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 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.4K+ 11.32% |
$2.68M - $2.96M
|
53.1K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.38K+ 276.18% |
$2.66M - $2.95M
|
7.33K
$4.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.36K+ 9.23% |
$2.65M - $2.94M
|
63.4K
$38.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.35K+ 11.16% |
$2.65M - $2.93M
|
53.3K
$32M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.35KNew |
$2.65M - $2.93M
|
5.35K
$3.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
5.27K+ 6.37% |
$2.61M - $2.89M
|
88K
$52.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.26K+ 606.11% |
$2.61M - $2.89M
|
6.13K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.19K+ 236.97% |
$2.57M - $2.84M
|
7.37K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.16K+ 14.42% |
$2.55M - $2.83M
|
40.9K
$24.6M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.12K+ 12.74% |
$2.54M - $2.81M
|
45.4K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
5.1K+ 3.75% |
$2.52M - $2.8M
|
141K
$84.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
5.09K+ 1.36% |
$2.52M - $2.79M
|
380K
$229M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 2.04% |
$2.48M - $2.74M
|
250K
$150M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.94K+ 9.82% |
$2.44M - $2.71M
|
55.2K
$33.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 2.49% |
$2.39M - $2.64M
|
198K
$119M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.78K+ 20.65% |
$2.36M - $2.62M
|
27.9K
$16.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.77K+ 28.99% |
$2.36M - $2.62M
|
21.2K
$12.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
4.76KNew |
$2.36M - $2.61M
|
4.76K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
4.75KNew |
$2.35M - $2.61M
|
4.75K
$2.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.7K+ 12.74% |
$2.33M - $2.58M
|
41.6K
$25M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
4.69K+ 724.07% |
$2.32M - $2.57M
|
5.34K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.67K+ 3.24% |
$2.31M - $2.56M
|
149K
$89.3M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.64K+ 3.78% |
$2.3M - $2.54M
|
127K
$76.6M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 2.0% |
$2.29M - $2.53M
|
236K
$142M
|
|
|
Jul 29, 2024
Q2 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4.6K+ 9.58% |
$2.28M - $2.52M
|
52.6K
$31.6M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.58K+ 5.91% |
$2.27M - $2.51M
|
82.1K
$49.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.52K+ 6.36% |
$2.24M - $2.48M
|
75.6K
$45.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.51KNew |
$2.23M - $2.47M
|
4.51K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.44KNew |
$2.2M - $2.44M
|
4.44K
$2.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.44K+ 20.23% |
$2.2M - $2.43M
|
26.4K
$15.9M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.44K+ 20.23% |
$2.2M - $2.43M
|
26.4K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
4.41K+ 16.11% |
$2.18M - $2.42M
|
31.8K
$19.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.38K+ 3.15% |
$2.17M - $2.4M
|
143K
$86.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
4.37KNew |
$2.17M - $2.4M
|
4.37K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.37K+ 4.72% |
$2.16M - $2.4M
|
96.9K
$58.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4.28K+ 72.37% |
$2.12M - $2.35M
|
10.2K
$6.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.26K+ 1.42% |
$2.11M - $2.34M
|
305K
$183M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.26K+ 3.61% |
$2.11M - $2.34M
|
122K
$73.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.26K+ 4.1% |
$2.11M - $2.33M
|
108K
$65M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.24K+ 23.65% |
$2.1M - $2.32M
|
22.1K
$13.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.2KNew |
$2.08M - $2.3M
|
4.2K
$2.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
4.18K+ 52.11% |
$2.07M - $2.29M
|
12.2K
$7.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.16K+ 28.06% |
$2.06M - $2.28M
|
19K
$11.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
4.01K+ 7.66% |
$1.99M - $2.2M
|
56.4K
$33.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.01K+ 60.23% |
$1.98M - $2.2M
|
10.7K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4KNew |
$1.98M - $2.19M
|
4K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4K+ 252.53% |
$1.98M - $2.19M
|
5.58K
$3.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.97K+ 32.84% |
$1.97M - $2.18M
|
16.1K
$9.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.95K+ 17.88% |
$1.96M - $2.17M
|
26K
$15.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.94K+ 97.45% |
$1.95M - $2.16M
|
7.98K
$4.8M
|