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 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$495 - $548
|
430
$270K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.26% |
$495 - $548
|
390
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$495 - $548
|
422
$265K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.29% |
$495 - $548
|
340
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.01% |
$495 - $548
|
16.4K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.24% |
$495 - $548
|
421
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.2% |
$495 - $548
|
504
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
733
$460K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.15K
$1.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.32K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1+ 0.2% |
$495 - $548
|
494
$310K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1+ 0.23% |
$495 - $548
|
433
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.56K
$977K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.4K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.58K
$992K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.63K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.16% |
$495 - $548
|
610
$383K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$495 - $548
|
7.8K
$4.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
722
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$495 - $548
|
2.56K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.34K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.02% |
$495 - $548
|
6.15K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.25% |
$495 - $548
|
409
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.13% |
$495 - $548
|
789
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.14% |
$495 - $548
|
691
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.03% |
$495 - $548
|
3.64K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.14% |
$495 - $548
|
714
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$495 - $548
|
5.08K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1+ 0.1% |
$495 - $548
|
1.04K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.06% |
$495 - $548
|
1.77K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$495 - $548
|
746
$469K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 0.05% |
$495 - $548
|
2.18K
$1.37M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$495 - $548
|
595
$374K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.16% |
$495 - $548
|
615
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1- 0.17% |
$495 - $548
|
597
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$495 - $548
|
951
$597K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.22% |
$495 - $548
|
451
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.59K
$998K
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1- -0.0% |
$495 - $548
|
22.5K
$14.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.71K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$495 - $548
|
761
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$495 - $548
|
2.99K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$495 - $548
|
1.17K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1- 0.07% |
$495 - $548
|
1.5K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1- 0.06% |
$495 - $548
|
1.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1- 0.15% |
$495 - $548
|
659
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-1- 0.01% |
$495 - $548
|
19.5K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$495 - $548
|
1.82K
$1.14M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1- 0.19% |
$495 - $548
|
528
$332K
|