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 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
71+ 4.91% |
$35.2K - $38.9K
|
1.52K
$890K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
71+ 0.36% |
$35.2K - $38.9K
|
20K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
71+ 0.47% |
$35.2K - $38.9K
|
15.3K
$8.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
70+ 17.07% |
$34.7K - $38.4K
|
480
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
70+ 4.99% |
$34.7K - $38.4K
|
1.47K
$864K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
70New |
$34.7K - $38.4K
|
70
$41K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
70+ 0.32% |
$34.7K - $38.4K
|
21.9K
$12.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
70+ 3.56% |
$34.7K - $38.4K
|
2.04K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
69+ 5.76% |
$34.2K - $37.8K
|
1.27K
$743K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
69+ 0.42% |
$34.2K - $37.8K
|
16.6K
$9.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
69+ 6.44% |
$34.2K - $37.8K
|
1.14K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
69+ 4.15% |
$34.2K - $37.8K
|
1.73K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.19% |
$34.2K - $37.8K
|
5.88K
$3.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
68+ 7.67% |
$33.7K - $37.3K
|
955
$560K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
68+ 3.05% |
$33.7K - $37.3K
|
2.3K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
67+ 0.96% |
$33.2K - $36.7K
|
7.05K
$4.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
67+ 1.8% |
$33.2K - $36.7K
|
3.8K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
67+ 4.07% |
$33.2K - $36.7K
|
1.71K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 0.51% |
$32.7K - $36.2K
|
13.1K
$7.69M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
66+ 3.17% |
$32.7K - $36.2K
|
2.15K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
66+ 0.41% |
$32.7K - $36.2K
|
16.1K
$9.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
65+ 3.49% |
$32.2K - $35.7K
|
1.93K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
65+ 1.48% |
$32.2K - $35.7K
|
4.46K
$2.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
64+ 10.19% |
$31.7K - $35.1K
|
692
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
64+ 10.24% |
$31.7K - $35.1K
|
689
$404K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.31% |
$31.2K - $34.6K
|
20.6K
$12.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
63+ 2.75% |
$31.2K - $34.6K
|
2.35K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
63+ 0.91% |
$31.2K - $34.6K
|
6.96K
$4.08M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
63+ 3.39% |
$31.2K - $34.6K
|
1.92K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
63+ 1.82% |
$31.2K - $34.6K
|
3.53K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
62+ 13.39% |
$30.7K - $34K
|
525
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
60+ 0.8% |
$29.7K - $32.9K
|
7.56K
$4.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
60+ 8.77% |
$29.7K - $32.9K
|
744
$436K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
60+ 1.09% |
$29.7K - $32.9K
|
5.56K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
60+ 0.21% |
$29.7K - $32.9K
|
28.3K
$16.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 4.13% |
$29.2K - $32.4K
|
1.49K
$871K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
59+ 1.45% |
$29.2K - $32.4K
|
4.12K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
59+ 0.24% |
$29.2K - $32.4K
|
25.1K
$14.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
58+ 10.27% |
$28.7K - $31.8K
|
623
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
58+ 4.83% |
$28.7K - $31.8K
|
1.26K
$739K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
57+ 3.26% |
$28.2K - $31.3K
|
1.81K
$1.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
57+ 3.78% |
$28.2K - $31.3K
|
1.57K
$918K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 1.32% |
$28.2K - $31.3K
|
4.39K
$2.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
56+ 1.56% |
$27.7K - $30.7K
|
3.65K
$2.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
56+ 5.74% |
$27.7K - $30.7K
|
1.03K
$604K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
56+ 0.3% |
$27.7K - $30.7K
|
18.9K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
56+ 6.91% |
$27.7K - $30.7K
|
867
$508K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
56+ 0.42% |
$27.7K - $30.7K
|
13.3K
$7.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
55+ 2.32% |
$27.2K - $30.2K
|
2.42K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
54+ 0.92% |
$26.7K - $29.6K
|
5.95K
$3.49M
|