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 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
785+ 43.51% |
$389K - $431K
|
2.59K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
784+ 4.07% |
$388K - $430K
|
20.1K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
784+ 6.95% |
$388K - $430K
|
12.1K
$7.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
781+ 34.25% |
$387K - $428K
|
3.06K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
780+ 172.95% |
$386K - $428K
|
1.23K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
780+ 62.25% |
$386K - $428K
|
2.03K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
779+ 9.44% |
$386K - $427K
|
9.04K
$5.46M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
777+ 1.57% |
$385K - $426K
|
50.2K
$30.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
775+ 17.47% |
$384K - $425K
|
5.21K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
772+ 31.36% |
$382K - $423K
|
3.23K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
769+ 16.79% |
$381K - $422K
|
5.35K
$3.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
765+ 5.09% |
$379K - $420K
|
15.8K
$9.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
760+ 8.54% |
$376K - $417K
|
9.66K
$5.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
758+ 16.46% |
$375K - $416K
|
5.36K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
757+ 2.08% |
$375K - $415K
|
37.2K
$22.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
753+ 6.74% |
$373K - $413K
|
11.9K
$7.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
751+ 31.81% |
$372K - $412K
|
3.11K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
746+ 23.21% |
$369K - $409K
|
3.96K
$2.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
745+ 14.82% |
$369K - $409K
|
5.77K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
745+ 18.56% |
$369K - $409K
|
4.76K
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
742+ 28.82% |
$367K - $407K
|
3.32K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
738+ 0.78% |
$365K - $405K
|
95.1K
$57.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
738New |
$365K - $405K
|
738
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
738New |
$365K - $405K
|
738
$446K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
733New |
$363K - $402K
|
733
$443K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
732+ 2.55% |
$362K - $401K
|
29.4K
$17.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
728+ 1.23% |
$360K - $399K
|
60.1K
$36.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
727+ 24.78% |
$360K - $399K
|
3.66K
$2.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
724+ 5.74% |
$358K - $397K
|
13.3K
$8.06M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
723+ 2.38% |
$358K - $397K
|
31.1K
$18.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
703+ 12.85% |
$348K - $386K
|
6.18K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
702New |
$348K - $385K
|
702
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
701+ 9.36% |
$347K - $384K
|
8.19K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
700+ 7.35% |
$347K - $384K
|
10.2K
$6.18M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
698New |
$346K - $383K
|
698
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
697+ 2.82% |
$345K - $382K
|
25.5K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
691+ 3.37% |
$342K - $379K
|
21.2K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
691+ 10.76% |
$342K - $379K
|
7.11K
$4.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
690+ 17.69% |
$342K - $378K
|
4.59K
$2.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
690+ 5.17% |
$342K - $378K
|
14K
$8.48M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
684+ 91.94% |
$339K - $375K
|
1.43K
$863K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
678+ 46.79% |
$336K - $372K
|
2.13K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 37.25% |
$335K - $371K
|
2.49K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
672+ 3.66% |
$333K - $369K
|
19K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
668+ 4.91% |
$331K - $366K
|
14.3K
$8.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
667+ 5.88% |
$330K - $366K
|
12K
$7.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
660New |
$327K - $362K
|
660
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
660+ 7.16% |
$327K - $362K
|
9.88K
$5.97M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 38.58% |
$326K - $361K
|
2.37K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
659+ 5.12% |
$326K - $361K
|
13.5K
$8.17M
|