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 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.14% |
$495 - $548
|
724
$465K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.33% |
$495 - $548
|
306
$197K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$495 - $548
|
430
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.26% |
$495 - $548
|
390
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$495 - $548
|
422
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.29% |
$495 - $548
|
340
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.01% |
$495 - $548
|
16.4K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.24% |
$495 - $548
|
421
$271K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.2% |
$495 - $548
|
504
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
733
$471K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.15K
$1.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.32K
$2.13M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1+ 0.2% |
$495 - $548
|
494
$317K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1+ 0.23% |
$495 - $548
|
433
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.56K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.4K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.58K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.63K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.16% |
$495 - $548
|
610
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$495 - $548
|
7.8K
$5.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
722
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.56K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.34K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.02% |
$495 - $548
|
6.15K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.25% |
$495 - $548
|
409
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.13% |
$495 - $548
|
789
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.14% |
$495 - $548
|
691
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.64K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
714
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$495 - $548
|
5.08K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1+ 0.1% |
$495 - $548
|
1.04K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.77K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$495 - $548
|
746
$479K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.18K
$1.4M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$495 - $548
|
595
$382K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.16% |
$495 - $548
|
615
$395K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1- 0.17% |
$495 - $548
|
597
$384K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$495 - $548
|
951
$611K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.22% |
$495 - $548
|
451
$290K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.59K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1- -0.0% |
$495 - $548
|
22.5K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.71K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$495 - $548
|
761
$489K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$495 - $548
|
2.99K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$495 - $548
|
1.17K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1- 0.07% |
$495 - $548
|
1.5K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.6K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1- 0.15% |
$495 - $548
|
659
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-1- 0.01% |
$495 - $548
|
19.5K
$12.6M
|