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 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
21+ 0.43% |
$10.4K - $11.5K
|
4.9K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
21+ 0.57% |
$10.4K - $11.5K
|
3.72K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21+ 2.83% |
$10.4K - $11.5K
|
764
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
21+ 1.53% |
$10.4K - $11.5K
|
1.39K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
21+ 4.04% |
$10.4K - $11.5K
|
541
$303K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
20+ 0.21% |
$9.9K - $11K
|
9.6K
$5.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
20+ 1.54% |
$9.9K - $11K
|
1.32K
$741K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
20+ 1.3% |
$9.9K - $11K
|
1.56K
$872K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 3.0% |
$9.9K - $11K
|
687
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
20+ 0.59% |
$9.9K - $11K
|
3.39K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.27% |
$9.9K - $11K
|
7.42K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 1.33% |
$9.9K - $11K
|
1.53K
$857K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
20+ 50.0% |
$9.9K - $11K
|
60
$33.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
19+ 1.17% |
$9.41K - $10.4K
|
1.65K
$923K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
19+ 0.2% |
$9.41K - $10.4K
|
9.63K
$5.4M
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
19+ 4.87% |
$9.41K - $10.4K
|
409
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
19+ 0.85% |
$9.41K - $10.4K
|
2.26K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
19+ 1.81% |
$9.41K - $10.4K
|
1.07K
$599K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
19+ 1.11% |
$9.41K - $10.4K
|
1.73K
$971K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
19+ 0.08% |
$9.41K - $10.4K
|
25.3K
$14.2M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
19+ 1.3% |
$9.41K - $10.4K
|
1.48K
$832K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
18+ 0.11% |
$8.91K - $9.87K
|
16.6K
$9.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
18+ 2.99% |
$8.91K - $9.87K
|
620
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18+ 0.16% |
$8.91K - $9.87K
|
11.6K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
18+ 0.25% |
$8.91K - $9.87K
|
7.35K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17+ 2.22% |
$8.42K - $9.32K
|
784
$439K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 0.12% |
$8.42K - $9.32K
|
13.7K
$7.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
17+ 2.45% |
$8.42K - $9.32K
|
712
$399K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.76% |
$8.42K - $9.32K
|
2.26K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
17+ 1.26% |
$8.42K - $9.32K
|
1.36K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
17+ 0.06% |
$8.42K - $9.32K
|
27K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
17+ 0.76% |
$8.42K - $9.32K
|
2.25K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
17+ 0.22% |
$8.42K - $9.32K
|
7.79K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
17+ 0.23% |
$8.42K - $9.32K
|
7.45K
$4.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16+ 3.5% |
$7.92K - $8.78K
|
473
$265K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16+ 1.55% |
$7.92K - $8.78K
|
1.05K
$586K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16+ 3.67% |
$7.92K - $8.78K
|
452
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
15+ 0.07% |
$7.43K - $8.23K
|
20.9K
$11.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
15+ 1.22% |
$7.43K - $8.23K
|
1.24K
$697K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 2.5% |
$7.43K - $8.23K
|
615
$345K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
15+ 1.55% |
$7.43K - $8.23K
|
985
$552K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.05% |
$7.43K - $8.23K
|
28.7K
$16.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$7.43K - $8.23K
|
3.32K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
15+ 1.8% |
$7.43K - $8.23K
|
849
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
15+ 1.28% |
$7.43K - $8.23K
|
1.19K
$667K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$7.43K - $8.23K
|
10.1K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.1% |
$7.43K - $8.23K
|
14.9K
$8.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.31% |
$6.93K - $7.68K
|
4.59K
$2.57M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
14+ 1.49% |
$6.93K - $7.68K
|
952
$534K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
14+ 0.43% |
$6.93K - $7.68K
|
3.28K
$1.84M
|