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 14, 2024 Q3 2024
Elevatus Welath Management

Victor, NY
BUY
 -
889
+ 51.99%
$460K - $510K
2.6K $1.55M
Oct 08, 2024 Q3 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
884
+ 3.71%
$457K - $507K
24.7K $14.7M
Oct 23, 2024 Q3 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
883
+ 11.81%
$457K - $507K
8.36K $4.97M
Oct 24, 2024 Q3 2024
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
874
New
$452K - $502K
874 $520K
Nov 08, 2024 Q3 2024
Allie Family Office LLC

BUY
 -
870
+ 1.06%
$450K - $499K
82.8K $49.3M
Oct 09, 2024 Q3 2024
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
869
+ 9.05%
$450K - $499K
10.5K $6.23M
Oct 29, 2024 Q3 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
868
+ 5.87%
$449K - $498K
15.7K $9.32M
Oct 16, 2024 Q3 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
864
+ 49.91%
$447K - $496K
2.6K $1.54M
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
857
+ 9.17%
$443K - $492K
10.2K $6.07M
Nov 14, 2024 Q3 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
853
+ 36.56%
$441K - $490K
3.19K $1.9M
Nov 12, 2024 Q3 2024
Bristol Gate Capital Partners Inc.

Toronto, A6
BUY
 -
842
+ 42.87%
$436K - $483K
2.81K $1.67M
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
841
+ 9.34%
$435K - $483K
9.85K $5.86M
Nov 08, 2024 Q3 2024
Tcw Group Inc

BUY
 -
840
+ 0.64%
$435K - $482K
133K $79M
Oct 30, 2024 Q3 2024
Capital Investment Advisory Services, LLC

BUY
 -
838
+ 8.23%
$434K - $481K
11K $6.55M
Oct 16, 2024 Q3 2024
Wolff Wiese Magana LLC

BUY
 -
837
+ 39.35%
$433K - $480K
2.96K $1.76M
Nov 21, 2024 Q3 2024
Fulcrum Equity Management

BUY
 -
833
+ 13.49%
$431K - $478K
7.01K $4.17M
Oct 28, 2024 Q3 2024
Americana Partners, LLC

Houston, TX
BUY
 -
831
+ 2.28%
$430K - $477K
37.3K $22.2M
Oct 04, 2024 Q3 2024
Grandview Asset Management LLC

BUY
 -
826
+ 4.51%
$427K - $474K
19.1K $11.4M
Oct 30, 2024 Q3 2024
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
826
+ 54.81%
$427K - $474K
2.33K $1.39M
Oct 08, 2024 Q3 2024
Umb Bank, N.A.

BUY
 -
825
+ 4.21%
$427K - $473K
20.4K $12.2M
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
823
+ 2.63%
$426K - $472K
32.1K $19.1M
Oct 17, 2024 Q3 2024
Omni Star Financial Group, Inc.

BUY
 -
817
+ 8.68%
$423K - $469K
10.2K $6.09M
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
816
+ 15.75%
$422K - $468K
6K $3.57M
Oct 30, 2024 Q3 2024
Charter Oak Capital Management, LLC

BUY
 -
813
+ 10.99%
$421K - $467K
8.21K $4.89M
Oct 29, 2024 Q3 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
811
+ 6.91%
$420K - $465K
12.5K $7.47M
Oct 15, 2024 Q3 2024
Ulland Investment Advisors, LLC

BUY
 -
807
+ 28.41%
$418K - $463K
3.65K $2.17M
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
803
+ 7.18%
$415K - $461K
12K $7.13M
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
802
+ 3.43%
$415K - $460K
24.2K $14.4M
Nov 07, 2024 Q3 2024
Zevin Asset Management LLC

BUY
 -
802
+ 4.8%
$415K - $460K
17.5K $10.4M
Nov 07, 2024 Q3 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
798
+ 7.98%
$413K - $458K
10.8K $6.43M
Oct 24, 2024 Q3 2024
First Financial Bankshares Inc

Abilene, TX
BUY
 -
796
+ 16.2%
$412K - $457K
5.71K $3.4M
Nov 06, 2024 Q3 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
795
+ 36.14%
$411K - $456K
3K $1.78M
Oct 16, 2024 Q3 2024
Ars Investment Partners, LLC

BUY
 -
794
+ 1.86%
$411K - $456K
43.4K $25.8M
Oct 11, 2024 Q3 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
792
New
$410K - $454K
792 $471K
Oct 17, 2024 Q3 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
791
+ 1.29%
$409K - $454K
62.3K $37M
Nov 14, 2024 Q3 2024
Lee Financial CO

Dallas, TX
BUY
 -
789
New
$408K - $453K
789 $469K
Nov 13, 2024 Q3 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
788
+ 3.43%
$408K - $452K
23.7K $14.1M
Nov 07, 2024 Q3 2024
Gyl Financial Synergies, LLC

BUY
 -
787
+ 2.02%
$407K - $452K
39.7K $23.6M
Nov 14, 2024 Q3 2024
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
787
+ 0.46%
$407K - $452K
173K $103M
Oct 25, 2024 Q3 2024
Farmers & Merchants Investments Inc

BUY
 -
785
+ 6.52%
$406K - $450K
12.8K $7.63M
Nov 04, 2024 Q3 2024
Crossmark Global Holdings, Inc.

BUY
 -
778
+ 65.93%
$403K - $446K
1.96K $1.17M
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
776
+ 12.58%
$401K - $445K
6.94K $4.13M
Oct 23, 2024 Q3 2024
Signet Investment Advisory Group, Inc.

BUY
 -
771
+ 89.55%
$399K - $442K
1.63K $971K
Oct 11, 2024 Q3 2024
Procyon Advisors, LLC

BUY
 -
770
+ 1.97%
$398K - $442K
39.9K $23.7M
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
770
+ 7.56%
$398K - $442K
11K $6.52M
Oct 31, 2024 Q3 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
770
+ 1.29%
$398K - $442K
60.4K $36M
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
770
+ 15.86%
$398K - $442K
5.62K $3.35M
Oct 16, 2024 Q3 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
769
+ 0.49%
$398K - $441K
157K $93.4M
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
756
+ 0.94%
$391K - $434K
81.3K $48.4M

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