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 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6+ 3.95% |
$2.97K - $3.29K
|
158
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
5+ 0.43% |
$2.48K - $2.74K
|
1.17K
$783K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5+ 0.29% |
$2.48K - $2.74K
|
1.71K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5+ 0.03% |
$2.48K - $2.74K
|
18K
$12.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5+ 0.16% |
$2.48K - $2.74K
|
3.11K
$2.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5+ 0.2% |
$2.48K - $2.74K
|
2.5K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.71% |
$2.48K - $2.74K
|
297
$199K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.52% |
$2.48K - $2.74K
|
968
$650K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
49.3K
$33.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.41% |
$2.48K - $2.74K
|
1.21K
$814K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.44% |
$2.48K - $2.74K
|
1.14K
$765K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5+ 0.19% |
$2.48K - $2.74K
|
2.69K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 0.27% |
$2.48K - $2.74K
|
1.83K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.78K
$5.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.48K - $2.74K
|
1.25K
$839K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.91K
$5.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.01% |
$2.48K - $2.74K
|
35.7K
$24M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.48K - $2.74K
|
7.97K
$5.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
5+ 35.71% |
$2.48K - $2.74K
|
19
$12.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 5.43% |
$2.48K - $2.74K
|
97
$65.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
5+ 0.34% |
$2.48K - $2.74K
|
1.48K
$996K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.32% |
$1.98K - $2.19K
|
1.24K
$831K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.17% |
$1.98K - $2.19K
|
2.36K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.36% |
$1.98K - $2.19K
|
1.12K
$750K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.64K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.28% |
$1.98K - $2.19K
|
1.43K
$963K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.38% |
$1.98K - $2.19K
|
1.05K
$708K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4+ 0.09% |
$1.98K - $2.19K
|
4.45K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.98K - $2.19K
|
11.4K
$7.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.39% |
$1.98K - $2.19K
|
1.03K
$690K
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.2% |
$1.98K - $2.19K
|
2.02K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.66K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4+ 0.18% |
$1.98K - $2.19K
|
2.27K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.24% |
$1.98K - $2.19K
|
1.69K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.3% |
$1.98K - $2.19K
|
1.35K
$908K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.49K - $1.65K
|
1K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.77% |
$1.49K - $1.65K
|
395
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3+ 0.27% |
$1.49K - $1.65K
|
1.14K
$762K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.07% |
$1.49K - $1.65K
|
4.14K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3+ 4.29% |
$1.49K - $1.65K
|
73
$49K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3+ 0.45% |
$1.49K - $1.65K
|
671
$450K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$1.49K - $1.65K
|
12K
$8.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3+ 0.16% |
$1.49K - $1.65K
|
1.93K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$1.49K - $1.65K
|
13.4K
$8.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.49K - $1.65K
|
1.05K
$701K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.15% |
$1.49K - $1.65K
|
1.96K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.15% |
$1.49K - $1.65K
|
2.01K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.13% |
$1.49K - $1.65K
|
2.28K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.49K - $1.65K
|
6.88K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$1.49K - $1.65K
|
786
$528K
|