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 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 8.68% |
$1.39M - $1.54M
|
33.6K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.68K+ 5.41% |
$1.39M - $1.54M
|
52.2K
$27.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.66K+ 341.83% |
$1.37M - $1.52M
|
3.43K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.65K+ 69.11% |
$1.37M - $1.52M
|
6.47K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.62K+ 2.75% |
$1.36M - $1.5M
|
97.8K
$51.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.6K+ 1.67% |
$1.35M - $1.49M
|
158K
$83.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.58K+ 29.91% |
$1.34M - $1.48M
|
11.2K
$5.9M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
2.58K+ 22.83% |
$1.33M - $1.48M
|
13.9K
$7.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$1.33M - $1.47M
|
2.57K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.52K+ 9.69% |
$1.31M - $1.45M
|
28.6K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$1.3M - $1.44M
|
2.52K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.51K+ 5.28% |
$1.3M - $1.44M
|
50K
$26.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51K+ 20.4% |
$1.3M - $1.44M
|
14.8K
$7.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.5K+ 1.13% |
$1.3M - $1.44M
|
225K
$118M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.49K+ 9.23% |
$1.29M - $1.43M
|
29.5K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.48KNew |
$1.28M - $1.42M
|
2.48K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.41K+ 9.51% |
$1.25M - $1.38M
|
27.8K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.4K+ 1.32% |
$1.24M - $1.38M
|
184K
$96.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.4K+ 54.1% |
$1.24M - $1.38M
|
6.84K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$1.23M - $1.37M
|
2.38K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.38K+ 15.08% |
$1.23M - $1.37M
|
18.2K
$9.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.38K+ 2.88% |
$1.23M - $1.37M
|
84.9K
$44.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.36K+ 57.71% |
$1.22M - $1.36M
|
6.46K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.35K+ 1.86% |
$1.22M - $1.35M
|
129K
$67.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.35KNew |
$1.21M - $1.35M
|
2.35K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.33KNew |
$1.2M - $1.34M
|
2.33K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.33K+ 1.6% |
$1.2M - $1.34M
|
148K
$78M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.32K+ 460.12% |
$1.2M - $1.33M
|
2.82K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.32K+ 6.91% |
$1.2M - $1.33M
|
35.9K
$18.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.31KNew |
$1.2M - $1.33M
|
2.31K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.31K+ 4.22% |
$1.19M - $1.32M
|
57K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.27K+ 66.0% |
$1.17M - $1.3M
|
5.71K
$3.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 1.75% |
$1.17M - $1.3M
|
132K
$69.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.26K+ 35.08% |
$1.17M - $1.3M
|
8.69K
$4.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$1.17M - $1.29M
|
2.25K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
2.24K+ 8.06% |
$1.16M - $1.29M
|
30.1K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.23KNew |
$1.15M - $1.28M
|
2.23K
$1.17M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.19K+ 9.13% |
$1.13M - $1.25M
|
26.1K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.17K+ 321.15% |
$1.12M - $1.25M
|
2.85K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.16K+ 23.19% |
$1.12M - $1.24M
|
11.5K
$6.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.15K+ 12.13% |
$1.11M - $1.23M
|
19.9K
$10.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.13K+ 2.54% |
$1.1M - $1.22M
|
85.9K
$45.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.12K+ 0.51% |
$1.1M - $1.22M
|
418K
$220M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.11K+ 23.88% |
$1.09M - $1.21M
|
10.9K
$5.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.1K+ 17.28% |
$1.09M - $1.21M
|
14.3K
$7.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.08K+ 22.49% |
$1.07M - $1.19M
|
11.3K
$5.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.07K+ 4.98% |
$1.07M - $1.19M
|
43.7K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.06K+ 12.14% |
$1.06M - $1.18M
|
19K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.04KNew |
$1.06M - $1.17M
|
2.04K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.04KNew |
$1.06M - $1.17M
|
2.04K
$1.08M
|