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 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5+ 0.03% |
$2.48K - $2.74K
|
18K
$11.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5+ 0.16% |
$2.48K - $2.74K
|
3.11K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5+ 0.2% |
$2.48K - $2.74K
|
2.5K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.71% |
$2.48K - $2.74K
|
297
$191K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.52% |
$2.48K - $2.74K
|
968
$622K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
49.3K
$31.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.41% |
$2.48K - $2.74K
|
1.21K
$779K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.44% |
$2.48K - $2.74K
|
1.14K
$733K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5+ 0.19% |
$2.48K - $2.74K
|
2.69K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 0.27% |
$2.48K - $2.74K
|
1.83K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.78K
$5M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.48K - $2.74K
|
1.25K
$803K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.91K
$5.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
35.7K
$22.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.97K
$5.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
5+ 35.71% |
$2.48K - $2.74K
|
19
$12.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 5.43% |
$2.48K - $2.74K
|
97
$62.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
5+ 0.34% |
$2.48K - $2.74K
|
1.48K
$953K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.32% |
$1.98K - $2.19K
|
1.24K
$796K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.17% |
$1.98K - $2.19K
|
2.36K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.36% |
$1.98K - $2.19K
|
1.12K
$718K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.64K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.28% |
$1.98K - $2.19K
|
1.43K
$922K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.38% |
$1.98K - $2.19K
|
1.05K
$677K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4+ 0.09% |
$1.98K - $2.19K
|
4.45K
$2.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.98K - $2.19K
|
11.4K
$7.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.98K - $2.19K
|
1.03K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.2% |
$1.98K - $2.19K
|
2.02K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.66K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4+ 0.18% |
$1.98K - $2.19K
|
2.27K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.69K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.3% |
$1.98K - $2.19K
|
1.35K
$870K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
1K
$645K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.77% |
$1.49K - $1.65K
|
395
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3+ 0.27% |
$1.49K - $1.65K
|
1.14K
$729K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.07% |
$1.49K - $1.65K
|
4.14K
$2.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3+ 4.29% |
$1.49K - $1.65K
|
73
$46.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3+ 0.45% |
$1.49K - $1.65K
|
671
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.65K
|
12K
$7.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3+ 0.16% |
$1.49K - $1.65K
|
1.93K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$1.49K - $1.65K
|
13.4K
$8.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.49K - $1.65K
|
1.05K
$672K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.15% |
$1.49K - $1.65K
|
1.96K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.15% |
$1.49K - $1.65K
|
2.01K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.13% |
$1.49K - $1.65K
|
2.28K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.49K - $1.65K
|
6.88K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$1.49K - $1.65K
|
786
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.05% |
$1.49K - $1.65K
|
5.76K
$3.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2+ 0.09% |
$990 - $1.1K
|
2.25K
$1.45M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$990 - $1.1K
|
1.17K
$751K
|