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
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
103+ 2.54% |
$51K - $56.5K
|
4.16K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
103+ 2.12% |
$51K - $56.5K
|
4.96K
$3.11M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
103+ 4.52% |
$51K - $56.5K
|
2.38K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 15.67% |
$50.5K - $55.9K
|
753
$473K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
102+ 0.85% |
$50.5K - $55.9K
|
12K
$7.56M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
101+ 15.3% |
$50K - $55.4K
|
761
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
101+ 8.94% |
$50K - $55.4K
|
1.23K
$773K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
101+ 16.64% |
$50K - $55.4K
|
708
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
101+ 1.63% |
$50K - $55.4K
|
6.31K
$3.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 1.47% |
$49.5K - $54.8K
|
6.9K
$4.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
100+ 2.07% |
$49.5K - $54.8K
|
4.94K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
100+ 8.86% |
$49.5K - $54.8K
|
1.23K
$772K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
100+ 2.58% |
$49.5K - $54.8K
|
3.98K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
99+ 3.25% |
$49K - $54.3K
|
3.15K
$1.98M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
98+ 3.34% |
$48.5K - $53.8K
|
3.03K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
95+ 3.74% |
$47K - $52.1K
|
2.63K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
95+ 2.73% |
$47K - $52.1K
|
3.58K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
95+ 2.48% |
$47K - $52.1K
|
3.93K
$2.47M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95+ 1.83% |
$47K - $52.1K
|
5.28K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
94+ 4.48% |
$46.5K - $51.6K
|
2.19K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
91+ 2.42% |
$45.1K - $49.9K
|
3.84K
$2.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
91+ 2.42% |
$45.1K - $49.9K
|
3.85K
$2.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90+ 0.34% |
$44.6K - $49.4K
|
26.5K
$16.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
90+ 0.54% |
$44.6K - $49.4K
|
16.6K
$10.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
89+ 2.54% |
$44.1K - $48.8K
|
3.59K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.36% |
$44.1K - $48.8K
|
3.87K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
89+ 1.2% |
$44.1K - $48.8K
|
7.52K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
89+ 0.48% |
$44.1K - $48.8K
|
18.6K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
89+ 1.0% |
$44.1K - $48.8K
|
9K
$5.65M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
89+ 0.99% |
$44.1K - $48.8K
|
9.09K
$5.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
88+ 0.33% |
$43.6K - $48.3K
|
27K
$16.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
88+ 4.19% |
$43.6K - $48.3K
|
2.19K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
88+ 0.94% |
$43.6K - $48.3K
|
9.44K
$5.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
88+ 22.11% |
$43.6K - $48.3K
|
486
$305K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
87+ 0.38% |
$43.1K - $47.7K
|
22.7K
$14.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
87+ 0.29% |
$43.1K - $47.7K
|
29.6K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
87+ 1.33% |
$43.1K - $47.7K
|
6.65K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
86+ 3.23% |
$42.6K - $47.2K
|
2.75K
$1.73M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
86+ 3.19% |
$42.6K - $47.2K
|
2.79K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
85New |
$42.1K - $46.6K
|
85
$53.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
84+ 0.15% |
$41.6K - $46.1K
|
55.7K
$35M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
83+ 14.85% |
$41.1K - $45.5K
|
642
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
83+ 9.34% |
$41.1K - $45.5K
|
972
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
83+ 10.71% |
$41.1K - $45.5K
|
858
$539K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
83+ 2.33% |
$41.1K - $45.5K
|
3.65K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
83+ 0.32% |
$41.1K - $45.5K
|
26.3K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
83+ 0.57% |
$41.1K - $45.5K
|
14.6K
$9.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
82+ 4.04% |
$40.6K - $45K
|
2.11K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
81+ 4.46% |
$40.1K - $44.4K
|
1.9K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 1.2% |
$40.1K - $44.4K
|
6.83K
$4.29M
|