Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$1.3M - $1.44M
|
2.52K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.51K+ 5.28% |
$1.3M - $1.44M
|
50K
$30.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51K+ 20.4% |
$1.3M - $1.44M
|
14.8K
$8.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.5K+ 1.13% |
$1.3M - $1.44M
|
225K
$135M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.49K+ 9.23% |
$1.29M - $1.43M
|
29.5K
$17.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.48KNew |
$1.28M - $1.42M
|
2.48K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.41K+ 9.51% |
$1.25M - $1.38M
|
27.8K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.4K+ 1.32% |
$1.24M - $1.38M
|
184K
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.4K+ 54.1% |
$1.24M - $1.38M
|
6.84K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$1.23M - $1.37M
|
2.38K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.38K+ 15.08% |
$1.23M - $1.37M
|
18.2K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.38K+ 2.88% |
$1.23M - $1.37M
|
84.9K
$51.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.36K+ 57.71% |
$1.22M - $1.36M
|
6.46K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.35K+ 1.86% |
$1.22M - $1.35M
|
129K
$77.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.35KNew |
$1.21M - $1.35M
|
2.35K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.33KNew |
$1.2M - $1.34M
|
2.33K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.33K+ 1.6% |
$1.2M - $1.34M
|
148K
$89.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.32K+ 460.12% |
$1.2M - $1.33M
|
2.82K
$1.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.32K+ 6.91% |
$1.2M - $1.33M
|
35.9K
$21.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.31KNew |
$1.2M - $1.33M
|
2.31K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.31K+ 4.22% |
$1.19M - $1.32M
|
57K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.27K+ 66.0% |
$1.17M - $1.3M
|
5.71K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 1.75% |
$1.17M - $1.3M
|
132K
$79.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.26K+ 35.08% |
$1.17M - $1.3M
|
8.69K
$5.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$1.17M - $1.29M
|
2.25K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
2.24K+ 8.06% |
$1.16M - $1.29M
|
30.1K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.23KNew |
$1.15M - $1.28M
|
2.23K
$1.34M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.19K+ 9.13% |
$1.13M - $1.25M
|
26.1K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.17K+ 321.15% |
$1.12M - $1.25M
|
2.85K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.16K+ 23.19% |
$1.12M - $1.24M
|
11.5K
$6.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.15K+ 12.13% |
$1.11M - $1.23M
|
19.9K
$11.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.13K+ 2.54% |
$1.1M - $1.22M
|
85.9K
$51.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.12K+ 0.51% |
$1.1M - $1.22M
|
418K
$251M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.11K+ 23.88% |
$1.09M - $1.21M
|
10.9K
$6.58M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.1K+ 17.28% |
$1.09M - $1.21M
|
14.3K
$8.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.08K+ 22.49% |
$1.07M - $1.19M
|
11.3K
$6.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.07K+ 4.98% |
$1.07M - $1.19M
|
43.7K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.06K+ 12.14% |
$1.06M - $1.18M
|
19K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.04KNew |
$1.06M - $1.17M
|
2.04K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.04KNew |
$1.06M - $1.17M
|
2.04K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 9.19% |
$1.05M - $1.17M
|
24.2K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
2.03K+ 0.53% |
$1.05M - $1.17M
|
382K
$230M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.03K+ 7.08% |
$1.05M - $1.16M
|
30.6K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.02K+ 5.28% |
$1.05M - $1.16M
|
40.3K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.02K+ 1.54% |
$1.04M - $1.16M
|
133K
$79.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.01K+ 5.26% |
$1.04M - $1.15M
|
40.2K
$24.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2K+ 91.63% |
$1.04M - $1.15M
|
4.19K
$2.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 1.27% |
$1.03M - $1.14M
|
159K
$95.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 14.19% |
$1.03M - $1.14M
|
16K
$9.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.98K+ 1.78% |
$1.03M - $1.14M
|
113K
$68.2M
|