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 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
159+ 34.19% |
$78.7K - $87.2K
|
624
$401K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.18% |
$78.7K - $87.2K
|
7.45K
$4.79M
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
158+ 4.66% |
$78.2K - $86.7K
|
3.55K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
157+ 27.99% |
$77.7K - $86.1K
|
718
$461K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
157New |
$77.7K - $86.1K
|
157
$101K
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
156+ 3.11% |
$77.2K - $85.6K
|
5.17K
$3.32M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
156+ 2.88% |
$77.2K - $85.6K
|
5.57K
$3.58M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 0.7% |
$76.7K - $85K
|
22.4K
$14.4M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
155+ 3.64% |
$76.7K - $85K
|
4.42K
$2.84M
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
154+ 21.57% |
$76.3K - $84.5K
|
868
$558K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
154New |
$76.3K - $84.5K
|
154
$99K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
153+ 0.41% |
$75.8K - $83.9K
|
37.2K
$23.9M
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
153+ 6.59% |
$75.8K - $83.9K
|
2.48K
$1.59M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
153+ 3.6% |
$75.8K - $83.9K
|
4.4K
$2.83M
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
153+ 11.14% |
$75.8K - $83.9K
|
1.53K
$981K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
152+ 0.9% |
$75.3K - $83.4K
|
17K
$10.9M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
151+ 10.46% |
$74.8K - $82.8K
|
1.6K
$1.03M
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
150+ 22.8% |
$74.3K - $82.3K
|
808
$519K
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
149+ 1.71% |
$73.8K - $81.7K
|
8.88K
$5.71M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
147+ 0.71% |
$72.8K - $80.6K
|
20.9K
$13.5M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
147+ 6.75% |
$72.8K - $80.6K
|
2.32K
$1.49M
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 27.0% |
$71.8K - $79.5K
|
682
$438K
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
145+ 0.6% |
$71.8K - $79.5K
|
24.2K
$15.5M
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
144+ 0.32% |
$71.3K - $79K
|
44.9K
$28.9M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
144+ 33.49% |
$71.3K - $79K
|
574
$369K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
143+ 1.68% |
$70.8K - $78.4K
|
8.66K
$5.57M
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
143+ 1.8% |
$70.8K - $78.4K
|
8.08K
$5.19M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
143+ 10.92% |
$70.8K - $78.4K
|
1.45K
$934K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 3.53% |
$70.3K - $77.9K
|
4.17K
$2.68M
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
142+ 2.44% |
$70.3K - $77.9K
|
5.97K
$3.84M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
142+ 0.62% |
$70.3K - $77.9K
|
23.2K
$14.9M
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
142+ 2.14% |
$70.3K - $77.9K
|
6.79K
$4.36M
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
141+ 0.23% |
$69.8K - $77.3K
|
62.3K
$40.1M
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
141+ 8.42% |
$69.8K - $77.3K
|
1.82K
$1.17M
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
141+ 43.12% |
$69.8K - $77.3K
|
468
$301K
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
139+ 5.15% |
$68.8K - $76.2K
|
2.84K
$1.82M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
139+ 5.24% |
$68.8K - $76.2K
|
2.79K
$1.8M
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
138+ 2.47% |
$68.3K - $75.7K
|
5.72K
$3.67M
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
138+ 20.94% |
$68.3K - $75.7K
|
797
$512K
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
137+ 5.53% |
$67.8K - $75.1K
|
2.62K
$1.68M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
135+ 0.66% |
$66.8K - $74K
|
20.6K
$13.2M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
134+ 8.43% |
$66.4K - $73.5K
|
1.72K
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
133+ 1.43% |
$65.9K - $72.9K
|
9.41K
$6.05M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
133+ 0.24% |
$65.9K - $72.9K
|
54.5K
$35M
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
133+ 2.77% |
$65.9K - $72.9K
|
4.94K
$3.17M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
133+ 44.63% |
$65.9K - $72.9K
|
431
$277K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 0.66% |
$65.4K - $72.4K
|
20.1K
$12.9M
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
130+ 24.44% |
$64.4K - $71.3K
|
662
$425K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
129+ 1.15% |
$63.9K - $70.8K
|
11.4K
$7.3M
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
129+ 1.44% |
$63.9K - $70.8K
|
9.11K
$5.85M
|