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 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.79% |
$19.8K - $21.9K
|
2.27K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40+ 2.58% |
$19.8K - $21.9K
|
1.59K
$932K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
40+ 0.98% |
$19.8K - $21.9K
|
4.11K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 0.51% |
$19.8K - $21.9K
|
7.87K
$4.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
39+ 76.47% |
$19.3K - $21.4K
|
90
$52.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
39+ 1.45% |
$19.3K - $21.4K
|
2.73K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39+ 23.64% |
$19.3K - $21.4K
|
204
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
39+ 1.99% |
$19.3K - $21.4K
|
2K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$19.3K - $21.4K
|
39
$22.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
38+ 2.91% |
$18.8K - $20.8K
|
1.34K
$787K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
38+ 0.53% |
$18.8K - $20.8K
|
7.21K
$4.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
38+ 1.1% |
$18.8K - $20.8K
|
3.48K
$2.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 1.32% |
$18.8K - $20.8K
|
2.91K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37+ 3.59% |
$18.3K - $20.3K
|
1.07K
$626K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37+ 0.43% |
$18.3K - $20.3K
|
8.63K
$5.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
36+ 1.08% |
$17.8K - $19.7K
|
3.37K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
36+ 0.82% |
$17.8K - $19.7K
|
4.45K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
36+ 0.75% |
$17.8K - $19.7K
|
4.82K
$2.82M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
36+ 0.75% |
$17.8K - $19.7K
|
4.82K
$2.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35+ 0.06% |
$17.3K - $19.2K
|
58.1K
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
35+ 1.07% |
$17.3K - $19.2K
|
3.3K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 0.16% |
$17.3K - $19.2K
|
22.6K
$13.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
34+ 5.55% |
$16.8K - $18.6K
|
647
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 0.54% |
$16.8K - $18.6K
|
6.38K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34+ 3.75% |
$16.8K - $18.6K
|
941
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
34+ 0.05% |
$16.8K - $18.6K
|
72.2K
$42.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
33+ 4.66% |
$16.3K - $18.1K
|
741
$434K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
33+ 0.31% |
$16.3K - $18.1K
|
10.6K
$6.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
33+ 6.02% |
$16.3K - $18.1K
|
581
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
33+ 1.76% |
$16.3K - $18.1K
|
1.91K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 2.68% |
$16.3K - $18.1K
|
1.27K
$742K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
33+ 2.04% |
$16.3K - $18.1K
|
1.65K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
33New |
$16.3K - $18.1K
|
33
$19.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
31+ 1.64% |
$15.3K - $17K
|
1.92K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
31+ 2.6% |
$15.3K - $17K
|
1.22K
$717K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
31+ 1.99% |
$15.3K - $17K
|
1.59K
$930K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 3.16% |
$15.3K - $17K
|
1.01K
$593K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 3.63% |
$14.9K - $16.5K
|
856
$502K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.16% |
$14.9K - $16.5K
|
18.3K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
30+ 0.58% |
$14.9K - $16.5K
|
5.2K
$3.05M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$14.9K - $16.5K
|
30
$17.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
30+ 4.04% |
$14.9K - $16.5K
|
773
$453K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
30+ 0.57% |
$14.9K - $16.5K
|
5.29K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
30+ 3.15% |
$14.9K - $16.5K
|
982
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30+ 5.08% |
$14.9K - $16.5K
|
620
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
30+ 0.01% |
$14.9K - $16.5K
|
229K
$134M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
29+ 2.23% |
$14.4K - $15.9K
|
1.33K
$780K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
29+ 0.92% |
$14.4K - $15.9K
|
3.17K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 1.18% |
$14.4K - $15.9K
|
2.5K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
29+ 1.97% |
$14.4K - $15.9K
|
1.5K
$881K
|