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 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
337+ 46.29% |
$167K - $185K
|
1.07K
$669K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
335+ 1.94% |
$166K - $184K
|
17.6K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
332+ 3.36% |
$164K - $182K
|
10.2K
$6.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
332+ 19.16% |
$164K - $182K
|
2.07K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
331+ 3.53% |
$164K - $182K
|
9.7K
$6.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
330+ 23.55% |
$163K - $181K
|
1.73K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
330+ 24.48% |
$163K - $181K
|
1.68K
$1.05M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
328+ 4.66% |
$162K - $180K
|
7.37K
$4.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
328+ 15.39% |
$162K - $180K
|
2.46K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
328New |
$162K - $180K
|
328
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
327+ 23.78% |
$162K - $179K
|
1.7K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
326+ 2.95% |
$161K - $179K
|
11.4K
$7.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
326+ 1.26% |
$161K - $179K
|
26.1K
$16.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
325+ 32500.0% |
$161K - $178K
|
326
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
319+ 9.32% |
$158K - $175K
|
3.74K
$2.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
313+ 0.7% |
$155K - $172K
|
45.1K
$28.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
313+ 22.78% |
$155K - $172K
|
1.69K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
312+ 14.15% |
$154K - $171K
|
2.52K
$1.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
309+ 8.71% |
$153K - $169K
|
3.86K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
307+ 3.04% |
$152K - $168K
|
10.4K
$6.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
307+ 6.09% |
$152K - $168K
|
5.35K
$3.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
305+ 3.61% |
$151K - $167K
|
8.74K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
304+ 7.91% |
$151K - $167K
|
4.15K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
303+ 10.42% |
$150K - $166K
|
3.21K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 14.3% |
$149K - $165K
|
2.4K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
298+ 15.5% |
$148K - $163K
|
2.22K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
297+ 0.35% |
$147K - $163K
|
84.3K
$53M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
294+ 35.64% |
$146K - $161K
|
1.12K
$703K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
294New |
$146K - $161K
|
294
$185K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
290+ 1.73% |
$144K - $159K
|
17K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
290+ 2.3% |
$144K - $159K
|
12.9K
$8.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
288+ 4.53% |
$143K - $158K
|
6.64K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
287+ 9.46% |
$142K - $157K
|
3.32K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
286+ 4.95% |
$142K - $157K
|
6.07K
$3.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
285+ 3.82% |
$141K - $156K
|
7.74K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
285+ 13.45% |
$141K - $156K
|
2.4K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
283+ 1.2% |
$140K - $155K
|
23.8K
$14.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
282+ 71.76% |
$140K - $155K
|
675
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
282+ 2.39% |
$140K - $155K
|
12.1K
$7.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
281+ 1.93% |
$139K - $154K
|
14.8K
$9.31M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
280New |
$139K - $154K
|
280
$176K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 6.12% |
$138K - $153K
|
4.84K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
277+ 5.04% |
$137K - $152K
|
5.77K
$3.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
276+ 21.8% |
$137K - $151K
|
1.54K
$968K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
275+ 2.29% |
$136K - $151K
|
12.3K
$7.73M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
275+ 2.87% |
$136K - $151K
|
9.85K
$6.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
274+ 20.92% |
$136K - $150K
|
1.58K
$995K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
273+ 11.75% |
$135K - $150K
|
2.6K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
270+ 6.07% |
$134K - $148K
|
4.72K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
270+ 2.99% |
$134K - $148K
|
9.29K
$5.83M
|