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 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
387+ 1.61% |
$192K - $212K
|
24.5K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
387New |
$192K - $212K
|
387
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
383+ 6.29% |
$190K - $210K
|
6.47K
$3.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
383+ 2.65% |
$190K - $210K
|
14.8K
$8.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
381+ 0.88% |
$189K - $209K
|
43.9K
$25.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
379New |
$188K - $208K
|
379
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
375+ 5.75% |
$186K - $206K
|
6.9K
$4.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
374+ 15.84% |
$185K - $205K
|
2.74K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
374New |
$185K - $205K
|
374
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
374New |
$185K - $205K
|
374
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
373+ 11.95% |
$185K - $205K
|
3.5K
$2.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
372+ 4.13% |
$184K - $204K
|
9.37K
$5.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
371New |
$184K - $203K
|
371
$218K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
371New |
$184K - $203K
|
371
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
370+ 9.28% |
$183K - $203K
|
4.36K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
370+ 52.41% |
$183K - $203K
|
1.08K
$631K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
369+ 99.46% |
$183K - $202K
|
740
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
369+ 23.7% |
$183K - $202K
|
1.93K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
367+ 66.49% |
$182K - $201K
|
919
$539K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365+ 7.03% |
$181K - $200K
|
5.56K
$3.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
360+ 0.17% |
$178K - $197K
|
207K
$121M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
356+ 4.75% |
$176K - $195K
|
7.85K
$4.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
356+ 5.79% |
$176K - $195K
|
6.5K
$3.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
354+ 0.56% |
$175K - $194K
|
63.6K
$37.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
353+ 184.82% |
$175K - $194K
|
544
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
351+ 5.12% |
$174K - $193K
|
7.21K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
351+ 2.15% |
$174K - $193K
|
16.7K
$9.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
351+ 6.93% |
$174K - $193K
|
5.42K
$3.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
351+ 4.02% |
$174K - $193K
|
9.09K
$5.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
347+ 13.1% |
$172K - $190K
|
3K
$1.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
347+ 5.44% |
$172K - $190K
|
6.73K
$3.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
346New |
$171K - $190K
|
346
$203K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
337+ 46.29% |
$167K - $185K
|
1.07K
$624K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
335+ 1.94% |
$166K - $184K
|
17.6K
$10.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
332+ 3.36% |
$164K - $182K
|
10.2K
$5.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
332+ 19.16% |
$164K - $182K
|
2.07K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
331+ 3.53% |
$164K - $182K
|
9.7K
$5.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
330+ 23.55% |
$163K - $181K
|
1.73K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
330+ 24.48% |
$163K - $181K
|
1.68K
$984K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
328+ 4.66% |
$162K - $180K
|
7.37K
$4.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
328+ 15.39% |
$162K - $180K
|
2.46K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
328New |
$162K - $180K
|
328
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
327+ 23.78% |
$162K - $179K
|
1.7K
$998K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
326+ 2.95% |
$161K - $179K
|
11.4K
$6.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
326+ 1.26% |
$161K - $179K
|
26.1K
$15.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
325+ 32500.0% |
$161K - $178K
|
326
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
319+ 9.32% |
$158K - $175K
|
3.74K
$2.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
313+ 0.7% |
$155K - $172K
|
45.1K
$26.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
313+ 22.78% |
$155K - $172K
|
1.69K
$989K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
312+ 14.15% |
$154K - $171K
|
2.52K
$1.48M
|