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 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12+ 0.24% |
$5.94K - $6.58K
|
5.03K
$2.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.52% |
$5.45K - $6.03K
|
447
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11+ 0.43% |
$5.45K - $6.03K
|
2.55K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11+ 0.47% |
$5.45K - $6.03K
|
2.34K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.24% |
$5.45K - $6.03K
|
4.59K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
11+ 1.16% |
$5.45K - $6.03K
|
957
$561K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.73% |
$5.45K - $6.03K
|
1.52K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11+ 0.36% |
$5.45K - $6.03K
|
3.04K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
11+ 2.15% |
$5.45K - $6.03K
|
523
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
10+ 0.18% |
$4.95K - $5.48K
|
5.56K
$3.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.37% |
$4.95K - $5.48K
|
2.69K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 1.5% |
$4.95K - $5.48K
|
675
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.98% |
$4.95K - $5.48K
|
1.03K
$605K
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10+ 1.0% |
$4.95K - $5.48K
|
1.01K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10+ 2.2% |
$4.95K - $5.48K
|
464
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.09% |
$4.95K - $5.48K
|
11.3K
$6.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.35% |
$4.95K - $5.48K
|
2.83K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.39% |
$4.95K - $5.48K
|
2.61K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.12% |
$4.95K - $5.48K
|
8.64K
$5.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
10+ 0.24% |
$4.95K - $5.48K
|
4.09K
$2.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
10+ 0.97% |
$4.95K - $5.48K
|
1.04K
$611K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10+ 0.53% |
$4.95K - $5.48K
|
1.88K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 0.95% |
$4.95K - $5.48K
|
1.06K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.21% |
$4.95K - $5.48K
|
4.74K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10+ 0.05% |
$4.95K - $5.48K
|
21.1K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
10+ 0.15% |
$4.95K - $5.48K
|
6.74K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 1.41% |
$4.95K - $5.48K
|
721
$423K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.35% |
$4.46K - $4.94K
|
2.59K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$4.46K - $4.94K
|
14K
$8.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9+ 0.23% |
$4.46K - $4.94K
|
3.94K
$2.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9+ 0.05% |
$4.46K - $4.94K
|
16.6K
$9.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.66% |
$4.46K - $4.94K
|
1.37K
$806K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 2.06% |
$4.46K - $4.94K
|
446
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.99% |
$4.46K - $4.94K
|
920
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$4.46K - $4.94K
|
6.77K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
9+ 0.25% |
$4.46K - $4.94K
|
3.59K
$2.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 1.51% |
$3.96K - $4.39K
|
539
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 36.36% |
$3.96K - $4.39K
|
30
$17.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$3.96K - $4.39K
|
2.65K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8+ 0.98% |
$3.96K - $4.39K
|
822
$482K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 1.22% |
$3.96K - $4.39K
|
665
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8+ 1.13% |
$3.96K - $4.39K
|
715
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
8+ 0.26% |
$3.96K - $4.39K
|
3.07K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8+ 0.64% |
$3.96K - $4.39K
|
1.25K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.09% |
$3.96K - $4.39K
|
8.65K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8+ 0.54% |
$3.96K - $4.39K
|
1.5K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
8+ 0.3% |
$3.96K - $4.39K
|
2.65K
$1.56M
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
8+ 0.04% |
$3.96K - $4.39K
|
20.8K
$12.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.54% |
$3.47K - $3.84K
|
1.3K
$760K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.3% |
$3.47K - $3.84K
|
2.35K
$1.38M
|