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 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.2K+ 34.29% |
$594K - $658K
|
4.7K
$2.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.19K+ 11.22% |
$590K - $653K
|
11.8K
$7.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.19K+ 0.8% |
$587K - $650K
|
150K
$89.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.18K+ 39.78% |
$583K - $646K
|
4.14K
$2.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.17K+ 6.41% |
$581K - $643K
|
19.5K
$11.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.16K+ 4.35% |
$576K - $638K
|
27.9K
$16.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.16K+ 19.8% |
$573K - $635K
|
7K
$4.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.15K+ 31.41% |
$570K - $631K
|
4.82K
$2.87M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.15KNew |
$569K - $630K
|
1.15K
$685K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.15KNew |
$568K - $629K
|
1.15K
$684K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 8.5% |
$566K - $627K
|
14.6K
$8.69M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.14K+ 1.37% |
$563K - $623K
|
83.8K
$50M
|
|
|
Aug 12, 2024
Q2 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
1.13K+ 21.86% |
$560K - $620K
|
6.3K
$3.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.12K+ 0.95% |
$553K - $613K
|
119K
$71.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 3.14% |
$551K - $610K
|
36.6K
$21.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.11K+ 14.43% |
$548K - $607K
|
8.78K
$5.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.1K+ 14.05% |
$546K - $604K
|
8.94K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 6.29% |
$545K - $604K
|
18.6K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.1K+ 9.12% |
$543K - $602K
|
13.1K
$7.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.1K+ 10.05% |
$543K - $601K
|
12K
$7.15M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.09K+ 15.75% |
$541K - $599K
|
8.03K
$4.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 8.52% |
$540K - $598K
|
13.9K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.09K+ 91.14% |
$540K - $598K
|
2.29K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.08K+ 1.17% |
$534K - $592K
|
93.7K
$55.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 6.04% |
$532K - $589K
|
18.9K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.07K+ 5.34% |
$528K - $585K
|
21.1K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.06KNew |
$525K - $581K
|
1.06K
$632K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.06K+ 21.02% |
$524K - $581K
|
6.1K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.06K+ 10.46% |
$524K - $581K
|
11.2K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.06K+ 2.84% |
$523K - $580K
|
38.3K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.06K+ 2.47% |
$522K - $579K
|
43.7K
$26.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.05K+ 22.43% |
$522K - $578K
|
5.75K
$3.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.04K+ 1.95% |
$517K - $573K
|
54.5K
$32.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.04K+ 3.35% |
$515K - $570K
|
32.1K
$19.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 25.47% |
$514K - $570K
|
5.12K
$3.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.03K+ 6.8% |
$512K - $567K
|
16.2K
$9.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.13% |
$507K - $561K
|
33.7K
$20.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02K+ 4.94% |
$506K - $561K
|
21.7K
$12.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.02K+ 0.84% |
$506K - $560K
|
122K
$72.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.02K+ 22.09% |
$504K - $558K
|
5.62K
$3.35M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.02K+ 11.83% |
$503K - $557K
|
9.6K
$5.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.01K+ 1.27% |
$500K - $553K
|
80.7K
$48.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1K+ 8.87% |
$496K - $549K
|
12.3K
$7.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1K+ 1.01% |
$495K - $548K
|
99.7K
$59.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
998+ 8.12% |
$494K - $547K
|
13.3K
$7.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
998+ 52.36% |
$494K - $547K
|
2.9K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
996+ 2.03% |
$493K - $546K
|
50.1K
$29.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
994+ 4.18% |
$492K - $545K
|
24.8K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
992+ 18.15% |
$491K - $544K
|
6.46K
$3.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
983+ 69.96% |
$487K - $539K
|
2.39K
$1.42M
|