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
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
328+ 15.39% |
$162K - $180K
|
2.46K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
328New |
$162K - $180K
|
328
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
327+ 23.78% |
$162K - $179K
|
1.7K
$952K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
326+ 2.95% |
$161K - $179K
|
11.4K
$6.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
326+ 1.26% |
$161K - $179K
|
26.1K
$14.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
325+ 32500.0% |
$161K - $178K
|
326
$182K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
319+ 9.32% |
$158K - $175K
|
3.74K
$2.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
313+ 0.7% |
$155K - $172K
|
45.1K
$25.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
313+ 22.78% |
$155K - $172K
|
1.69K
$944K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
312+ 14.15% |
$154K - $171K
|
2.52K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
309+ 8.71% |
$153K - $169K
|
3.86K
$2.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
307+ 3.04% |
$152K - $168K
|
10.4K
$5.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
307+ 6.09% |
$152K - $168K
|
5.35K
$2.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
305+ 3.61% |
$151K - $167K
|
8.74K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
304+ 7.91% |
$151K - $167K
|
4.15K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
303+ 10.42% |
$150K - $166K
|
3.21K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 14.3% |
$149K - $165K
|
2.4K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
298+ 15.5% |
$148K - $163K
|
2.22K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
297+ 0.35% |
$147K - $163K
|
84.3K
$47.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
294+ 35.64% |
$146K - $161K
|
1.12K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
294New |
$146K - $161K
|
294
$164K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
290+ 1.73% |
$144K - $159K
|
17K
$9.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
290+ 2.3% |
$144K - $159K
|
12.9K
$7.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
288+ 4.53% |
$143K - $158K
|
6.64K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
287+ 9.46% |
$142K - $157K
|
3.32K
$1.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
286+ 4.95% |
$142K - $157K
|
6.07K
$3.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
285+ 3.82% |
$141K - $156K
|
7.74K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
285+ 13.45% |
$141K - $156K
|
2.4K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
283+ 1.2% |
$140K - $155K
|
23.8K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
282+ 71.76% |
$140K - $155K
|
675
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
282+ 2.39% |
$140K - $155K
|
12.1K
$6.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
281+ 1.93% |
$139K - $154K
|
14.8K
$8.29M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
280New |
$139K - $154K
|
280
$157K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 6.12% |
$138K - $153K
|
4.84K
$2.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
277+ 5.04% |
$137K - $152K
|
5.77K
$3.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
276+ 21.8% |
$137K - $151K
|
1.54K
$863K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
275+ 2.29% |
$136K - $151K
|
12.3K
$6.89M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
275+ 2.87% |
$136K - $151K
|
9.85K
$5.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
274+ 20.92% |
$136K - $150K
|
1.58K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
273+ 11.75% |
$135K - $150K
|
2.6K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
270+ 6.07% |
$134K - $148K
|
4.72K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
270+ 2.99% |
$134K - $148K
|
9.29K
$5.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
269New |
$133K - $148K
|
269
$150K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
267New |
$132K - $146K
|
267
$149K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
266+ 1.26% |
$132K - $146K
|
21.3K
$11.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
266+ 16.77% |
$132K - $146K
|
1.85K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
264+ 4.35% |
$131K - $145K
|
6.33K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
264+ 12.13% |
$131K - $145K
|
2.44K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
263+ 5.61% |
$130K - $144K
|
4.95K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
263+ 5.29% |
$130K - $144K
|
5.24K
$2.93M
|