$194K - $215K
20.5K $12.2M
Jul 12, 2024 Q2 2024
Optimum Investment Advisors

BUY
 -
388
+ 1.72%
$192K - $213K
23K $13.7M

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