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 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$990 - $1.1K
|
704
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$990 - $1.1K
|
5.49K
$3.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.34% |
$990 - $1.1K
|
588
$369K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.24% |
$990 - $1.1K
|
831
$522K
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2+ 0.29% |
$990 - $1.1K
|
699
$439K
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.41% |
$990 - $1.1K
|
491
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.41% |
$990 - $1.1K
|
495
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$990 - $1.1K
|
1.04K
$652K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2+ 0.3% |
$990 - $1.1K
|
666
$418K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$990 - $1.1K
|
660
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.32% |
$990 - $1.1K
|
622
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$990 - $1.1K
|
971
$610K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.09% |
$990 - $1.1K
|
2.2K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.21% |
$990 - $1.1K
|
962
$604K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
2+ 0.47% |
$990 - $1.1K
|
431
$271K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$990 - $1.1K
|
3.73K
$2.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.12% |
$990 - $1.1K
|
1.63K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.04% |
$990 - $1.1K
|
5.19K
$3.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.11% |
$990 - $1.1K
|
1.77K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.28% |
$990 - $1.1K
|
726
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.1% |
$990 - $1.1K
|
2.07K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$990 - $1.1K
|
1.16K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.22% |
$990 - $1.1K
|
912
$573K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$990 - $1.1K
|
1.11K
$695K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$990 - $1.1K
|
8.84K
$5.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.13% |
$990 - $1.1K
|
1.57K
$983K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.3% |
$990 - $1.1K
|
678
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2+ 0.09% |
$990 - $1.1K
|
2.3K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2+ 0.07% |
$990 - $1.1K
|
2.67K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2+ 0.15% |
$990 - $1.1K
|
1.3K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.27% |
$990 - $1.1K
|
755
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.13% |
$990 - $1.1K
|
1.5K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.35% |
$990 - $1.1K
|
581
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.32% |
$990 - $1.1K
|
631
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2+ 0.03% |
$990 - $1.1K
|
5.96K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2+ 0.09% |
$990 - $1.1K
|
2.27K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$990 - $1.1K
|
710
$446K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1+ 0.22% |
$495 - $548
|
452
$284K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$495 - $548
|
549
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
2.87K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$495 - $548
|
349
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.08% |
$495 - $548
|
1.22K
$763K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1+ 0.1% |
$495 - $548
|
1.02K
$640K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.22% |
$495 - $548
|
451
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1+ 0.24% |
$495 - $548
|
417
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1+ 0.17% |
$495 - $548
|
595
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$495 - $548
|
1.09K
$687K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.55K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.14% |
$495 - $548
|
724
$455K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.33% |
$495 - $548
|
306
$192K
|