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
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
54+ 0.92% |
$26.7K - $29.6K
|
5.95K
$3.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
54+ 6.58% |
$26.7K - $29.6K
|
875
$517K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
54+ 1.93% |
$26.7K - $29.6K
|
2.86K
$1.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.45% |
$26.7K - $29.6K
|
3.79K
$2.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
53+ 0.32% |
$26.2K - $29.1K
|
16.9K
$9.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
53+ 3.4% |
$26.2K - $29.1K
|
1.61K
$954K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
52+ 6.57% |
$25.7K - $28.5K
|
844
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
52+ 0.95% |
$25.7K - $28.5K
|
5.52K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
52+ 5.88% |
$25.7K - $28.5K
|
936
$553K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51+ 1.36% |
$25.3K - $28K
|
3.81K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
51+ 1.62% |
$25.3K - $28K
|
3.2K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
51+ 4.63% |
$25.3K - $28K
|
1.15K
$682K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 24.88% |
$24.8K - $27.4K
|
251
$148K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
50+ 4.15% |
$24.8K - $27.4K
|
1.26K
$742K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
50+ 1.95% |
$24.8K - $27.4K
|
2.62K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
50+ 2.33% |
$24.8K - $27.4K
|
2.2K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
50+ 10.8% |
$24.8K - $27.4K
|
513
$303K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
49+ 3.23% |
$24.3K - $26.9K
|
1.57K
$926K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
49+ 2.08% |
$24.3K - $26.9K
|
2.4K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
49+ 9.4% |
$24.3K - $26.9K
|
570
$337K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49+ 2.79% |
$24.3K - $26.9K
|
1.8K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48+ 6.17% |
$23.8K - $26.3K
|
826
$488K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
48+ 3.6% |
$23.8K - $26.3K
|
1.38K
$817K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
48+ 1.64% |
$23.8K - $26.3K
|
2.97K
$1.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
47+ 9.79% |
$23.3K - $25.8K
|
527
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
47+ 1.47% |
$23.3K - $25.8K
|
3.24K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
47+ 3.29% |
$23.3K - $25.8K
|
1.48K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
47+ 5.38% |
$23.3K - $25.8K
|
920
$544K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
46+ 1.19% |
$22.8K - $25.2K
|
3.9K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
46+ 3.69% |
$22.8K - $25.2K
|
1.29K
$764K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
46+ 0.44% |
$22.8K - $25.2K
|
10.6K
$6.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.27% |
$22.8K - $25.2K
|
3.68K
$2.17M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
46+ 2.64% |
$22.8K - $25.2K
|
1.79K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 1.0% |
$22.3K - $24.7K
|
4.53K
$2.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
45+ 1.06% |
$22.3K - $24.7K
|
4.29K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
45+ 0.19% |
$22.3K - $24.7K
|
23.5K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 5.29% |
$22.3K - $24.7K
|
895
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
45+ 1.14% |
$22.3K - $24.7K
|
3.98K
$2.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
44+ 2.53% |
$21.8K - $24.1K
|
1.79K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
44+ 4.25% |
$21.8K - $24.1K
|
1.08K
$638K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
44+ 0.47% |
$21.8K - $24.1K
|
9.35K
$5.52M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
44+ 0.55% |
$21.8K - $24.1K
|
8.03K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 6.52% |
$21.3K - $23.6K
|
703
$416K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
43+ 0.18% |
$21.3K - $23.6K
|
23.6K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
43+ 0.98% |
$21.3K - $23.6K
|
4.44K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
43+ 40.19% |
$21.3K - $23.6K
|
150
$88.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
43+ 1.65% |
$21.3K - $23.6K
|
2.65K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
42+ 9.19% |
$20.8K - $23K
|
499
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
42+ 4.84% |
$20.8K - $23K
|
909
$537K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
41+ 2.34% |
$20.3K - $22.5K
|
1.79K
$1.06M
|