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
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
65+ 1.48% |
$32.2K - $35.7K
|
4.46K
$2.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
64+ 10.19% |
$31.7K - $35.1K
|
692
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
64+ 10.24% |
$31.7K - $35.1K
|
689
$449K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.31% |
$31.2K - $34.6K
|
20.6K
$13.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
63+ 2.75% |
$31.2K - $34.6K
|
2.35K
$1.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
63+ 0.91% |
$31.2K - $34.6K
|
6.96K
$4.54M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
63+ 3.39% |
$31.2K - $34.6K
|
1.92K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
63+ 1.82% |
$31.2K - $34.6K
|
3.53K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
62+ 13.39% |
$30.7K - $34K
|
525
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
60+ 0.8% |
$29.7K - $32.9K
|
7.56K
$4.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
60+ 8.77% |
$29.7K - $32.9K
|
744
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
60+ 1.09% |
$29.7K - $32.9K
|
5.56K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
60+ 0.21% |
$29.7K - $32.9K
|
28.3K
$18.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 4.13% |
$29.2K - $32.4K
|
1.49K
$969K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
59+ 1.45% |
$29.2K - $32.4K
|
4.12K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
59+ 0.24% |
$29.2K - $32.4K
|
25.1K
$16.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
58+ 10.27% |
$28.7K - $31.8K
|
623
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
58+ 4.83% |
$28.7K - $31.8K
|
1.26K
$822K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
57+ 3.26% |
$28.2K - $31.3K
|
1.81K
$1.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
57+ 3.78% |
$28.2K - $31.3K
|
1.57K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 1.32% |
$28.2K - $31.3K
|
4.39K
$2.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
56+ 1.56% |
$27.7K - $30.7K
|
3.65K
$2.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
56+ 5.74% |
$27.7K - $30.7K
|
1.03K
$672K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
56+ 0.3% |
$27.7K - $30.7K
|
18.9K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
56+ 6.91% |
$27.7K - $30.7K
|
867
$565K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
56+ 0.42% |
$27.7K - $30.7K
|
13.3K
$8.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
55+ 2.32% |
$27.2K - $30.2K
|
2.42K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
54+ 0.92% |
$26.7K - $29.6K
|
5.95K
$3.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
54+ 6.58% |
$26.7K - $29.6K
|
875
$571K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
54+ 1.93% |
$26.7K - $29.6K
|
2.86K
$1.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.45% |
$26.7K - $29.6K
|
3.79K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
53+ 0.32% |
$26.2K - $29.1K
|
16.9K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
53+ 3.4% |
$26.2K - $29.1K
|
1.61K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
52+ 6.57% |
$25.7K - $28.5K
|
844
$550K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
52+ 0.95% |
$25.7K - $28.5K
|
5.52K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
52+ 5.88% |
$25.7K - $28.5K
|
936
$610K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51+ 1.36% |
$25.3K - $28K
|
3.81K
$2.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
51+ 1.62% |
$25.3K - $28K
|
3.2K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
51+ 4.63% |
$25.3K - $28K
|
1.15K
$752K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 24.88% |
$24.8K - $27.4K
|
251
$164K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
50+ 4.15% |
$24.8K - $27.4K
|
1.26K
$819K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
50+ 1.95% |
$24.8K - $27.4K
|
2.62K
$1.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
50+ 2.33% |
$24.8K - $27.4K
|
2.2K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
50+ 10.8% |
$24.8K - $27.4K
|
513
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
49+ 3.23% |
$24.3K - $26.9K
|
1.57K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
49+ 2.08% |
$24.3K - $26.9K
|
2.4K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
49+ 9.4% |
$24.3K - $26.9K
|
570
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49+ 2.79% |
$24.3K - $26.9K
|
1.8K
$1.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48+ 6.17% |
$23.8K - $26.3K
|
826
$539K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
48+ 3.6% |
$23.8K - $26.3K
|
1.38K
$901K
|