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
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
544
+ 4.27%
$281K - $312K
13.3K $7.89M
Oct 31, 2024 Q3 2024
Sonata Capital Group Inc

BUY
 -
543
+ 9.63%
$281K - $312K
6.18K $3.67M
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
540
+ 9.01%
$279K - $310K
6.53K $3.88M
Oct 09, 2024 Q3 2024
Lvw Advisors, LLC

BUY
 -
539
+ 18.0%
$279K - $309K
3.53K $2.1M
Nov 12, 2024 Q3 2024
Providence First Trust CO

BUY
 -
539
+ 5.41%
$279K - $309K
10.5K $6.25M
Nov 12, 2024 Q3 2024
Columbia Asset Management

Ann Arbor, MI
BUY
 -
538
+ 3.93%
$278K - $309K
14.2K $8.46M
Nov 14, 2024 Q3 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
538
+ 1.87%
$278K - $309K
29.3K $17.4M
Oct 10, 2024 Q3 2024
Cox Capital Mgt LLC

BUY
 -
537
New
$278K - $308K
537 $319K
Nov 04, 2024 Q3 2024
Nelson Capital Management, LLC

BUY
 -
533
+ 3.79%
$276K - $306K
14.6K $8.67M
Nov 12, 2024 Q3 2024
Horan Securities, Inc.

BUY
 -
532
+ 33.99%
$275K - $305K
2.1K $1.25M
Nov 04, 2024 Q3 2024
Maiden Cove Capital, LLC

Cape Elizabeth, ME
BUY
 -
529
New
$274K - $304K
529 $314K
Oct 08, 2024 Q3 2024
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
525
+ 8.24%
$272K - $301K
6.9K $4.1M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
525
+ 0.64%
$272K - $301K
83K $49.3M
Nov 12, 2024 Q3 2024
Symphony Financial Services, Inc.

Akron, OH
BUY
 -
517
New
$267K - $297K
517 $307K
Oct 09, 2024 Q3 2024
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
515
+ 2.77%
$266K - $296K
19.1K $11.3M
Nov 07, 2024 Q3 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
513
New
$265K - $294K
513 $305K
Nov 04, 2024 Q3 2024
Facet Wealth, Inc.

BUY
 -
512
+ 13.68%
$265K - $294K
4.25K $2.53M
Oct 07, 2024 Q3 2024
Miracle Mile Advisors, LLC

BUY
 -
510
+ 2.06%
$264K - $293K
25.3K $15M
Nov 12, 2024 Q3 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
510
+ 75.22%
$264K - $293K
1.19K $706K
Oct 04, 2024 Q3 2024
Goelzer Investment Management, Inc.

BUY
 -
509
+ 3.4%
$263K - $292K
15.5K $9.2M
Oct 17, 2024 Q3 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
509
+ 1.93%
$263K - $292K
26.9K $16M
Oct 15, 2024 Q3 2024
Stillwater Capital Advisors, LLC

BUY
 -
507
New
$262K - $291K
507 $301K
Nov 07, 2024 Q3 2024
Parkside Financial Bank & Trust

BUY
 -
507
+ 2.67%
$262K - $291K
19.5K $11.6M
Nov 14, 2024 Q3 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
507
+ 3.4%
$262K - $291K
15.4K $9.16M
Nov 04, 2024 Q3 2024
Aquire Wealth Advisors, LLC

BUY
 -
505
New
$261K - $290K
505 $300K
Nov 13, 2024 Q3 2024
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
505
+ 0.6%
$261K - $290K
84.7K $50.4M
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
504
+ 9.54%
$261K - $289K
5.79K $3.44M
Nov 13, 2024 Q3 2024
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
503
+ 1.46%
$260K - $289K
35.1K $20.8M
Nov 14, 2024 Q3 2024
Verdad Advisers, LP

Boston, MA
BUY
 -
500
New
$259K - $287K
500 $297K
Nov 14, 2024 Q3 2024
Almitas Capital LLC

Santa Monica, CA
BUY
 -
500
New
$259K - $287K
500 $297K
Oct 18, 2024 Q3 2024
Compass Ion Advisors, LLC

BUY
 -
497
+ 2.33%
$257K - $285K
21.8K $13M
Nov 05, 2024 Q3 2024
Cmc Financial Group

Atlanta, GA
BUY
 -
497
New
$257K - $285K
497 $295K
Nov 07, 2024 Q3 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
497
+ 60.46%
$257K - $285K
1.32K $784K
Oct 24, 2024 Q3 2024
Shore Haven Wealth Partners, LLC

BUY
 -
495
New
$256K - $284K
495 $294K
Nov 14, 2024 Q3 2024
Mairs & Power Inc

St Paul, MN
BUY
 -
495
+ 5.57%
$256K - $284K
9.39K $5.58M
Oct 23, 2024 Q3 2024
O'Brien Wealth Partners LLC

BUY
 -
494
+ 53.46%
$256K - $283K
1.42K $843K
Nov 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
494
+ 1.22%
$256K - $283K
41.1K $24.4M
Nov 01, 2024 Q3 2024
Retirement Solution Inc.

BUY
 -
491
+ 39.89%
$254K - $282K
1.72K $1.02M
Nov 13, 2024 Q3 2024
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
484
+ 39.38%
$250K - $278K
1.71K $1.02M
Oct 23, 2024 Q3 2024
Cwc Advisors, Llc.

Lake Oswego, OR
BUY
 -
482
New
$249K - $277K
482 $286K
Nov 05, 2024 Q3 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
480
+ 3.71%
$248K - $275K
13.4K $7.97M
Nov 12, 2024 Q3 2024
Integrated Capital Management, LLC

Bloomfield, MI
BUY
 -
480
New
$248K - $275K
480 $285K
Nov 13, 2024 Q3 2024
Wolf Hill Capital Management, LP

New York, NY
BUY
 -
480
New
$248K - $275K
480 $285K
Oct 10, 2024 Q3 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
478
+ 1912.0%
$247K - $274K
503 $299K
Oct 09, 2024 Q3 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
472
+ 10.59%
$244K - $271K
4.93K $2.93M
Oct 23, 2024 Q3 2024
West Michigan Advisors, LLC

Holland, MI
BUY
 -
467
+ 26.95%
$242K - $268K
2.2K $1.31M
Oct 10, 2024 Q3 2024
Octavia Wealth Advisors, LLC

BUY
 -
465
+ 8.22%
$241K - $267K
6.12K $3.64M
Oct 22, 2024 Q3 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
462
+ 39.05%
$239K - $265K
1.65K $978K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
460
+ 0.08%
$238K - $264K
582K $346M

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