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
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
789New |
$408K - $453K
|
789
$415K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
789+ 7.64% |
$408K - $453K
|
11.1K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
788+ 3.43% |
$408K - $452K
|
23.7K
$12.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
787+ 2.02% |
$407K - $452K
|
39.7K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
787+ 0.46% |
$407K - $452K
|
173K
$91.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
785+ 6.52% |
$406K - $450K
|
12.8K
$6.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
778+ 65.93% |
$403K - $446K
|
1.96K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
776+ 12.58% |
$401K - $445K
|
6.94K
$3.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
771+ 89.55% |
$399K - $442K
|
1.63K
$859K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
770+ 1.97% |
$398K - $442K
|
39.9K
$21M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
770+ 7.56% |
$398K - $442K
|
11K
$5.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
770+ 1.29% |
$398K - $442K
|
60.4K
$31.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
770+ 15.86% |
$398K - $442K
|
5.62K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
769+ 0.49% |
$398K - $441K
|
157K
$82.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
756+ 0.94% |
$391K - $434K
|
81.3K
$42.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
755+ 14.27% |
$391K - $433K
|
6.05K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
748+ 101.36% |
$387K - $429K
|
1.49K
$782K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
747+ 38.79% |
$386K - $429K
|
2.67K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
743+ 7.72% |
$384K - $426K
|
10.4K
$5.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
742+ 7.16% |
$384K - $426K
|
11.1K
$5.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
738+ 8.72% |
$382K - $424K
|
9.2K
$4.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
735+ 2.55% |
$380K - $422K
|
29.6K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
726+ 3.32% |
$376K - $417K
|
22.6K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
725+ 16.94% |
$375K - $416K
|
5.01K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$374K - $415K
|
723
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
722+ 44.11% |
$374K - $414K
|
2.36K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
720+ 10.17% |
$373K - $413K
|
7.8K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
720+ 1.93% |
$373K - $413K
|
38K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
711+ 4.8% |
$368K - $408K
|
15.5K
$8.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
707+ 2.16% |
$366K - $406K
|
33.4K
$17.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
705+ 10.33% |
$365K - $405K
|
7.53K
$3.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
702+ 2.0% |
$363K - $403K
|
35.8K
$18.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
700+ 7.25% |
$362K - $402K
|
10.4K
$5.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
699+ 5.39% |
$362K - $401K
|
13.7K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
699New |
$362K - $401K
|
699
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
697+ 3.48% |
$361K - $400K
|
20.7K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
695+ 5.83% |
$360K - $399K
|
12.6K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
693+ 1.36% |
$359K - $398K
|
51.7K
$27.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
690+ 1.01% |
$357K - $396K
|
69.3K
$36.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
683+ 19.54% |
$353K - $392K
|
4.18K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
683+ 13.94% |
$353K - $392K
|
5.58K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
681New |
$352K - $391K
|
681
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
678New |
$351K - $389K
|
678
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
677+ 2.94% |
$350K - $389K
|
23.7K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
673+ 3.65% |
$348K - $386K
|
19.1K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
672+ 1.2% |
$348K - $386K
|
56.5K
$29.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
670+ 5.75% |
$347K - $384K
|
12.3K
$6.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
669+ 2.48% |
$346K - $384K
|
27.7K
$14.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
666+ 11.14% |
$345K - $382K
|
6.65K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
666+ 28.14% |
$345K - $382K
|
3.03K
$1.6M
|