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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 1.76% |
$14.4K - $15.9K
|
1.68K
$985K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28+ 6.47% |
$13.9K - $15.4K
|
461
$270K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28+ 0.09% |
$13.9K - $15.4K
|
31.7K
$18.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 0.32% |
$13.4K - $14.8K
|
8.41K
$4.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 0.27% |
$13.4K - $14.8K
|
9.94K
$5.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
27+ 0.25% |
$13.4K - $14.8K
|
11K
$6.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$12.9K - $14.3K
|
8.18K
$4.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
26+ 0.6% |
$12.9K - $14.3K
|
4.36K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
26+ 1.62% |
$12.9K - $14.3K
|
1.63K
$954K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26+ 0.97% |
$12.9K - $14.3K
|
2.72K
$1.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
25+ 0.57% |
$12.4K - $13.7K
|
4.45K
$2.61M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
25+ 6.3% |
$12.4K - $13.7K
|
422
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
25+ 2.56% |
$12.4K - $13.7K
|
1K
$587K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
25+ 0.45% |
$12.4K - $13.7K
|
5.55K
$3.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.42% |
$12.4K - $13.7K
|
5.99K
$3.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
25New |
$12.4K - $13.7K
|
25
$14.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
25+ 2.16% |
$12.4K - $13.7K
|
1.18K
$694K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
25+ 1.93% |
$12.4K - $13.7K
|
1.32K
$775K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.81% |
$12.4K - $13.7K
|
916
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
25+ 0.65% |
$12.4K - $13.7K
|
3.86K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.56% |
$12.4K - $13.7K
|
4.49K
$2.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.57% |
$11.9K - $13.2K
|
4.24K
$2.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 6.22% |
$11.9K - $13.2K
|
410
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$11.9K - $13.2K
|
8.81K
$5.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
24+ 0.7% |
$11.9K - $13.2K
|
3.46K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 0.3% |
$11.9K - $13.2K
|
8.01K
$4.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
23+ 1.23% |
$11.4K - $12.6K
|
1.9K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
23+ 4.58% |
$11.4K - $12.6K
|
525
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
23+ 5.96% |
$11.4K - $12.6K
|
409
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.23% |
$11.4K - $12.6K
|
9.95K
$5.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.93% |
$10.9K - $12.1K
|
2.4K
$1.41M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
22+ 1.37% |
$10.9K - $12.1K
|
1.63K
$953K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21+ 0.04% |
$10.4K - $11.5K
|
46.7K
$27.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
21+ 2.62% |
$10.4K - $11.5K
|
823
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21New |
$10.4K - $11.5K
|
21
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
21+ 0.08% |
$10.4K - $11.5K
|
26.2K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 1.56% |
$10.4K - $11.5K
|
1.36K
$800K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
21+ 1.27% |
$10.4K - $11.5K
|
1.68K
$986K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21+ 0.33% |
$10.4K - $11.5K
|
6.3K
$3.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.13% |
$10.4K - $11.5K
|
16.5K
$9.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
21+ 0.43% |
$10.4K - $11.5K
|
4.9K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
21+ 0.57% |
$10.4K - $11.5K
|
3.72K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21+ 2.83% |
$10.4K - $11.5K
|
764
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
21+ 1.53% |
$10.4K - $11.5K
|
1.39K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
21+ 4.04% |
$10.4K - $11.5K
|
541
$317K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
20+ 0.21% |
$9.9K - $11K
|
9.6K
$5.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
20+ 1.54% |
$9.9K - $11K
|
1.32K
$774K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
20+ 1.3% |
$9.9K - $11K
|
1.56K
$912K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 3.0% |
$9.9K - $11K
|
687
$403K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.59% |
$9.9K - $11K
|
3.39K
$1.99M
|