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 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 3.16% |
$15.3K - $17K
|
1.01K
$545K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 3.63% |
$14.9K - $16.5K
|
856
$461K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.16% |
$14.9K - $16.5K
|
18.3K
$9.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
30+ 0.58% |
$14.9K - $16.5K
|
5.2K
$2.81M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$14.9K - $16.5K
|
30
$16.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
30+ 4.04% |
$14.9K - $16.5K
|
773
$417K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
30+ 0.57% |
$14.9K - $16.5K
|
5.29K
$2.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
30+ 3.15% |
$14.9K - $16.5K
|
982
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30+ 5.08% |
$14.9K - $16.5K
|
620
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
30+ 0.01% |
$14.9K - $16.5K
|
229K
$124M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
29+ 2.23% |
$14.4K - $15.9K
|
1.33K
$718K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
29+ 0.92% |
$14.4K - $15.9K
|
3.17K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 1.18% |
$14.4K - $15.9K
|
2.5K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
29+ 1.97% |
$14.4K - $15.9K
|
1.5K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 1.76% |
$14.4K - $15.9K
|
1.68K
$906K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28+ 6.47% |
$13.9K - $15.4K
|
461
$249K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28+ 0.09% |
$13.9K - $15.4K
|
31.7K
$17.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 0.32% |
$13.4K - $14.8K
|
8.41K
$4.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 0.27% |
$13.4K - $14.8K
|
9.94K
$5.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
27+ 0.25% |
$13.4K - $14.8K
|
11K
$5.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$12.9K - $14.3K
|
8.18K
$4.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
26+ 0.6% |
$12.9K - $14.3K
|
4.36K
$2.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
26+ 1.62% |
$12.9K - $14.3K
|
1.63K
$878K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26+ 0.97% |
$12.9K - $14.3K
|
2.72K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
25+ 0.57% |
$12.4K - $13.7K
|
4.45K
$2.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
25+ 6.3% |
$12.4K - $13.7K
|
422
$228K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
25+ 2.56% |
$12.4K - $13.7K
|
1K
$540K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
25+ 0.45% |
$12.4K - $13.7K
|
5.55K
$2.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.42% |
$12.4K - $13.7K
|
5.99K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
25New |
$12.4K - $13.7K
|
25
$13.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
25+ 2.16% |
$12.4K - $13.7K
|
1.18K
$638K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
25+ 1.93% |
$12.4K - $13.7K
|
1.32K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.81% |
$12.4K - $13.7K
|
916
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
25+ 0.65% |
$12.4K - $13.7K
|
3.86K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.56% |
$12.4K - $13.7K
|
4.49K
$2.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.57% |
$11.9K - $13.2K
|
4.24K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 6.22% |
$11.9K - $13.2K
|
410
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$11.9K - $13.2K
|
8.81K
$4.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
24+ 0.7% |
$11.9K - $13.2K
|
3.46K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 0.3% |
$11.9K - $13.2K
|
8.01K
$4.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$11.4K - $12.6K
|
1.9K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
23+ 4.58% |
$11.4K - $12.6K
|
525
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
23+ 5.96% |
$11.4K - $12.6K
|
409
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.23% |
$11.4K - $12.6K
|
9.95K
$5.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.93% |
$10.9K - $12.1K
|
2.4K
$1.29M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
22+ 1.37% |
$10.9K - $12.1K
|
1.63K
$876K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21+ 0.04% |
$10.4K - $11.5K
|
46.7K
$25.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
21+ 2.62% |
$10.4K - $11.5K
|
823
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21New |
$10.4K - $11.5K
|
21
$11.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
21+ 0.08% |
$10.4K - $11.5K
|
26.2K
$14.1M
|