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
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16+ 3.5% |
$7.92K - $8.78K
|
473
$297K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16+ 1.55% |
$7.92K - $8.78K
|
1.05K
$657K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16+ 3.67% |
$7.92K - $8.78K
|
452
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
15+ 0.07% |
$7.43K - $8.23K
|
20.9K
$13.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
15+ 1.22% |
$7.43K - $8.23K
|
1.24K
$781K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 2.5% |
$7.43K - $8.23K
|
615
$386K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
15+ 1.55% |
$7.43K - $8.23K
|
985
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.05% |
$7.43K - $8.23K
|
28.7K
$18.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$7.43K - $8.23K
|
3.32K
$2.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
15+ 1.8% |
$7.43K - $8.23K
|
849
$533K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
15+ 1.28% |
$7.43K - $8.23K
|
1.19K
$747K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$7.43K - $8.23K
|
10.1K
$6.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.1% |
$7.43K - $8.23K
|
14.9K
$9.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.31% |
$6.93K - $7.68K
|
4.59K
$2.88M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
14+ 1.49% |
$6.93K - $7.68K
|
952
$598K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
14+ 0.43% |
$6.93K - $7.68K
|
3.28K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.2% |
$6.44K - $7.13K
|
6.37K
$4M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
13+ 1.65% |
$6.44K - $7.13K
|
801
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
13+ 0.37% |
$6.44K - $7.13K
|
3.48K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
13+ 0.58% |
$6.44K - $7.13K
|
2.24K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13+ 0.12% |
$6.44K - $7.13K
|
10.4K
$6.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
13+ 0.05% |
$6.44K - $7.13K
|
24.5K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$6.44K - $7.13K
|
5.07K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
13+ 0.7% |
$6.44K - $7.13K
|
1.87K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 1.49% |
$5.94K - $6.58K
|
820
$515K
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
12+ 300.0% |
$5.94K - $6.58K
|
16
$10K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12+ 2.65% |
$5.94K - $6.58K
|
465
$292K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12+ 0.24% |
$5.94K - $6.58K
|
5.03K
$3.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.52% |
$5.45K - $6.03K
|
447
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11+ 0.43% |
$5.45K - $6.03K
|
2.55K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11+ 0.47% |
$5.45K - $6.03K
|
2.34K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.24% |
$5.45K - $6.03K
|
4.59K
$2.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
11+ 1.16% |
$5.45K - $6.03K
|
957
$601K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.73% |
$5.45K - $6.03K
|
1.52K
$955K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11+ 0.36% |
$5.45K - $6.03K
|
3.04K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
11+ 2.15% |
$5.45K - $6.03K
|
523
$328K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
10+ 0.18% |
$4.95K - $5.48K
|
5.56K
$3.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.37% |
$4.95K - $5.48K
|
2.69K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 1.5% |
$4.95K - $5.48K
|
675
$424K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.98% |
$4.95K - $5.48K
|
1.03K
$648K
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10+ 1.0% |
$4.95K - $5.48K
|
1.01K
$636K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10+ 2.2% |
$4.95K - $5.48K
|
464
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.09% |
$4.95K - $5.48K
|
11.3K
$7.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.35% |
$4.95K - $5.48K
|
2.83K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.39% |
$4.95K - $5.48K
|
2.61K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.12% |
$4.95K - $5.48K
|
8.64K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
10+ 0.24% |
$4.95K - $5.48K
|
4.09K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
10+ 0.97% |
$4.95K - $5.48K
|
1.04K
$654K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10+ 0.53% |
$4.95K - $5.48K
|
1.88K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 0.95% |
$4.95K - $5.48K
|
1.06K
$664K
|