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 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
123+ 18.66% |
$60.9K - $67.5K
|
782
$437K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
123+ 21.1% |
$60.9K - $67.5K
|
706
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
123+ 1.18% |
$60.9K - $67.5K
|
10.5K
$5.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
122+ 1.77% |
$60.4K - $66.9K
|
7.03K
$3.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
122+ 4.44% |
$60.4K - $66.9K
|
2.87K
$1.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
121+ 3.12% |
$59.9K - $66.4K
|
4K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
121+ 12.9% |
$59.9K - $66.4K
|
1.06K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
121+ 21.88% |
$59.9K - $66.4K
|
674
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
121+ 1.73% |
$59.9K - $66.4K
|
7.13K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
121+ 10.8% |
$59.9K - $66.4K
|
1.24K
$694K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
120+ 17.73% |
$59.4K - $65.8K
|
797
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
120+ 0.22% |
$59.4K - $65.8K
|
53.6K
$30M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
118New |
$58.4K - $64.7K
|
118
$66K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
118+ 2.27% |
$58.4K - $64.7K
|
5.32K
$2.98M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
117+ 2.73% |
$57.9K - $64.2K
|
4.41K
$2.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
115+ 15.82% |
$56.9K - $63.1K
|
842
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
115+ 0.37% |
$56.9K - $63.1K
|
31.1K
$17.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
114+ 2.3% |
$56.4K - $62.5K
|
5.08K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
114+ 10.66% |
$56.4K - $62.5K
|
1.18K
$662K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
114+ 5.63% |
$56.4K - $62.5K
|
2.14K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
114+ 15.0% |
$56.4K - $62.5K
|
874
$489K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
113+ 1.83% |
$56K - $62K
|
6.28K
$3.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
113+ 2.2% |
$56K - $62K
|
5.24K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
112+ 16.94% |
$55.5K - $61.4K
|
773
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
111+ 0.89% |
$55K - $60.9K
|
12.6K
$7.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
110+ 4.07% |
$54.5K - $60.3K
|
2.81K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
110+ 7.13% |
$54.5K - $60.3K
|
1.65K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
110+ 1.33% |
$54.5K - $60.3K
|
8.36K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
110+ 40.0% |
$54.5K - $60.3K
|
385
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
110+ 1.72% |
$54.5K - $60.3K
|
6.51K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
107+ 0.64% |
$53K - $58.7K
|
16.9K
$9.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
107+ 1.02% |
$53K - $58.7K
|
10.6K
$5.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
106+ 13.66% |
$52.5K - $58.1K
|
882
$493K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
106+ 2.92% |
$52.5K - $58.1K
|
3.74K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
106+ 1.09% |
$52.5K - $58.1K
|
9.8K
$5.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
106+ 3.67% |
$52.5K - $58.1K
|
2.99K
$1.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
105+ 12.06% |
$52K - $57.6K
|
976
$546K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
105+ 0.95% |
$52K - $57.6K
|
11.2K
$6.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
104+ 0.91% |
$51.5K - $57K
|
11.6K
$6.47M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
104+ 1.21% |
$51.5K - $57K
|
8.71K
$4.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
103+ 2.54% |
$51K - $56.5K
|
4.16K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
103+ 2.12% |
$51K - $56.5K
|
4.96K
$2.77M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
103+ 4.52% |
$51K - $56.5K
|
2.38K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 15.67% |
$50.5K - $55.9K
|
753
$421K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
102+ 0.85% |
$50.5K - $55.9K
|
12K
$6.74M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
101+ 15.3% |
$50K - $55.4K
|
761
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
101+ 8.94% |
$50K - $55.4K
|
1.23K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
101+ 16.64% |
$50K - $55.4K
|
708
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
101+ 1.63% |
$50K - $55.4K
|
6.31K
$3.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 1.47% |
$49.5K - $54.8K
|
6.9K
$3.86M
|