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 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
261+ 34.62% |
$129K - $143K
|
1.02K
$568K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
261+ 1.31% |
$129K - $143K
|
20.2K
$11.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
260+ 6.67% |
$129K - $143K
|
4.16K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
258+ 6.91% |
$128K - $142K
|
3.99K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
257+ 5.11% |
$127K - $141K
|
5.28K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
256+ 30.99% |
$127K - $140K
|
1.08K
$605K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
251+ 2.71% |
$124K - $138K
|
9.51K
$5.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
249+ 3.43% |
$123K - $137K
|
7.52K
$4.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
248+ 1.7% |
$123K - $136K
|
14.8K
$8.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
246+ 1.29% |
$122K - $135K
|
19.4K
$10.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
245New |
$121K - $134K
|
245
$137K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
243+ 9.93% |
$120K - $133K
|
2.69K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
240+ 6.58% |
$119K - $132K
|
3.89K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
236+ 1.37% |
$117K - $129K
|
17.4K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
236+ 7.2% |
$117K - $129K
|
3.51K
$1.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
235+ 6.71% |
$116K - $129K
|
3.74K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
234+ 8.03% |
$116K - $128K
|
3.15K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
233+ 0.49% |
$115K - $128K
|
47.9K
$26.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
233+ 4.14% |
$115K - $128K
|
5.86K
$3.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
233+ 0.53% |
$115K - $128K
|
43.9K
$24.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
232+ 8.54% |
$115K - $127K
|
2.95K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
232+ 25.24% |
$115K - $127K
|
1.15K
$644K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
230+ 0.45% |
$114K - $126K
|
50.8K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
230+ 33.0% |
$114K - $126K
|
927
$519K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
228+ 6.42% |
$113K - $125K
|
3.78K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
228+ 1.82% |
$113K - $125K
|
12.8K
$7.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
225+ 35.05% |
$111K - $123K
|
867
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
223+ 3.5% |
$110K - $122K
|
6.6K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
221+ 35.25% |
$109K - $121K
|
848
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
220+ 9.08% |
$109K - $121K
|
2.64K
$1.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
219New |
$108K - $120K
|
219
$123K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
217+ 3.24% |
$107K - $119K
|
6.91K
$3.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
215+ 1.7% |
$106K - $118K
|
12.9K
$7.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
213+ 2.99% |
$105K - $117K
|
7.34K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
213+ 2.86% |
$105K - $117K
|
7.65K
$4.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
212+ 6.23% |
$105K - $116K
|
3.62K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
211+ 5.81% |
$104K - $116K
|
3.85K
$2.15M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
211+ 68.73% |
$104K - $116K
|
518
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
209+ 1.75% |
$103K - $115K
|
12.2K
$6.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
208+ 0.2% |
$103K - $114K
|
104K
$58.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
207+ 4.68% |
$102K - $114K
|
4.63K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
207+ 16.53% |
$102K - $114K
|
1.46K
$816K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
205+ 2.35% |
$102K - $112K
|
8.91K
$4.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
205+ 0.29% |
$102K - $112K
|
72.1K
$40.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
204+ 3.53% |
$101K - $112K
|
5.98K
$3.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
204+ 16.11% |
$101K - $112K
|
1.47K
$822K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
202+ 22.39% |
$100K - $111K
|
1.1K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
202+ 4.09% |
$100K - $111K
|
5.14K
$2.88M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 6.36% |
$99K - $110K
|
3.35K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 1.95% |
$99K - $110K
|
10.4K
$5.84M
|