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
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
118
New
$58.4K - $64.7K
118 $69.2K
Jul 23, 2024 Q2 2024
Essex Savings Bank

BUY
 -
118
+ 2.27%
$58.4K - $64.7K
5.32K $3.12M
Jul 08, 2024 Q2 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
117
+ 2.73%
$57.9K - $64.2K
4.41K $2.58M
Jul 17, 2024 Q2 2024
Professional Financial Advisors, LLC

BUY
 -
115
+ 15.82%
$56.9K - $63.1K
842 $494K
Jul 24, 2024 Q2 2024
Lebenthal Global Advisors, LLC

BUY
 -
115
+ 0.37%
$56.9K - $63.1K
31.1K $18.3M
Jul 23, 2024 Q2 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
114
+ 2.3%
$56.4K - $62.5K
5.08K $2.98M
Jul 25, 2024 Q2 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
114
+ 10.66%
$56.4K - $62.5K
1.18K $694K
Aug 09, 2024 Q2 2024
Angeles Investment Advisors, LLC

BUY
 -
114
+ 5.63%
$56.4K - $62.5K
2.14K $1.25M
Aug 12, 2024 Q2 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
114
+ 15.0%
$56.4K - $62.5K
874 $512K
Jul 10, 2024 Q2 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
113
+ 1.83%
$56K - $62K
6.28K $3.68M
Aug 09, 2024 Q2 2024
Pine Harbor Wealth Management, LLC

Silver Spring, MD
BUY
 -
112
+ 16.94%
$55.5K - $61.4K
773 $453K
Aug 08, 2024 Q2 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
111
+ 0.89%
$55K - $60.9K
12.6K $7.37M
Aug 07, 2024 Q2 2024
Westbourne Investment Advisors, Inc.

BUY
 -
110
+ 4.07%
$54.5K - $60.3K
2.81K $1.65M
Aug 07, 2024 Q2 2024
Gables Capital Management Inc.

BUY
 -
110
+ 7.13%
$54.5K - $60.3K
1.65K $969K
Aug 13, 2024 Q2 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
110
+ 1.33%
$54.5K - $60.3K
8.36K $4.9M
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
110
+ 40.0%
$54.5K - $60.3K
385 $226K
Aug 14, 2024 Q2 2024
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
110
+ 1.72%
$54.5K - $60.3K
6.51K $3.82M
Jul 12, 2024 Q2 2024
Paragon Capital Management LTD

BUY
 -
107
+ 0.64%
$53K - $58.7K
16.9K $9.93M
Jul 19, 2024 Q2 2024
Hoyle Cohen, LLC

BUY
 -
107
+ 1.02%
$53K - $58.7K
10.6K $6.2M
Jul 17, 2024 Q2 2024
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
106
+ 13.66%
$52.5K - $58.1K
882 $517K
Jul 24, 2024 Q2 2024
Mont Vue Capital Management, Inc.

Lynchburg, VA
BUY
 -
106
+ 2.92%
$52.5K - $58.1K
3.74K $2.19M
Jul 30, 2024 Q2 2024
Clarity Financial LLC

BUY
 -
106
+ 1.09%
$52.5K - $58.1K
9.8K $5.74M
Aug 13, 2024 Q2 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
106
+ 3.67%
$52.5K - $58.1K
2.99K $1.75M
Jul 12, 2024 Q2 2024
Kwmg, LLC

BUY
 -
105
+ 12.06%
$52K - $57.6K
976 $572K
Jul 18, 2024 Q2 2024
Well Done, LLC

BUY
 -
105
+ 0.95%
$52K - $57.6K
11.2K $6.54M
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
104
+ 0.91%
$51.5K - $57K
11.6K $6.78M
Jul 25, 2024 Q2 2024
My Personal Cfo, LLC

BUY
 -
104
+ 1.21%
$51.5K - $57K
8.71K $5.11M
Jul 12, 2024 Q2 2024
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
103
+ 2.54%
$51K - $56.5K
4.16K $2.44M
Aug 12, 2024 Q2 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
103
+ 2.12%
$51K - $56.5K
4.96K $2.91M
Sep 18, 2024 Q2 2024
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
103
+ 4.52%
$51K - $56.5K
2.38K $1.4M
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
102
+ 15.67%
$50.5K - $55.9K
753 $441K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
102
+ 0.85%
$50.5K - $55.9K
12K $7.06M
Jul 08, 2024 Q2 2024
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
101
+ 15.3%
$50K - $55.4K
761 $446K
Jul 25, 2024 Q2 2024
Retirement Solution Inc.

BUY
 -
101
+ 8.94%
$50K - $55.4K
1.23K $722K
Jul 30, 2024 Q2 2024
Matisse Capital

BUY
 -
101
+ 16.64%
$50K - $55.4K
708 $415K
Aug 09, 2024 Q2 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
101
+ 1.63%
$50K - $55.4K
6.31K $3.7M
Jul 15, 2024 Q2 2024
Alpha Cubed Investments, LLC

BUY
 -
100
+ 1.47%
$49.5K - $54.8K
6.9K $4.05M
Jul 26, 2024 Q2 2024
Sequent Asset Management, LLC

BUY
 -
100
+ 2.07%
$49.5K - $54.8K
4.94K $2.89M
Aug 02, 2024 Q2 2024
Visionary Horizons, LLC

Knoxville, TN
BUY
 -
100
+ 8.86%
$49.5K - $54.8K
1.23K $721K
Aug 08, 2024 Q2 2024
Hanson & Doremus Investment Management

BUY
 -
99
+ 3.25%
$49K - $54.3K
3.15K $1.84M
Jul 12, 2024 Q2 2024
Spectrum Asset Management, Inc.

BUY
 -
95
+ 3.74%
$47K - $52.1K
2.63K $1.54M
Aug 01, 2024 Q2 2024
Gw Henssler & Associates LTD

BUY
 -
95
+ 2.73%
$47K - $52.1K
3.58K $2.1M
Aug 14, 2024 Q2 2024
Barr E S & CO

Lexington, KY
BUY
 -
95
+ 2.48%
$47K - $52.1K
3.93K $2.3M
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
95
+ 1.83%
$47K - $52.1K
5.28K $3.1M
Jul 19, 2024 Q2 2024
Bellecapital International Ltd.

BUY
 -
94
+ 4.48%
$46.5K - $51.6K
2.19K $1.28M
Jul 31, 2024 Q2 2024
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
91
+ 2.42%
$45.1K - $49.9K
3.84K $2.25M
Aug 08, 2024 Q2 2024
Stoneridge Investment Partners LLC

BUY
 -
91
+ 2.42%
$45.1K - $49.9K
3.85K $2.25M
Jul 09, 2024 Q2 2024
Naples Money Management LLC

Naples, FL
BUY
 -
90
+ 0.34%
$44.6K - $49.4K
26.5K $15.5M
Aug 05, 2024 Q2 2024
Bedel Financial Consulting, Inc.

BUY
 -
90
+ 0.54%
$44.6K - $49.4K
16.6K $9.76M

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