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
|
Greenfield Savings Bank
|
BUY
|
- |
309+ 8.71% |
$153K - $169K
|
3.86K
$2.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
307+ 3.04% |
$152K - $168K
|
10.4K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
307+ 6.09% |
$152K - $168K
|
5.35K
$3.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
305+ 3.61% |
$151K - $167K
|
8.74K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
304+ 7.91% |
$151K - $167K
|
4.15K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
303+ 10.42% |
$150K - $166K
|
3.21K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 14.3% |
$149K - $165K
|
2.4K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
298+ 15.5% |
$148K - $163K
|
2.22K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
297+ 0.35% |
$147K - $163K
|
84.3K
$49.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
294+ 35.64% |
$146K - $161K
|
1.12K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
294New |
$146K - $161K
|
294
$172K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
290+ 1.73% |
$144K - $159K
|
17K
$9.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
290+ 2.3% |
$144K - $159K
|
12.9K
$7.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
288+ 4.53% |
$143K - $158K
|
6.64K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
287+ 9.46% |
$142K - $157K
|
3.32K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
286+ 4.95% |
$142K - $157K
|
6.07K
$3.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
285+ 3.82% |
$141K - $156K
|
7.74K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
285+ 13.45% |
$141K - $156K
|
2.4K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
283+ 1.2% |
$140K - $155K
|
23.8K
$13.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
282+ 71.76% |
$140K - $155K
|
675
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
282+ 2.39% |
$140K - $155K
|
12.1K
$7.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
281+ 1.93% |
$139K - $154K
|
14.8K
$8.69M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
280New |
$139K - $154K
|
280
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 6.12% |
$138K - $153K
|
4.84K
$2.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
277+ 5.04% |
$137K - $152K
|
5.77K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
276+ 21.8% |
$137K - $151K
|
1.54K
$904K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
275+ 2.29% |
$136K - $151K
|
12.3K
$7.22M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
275+ 2.87% |
$136K - $151K
|
9.85K
$5.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
274+ 20.92% |
$136K - $150K
|
1.58K
$929K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
273+ 11.75% |
$135K - $150K
|
2.6K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
270+ 6.07% |
$134K - $148K
|
4.72K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
270+ 2.99% |
$134K - $148K
|
9.29K
$5.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
269New |
$133K - $148K
|
269
$158K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
267New |
$132K - $146K
|
267
$157K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
266+ 1.26% |
$132K - $146K
|
21.3K
$12.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
266+ 16.77% |
$132K - $146K
|
1.85K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
264+ 4.35% |
$131K - $145K
|
6.33K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
264+ 12.13% |
$131K - $145K
|
2.44K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
263+ 5.61% |
$130K - $144K
|
4.95K
$2.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
263+ 5.29% |
$130K - $144K
|
5.24K
$3.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
261+ 34.62% |
$129K - $143K
|
1.02K
$595K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
261+ 1.31% |
$129K - $143K
|
20.2K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
260+ 6.67% |
$129K - $143K
|
4.16K
$2.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
258+ 6.91% |
$128K - $142K
|
3.99K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
257+ 5.11% |
$127K - $141K
|
5.28K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
256+ 30.99% |
$127K - $140K
|
1.08K
$634K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
251+ 2.71% |
$124K - $138K
|
9.51K
$5.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
249+ 3.43% |
$123K - $137K
|
7.52K
$4.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
248+ 1.7% |
$123K - $136K
|
14.8K
$8.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
246+ 1.29% |
$122K - $135K
|
19.4K
$11.4M
|