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 01, 2024 Q2 2024
Johnson Financial Group, LLC

Denver, CO
BUY
 -
536
New
$265K - $294K
536 $314K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
532
+ 1.93%
$263K - $292K
28.1K $16.5M
Aug 09, 2024 Q2 2024
Fagan Associates, Inc.

BUY
 -
531
+ 9.25%
$263K - $291K
6.27K $3.68M
Jul 24, 2024 Q2 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
528
+ 7.6%
$261K - $290K
7.48K $4.38M
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
527
+ 4.02%
$261K - $289K
13.6K $7.99M
Sep 03, 2024 Q2 2024
Clear Rock Advisors, LLC

Kerrville, TX
BUY
 -
527
New
$261K - $289K
527 $309K
Aug 01, 2024 Q2 2024
Klingenstein Fields & CO LP

BUY
 -
523
+ 1.0%
$259K - $287K
52.6K $30.9M
Jul 23, 2024 Q2 2024
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
521
New
$258K - $286K
521 $305K
Jul 26, 2024 Q2 2024
Evensky & Katz LLC

BUY
 -
519
+ 11.49%
$257K - $285K
5.04K $2.95M
Jul 29, 2024 Q2 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
516
New
$256K - $283K
516 $303K
Aug 05, 2024 Q2 2024
Flynn Zito Capital Management, LLC

BUY
 -
515
New
$255K - $282K
515 $302K
Aug 14, 2024 Q2 2024
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
512
New
$254K - $281K
512 $300K
Aug 06, 2024 Q2 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
509
+ 7.58%
$252K - $279K
7.22K $4.23M
Jul 29, 2024 Q2 2024
Emprise Bank

Wichita, KS
BUY
 -
504
New
$250K - $276K
504 $295K
Jul 15, 2024 Q2 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
501
+ 15.67%
$248K - $275K
3.7K $2.17M
Aug 09, 2024 Q2 2024
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
501
+ 128.79%
$248K - $275K
890 $522K
Jul 16, 2024 Q2 2024
Smith & Howard Wealth Management, LLC

BUY
 -
500
+ 3.44%
$248K - $274K
15K $8.82M
Jul 22, 2024 Q2 2024
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
500
+ 0.91%
$248K - $274K
55.5K $32.5M
Jul 23, 2024 Q2 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
499
+ 13.14%
$247K - $274K
4.3K $2.52M
Aug 01, 2024 Q2 2024
Phraction Management LLC

Stamford, CT
BUY
 -
499
New
$247K - $274K
499 $293K
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
498
+ 0.99%
$247K - $273K
51K $29.9M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
497
+ 10.89%
$246K - $273K
5.06K $2.97M
Jul 30, 2024 Q2 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
495
+ 2.73%
$245K - $272K
18.7K $10.9M
Aug 06, 2024 Q2 2024
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
495
+ 88.87%
$245K - $272K
1.05K $617K
Jul 22, 2024 Q2 2024
Nadler Financial Group, Inc.

BUY
 -
491
+ 2.08%
$243K - $269K
24.1K $14.1M
Jul 31, 2024 Q2 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
491
+ 16.0%
$243K - $269K
3.56K $2.09M
Jul 16, 2024 Q2 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
489
New
$242K - $268K
489 $287K
Jul 18, 2024 Q2 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
489
+ 1.65%
$242K - $268K
30.1K $17.6M
Aug 14, 2024 Q2 2024
Rmr Capital Management, LLC

Tustin, CA
BUY
 -
489
New
$242K - $268K
489 $287K
Jul 30, 2024 Q2 2024
Legacy Advisors, LLC

BUY
 -
484
+ 1.32%
$240K - $265K
37.2K $21.8M
Jul 10, 2024 Q2 2024
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
477
+ 0.91%
$236K - $262K
53.1K $31.2M
Jul 29, 2024 Q2 2024
Argent Advisors, Inc.

Monroe, LA
BUY
 -
477
New
$236K - $262K
477 $280K
Aug 14, 2024 Q2 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
477
New
$236K - $262K
477 $280K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
476
+ 9.9%
$236K - $261K
5.28K $3.1M
Jul 30, 2024 Q2 2024
Platform Technology Partners

BUY
 -
474
+ 7.22%
$235K - $260K
7.04K $4.13M
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
473
+ 39.55%
$234K - $259K
1.67K $979K
Jul 30, 2024 Q2 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
472
New
$234K - $259K
472 $277K
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
472
New
$234K - $259K
472 $277K
Aug 14, 2024 Q2 2024
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
470
New
$233K - $258K
470 $276K
Jul 18, 2024 Q2 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
467
New
$231K - $256K
467 $274K
Aug 14, 2024 Q2 2024
Pfc Capital Group, Inc.

Los Angeles, CA
BUY
 -
462
+ 1.89%
$229K - $253K
24.9K $14.6M
Jul 16, 2024 Q2 2024
Meyer Handelman CO

BUY
 -
460
+ 16.73%
$228K - $252K
3.21K $1.88M
Aug 01, 2024 Q2 2024
Everett Harris & CO

BUY
 -
460
+ 7.59%
$228K - $252K
6.52K $3.82M
Aug 05, 2024 Q2 2024
Brio Consultants, LLC

BUY
 -
458
New
$227K - $251K
458 $269K
Aug 12, 2024 Q2 2024
Paragon Private Wealth Management, LLC

BUY
 -
458
+ 38.46%
$227K - $251K
1.65K $967K
Jul 12, 2024 Q2 2024
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
457
+ 33.33%
$226K - $251K
1.83K $1.07M
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
456
+ 9.28%
$226K - $250K
5.37K $3.15M
Jul 19, 2024 Q2 2024
Westhampton Capital, LLC

BUY
 -
454
New
$225K - $249K
454 $266K
Aug 05, 2024 Q2 2024
Gentry Private Wealth, LLC

Wichita, KS
BUY
 -
451
New
$223K - $247K
451 $264K

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