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 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
89+ 2.54% |
$44.1K - $48.8K
|
3.59K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.36% |
$44.1K - $48.8K
|
3.87K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
89+ 1.2% |
$44.1K - $48.8K
|
7.52K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
89+ 0.48% |
$44.1K - $48.8K
|
18.6K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
89+ 1.0% |
$44.1K - $48.8K
|
9K
$5.28M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
89+ 0.99% |
$44.1K - $48.8K
|
9.09K
$5.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
88+ 0.33% |
$43.6K - $48.3K
|
27K
$15.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
88+ 4.19% |
$43.6K - $48.3K
|
2.19K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
88+ 0.94% |
$43.6K - $48.3K
|
9.44K
$5.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
88+ 22.11% |
$43.6K - $48.3K
|
486
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
87+ 0.38% |
$43.1K - $47.7K
|
22.7K
$13.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
87+ 0.29% |
$43.1K - $47.7K
|
29.6K
$17.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
87+ 1.33% |
$43.1K - $47.7K
|
6.65K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
86+ 3.23% |
$42.6K - $47.2K
|
2.75K
$1.61M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
86+ 3.19% |
$42.6K - $47.2K
|
2.79K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
85New |
$42.1K - $46.6K
|
85
$49.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
84+ 0.15% |
$41.6K - $46.1K
|
55.7K
$32.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
83+ 14.85% |
$41.1K - $45.5K
|
642
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
83+ 9.34% |
$41.1K - $45.5K
|
972
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
83+ 10.71% |
$41.1K - $45.5K
|
858
$503K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
83+ 2.33% |
$41.1K - $45.5K
|
3.65K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
83+ 0.32% |
$41.1K - $45.5K
|
26.3K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
83+ 0.57% |
$41.1K - $45.5K
|
14.6K
$8.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
82+ 4.04% |
$40.6K - $45K
|
2.11K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
81+ 4.46% |
$40.1K - $44.4K
|
1.9K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 1.2% |
$40.1K - $44.4K
|
6.83K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
81+ 1.03% |
$40.1K - $44.4K
|
7.92K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
81+ 19.66% |
$40.1K - $44.4K
|
493
$289K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80+ 1.58% |
$39.6K - $43.9K
|
5.14K
$3.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
79+ 13.44% |
$39.1K - $43.3K
|
667
$391K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
79+ 8.83% |
$39.1K - $43.3K
|
974
$571K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
79+ 0.68% |
$39.1K - $43.3K
|
11.7K
$6.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
77+ 0.54% |
$38.1K - $42.2K
|
14.3K
$8.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
77+ 2.2% |
$38.1K - $42.2K
|
3.58K
$2.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
76+ 1.89% |
$37.6K - $41.7K
|
4.09K
$2.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
76+ 0.8% |
$37.6K - $41.7K
|
9.59K
$5.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
75+ 0.15% |
$37.1K - $41.1K
|
48.7K
$28.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
75+ 1.27% |
$37.1K - $41.1K
|
6K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
74+ 3.06% |
$36.6K - $40.6K
|
2.49K
$1.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
73+ 16.15% |
$36.1K - $40K
|
525
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
73+ 11.61% |
$36.1K - $40K
|
702
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
73+ 1.03% |
$36.1K - $40K
|
7.14K
$4.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
73+ 2.01% |
$36.1K - $40K
|
3.71K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
73+ 2.69% |
$36.1K - $40K
|
2.79K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
72+ 0.72% |
$35.7K - $39.5K
|
10.1K
$5.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.72% |
$35.7K - $39.5K
|
10.1K
$5.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
72+ 2.6% |
$35.7K - $39.5K
|
2.84K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
72+ 1.37% |
$35.7K - $39.5K
|
5.35K
$3.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71+ 6.59% |
$35.2K - $38.9K
|
1.15K
$674K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
71+ 0.56% |
$35.2K - $38.9K
|
12.8K
$7.51M
|