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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
205+ 0.29% |
$102K - $112K
|
72.1K
$42.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
204+ 3.53% |
$101K - $112K
|
5.98K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
204+ 16.11% |
$101K - $112K
|
1.47K
$874K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
202+ 22.39% |
$100K - $111K
|
1.1K
$656K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
202+ 4.09% |
$100K - $111K
|
5.14K
$3.06M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 6.36% |
$99K - $110K
|
3.35K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 1.95% |
$99K - $110K
|
10.4K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
200+ 0.43% |
$99K - $110K
|
46.9K
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
200+ 16.67% |
$99K - $110K
|
1.4K
$832K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
196+ 5.07% |
$97.1K - $108K
|
4.06K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
195+ 1.46% |
$96.6K - $107K
|
13.6K
$8.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
192+ 28.7% |
$95.1K - $105K
|
861
$512K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
192+ 0.49% |
$95.1K - $105K
|
39.3K
$23.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
191+ 12.33% |
$94.6K - $105K
|
1.74K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
191+ 23.85% |
$94.6K - $105K
|
992
$590K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
190+ 28.57% |
$94.1K - $104K
|
855
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
189+ 2.85% |
$93.6K - $104K
|
6.82K
$4.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
186+ 35.23% |
$92.1K - $102K
|
714
$424K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
186+ 0.39% |
$92.1K - $102K
|
47.4K
$28.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
185+ 14.68% |
$91.6K - $101K
|
1.45K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
185+ 3.7% |
$91.6K - $101K
|
5.18K
$3.08M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
183+ 7.58% |
$90.6K - $100K
|
2.6K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
179+ 6.93% |
$88.6K - $98.2K
|
2.76K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
179+ 7.45% |
$88.6K - $98.2K
|
2.58K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
177+ 7.82% |
$87.6K - $97.1K
|
2.44K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
177+ 37.9% |
$87.6K - $97.1K
|
644
$383K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
176+ 3.29% |
$87.1K - $96.5K
|
5.52K
$3.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
176+ 45.83% |
$87.1K - $96.5K
|
560
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
176+ 17.15% |
$87.1K - $96.5K
|
1.2K
$714K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
174+ 0.46% |
$86.2K - $95.4K
|
37.7K
$22.4M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
173+ 3.03% |
$85.7K - $94.9K
|
5.88K
$3.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
171+ 4.73% |
$84.7K - $93.8K
|
3.79K
$2.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
170+ 42.5% |
$84.2K - $93.2K
|
570
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
170+ 0.16% |
$84.2K - $93.2K
|
110K
$65.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
170+ 35.86% |
$84.2K - $93.2K
|
644
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
170+ 1.62% |
$84.2K - $93.2K
|
10.7K
$6.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
169+ 1.12% |
$83.7K - $92.7K
|
15.3K
$9.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
166+ 16.52% |
$82.2K - $91K
|
1.17K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
166New |
$82.2K - $91K
|
166
$98.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
165+ 2.42% |
$81.7K - $90.5K
|
6.98K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
165+ 1.3% |
$81.7K - $90.5K
|
12.8K
$7.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
165+ 10.99% |
$81.7K - $90.5K
|
1.67K
$990K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
164+ 0.58% |
$81.2K - $90K
|
28.4K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
163+ 4.41% |
$80.7K - $89.4K
|
3.86K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
163+ 0.31% |
$80.7K - $89.4K
|
52.2K
$31M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
160+ 2.62% |
$79.2K - $87.8K
|
6.27K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
160+ 8.47% |
$79.2K - $87.8K
|
2.05K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
159+ 34.19% |
$78.7K - $87.2K
|
624
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.18% |
$78.7K - $87.2K
|
7.45K
$4.43M
|
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
158+ 4.66% |
$78.2K - $86.7K
|
3.55K
$2.11M
|