Purchases and Sales Made in Q3 2024 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 12, 2024 Q3 2024
Codex Capital Asset Management L.L.C.

Dallas, TX
BUY
 -
1.05K
+ 6.47%
$543K - $603K
17.3K $9.09M
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
1.05K
New
$541K - $600K
1.05K $551K
Oct 25, 2024 Q3 2024
Pinnacle Associates LTD

BUY
 -
1.04K
+ 0.52%
$539K - $598K
201K $106M
Oct 30, 2024 Q3 2024
Rational Advisors LLC

Huntington, NY
BUY
 -
1.04K
New
$537K - $596K
1.04K $546K
Oct 23, 2024 Q3 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
1.04K
+ 52.51%
$537K - $595K
3.01K $1.59M
Nov 13, 2024 Q3 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
1.03K
+ 17.32%
$534K - $592K
6.99K $3.68M
Oct 07, 2024 Q3 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
1.03K
New
$532K - $591K
1.03K $542K
Nov 14, 2024 Q3 2024
Q3 Asset Management

BUY
 -
1.03K
+ 21.59%
$532K - $590K
5.79K $3.05M
Oct 15, 2024 Q3 2024
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
1.02K
New
$530K - $588K
1.02K $539K
Oct 15, 2024 Q3 2024
Investment Advisory Group, LLC

BUY
 -
1.02K
+ 68.48%
$528K - $586K
2.51K $1.32M
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
1.01K
+ 33.08%
$525K - $582K
4.08K $2.15M
Oct 15, 2024 Q3 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
1.01K
+ 4.75%
$523K - $580K
22.3K $11.7M
Oct 18, 2024 Q3 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
1.01K
+ 16.06%
$522K - $579K
7.29K $3.84M
Nov 05, 2024 Q3 2024
Bison Wealth, LLC

BUY
 -
1K
+ 10.42%
$519K - $576K
10.6K $5.6M
Oct 30, 2024 Q3 2024
Hanlon Investment Management, Inc.

BUY
 -
1K
+ 215.05%
$517K - $574K
1.47K $771K
Nov 12, 2024 Q3 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1K
+ 60.24%
$517K - $574K
2.66K $1.4M
Nov 14, 2024 Q3 2024
Caxton Corp

Princeton, NJ
BUY
 -
998
+ 53.4%
$516K - $573K
2.87K $1.51M
Oct 10, 2024 Q3 2024
Perfromance Wealth Partners, LLC

BUY
 -
997
+ 6.37%
$516K - $572K
16.7K $8.76M
Oct 03, 2024 Q3 2024
Apella Capital, LLC

BUY
 -
996
+ 8.61%
$515K - $572K
12.6K $6.62M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
989
+ 2.86%
$512K - $568K
35.6K $18.7M
Nov 06, 2024 Q3 2024
Spinnaker Investment Group, LLC

BUY
 -
988
+ 60.69%
$511K - $567K
2.62K $1.38M
Nov 08, 2024 Q3 2024
B&D White Capital Company, LLC

BUY
 -
988
+ 0.26%
$511K - $567K
387K $204M
Oct 29, 2024 Q3 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
987
+ 0.48%
$511K - $566K
208K $109M
Nov 12, 2024 Q3 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
987
+ 57.62%
$511K - $566K
2.7K $1.42M
Jan 10, 2025 Q3 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
987
+ 8.23%
$511K - $566K
13K $6.83M
Oct 08, 2024 Q3 2024
Stordahl Capital Management, Inc.

BUY
 -
986
+ 4.55%
$510K - $566K
22.6K $11.9M
Oct 31, 2024 Q3 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
986
+ 77.39%
$510K - $566K
2.26K $1.19M
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
985
+ 17.0%
$510K - $565K
6.78K $3.57M
Oct 22, 2024 Q3 2024
Grimes & Company, Inc.

BUY
 -
984
+ 4.64%
$509K - $565K
22.2K $11.7M
Nov 12, 2024 Q3 2024
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
979
+ 4.78%
$507K - $562K
21.5K $11.3M
Oct 10, 2024 Q3 2024
Cra Financial Services, LLC

BUY
 -
976
+ 6.96%
$505K - $560K
15K $7.9M
Nov 04, 2024 Q3 2024
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

BUY
 -
974
+ 0.38%
$504K - $559K
257K $135M
Nov 14, 2024 Q3 2024
Xtx Topco LTD

London, X0
BUY
 -
967
New
$500K - $555K
967 $509K
Nov 07, 2024 Q3 2024
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
962
New
$498K - $552K
962 $506K
Oct 21, 2024 Q3 2024
Telos Capital Management, Inc.

BUY
 -
961
+ 127.62%
$497K - $551K
1.71K $902K
Oct 07, 2024 Q3 2024
Tlwm

San Antonio, TX
BUY
 -
960
+ 0.56%
$497K - $551K
172K $90.4M
Nov 05, 2024 Q3 2024
Bell Bank

BUY
 -
958
+ 3.98%
$496K - $550K
25K $13.2M
Oct 18, 2024 Q3 2024
Lee Johnson Capital Management, LLC

BUY
 -
956
New
$495K - $549K
956 $503K
Oct 31, 2024 Q3 2024
Financial Services Advisory Inc

BUY
 -
955
+ 1.13%
$494K - $548K
85.4K $44.9M
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
953
+ 22.0%
$493K - $547K
5.29K $2.78M
Nov 14, 2024 Q3 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
950
+ 15.41%
$492K - $545K
7.11K $3.74M
Nov 13, 2024 Q3 2024
Legacy Financial Advisors, Inc.

BUY
 -
948
+ 71.55%
$490K - $544K
2.27K $1.2M
Nov 13, 2024 Q3 2024
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
940
+ 116.77%
$486K - $539K
1.75K $919K
Oct 31, 2024 Q3 2024
Money Concepts Capital Corp

BUY
 -
933
+ 6.09%
$483K - $535K
16.2K $8.55M
Nov 14, 2024 Q3 2024
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
925
+ 11.28%
$479K - $531K
9.13K $4.8M
Oct 30, 2024 Q3 2024
Donald Yacktman Yacktman Asset Management LP
BUY
 -
924
+ 15.88%
$478K - $530K
6.74K $3.55M
Oct 15, 2024 Q3 2024
Asset Dedication, LLC

BUY
 -
923
+ 12.57%
$478K - $530K
8.26K $4.35M
Nov 06, 2024 Q3 2024
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
922
+ 42.65%
$477K - $529K
3.08K $1.62M
Oct 15, 2024 Q3 2024
E Rn Financial, LLC

BUY
 -
917
+ 48.14%
$474K - $526K
2.82K $1.49M

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