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 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 1.41% |
$4.95K - $5.48K
|
721
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.35% |
$4.46K - $4.94K
|
2.59K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$4.46K - $4.94K
|
14K
$8.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9+ 0.23% |
$4.46K - $4.94K
|
3.94K
$2.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9+ 0.05% |
$4.46K - $4.94K
|
16.6K
$9.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.66% |
$4.46K - $4.94K
|
1.37K
$817K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 2.06% |
$4.46K - $4.94K
|
446
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.99% |
$4.46K - $4.94K
|
920
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$4.46K - $4.94K
|
6.77K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
9+ 0.25% |
$4.46K - $4.94K
|
3.59K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 1.51% |
$3.96K - $4.39K
|
539
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 36.36% |
$3.96K - $4.39K
|
30
$17.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$3.96K - $4.39K
|
2.65K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8+ 0.98% |
$3.96K - $4.39K
|
822
$488K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 1.22% |
$3.96K - $4.39K
|
665
$395K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8+ 1.13% |
$3.96K - $4.39K
|
715
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
8+ 0.26% |
$3.96K - $4.39K
|
3.07K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8+ 0.64% |
$3.96K - $4.39K
|
1.25K
$742K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.09% |
$3.96K - $4.39K
|
8.65K
$5.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8+ 0.54% |
$3.96K - $4.39K
|
1.5K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
8+ 0.3% |
$3.96K - $4.39K
|
2.65K
$1.58M
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
8+ 0.04% |
$3.96K - $4.39K
|
20.8K
$12.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.54% |
$3.47K - $3.84K
|
1.3K
$770K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.47K - $3.84K
|
2.35K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
7+ 0.92% |
$3.47K - $3.84K
|
764
$454K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
7+ 0.22% |
$3.47K - $3.84K
|
3.26K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7+ 0.07% |
$3.47K - $3.84K
|
9.87K
$5.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7New |
$3.47K - $3.84K
|
7
$4.16K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.73% |
$3.47K - $3.84K
|
969
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
7+ 3.83% |
$3.47K - $3.84K
|
190
$113K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.26% |
$3.47K - $3.84K
|
2.65K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.47% |
$3.47K - $3.84K
|
1.49K
$886K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.03% |
$3.47K - $3.84K
|
23.6K
$14M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
7+ 1.55% |
$3.47K - $3.84K
|
459
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7+ 0.34% |
$3.47K - $3.84K
|
2.07K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
7+ 0.33% |
$3.47K - $3.84K
|
2.15K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6+ 0.33% |
$2.97K - $3.29K
|
1.82K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
6+ 0.34% |
$2.97K - $3.29K
|
1.77K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.97K - $3.29K
|
1.6K
$952K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6+ 0.47% |
$2.97K - $3.29K
|
1.27K
$757K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
BUY
|
- |
6+ 0.28% |
$2.97K - $3.29K
|
2.17K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6+ 3.95% |
$2.97K - $3.29K
|
158
$93.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
5+ 0.43% |
$2.48K - $2.74K
|
1.17K
$694K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5+ 0.29% |
$2.48K - $2.74K
|
1.71K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5+ 0.03% |
$2.48K - $2.74K
|
18K
$10.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5+ 0.16% |
$2.48K - $2.74K
|
3.11K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5+ 0.2% |
$2.48K - $2.74K
|
2.5K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.71% |
$2.48K - $2.74K
|
297
$177K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.52% |
$2.48K - $2.74K
|
968
$575K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
49.3K
$29.3M
|