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 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
154New |
$76.3K - $84.5K
|
154
$86.1K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
153+ 0.41% |
$75.8K - $83.9K
|
37.2K
$20.8M
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
153+ 6.59% |
$75.8K - $83.9K
|
2.48K
$1.39M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
153+ 3.6% |
$75.8K - $83.9K
|
4.4K
$2.46M
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
153+ 11.14% |
$75.8K - $83.9K
|
1.53K
$854K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
152+ 0.9% |
$75.3K - $83.4K
|
17K
$9.5M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
151+ 10.46% |
$74.8K - $82.8K
|
1.6K
$892K
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
150+ 22.8% |
$74.3K - $82.3K
|
808
$452K
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
149+ 1.71% |
$73.8K - $81.7K
|
8.88K
$4.97M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
147+ 0.71% |
$72.8K - $80.6K
|
20.9K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
147+ 6.75% |
$72.8K - $80.6K
|
2.32K
$1.3M
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 27.0% |
$71.8K - $79.5K
|
682
$382K
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
145+ 0.6% |
$71.8K - $79.5K
|
24.2K
$13.5M
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
144+ 0.32% |
$71.3K - $79K
|
44.9K
$25.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
144+ 33.49% |
$71.3K - $79K
|
574
$321K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
143+ 1.68% |
$70.8K - $78.4K
|
8.66K
$4.85M
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
143+ 1.8% |
$70.8K - $78.4K
|
8.08K
$4.52M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
143+ 10.92% |
$70.8K - $78.4K
|
1.45K
$813K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 3.53% |
$70.3K - $77.9K
|
4.17K
$2.33M
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
142+ 2.44% |
$70.3K - $77.9K
|
5.97K
$3.34M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
142+ 0.62% |
$70.3K - $77.9K
|
23.2K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
142+ 2.14% |
$70.3K - $77.9K
|
6.79K
$3.8M
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
141+ 0.23% |
$69.8K - $77.3K
|
62.3K
$34.9M
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
141+ 8.42% |
$69.8K - $77.3K
|
1.82K
$1.02M
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
141+ 43.12% |
$69.8K - $77.3K
|
468
$262K
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
139+ 5.15% |
$68.8K - $76.2K
|
2.84K
$1.59M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
139+ 5.24% |
$68.8K - $76.2K
|
2.79K
$1.56M
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
138+ 2.47% |
$68.3K - $75.7K
|
5.72K
$3.2M
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
138+ 20.94% |
$68.3K - $75.7K
|
797
$446K
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
137+ 5.53% |
$67.8K - $75.1K
|
2.62K
$1.46M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
135+ 0.66% |
$66.8K - $74K
|
20.6K
$11.5M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
134+ 8.43% |
$66.4K - $73.5K
|
1.72K
$964K
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
133+ 1.43% |
$65.9K - $72.9K
|
9.41K
$5.27M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
133+ 0.24% |
$65.9K - $72.9K
|
54.5K
$30.5M
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
133+ 2.77% |
$65.9K - $72.9K
|
4.94K
$2.76M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
133+ 44.63% |
$65.9K - $72.9K
|
431
$241K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 0.66% |
$65.4K - $72.4K
|
20.1K
$11.2M
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
130+ 24.44% |
$64.4K - $71.3K
|
662
$370K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
129+ 1.15% |
$63.9K - $70.8K
|
11.4K
$6.35M
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
129+ 1.44% |
$63.9K - $70.8K
|
9.11K
$5.09M
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
127+ 4.81% |
$62.9K - $69.7K
|
2.77K
$1.55M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
127+ 12.02% |
$62.9K - $69.7K
|
1.18K
$662K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
126+ 37.39% |
$62.4K - $69.1K
|
463
$259K
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
125+ 27.96% |
$61.9K - $68.6K
|
572
$320K
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
125+ 4.15% |
$61.9K - $68.6K
|
3.14K
$1.76M
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
125+ 1.77% |
$61.9K - $68.6K
|
7.18K
$4.02M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
124+ 0.32% |
$61.4K - $68K
|
38.6K
$21.6M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$61.4K - $68K
|
124
$69.4K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
124+ 9.13% |
$61.4K - $68K
|
1.48K
$829K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
124+ 17.51% |
$61.4K - $68K
|
832
$465K
|