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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.1% |
$7.43K - $8.23K
|
14.9K
$8.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.31% |
$6.93K - $7.68K
|
4.59K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
14+ 1.49% |
$6.93K - $7.68K
|
952
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
14+ 0.43% |
$6.93K - $7.68K
|
3.28K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.2% |
$6.44K - $7.13K
|
6.37K
$3.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
13+ 1.65% |
$6.44K - $7.13K
|
801
$432K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
13+ 0.37% |
$6.44K - $7.13K
|
3.48K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
13+ 0.58% |
$6.44K - $7.13K
|
2.24K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13+ 0.12% |
$6.44K - $7.13K
|
10.4K
$5.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
13+ 0.05% |
$6.44K - $7.13K
|
24.5K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$6.44K - $7.13K
|
5.07K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
13+ 0.7% |
$6.44K - $7.13K
|
1.87K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 1.49% |
$5.94K - $6.58K
|
820
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
12+ 300.0% |
$5.94K - $6.58K
|
16
$8.63K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12+ 2.65% |
$5.94K - $6.58K
|
465
$251K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12+ 0.24% |
$5.94K - $6.58K
|
5.03K
$2.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.52% |
$5.45K - $6.03K
|
447
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11+ 0.43% |
$5.45K - $6.03K
|
2.55K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11+ 0.47% |
$5.45K - $6.03K
|
2.34K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.24% |
$5.45K - $6.03K
|
4.59K
$2.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
11+ 1.16% |
$5.45K - $6.03K
|
957
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.73% |
$5.45K - $6.03K
|
1.52K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11+ 0.36% |
$5.45K - $6.03K
|
3.04K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
11+ 2.15% |
$5.45K - $6.03K
|
523
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
10+ 0.18% |
$4.95K - $5.48K
|
5.56K
$3M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.37% |
$4.95K - $5.48K
|
2.69K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 1.5% |
$4.95K - $5.48K
|
675
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.98% |
$4.95K - $5.48K
|
1.03K
$556K
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10+ 1.0% |
$4.95K - $5.48K
|
1.01K
$546K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10+ 2.2% |
$4.95K - $5.48K
|
464
$250K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.09% |
$4.95K - $5.48K
|
11.3K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.35% |
$4.95K - $5.48K
|
2.83K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.39% |
$4.95K - $5.48K
|
2.61K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.12% |
$4.95K - $5.48K
|
8.64K
$4.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
10+ 0.24% |
$4.95K - $5.48K
|
4.09K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
10+ 0.97% |
$4.95K - $5.48K
|
1.04K
$562K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10+ 0.53% |
$4.95K - $5.48K
|
1.88K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 0.95% |
$4.95K - $5.48K
|
1.06K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.21% |
$4.95K - $5.48K
|
4.74K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10+ 0.05% |
$4.95K - $5.48K
|
21.1K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
10+ 0.15% |
$4.95K - $5.48K
|
6.74K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 1.41% |
$4.95K - $5.48K
|
721
$389K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.35% |
$4.46K - $4.94K
|
2.59K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$4.46K - $4.94K
|
14K
$7.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9+ 0.23% |
$4.46K - $4.94K
|
3.94K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9+ 0.05% |
$4.46K - $4.94K
|
16.6K
$8.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.66% |
$4.46K - $4.94K
|
1.37K
$741K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 2.06% |
$4.46K - $4.94K
|
446
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.99% |
$4.46K - $4.94K
|
920
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$4.46K - $4.94K
|
6.77K
$3.65M
|