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 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.91K+ 429.42% |
$1.94M - $2.15M
|
4.82K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.89K+ 64.02% |
$1.93M - $2.14M
|
9.97K
$6.03M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.88K+ 31.67% |
$1.92M - $2.13M
|
16.1K
$9.76M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.88K+ 31.67% |
$1.92M - $2.13M
|
16.1K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.85K+ 3.27% |
$1.91M - $2.11M
|
121K
$73.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.79K+ 5.88% |
$1.88M - $2.08M
|
68.3K
$41.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.79K+ 7.32% |
$1.88M - $2.08M
|
55.5K
$33.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.77K+ 58.25% |
$1.87M - $2.07M
|
10.2K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.73K+ 15.61% |
$1.85M - $2.05M
|
27.6K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3.69K+ 0.9% |
$1.83M - $2.03M
|
416K
$251M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 6.1% |
$1.82M - $2.02M
|
64K
$38.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.65K+ 20.69% |
$1.8M - $2M
|
21.3K
$12.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.63K+ 10.59% |
$1.8M - $1.99M
|
37.9K
$22.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 81.89% |
$1.79M - $1.98M
|
8.03K
$4.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.61K+ 7.64% |
$1.79M - $1.98M
|
50.8K
$30.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
3.61K+ 17.62% |
$1.79M - $1.98M
|
24.1K
$14.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.6K+ 27.75% |
$1.78M - $1.97M
|
16.6K
$10M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.55KNew |
$1.76M - $1.95M
|
3.55K
$2.15M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.53K+ 478.86% |
$1.75M - $1.94M
|
4.27K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.51K+ 10.14% |
$1.74M - $1.93M
|
38.1K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.45K+ 1.4% |
$1.71M - $1.89M
|
250K
$151M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.45K+ 28.5% |
$1.71M - $1.89M
|
15.5K
$9.39M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.45K+ 68.91% |
$1.71M - $1.89M
|
8.45K
$5.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.43K+ 22.63% |
$1.7M - $1.88M
|
18.6K
$11.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.4K+ 6.14% |
$1.68M - $1.86M
|
58.7K
$35.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.39K+ 0.99% |
$1.68M - $1.86M
|
346K
$209M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.39K+ 30.82% |
$1.68M - $1.86M
|
14.4K
$8.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
3.37K+ 8.98% |
$1.67M - $1.85M
|
40.9K
$24.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.37K+ 157.35% |
$1.67M - $1.85M
|
5.52K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.37K+ 24.05% |
$1.67M - $1.85M
|
17.4K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.36K+ 60.78% |
$1.66M - $1.84M
|
8.89K
$5.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.36K+ 23.03% |
$1.66M - $1.84M
|
18K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.36K+ 7.92% |
$1.66M - $1.84M
|
45.8K
$27.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 12.0% |
$1.64M - $1.82M
|
31K
$18.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
3.32K+ 5.73% |
$1.64M - $1.82M
|
61.2K
$37M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.3K+ 53.46% |
$1.63M - $1.81M
|
9.46K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 6.72% |
$1.63M - $1.81M
|
52.3K
$31.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.29K+ 77.66% |
$1.63M - $1.8M
|
7.52K
$4.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.29K+ 272.47% |
$1.63M - $1.8M
|
4.49K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.17K+ 7.73% |
$1.57M - $1.74M
|
44.2K
$26.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.16KNew |
$1.57M - $1.73M
|
3.16K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.13K+ 11.71% |
$1.55M - $1.72M
|
29.9K
$18M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.13K+ 1.76% |
$1.55M - $1.72M
|
181K
$109M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.12K+ 8.4% |
$1.54M - $1.71M
|
40.2K
$24.3M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.1K+ 15.93% |
$1.54M - $1.7M
|
22.6K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.1K+ 516.83% |
$1.54M - $1.7M
|
3.7K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.06K+ 6.42% |
$1.52M - $1.68M
|
50.8K
$30.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.06K+ 50.72% |
$1.51M - $1.68M
|
9.08K
$5.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.05K+ 2.81% |
$1.51M - $1.67M
|
111K
$67.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.98K+ 4.31% |
$1.48M - $1.64M
|
72.2K
$43.6M
|