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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.01K+ 4.75% |
$523K - $580K
|
22.3K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.01K+ 16.06% |
$522K - $579K
|
7.29K
$4.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1K+ 10.42% |
$519K - $576K
|
10.6K
$6.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1K+ 215.05% |
$517K - $574K
|
1.47K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1K+ 60.24% |
$517K - $574K
|
2.66K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
998+ 53.4% |
$516K - $573K
|
2.87K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
997+ 6.37% |
$516K - $572K
|
16.7K
$9.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
996+ 8.61% |
$515K - $572K
|
12.6K
$7.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
989+ 2.86% |
$512K - $568K
|
35.6K
$21.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
988+ 60.69% |
$511K - $567K
|
2.62K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
988+ 0.26% |
$511K - $567K
|
387K
$230M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
987+ 0.48% |
$511K - $566K
|
208K
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
987+ 57.62% |
$511K - $566K
|
2.7K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
986+ 4.55% |
$510K - $566K
|
22.6K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
986+ 77.39% |
$510K - $566K
|
2.26K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
985+ 17.0% |
$510K - $565K
|
6.78K
$4.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
984+ 4.64% |
$509K - $565K
|
22.2K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
979+ 4.78% |
$507K - $562K
|
21.5K
$12.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
976+ 6.96% |
$505K - $560K
|
15K
$8.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
974+ 0.38% |
$504K - $559K
|
257K
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
967New |
$500K - $555K
|
967
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
962New |
$498K - $552K
|
962
$572K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
961+ 127.62% |
$497K - $551K
|
1.71K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
960+ 0.56% |
$497K - $551K
|
172K
$102M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
958+ 3.98% |
$496K - $550K
|
25K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
956New |
$495K - $549K
|
956
$569K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
955+ 1.13% |
$494K - $548K
|
85.4K
$50.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
953+ 22.0% |
$493K - $547K
|
5.29K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
950+ 15.41% |
$492K - $545K
|
7.11K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
948+ 71.55% |
$490K - $544K
|
2.27K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
940+ 116.77% |
$486K - $539K
|
1.75K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
933+ 6.09% |
$483K - $535K
|
16.2K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
925+ 11.28% |
$479K - $531K
|
9.13K
$5.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
924+ 15.88% |
$478K - $530K
|
6.74K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
923+ 12.57% |
$478K - $530K
|
8.26K
$4.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
922+ 42.65% |
$477K - $529K
|
3.08K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
917+ 48.14% |
$474K - $526K
|
2.82K
$1.68M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
917+ 2.95% |
$474K - $526K
|
32K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
915+ 30.92% |
$473K - $525K
|
3.87K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
914+ 9.11% |
$473K - $525K
|
10.9K
$6.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
906+ 4.65% |
$469K - $520K
|
20.4K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
903+ 0.91% |
$467K - $518K
|
100K
$59.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
902+ 2.73% |
$467K - $518K
|
34K
$20.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
898+ 16.52% |
$465K - $515K
|
6.33K
$3.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
893New |
$462K - $512K
|
893
$531K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
893+ 14.72% |
$462K - $512K
|
6.96K
$4.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
892+ 6.12% |
$462K - $512K
|
15.5K
$9.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
890+ 1.3% |
$460K - $511K
|
69.2K
$41.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
889+ 9.49% |
$460K - $510K
|
10.3K
$6.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
889New |
$460K - $510K
|
889
$529K
|