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 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
538+ 3.93% |
$278K - $309K
|
14.2K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
538+ 1.87% |
$278K - $309K
|
29.3K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
537New |
$278K - $308K
|
537
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
533+ 3.79% |
$276K - $306K
|
14.6K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
532+ 33.99% |
$275K - $305K
|
2.1K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
530+ 1.53% |
$274K - $304K
|
35.1K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
529New |
$274K - $304K
|
529
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
525+ 8.24% |
$272K - $301K
|
6.9K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
525+ 0.64% |
$272K - $301K
|
83K
$43.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517New |
$267K - $297K
|
517
$272K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
515+ 2.77% |
$266K - $296K
|
19.1K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
513New |
$265K - $294K
|
513
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
512+ 13.68% |
$265K - $294K
|
4.25K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
510+ 2.06% |
$264K - $293K
|
25.3K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
510+ 75.22% |
$264K - $293K
|
1.19K
$625K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
509+ 3.4% |
$263K - $292K
|
15.5K
$8.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
509+ 1.93% |
$263K - $292K
|
26.9K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
507New |
$262K - $291K
|
507
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
507+ 2.67% |
$262K - $291K
|
19.5K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
507+ 3.4% |
$262K - $291K
|
15.4K
$8.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
505New |
$261K - $290K
|
505
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
505+ 0.6% |
$261K - $290K
|
84.7K
$44.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
504+ 9.54% |
$261K - $289K
|
5.79K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
503+ 1.46% |
$260K - $289K
|
35.1K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
500New |
$259K - $287K
|
500
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
500New |
$259K - $287K
|
500
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
497+ 2.33% |
$257K - $285K
|
21.8K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
497New |
$257K - $285K
|
497
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
497+ 60.46% |
$257K - $285K
|
1.32K
$694K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
495New |
$256K - $284K
|
495
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
495+ 5.57% |
$256K - $284K
|
9.39K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
494+ 53.46% |
$256K - $283K
|
1.42K
$746K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
494+ 1.22% |
$256K - $283K
|
41.1K
$21.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
491+ 39.89% |
$254K - $282K
|
1.72K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
484+ 39.38% |
$250K - $278K
|
1.71K
$902K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
482New |
$249K - $277K
|
482
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
480+ 3.71% |
$248K - $275K
|
13.4K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
480New |
$248K - $275K
|
480
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Wolf Hill Capital Management, LP
New York, NY |
BUY
|
- |
480New |
$248K - $275K
|
480
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
478+ 1912.0% |
$247K - $274K
|
503
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
472+ 10.59% |
$244K - $271K
|
4.93K
$2.59M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
467+ 26.95% |
$242K - $268K
|
2.2K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
465+ 8.22% |
$241K - $267K
|
6.12K
$3.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
462+ 39.05% |
$239K - $265K
|
1.65K
$866K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
460+ 0.08% |
$238K - $264K
|
582K
$307M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
456+ 5.36% |
$236K - $262K
|
8.96K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
456+ 29.25% |
$236K - $262K
|
2.02K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
454New |
$235K - $261K
|
454
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
452+ 7.84% |
$234K - $259K
|
6.22K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
452+ 16.3% |
$234K - $259K
|
3.23K
$1.7M
|