Purchases and Sales Made in Q2 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
11.6K
New
$5.74M - $6.36M
11.6K $6.97M
Jul 31, 2024 Q2 2024
Coho Partners, Ltd.

BUY
 -
11.5K
New
$5.67M - $6.28M
11.5K $6.89M
Jul 29, 2024 Q2 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
11.4K
+ 28.8%
$5.63M - $6.24M
50.9K $30.6M
Jul 23, 2024 Q2 2024
Busey Wealth Management

BUY
 -
11.2K
+ 9.76%
$5.56M - $6.15M
126K $75.9M
Aug 27, 2024 Q2 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
11.1K
+ 518.76%
$5.52M - $6.11M
13.3K $7.99M
Jul 15, 2024 Q2 2024
Pcg Wealth Advisors, LLC

BUY
 -
11.1K
+ 72.36%
$5.49M - $6.08M
26.4K $15.9M
Aug 01, 2024 Q2 2024
Novare Capital Management LLC

BUY
 -
11.1K
+ 11.0%
$5.48M - $6.07M
112K $67.2M
Aug 07, 2024 Q2 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
11.1K
+ 49.77%
$5.48M - $6.07M
33.3K $20M
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
11K
+ 18.47%
$5.45M - $6.04M
70.6K $42.5M
Oct 23, 2024 Q2 2024
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
11K
New
$5.44M - $6.03M
11K $6.61M
Aug 09, 2024 Q2 2024
Lmcg Investments, LLC

Boston, MA
BUY
 -
10.9K
+ 232.89%
$5.37M - $5.95M
15.5K $9.33M
Jul 17, 2024 Q2 2024
Corundum Group, Inc.

BUY
 -
10.7K
+ 82.21%
$5.29M - $5.86M
23.7K $14.2M
Jul 31, 2024 Q2 2024
Ntv Asset Management LLC

BUY
 -
10.7K
+ 11.13%
$5.28M - $5.84M
106K $64M
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
10.5K
+ 78.63%
$5.2M - $5.76M
23.9K $14.4M
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
10.3K
+ 11.08%
$5.12M - $5.67M
104K $62.3M
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
10.3K
+ 11.05%
$5.1M - $5.65M
104K $62.2M
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
10.2K
+ 49.45%
$5.05M - $5.6M
30.8K $18.5M
Jul 12, 2024 Q2 2024
Equitec Proprietary Markets, LLC

BUY
 -
10.2K
+ 510000.0%
$5.05M - $5.59M
10.2K $6.13M
Jul 25, 2024 Q2 2024
Callan Family Office, LLC

Radnor, PA
BUY
 -
10.2K
+ 19.53%
$5.03M - $5.57M
62.1K $37.4M
Aug 05, 2024 Q2 2024
Apexium Financial, LP

BUY
 -
10.1K
+ 1.53%
$5.02M - $5.56M
671K $404M
Jul 12, 2024 Q2 2024
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
9.89K
+ 6.34%
$4.9M - $5.42M
166K $99.7M
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
9.82K
+ 28.5%
$4.86M - $5.39M
44.3K $26.6M
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
9.8K
+ 3.97%
$4.85M - $5.38M
257K $154M
Aug 14, 2024 Q2 2024
Pine Bridge Investments, L.P.

BUY
 -
9.8K
+ 23.35%
$4.85M - $5.37M
51.7K $31.1M
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
9.7K
+ 8.59%
$4.8M - $5.32M
123K $73.7M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
9.49K
New
$4.7M - $5.21M
9.49K $5.71M
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
9.27K
+ 16.97%
$4.59M - $5.09M
63.9K $38.4M
Aug 13, 2024 Q2 2024
Innova Wealth Partners

BUY
 -
9.24K
+ 106.67%
$4.58M - $5.07M
17.9K $10.8M
Jul 18, 2024 Q2 2024
Tcw Group Inc

BUY
 -
9.24K
+ 7.53%
$4.57M - $5.07M
132K $79.3M
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
9K
+ 13.03%
$4.46M - $4.94M
78K $46.9M
Jul 31, 2024 Q2 2024
Yousif Capital Management, LLC

BUY
 -
8.97K
+ 12.57%
$4.44M - $4.92M
80.4K $48.3M
Jul 29, 2024 Q2 2024
F

BUY
 -
8.92K
New
$4.42M - $4.89M
8.92K $5.37M
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
8.86K
+ 18.16%
$4.39M - $4.86M
57.6K $34.6M
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
8.82K
+ 5.71%
$4.37M - $4.84M
163K $98.3M
Aug 12, 2024 Q2 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
8.81K
New
$4.36M - $4.83M
8.81K $5.3M
Aug 05, 2024 Q2 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
8.79K
+ 236.48%
$4.35M - $4.82M
12.5K $7.52M
Aug 13, 2024 Q2 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
8.62K
+ 69.94%
$4.27M - $4.73M
20.9K $12.6M
Jul 17, 2024 Q2 2024
Blue Sky Wealth Advisors, LLC

BUY
 -
8.59K
New
$4.26M - $4.71M
8.59K $5.17M
Aug 13, 2024 Q2 2024
Haverford Trust CO

Radnor, PA
BUY
 -
8.55K
+ 8.8%
$4.23M - $4.69M
106K $63.6M
Jul 15, 2024 Q2 2024
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
8.51K
New
$4.21M - $4.67M
8.51K $5.12M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
8.35K
+ 14.41%
$4.13M - $4.58M
66.3K $39.9M
Aug 14, 2024 Q2 2024
Fayez Sarofim & CO

Houston, TX
BUY
 -
8.32K
+ 101.69%
$4.12M - $4.56M
16.5K $9.92M
Aug 14, 2024 Q2 2024
Principal Street Partners, LLC

Memphis, TN
BUY
 -
8.29K
+ 23.49%
$4.1M - $4.55M
43.6K $26.2M
Aug 01, 2024 Q2 2024
Two Point Capital Management, Inc.

Pittsford, NY
BUY
 -
8.23K
New
$4.08M - $4.51M
8.23K $4.95M
Aug 06, 2024 Q2 2024
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
7.99K
+ 9.57%
$3.96M - $4.38M
91.5K $55M
Jul 30, 2024 Q2 2024
Americana Partners, LLC

Houston, TX
BUY
 -
7.94K
+ 27.86%
$3.93M - $4.35M
36.4K $21.9M
Aug 09, 2024 Q2 2024
Empirical Asset Management, LLC

BUY
 -
7.93K
+ 157.53%
$3.93M - $4.35M
13K $7.79M
Aug 08, 2024 Q2 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
7.87K
+ 25.53%
$3.89M - $4.31M
38.7K $23.3M
Jul 15, 2024 Q2 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
7.85K
+ 69.81%
$3.89M - $4.31M
19.1K $11.5M

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