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 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.2K+ 3.35% |
$1.09M - $1.21M
|
68K
$41.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.2K+ 1.09% |
$1.09M - $1.21M
|
204K
$123M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$1.09M - $1.21M
|
2.2K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.2K+ 5.13% |
$1.09M - $1.2M
|
45K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.18K+ 43.01% |
$1.08M - $1.2M
|
7.25K
$4.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
2.18K+ 26.39% |
$1.08M - $1.19M
|
10.4K
$6.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.17KNew |
$1.07M - $1.19M
|
2.17K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16K+ 3.57% |
$1.07M - $1.18M
|
62.6K
$37.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.16KNew |
$1.07M - $1.18M
|
2.16K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.15K+ 1.43% |
$1.06M - $1.18M
|
152K
$91.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15K+ 4.36% |
$1.06M - $1.18M
|
51.4K
$31.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2.12KNew |
$1.05M - $1.16M
|
2.12K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.09K+ 22.15% |
$1.03M - $1.15M
|
11.5K
$6.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.09K+ 84.74% |
$1.03M - $1.15M
|
4.55K
$2.75M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
2.08K+ 1.77% |
$1.03M - $1.14M
|
120K
$72.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 81.63% |
$1.03M - $1.14M
|
4.62K
$2.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.07K+ 78.8% |
$1.02M - $1.14M
|
4.7K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.07K+ 0.38% |
$1.02M - $1.13M
|
542K
$327M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.05K+ 129.77% |
$1.02M - $1.13M
|
3.64K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.03K+ 10.4% |
$1.01M - $1.11M
|
21.5K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.03K+ 1.07% |
$1M - $1.11M
|
192K
$116M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.01K+ 1.67% |
$997K - $1.1M
|
123K
$74.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.01K+ 101.98% |
$995K - $1.1M
|
3.98K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.01K+ 3.49% |
$995K - $1.1M
|
59.5K
$36M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.99K+ 74.87% |
$987K - $1.09M
|
4.66K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.98KNew |
$982K - $1.09M
|
1.98K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.98KNew |
$978K - $1.08M
|
1.98K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
1.96KNew |
$972K - $1.08M
|
1.96K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 1.35% |
$969K - $1.07M
|
146K
$88.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
1.96K+ 41.12% |
$968K - $1.07M
|
6.71K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.95K+ 8.48% |
$965K - $1.07M
|
24.9K
$15.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.92K+ 4.76% |
$952K - $1.05M
|
42.4K
$25.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.92K+ 6.24% |
$952K - $1.05M
|
32.7K
$19.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.92KNew |
$951K - $1.05M
|
1.92K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.9KNew |
$941K - $1.04M
|
1.9K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.9K+ 6.05% |
$938K - $1.04M
|
33.2K
$20.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.89K+ 20.3% |
$935K - $1.04M
|
11.2K
$6.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.89KNew |
$934K - $1.04M
|
1.89K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.89K+ 1.84% |
$934K - $1.03M
|
104K
$63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.88K+ 169.79% |
$932K - $1.03M
|
2.99K
$1.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.88KNew |
$929K - $1.03M
|
1.88K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.86K+ 4.24% |
$922K - $1.02M
|
45.8K
$27.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
1.86K+ 1.06% |
$919K - $1.02M
|
177K
$107M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.85KNew |
$915K - $1.01M
|
1.85K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.82K+ 5.98% |
$902K - $999K
|
32.3K
$19.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.82K+ 10.34% |
$899K - $996K
|
19.4K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.81K+ 0.74% |
$898K - $995K
|
248K
$150M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1.81K+ 26.36% |
$894K - $991K
|
8.66K
$5.23M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.8K+ 9.34% |
$893K - $989K
|
21.1K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.8K+ 1.17% |
$891K - $987K
|
155K
$93.8M
|