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 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.85K+ 14.57% |
$3.89M - $4.31M
|
61.7K
$37.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
7.84K+ 135.82% |
$3.88M - $4.3M
|
13.6K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
7.8K+ 40.07% |
$3.86M - $4.28M
|
27.3K
$16.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.79K+ 7.83% |
$3.86M - $4.27M
|
107K
$64.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.6K+ 7.18% |
$3.76M - $4.17M
|
113K
$68.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.58K+ 2.92% |
$3.75M - $4.16M
|
267K
$161M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.48K+ 65.73% |
$3.7M - $4.1M
|
18.9K
$11.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.45K+ 27.19% |
$3.69M - $4.09M
|
34.9K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.33K+ 16.15% |
$3.63M - $4.02M
|
52.7K
$31.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.29K+ 848.14% |
$3.61M - $4M
|
8.15K
$4.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.29K+ 714.2% |
$3.61M - $4M
|
8.31K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.24K+ 29.35% |
$3.58M - $3.97M
|
31.9K
$19.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.11K+ 20.69% |
$3.52M - $3.9M
|
41.5K
$24.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.09K+ 3.27% |
$3.51M - $3.89M
|
224K
$135M
|
|
|
Jul 24, 2024
Q2 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
7.04K+ 3.9% |
$3.49M - $3.86M
|
188K
$113M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
6.96K+ 69.01% |
$3.44M - $3.82M
|
17K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 130.39% |
$3.42M - $3.79M
|
12.2K
$7.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.9KNew |
$3.41M - $3.78M
|
6.9K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.76K+ 77.71% |
$3.35M - $3.71M
|
15.5K
$9.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.7K+ 20.61% |
$3.32M - $3.67M
|
39.2K
$23.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.67K+ 52.54% |
$3.3M - $3.66M
|
19.4K
$11.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.65KNew |
$3.29M - $3.64M
|
6.65K
$4M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.64K+ 1.78% |
$3.29M - $3.64M
|
380K
$228M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
6.57K+ 134.58% |
$3.25M - $3.6M
|
11.5K
$6.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.51K+ 9.72% |
$3.22M - $3.57M
|
73.5K
$44.2M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.51K+ 9.25% |
$3.22M - $3.57M
|
76.9K
$46.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.46K+ 26.53% |
$3.2M - $3.54M
|
30.8K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.43K+ 8.67% |
$3.18M - $3.53M
|
80.6K
$48.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.29K+ 1.69% |
$3.11M - $3.45M
|
378K
$227M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
6.29K+ 11.18% |
$3.11M - $3.45M
|
62.6K
$37.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.28K+ 6.75% |
$3.11M - $3.45M
|
99.3K
$59.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.25K+ 6.99% |
$3.1M - $3.43M
|
95.8K
$57.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.23K+ 17.15% |
$3.08M - $3.42M
|
42.6K
$25.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.17K+ 4.65% |
$3.05M - $3.38M
|
139K
$83.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.14KNew |
$3.04M - $3.37M
|
6.14K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6.13K+ 5.16% |
$3.03M - $3.36M
|
125K
$75.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.13K+ 34.74% |
$3.03M - $3.36M
|
23.8K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.08K+ 34.37% |
$3.01M - $3.34M
|
23.8K
$14.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
5.99KNew |
$2.97M - $3.29M
|
5.99K
$3.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.77K+ 253.02% |
$2.86M - $3.17M
|
8.06K
$4.84M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.77KNew |
$2.85M - $3.16M
|
5.77K
$3.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.74K+ 9.56% |
$2.84M - $3.15M
|
65.8K
$39.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.65K+ 77.23% |
$2.8M - $3.1M
|
13K
$7.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.64K+ 19.19% |
$2.79M - $3.09M
|
35K
$21.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.61K+ 23.07% |
$2.78M - $3.08M
|
29.9K
$18M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.6K+ 1.89% |
$2.77M - $3.07M
|
302K
$182M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.58K+ 3.3% |
$2.76M - $3.06M
|
175K
$105M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.56K+ 19.15% |
$2.75M - $3.05M
|
34.6K
$20.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.54K+ 149.84% |
$2.74M - $3.04M
|
9.23K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.44KNew |
$2.69M - $2.98M
|
5.44K
$3.27M
|