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 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
2.97K+ 1.73% |
$1.47M - $1.63M
|
174K
$105M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.94K+ 11.0% |
$1.46M - $1.61M
|
29.7K
$17.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.91K+ 33.61% |
$1.44M - $1.6M
|
11.6K
$6.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
2.9K+ 237.56% |
$1.44M - $1.59M
|
4.13K
$2.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.89K+ 25.79% |
$1.43M - $1.58M
|
14.1K
$8.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.87K+ 12.29% |
$1.42M - $1.57M
|
26.2K
$15.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.87K+ 20.96% |
$1.42M - $1.57M
|
16.6K
$9.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.85K+ 14.74% |
$1.41M - $1.56M
|
22.2K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 15.66% |
$1.4M - $1.55M
|
20.9K
$12.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.81K+ 1.61% |
$1.39M - $1.54M
|
177K
$107M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 30.3% |
$1.39M - $1.54M
|
12.1K
$7.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.78K+ 2.51% |
$1.38M - $1.53M
|
114K
$68.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.77K+ 3.26% |
$1.37M - $1.52M
|
88K
$52.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.77K+ 15.64% |
$1.37M - $1.52M
|
20.5K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
2.75K+ 22.35% |
$1.36M - $1.51M
|
15K
$9.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.74K+ 239.55% |
$1.36M - $1.5M
|
3.88K
$2.33M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.74KNew |
$1.35M - $1.5M
|
2.74K
$1.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73K+ 0.86% |
$1.35M - $1.5M
|
320K
$192M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.72K+ 1.56% |
$1.35M - $1.49M
|
177K
$107M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.71K+ 8.23% |
$1.34M - $1.49M
|
35.6K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
2.69K+ 2.49% |
$1.33M - $1.47M
|
111K
$66.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.68K+ 9.05% |
$1.33M - $1.47M
|
32.3K
$19.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.67K+ 9.32% |
$1.32M - $1.46M
|
31.3K
$18.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.64K+ 27.8% |
$1.31M - $1.45M
|
12.1K
$7.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
2.61K+ 6.13% |
$1.29M - $1.43M
|
45.1K
$27.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.61K+ 1.99% |
$1.29M - $1.43M
|
134K
$80.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 188.03% |
$1.28M - $1.42M
|
3.97K
$2.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 0.45% |
$1.28M - $1.42M
|
582K
$350M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.58K+ 128.56% |
$1.28M - $1.42M
|
4.59K
$2.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.58K+ 0.8% |
$1.28M - $1.41M
|
324K
$195M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.56K+ 74.64% |
$1.27M - $1.4M
|
5.99K
$3.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.56K+ 73.43% |
$1.27M - $1.4M
|
6.04K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.52KNew |
$1.25M - $1.38M
|
2.52K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.47K+ 3.1% |
$1.22M - $1.35M
|
82.1K
$49.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.46K+ 5.23% |
$1.22M - $1.35M
|
49.6K
$29.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.45K+ 122.6% |
$1.21M - $1.34M
|
4.45K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.43K+ 6.99% |
$1.2M - $1.33M
|
37.2K
$22.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.43K+ 43.55% |
$1.2M - $1.33M
|
8.02K
$4.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.38K+ 6.7% |
$1.18M - $1.31M
|
37.9K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.33KNew |
$1.15M - $1.28M
|
2.33K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 7.55% |
$1.15M - $1.27M
|
33.1K
$19.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.32K+ 1.17% |
$1.15M - $1.27M
|
200K
$120M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.3K+ 16.28% |
$1.14M - $1.26M
|
16.4K
$9.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.3K+ 3.11% |
$1.14M - $1.26M
|
76.3K
$45.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.26K+ 15.94% |
$1.12M - $1.24M
|
16.4K
$9.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.26K+ 1.33% |
$1.12M - $1.24M
|
172K
$103M
|
|
|
Aug 07, 2024
Q2 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.24KNew |
$1.11M - $1.23M
|
2.24K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 5.79% |
$1.1M - $1.22M
|
40.7K
$24.5M
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.23KNew |
$1.1M - $1.22M
|
2.23K
$1.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.21K+ 8.92% |
$1.09M - $1.21M
|
27K
$16.2M
|