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 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
245New |
$121K - $134K
|
245
$145K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
243+ 9.93% |
$120K - $133K
|
2.69K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
240+ 6.58% |
$119K - $132K
|
3.89K
$2.3M
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
236+ 1.37% |
$117K - $129K
|
17.4K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
236+ 7.2% |
$117K - $129K
|
3.51K
$2.08M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
235+ 6.71% |
$116K - $129K
|
3.74K
$2.21M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
234+ 8.03% |
$116K - $128K
|
3.15K
$1.86M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
233+ 0.49% |
$115K - $128K
|
47.9K
$28.3M
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
233+ 4.14% |
$115K - $128K
|
5.86K
$3.46M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
233+ 0.53% |
$115K - $128K
|
43.9K
$25.9M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
232+ 8.54% |
$115K - $127K
|
2.95K
$1.74M
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
232+ 25.24% |
$115K - $127K
|
1.15K
$680K
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
230+ 0.45% |
$114K - $126K
|
50.8K
$30M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
230+ 33.0% |
$114K - $126K
|
927
$548K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
228+ 6.42% |
$113K - $125K
|
3.78K
$2.24M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
228+ 1.82% |
$113K - $125K
|
12.8K
$7.55M
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
225+ 35.05% |
$111K - $123K
|
867
$513K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
223+ 3.5% |
$110K - $122K
|
6.6K
$3.9M
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
221+ 35.25% |
$109K - $121K
|
848
$501K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
220+ 9.08% |
$109K - $121K
|
2.64K
$1.56M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
219New |
$108K - $120K
|
219
$129K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
217+ 3.24% |
$107K - $119K
|
6.91K
$4.08M
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
215+ 1.7% |
$106K - $118K
|
12.9K
$7.6M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
213+ 2.99% |
$105K - $117K
|
7.34K
$4.34M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
213+ 2.86% |
$105K - $117K
|
7.65K
$4.52M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
212+ 6.23% |
$105K - $116K
|
3.62K
$2.14M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
211+ 5.81% |
$104K - $116K
|
3.85K
$2.27M
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
211+ 68.73% |
$104K - $116K
|
518
$306K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
209+ 1.75% |
$103K - $115K
|
12.2K
$7.18M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
208+ 0.2% |
$103K - $114K
|
104K
$61.7M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
207+ 4.68% |
$102K - $114K
|
4.63K
$2.74M
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
207+ 16.53% |
$102K - $114K
|
1.46K
$862K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
205+ 2.35% |
$102K - $112K
|
8.91K
$5.27M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
205+ 0.29% |
$102K - $112K
|
72.1K
$42.6M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
204+ 3.53% |
$101K - $112K
|
5.98K
$3.54M
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
204+ 16.11% |
$101K - $112K
|
1.47K
$869K
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
202+ 22.39% |
$100K - $111K
|
1.1K
$653K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
202+ 4.09% |
$100K - $111K
|
5.14K
$3.04M
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 6.36% |
$99K - $110K
|
3.35K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 1.95% |
$99K - $110K
|
10.4K
$6.17M
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
200+ 0.43% |
$99K - $110K
|
46.9K
$27.7M
|
|
Aug 14, 2024
Q2 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
200+ 16.67% |
$99K - $110K
|
1.4K
$828K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
196+ 5.07% |
$97.1K - $108K
|
4.06K
$2.4M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
195+ 1.46% |
$96.6K - $107K
|
13.6K
$8.02M
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
192+ 28.7% |
$95.1K - $105K
|
861
$509K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
192+ 0.49% |
$95.1K - $105K
|
39.3K
$23.2M
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
191+ 12.33% |
$94.6K - $105K
|
1.74K
$1.03M
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
191+ 23.85% |
$94.6K - $105K
|
992
$586K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
190+ 28.57% |
$94.1K - $104K
|
855
$505K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
189+ 2.85% |
$93.6K - $104K
|
6.82K
$4.03M
|