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
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
145+ 27.0% |
$71.8K - $79.5K
|
682
$400K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
145+ 0.6% |
$71.8K - $79.5K
|
24.2K
$14.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
144+ 0.32% |
$71.3K - $79K
|
44.9K
$26.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
144+ 33.49% |
$71.3K - $79K
|
574
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
143+ 1.68% |
$70.8K - $78.4K
|
8.66K
$5.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
143+ 1.8% |
$70.8K - $78.4K
|
8.08K
$4.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
143+ 10.92% |
$70.8K - $78.4K
|
1.45K
$852K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 3.53% |
$70.3K - $77.9K
|
4.17K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
142+ 2.44% |
$70.3K - $77.9K
|
5.97K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
142+ 0.62% |
$70.3K - $77.9K
|
23.2K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
142+ 2.14% |
$70.3K - $77.9K
|
6.79K
$3.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
141+ 0.23% |
$69.8K - $77.3K
|
62.3K
$36.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
141+ 8.42% |
$69.8K - $77.3K
|
1.82K
$1.06M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
141+ 43.12% |
$69.8K - $77.3K
|
468
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
139+ 5.15% |
$68.8K - $76.2K
|
2.84K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
139+ 5.24% |
$68.8K - $76.2K
|
2.79K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
138+ 2.47% |
$68.3K - $75.7K
|
5.72K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
138+ 20.94% |
$68.3K - $75.7K
|
797
$467K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
135+ 0.66% |
$66.8K - $74K
|
20.6K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
134+ 8.43% |
$66.4K - $73.5K
|
1.72K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
133+ 1.43% |
$65.9K - $72.9K
|
9.41K
$5.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
133+ 0.24% |
$65.9K - $72.9K
|
54.5K
$31.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
133+ 2.77% |
$65.9K - $72.9K
|
4.94K
$2.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
133+ 44.63% |
$65.9K - $72.9K
|
431
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 0.66% |
$65.4K - $72.4K
|
20.1K
$11.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
130+ 24.44% |
$64.4K - $71.3K
|
662
$388K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
129+ 1.15% |
$63.9K - $70.8K
|
11.4K
$6.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
129+ 1.44% |
$63.9K - $70.8K
|
9.11K
$5.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
127+ 4.81% |
$62.9K - $69.7K
|
2.77K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
127+ 12.02% |
$62.9K - $69.7K
|
1.18K
$694K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
126+ 37.39% |
$62.4K - $69.1K
|
463
$271K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
125+ 27.96% |
$61.9K - $68.6K
|
572
$335K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
125+ 4.15% |
$61.9K - $68.6K
|
3.14K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
125+ 1.77% |
$61.9K - $68.6K
|
7.18K
$4.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
124+ 0.32% |
$61.4K - $68K
|
38.6K
$22.6M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$61.4K - $68K
|
124
$72.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
124+ 9.13% |
$61.4K - $68K
|
1.48K
$869K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
124+ 17.51% |
$61.4K - $68K
|
832
$488K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
123+ 18.66% |
$60.9K - $67.5K
|
782
$458K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
123+ 21.1% |
$60.9K - $67.5K
|
706
$414K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
123+ 1.18% |
$60.9K - $67.5K
|
10.5K
$6.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
122+ 1.77% |
$60.4K - $66.9K
|
7.03K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
122+ 4.44% |
$60.4K - $66.9K
|
2.87K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
121+ 3.12% |
$59.9K - $66.4K
|
4K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
121+ 12.9% |
$59.9K - $66.4K
|
1.06K
$621K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
121+ 21.88% |
$59.9K - $66.4K
|
674
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
121+ 1.73% |
$59.9K - $66.4K
|
7.13K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
121+ 10.8% |
$59.9K - $66.4K
|
1.24K
$728K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
120+ 17.73% |
$59.4K - $65.8K
|
797
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
120+ 0.22% |
$59.4K - $65.8K
|
53.6K
$31.4M
|