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
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 6.22% |
$11.9K - $13.2K
|
410
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$11.9K - $13.2K
|
8.81K
$5.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
24+ 0.7% |
$11.9K - $13.2K
|
3.46K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 0.3% |
$11.9K - $13.2K
|
8.01K
$5.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$11.4K - $12.6K
|
1.9K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
23+ 4.58% |
$11.4K - $12.6K
|
525
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
23+ 5.96% |
$11.4K - $12.6K
|
409
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.23% |
$11.4K - $12.6K
|
9.95K
$6.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.93% |
$10.9K - $12.1K
|
2.4K
$1.54M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
22+ 1.37% |
$10.9K - $12.1K
|
1.63K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21+ 0.04% |
$10.4K - $11.5K
|
46.7K
$30M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
21+ 2.62% |
$10.4K - $11.5K
|
823
$529K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21New |
$10.4K - $11.5K
|
21
$13.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
21+ 0.08% |
$10.4K - $11.5K
|
26.2K
$16.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 1.56% |
$10.4K - $11.5K
|
1.36K
$877K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
21+ 1.27% |
$10.4K - $11.5K
|
1.68K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21+ 0.33% |
$10.4K - $11.5K
|
6.3K
$4.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.13% |
$10.4K - $11.5K
|
16.5K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
21+ 0.43% |
$10.4K - $11.5K
|
4.9K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
21+ 0.57% |
$10.4K - $11.5K
|
3.72K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21+ 2.83% |
$10.4K - $11.5K
|
764
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
21+ 1.53% |
$10.4K - $11.5K
|
1.39K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
21+ 4.04% |
$10.4K - $11.5K
|
541
$348K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
20+ 0.21% |
$9.9K - $11K
|
9.6K
$6.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
20+ 1.54% |
$9.9K - $11K
|
1.32K
$849K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
20+ 1.3% |
$9.9K - $11K
|
1.56K
$999K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 3.0% |
$9.9K - $11K
|
687
$442K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.59% |
$9.9K - $11K
|
3.39K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.27% |
$9.9K - $11K
|
7.42K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 1.33% |
$9.9K - $11K
|
1.53K
$983K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
20+ 50.0% |
$9.9K - $11K
|
60
$38.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
19+ 1.17% |
$9.41K - $10.4K
|
1.65K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
19+ 0.2% |
$9.41K - $10.4K
|
9.63K
$6.19M
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
19+ 4.87% |
$9.41K - $10.4K
|
409
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
19+ 0.85% |
$9.41K - $10.4K
|
2.26K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
19+ 1.81% |
$9.41K - $10.4K
|
1.07K
$686K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
19+ 1.11% |
$9.41K - $10.4K
|
1.73K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
19+ 0.08% |
$9.41K - $10.4K
|
25.3K
$16.3M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
19+ 1.3% |
$9.41K - $10.4K
|
1.48K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
18+ 0.11% |
$8.91K - $9.87K
|
16.6K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
18+ 2.99% |
$8.91K - $9.87K
|
620
$398K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18+ 0.16% |
$8.91K - $9.87K
|
11.6K
$7.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
18+ 0.25% |
$8.91K - $9.87K
|
7.35K
$4.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17+ 2.22% |
$8.42K - $9.32K
|
784
$504K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 0.12% |
$8.42K - $9.32K
|
13.7K
$8.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
17+ 2.45% |
$8.42K - $9.32K
|
712
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.76% |
$8.42K - $9.32K
|
2.26K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
17+ 1.26% |
$8.42K - $9.32K
|
1.36K
$876K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
17+ 0.06% |
$8.42K - $9.32K
|
27K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
17+ 0.76% |
$8.42K - $9.32K
|
2.25K
$1.44M
|