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 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
33+ 0.31% |
$16.3K - $18.1K
|
10.6K
$6.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
33+ 6.02% |
$16.3K - $18.1K
|
581
$345K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
33+ 1.76% |
$16.3K - $18.1K
|
1.91K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 2.68% |
$16.3K - $18.1K
|
1.27K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
33+ 2.04% |
$16.3K - $18.1K
|
1.65K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
33New |
$16.3K - $18.1K
|
33
$19.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
31+ 1.64% |
$15.3K - $17K
|
1.92K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
31+ 2.6% |
$15.3K - $17K
|
1.22K
$727K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
31+ 1.99% |
$15.3K - $17K
|
1.59K
$943K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 3.16% |
$15.3K - $17K
|
1.01K
$601K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 3.63% |
$14.9K - $16.5K
|
856
$509K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.16% |
$14.9K - $16.5K
|
18.3K
$10.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
30+ 0.58% |
$14.9K - $16.5K
|
5.2K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$14.9K - $16.5K
|
30
$17.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
30+ 4.04% |
$14.9K - $16.5K
|
773
$459K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
30+ 0.57% |
$14.9K - $16.5K
|
5.29K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
30+ 3.15% |
$14.9K - $16.5K
|
982
$584K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30+ 5.08% |
$14.9K - $16.5K
|
620
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
30+ 0.01% |
$14.9K - $16.5K
|
229K
$136M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
29+ 2.23% |
$14.4K - $15.9K
|
1.33K
$791K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
29+ 0.92% |
$14.4K - $15.9K
|
3.17K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 1.18% |
$14.4K - $15.9K
|
2.5K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
29+ 1.97% |
$14.4K - $15.9K
|
1.5K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 1.76% |
$14.4K - $15.9K
|
1.68K
$998K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28+ 6.47% |
$13.9K - $15.4K
|
461
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28+ 0.09% |
$13.9K - $15.4K
|
31.7K
$18.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 0.32% |
$13.4K - $14.8K
|
8.41K
$5M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 0.27% |
$13.4K - $14.8K
|
9.94K
$5.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
27+ 0.25% |
$13.4K - $14.8K
|
11K
$6.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$12.9K - $14.3K
|
8.18K
$4.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
26+ 0.6% |
$12.9K - $14.3K
|
4.36K
$2.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
26+ 1.62% |
$12.9K - $14.3K
|
1.63K
$967K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26+ 0.97% |
$12.9K - $14.3K
|
2.72K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
25+ 0.57% |
$12.4K - $13.7K
|
4.45K
$2.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
25+ 6.3% |
$12.4K - $13.7K
|
422
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
25+ 2.56% |
$12.4K - $13.7K
|
1K
$595K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
25+ 0.45% |
$12.4K - $13.7K
|
5.55K
$3.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.42% |
$12.4K - $13.7K
|
5.99K
$3.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
25New |
$12.4K - $13.7K
|
25
$14.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
25+ 2.16% |
$12.4K - $13.7K
|
1.18K
$704K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
25+ 1.93% |
$12.4K - $13.7K
|
1.32K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.81% |
$12.4K - $13.7K
|
916
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
25+ 0.65% |
$12.4K - $13.7K
|
3.86K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.56% |
$12.4K - $13.7K
|
4.49K
$2.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.57% |
$11.9K - $13.2K
|
4.24K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 6.22% |
$11.9K - $13.2K
|
410
$244K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$11.9K - $13.2K
|
8.81K
$5.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
24+ 0.7% |
$11.9K - $13.2K
|
3.46K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 0.3% |
$11.9K - $13.2K
|
8.01K
$4.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$11.4K - $12.6K
|
1.9K
$1.13M
|