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 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.54% |
$3.47K - $3.84K
|
1.3K
$774K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.47K - $3.84K
|
2.35K
$1.4M
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
7+ 0.92% |
$3.47K - $3.84K
|
764
$457K
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
7+ 0.22% |
$3.47K - $3.84K
|
3.26K
$1.95M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7+ 0.07% |
$3.47K - $3.84K
|
9.87K
$5.9M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7New |
$3.47K - $3.84K
|
7
$4.18K
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.73% |
$3.47K - $3.84K
|
969
$579K
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
7+ 3.83% |
$3.47K - $3.84K
|
190
$114K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.26% |
$3.47K - $3.84K
|
2.65K
$1.59M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.47% |
$3.47K - $3.84K
|
1.49K
$891K
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.03% |
$3.47K - $3.84K
|
23.6K
$14.1M
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
7+ 1.55% |
$3.47K - $3.84K
|
459
$274K
|
|
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
$1.09M
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
6+ 0.34% |
$2.97K - $3.29K
|
1.77K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.97K - $3.29K
|
1.6K
$957K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6+ 0.47% |
$2.97K - $3.29K
|
1.27K
$761K
|
|
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
$94.4K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
5+ 0.43% |
$2.48K - $2.74K
|
1.17K
$697K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5+ 0.29% |
$2.48K - $2.74K
|
1.71K
$1.02M
|
|
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
$1.86M
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5+ 0.2% |
$2.48K - $2.74K
|
2.5K
$1.49M
|
|
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
$578K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
49.3K
$29.5M
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.41% |
$2.48K - $2.74K
|
1.21K
$724K
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.44% |
$2.48K - $2.74K
|
1.14K
$681K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5+ 0.19% |
$2.48K - $2.74K
|
2.69K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 0.27% |
$2.48K - $2.74K
|
1.83K
$1.09M
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.78K
$4.65M
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.48K - $2.74K
|
1.25K
$747K
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.91K
$4.73M
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
35.7K
$21.3M
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.97K
$4.76M
|
|
Aug 12, 2024
Q2 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
5+ 35.71% |
$2.48K - $2.74K
|
19
$11.4K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 5.43% |
$2.48K - $2.74K
|
97
$58K
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
5+ 0.34% |
$2.48K - $2.74K
|
1.48K
$886K
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.32% |
$1.98K - $2.19K
|
1.24K
$740K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.17% |
$1.98K - $2.19K
|
2.36K
$1.41M
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.36% |
$1.98K - $2.19K
|
1.12K
$667K
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.64K
$982K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.28% |
$1.98K - $2.19K
|
1.43K
$857K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.38% |
$1.98K - $2.19K
|
1.05K
$630K
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4+ 0.09% |
$1.98K - $2.19K
|
4.45K
$2.66M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.98K - $2.19K
|
11.4K
$6.82M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.98K - $2.19K
|
1.03K
$614K
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.2% |
$1.98K - $2.19K
|
2.02K
$1.21M
|