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 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
567+ 5.92% |
$281K - $311K
|
10.1K
$6.38M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
566+ 4.96% |
$280K - $310K
|
12K
$7.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
565+ 10.09% |
$280K - $310K
|
6.17K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
556New |
$275K - $305K
|
556
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
555+ 2.37% |
$275K - $304K
|
24K
$15.1M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
554+ 80.17% |
$274K - $304K
|
1.25K
$783K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
554+ 80.17% |
$274K - $304K
|
1.25K
$783K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
551New |
$273K - $302K
|
551
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
550+ 26.65% |
$272K - $302K
|
2.61K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
548+ 11.37% |
$271K - $301K
|
5.37K
$3.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
547+ 3.27% |
$271K - $300K
|
17.3K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
547+ 22.62% |
$271K - $300K
|
2.97K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
544+ 0.8% |
$269K - $298K
|
68.7K
$43.2M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
542+ 1.23% |
$268K - $297K
|
44.6K
$28M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
536+ 0.43% |
$265K - $294K
|
126K
$79M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
536New |
$265K - $294K
|
536
$337K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
532+ 1.93% |
$263K - $292K
|
28.1K
$17.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
531+ 9.25% |
$263K - $291K
|
6.27K
$3.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
528+ 7.6% |
$261K - $290K
|
7.48K
$4.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
527+ 4.02% |
$261K - $289K
|
13.6K
$8.57M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
527New |
$261K - $289K
|
527
$331K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
523+ 1.0% |
$259K - $287K
|
52.6K
$33.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
521New |
$258K - $286K
|
521
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
519+ 11.49% |
$257K - $285K
|
5.04K
$3.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
516New |
$256K - $283K
|
516
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
515+ 2.29% |
$255K - $282K
|
23K
$14.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
515New |
$255K - $282K
|
515
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
512New |
$254K - $281K
|
512
$322K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
509+ 7.58% |
$252K - $279K
|
7.22K
$4.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
504New |
$250K - $276K
|
504
$317K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
502+ 5.11% |
$249K - $275K
|
10.3K
$6.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
501+ 15.67% |
$248K - $275K
|
3.7K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
501+ 128.79% |
$248K - $275K
|
890
$560K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
500+ 3.44% |
$248K - $274K
|
15K
$9.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
500+ 0.91% |
$248K - $274K
|
55.5K
$34.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
499+ 13.14% |
$247K - $274K
|
4.3K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
499New |
$247K - $274K
|
499
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
498+ 0.99% |
$247K - $273K
|
51K
$32.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
497+ 10.89% |
$246K - $273K
|
5.06K
$3.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
495+ 2.73% |
$245K - $272K
|
18.7K
$11.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
495+ 88.87% |
$245K - $272K
|
1.05K
$662K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
491+ 2.08% |
$243K - $269K
|
24.1K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
491+ 16.0% |
$243K - $269K
|
3.56K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
489New |
$242K - $268K
|
489
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
489+ 1.65% |
$242K - $268K
|
30.1K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
489New |
$242K - $268K
|
489
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
484+ 1.32% |
$240K - $265K
|
37.2K
$23.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
477+ 0.91% |
$236K - $262K
|
53.1K
$33.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
477New |
$236K - $262K
|
477
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
477New |
$236K - $262K
|
477
$300K
|