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 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.25K+ 13.4% |
$644K - $714K
|
10.5K
$6.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.24K+ 18.0% |
$642K - $712K
|
8.14K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.23K+ 4.02% |
$636K - $706K
|
31.8K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
1.22K+ 28.05% |
$632K - $701K
|
5.58K
$3.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.21K+ 6.29% |
$628K - $696K
|
20.5K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.2KNew |
$623K - $691K
|
1.2K
$724K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 9.52% |
$616K - $683K
|
13.7K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.19K+ 0.49% |
$616K - $683K
|
245K
$147M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.19K+ 3.39% |
$613K - $680K
|
36.2K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.18KNew |
$610K - $677K
|
1.18K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.18K+ 115.41% |
$608K - $675K
|
2.2K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.17K+ 2.21% |
$607K - $674K
|
54.3K
$32.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.15KNew |
$597K - $662K
|
1.15K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 48.2% |
$594K - $659K
|
3.53K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.14K+ 7.94% |
$592K - $656K
|
15.5K
$9.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.14K+ 17.28% |
$590K - $654K
|
7.74K
$4.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14KNew |
$589K - $654K
|
1.14K
$685K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.14K+ 8.08% |
$588K - $652K
|
15.2K
$9.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.14KNew |
$588K - $652K
|
1.14K
$684K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.14K+ 12.72% |
$587K - $651K
|
10.1K
$6.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 1.29% |
$586K - $650K
|
88.8K
$53.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.13K+ 7.25% |
$585K - $648K
|
16.7K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.13K+ 5.79% |
$585K - $648K
|
20.6K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.13K+ 1.54% |
$583K - $647K
|
74.1K
$44.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.13K+ 0.81% |
$583K - $646K
|
140K
$84.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.12K+ 4.23% |
$579K - $642K
|
27.6K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.12K+ 35.55% |
$577K - $640K
|
4.25K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.1K+ 6.48% |
$571K - $634K
|
18.1K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.1K+ 35.05% |
$568K - $630K
|
4.23K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
1.1K+ 11.19% |
$568K - $630K
|
10.9K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 26.69% |
$564K - $626K
|
5.18K
$3.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 10.91% |
$562K - $623K
|
11K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.08K+ 15.59% |
$560K - $621K
|
8.02K
$4.82M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.07K+ 9.13% |
$552K - $612K
|
12.7K
$7.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.06K+ 74.07% |
$548K - $608K
|
2.49K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.08% |
$548K - $608K
|
27K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.05K+ 1.55% |
$545K - $605K
|
69K
$41.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.05K+ 5.11% |
$544K - $604K
|
21.6K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
1.05K+ 6.47% |
$543K - $603K
|
17.3K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.05KNew |
$541K - $600K
|
1.05K
$629K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.04K+ 0.52% |
$539K - $598K
|
201K
$121M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04KNew |
$537K - $596K
|
1.04K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.04K+ 52.51% |
$537K - $595K
|
3.01K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.03K+ 17.32% |
$534K - $592K
|
6.99K
$4.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.03KNew |
$532K - $591K
|
1.03K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
1.03K+ 21.59% |
$532K - $590K
|
5.79K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.02KNew |
$530K - $588K
|
1.02K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.02K+ 68.48% |
$528K - $586K
|
2.51K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.02K+ 2.03% |
$526K - $583K
|
51.2K
$30.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.01K+ 33.08% |
$525K - $582K
|
4.08K
$2.45M
|