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 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
46+ 1.19% |
$22.8K - $25.2K
|
3.9K
$2.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
46+ 3.69% |
$22.8K - $25.2K
|
1.29K
$768K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
46+ 0.44% |
$22.8K - $25.2K
|
10.6K
$6.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.27% |
$22.8K - $25.2K
|
3.68K
$2.19M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
46+ 2.64% |
$22.8K - $25.2K
|
1.79K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 1.0% |
$22.3K - $24.7K
|
4.53K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
45+ 1.06% |
$22.3K - $24.7K
|
4.29K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
45+ 0.19% |
$22.3K - $24.7K
|
23.5K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 5.29% |
$22.3K - $24.7K
|
895
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
45+ 1.14% |
$22.3K - $24.7K
|
3.98K
$2.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
44+ 2.53% |
$21.8K - $24.1K
|
1.79K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
44+ 4.25% |
$21.8K - $24.1K
|
1.08K
$642K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
44+ 0.47% |
$21.8K - $24.1K
|
9.35K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
44+ 0.55% |
$21.8K - $24.1K
|
8.03K
$4.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 6.52% |
$21.3K - $23.6K
|
703
$418K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
43+ 0.18% |
$21.3K - $23.6K
|
23.6K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
43+ 0.98% |
$21.3K - $23.6K
|
4.44K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
43+ 40.19% |
$21.3K - $23.6K
|
150
$89.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
43+ 1.65% |
$21.3K - $23.6K
|
2.65K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
42+ 9.19% |
$20.8K - $23K
|
499
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
42+ 4.84% |
$20.8K - $23K
|
909
$540K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
41+ 2.34% |
$20.3K - $22.5K
|
1.79K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
40+ 0.39% |
$19.8K - $21.9K
|
10.2K
$6.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.79% |
$19.8K - $21.9K
|
2.27K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40+ 2.58% |
$19.8K - $21.9K
|
1.59K
$944K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
40+ 0.98% |
$19.8K - $21.9K
|
4.11K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 0.51% |
$19.8K - $21.9K
|
7.87K
$4.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
39+ 76.47% |
$19.3K - $21.4K
|
90
$53.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
39+ 1.45% |
$19.3K - $21.4K
|
2.73K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39+ 23.64% |
$19.3K - $21.4K
|
204
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
39+ 1.99% |
$19.3K - $21.4K
|
2K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$19.3K - $21.4K
|
39
$23.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
38+ 2.91% |
$18.8K - $20.8K
|
1.34K
$798K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
38+ 0.53% |
$18.8K - $20.8K
|
7.21K
$4.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
38+ 1.1% |
$18.8K - $20.8K
|
3.48K
$2.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 1.32% |
$18.8K - $20.8K
|
2.91K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37+ 3.59% |
$18.3K - $20.3K
|
1.07K
$634K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37+ 0.43% |
$18.3K - $20.3K
|
8.63K
$5.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
36+ 1.08% |
$17.8K - $19.7K
|
3.37K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
36+ 0.82% |
$17.8K - $19.7K
|
4.45K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
36+ 0.75% |
$17.8K - $19.7K
|
4.82K
$2.86M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
36+ 0.75% |
$17.8K - $19.7K
|
4.82K
$2.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35+ 0.06% |
$17.3K - $19.2K
|
58.1K
$34.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
35+ 1.07% |
$17.3K - $19.2K
|
3.3K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 0.16% |
$17.3K - $19.2K
|
22.6K
$13.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
34+ 5.55% |
$16.8K - $18.6K
|
647
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 0.54% |
$16.8K - $18.6K
|
6.38K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34+ 3.75% |
$16.8K - $18.6K
|
941
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
34+ 0.05% |
$16.8K - $18.6K
|
72.2K
$42.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
33+ 4.66% |
$16.3K - $18.1K
|
741
$440K
|