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
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
380
+ 3.46%
$197K - $218K
11.4K $6.77M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
377
+ 5.06%
$195K - $216K
7.83K $4.66M
Oct 24, 2024 Q3 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
375
New
$194K - $215K
375 $223K
Nov 12, 2024 Q3 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
375
New
$194K - $215K
375 $223K
Oct 24, 2024 Q3 2024
4 Thought Financial Group Inc.

BUY
 -
374
+ 0.46%
$194K - $215K
82.5K $49.1M
Oct 24, 2024 Q3 2024
Peterson Wealth Advisors, LLC

BUY
 -
374
New
$194K - $215K
374 $223K
Oct 15, 2024 Q3 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
373
+ 5.88%
$193K - $214K
6.71K $3.99M
Nov 01, 2024 Q3 2024
Strs Ohio

BUY
 -
370
New
$191K - $212K
370 $220K
Nov 13, 2024 Q3 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
369
New
$191K - $212K
369 $220K
Nov 13, 2024 Q3 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
369
+ 11.41%
$191K - $212K
3.6K $2.14M
Oct 11, 2024 Q3 2024
Empirical Asset Management, LLC

BUY
 -
367
+ 2.83%
$190K - $211K
13.3K $7.93M
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
367
+ 7.88%
$190K - $211K
5.02K $2.99M
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
367
+ 1.27%
$190K - $211K
29.2K $17.4M
Nov 05, 2024 Q3 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
367
+ 1.31%
$190K - $211K
28.5K $16.9M
Nov 12, 2024 Q3 2024
Keyes, Stange & Wooten Wealth Management, LLC

Palm Coast, FL
BUY
 -
366
New
$189K - $210K
366 $218K
Nov 12, 2024 Q3 2024
Financial Planning & Information Services, Inc.

BUY
 -
363
+ 94.53%
$188K - $208K
747 $444K
Oct 16, 2024 Q3 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
362
New
$187K - $208K
362 $215K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
361
New
$187K - $207K
361 $215K
Oct 29, 2024 Q3 2024
Am Investment Strategies LLC

BUY
 -
361
+ 22.79%
$187K - $207K
1.95K $1.16M
Nov 12, 2024 Q3 2024
Fusion Capital, LLC

BUY
 -
359
New
$186K - $206K
359 $214K
Nov 14, 2024 Q3 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
359
New
$186K - $206K
359 $214K
Oct 11, 2024 Q3 2024
Benson Investment Management Company, Inc.

BUY
 -
357
New
$185K - $205K
357 $212K
Oct 31, 2024 Q3 2024
Stone Point Wealth LLC

BUY
 -
356
+ 8.65%
$184K - $204K
4.47K $2.66M
Oct 01, 2024 Q3 2024
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
355
+ 21.57%
$184K - $204K
2K $1.19M
Oct 31, 2024 Q3 2024
Summit Global Investments

Bountiful, UT
BUY
 -
355
+ 8.99%
$184K - $204K
4.3K $2.56M
Nov 01, 2024 Q3 2024
5th Street Advisors, LLC

BUY
 -
355
+ 46.59%
$184K - $204K
1.12K $665K
Oct 02, 2024 Q3 2024
Stonehearth Capital Management, LLC

BUY
 -
354
+ 39.12%
$183K - $203K
1.26K $749K
Nov 12, 2024 Q3 2024
Signature Securities Group Corporation

BUY
 -
354
+ 6.62%
$183K - $203K
5.7K $3.39M
Nov 13, 2024 Q3 2024
Davidson Investment Advisors

BUY
 -
353
New
$183K - $203K
353 $210K
Nov 13, 2024 Q3 2024
Hyperion Capital Advisors LP

New York, NY
BUY
 -
352
New
$182K - $202K
352 $209K
Oct 03, 2024 Q3 2024
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
351
+ 17.48%
$182K - $201K
2.36K $1.4M
Oct 18, 2024 Q3 2024
Sterling Investment Management, LLC

BUY
 -
350
New
$181K - $201K
350 $208K
Oct 07, 2024 Q3 2024
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
349
New
$181K - $200K
349 $208K
Oct 09, 2024 Q3 2024
Nvest Financial, LLC

BUY
 -
349
+ 2.59%
$181K - $200K
13.8K $8.24M
Oct 11, 2024 Q3 2024
Elmwood Wealth Management, Inc.

BUY
 -
349
+ 34.25%
$181K - $200K
1.37K $814K
Oct 23, 2024 Q3 2024
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
349
+ 90.41%
$181K - $200K
735 $437K
Nov 08, 2024 Q3 2024
Kraematon Investment Advisors, Inc

BUY
 -
349
New
$181K - $200K
349 $208K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
349
+ 3.41%
$181K - $200K
10.6K $6.31M
Nov 14, 2024 Q3 2024
Valued Retirements, Inc.

Houston, TX
BUY
 -
349
New
$181K - $200K
349 $208K
Oct 07, 2024 Q3 2024
Greenfield Savings Bank

BUY
 -
346
+ 8.97%
$179K - $199K
4.2K $2.5M
Oct 22, 2024 Q3 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
346
+ 0.55%
$179K - $199K
63.7K $37.9M
Nov 12, 2024 Q3 2024
Spears Abacus Advisors LLC

BUY
 -
346
+ 2.56%
$179K - $199K
13.8K $8.24M
Oct 07, 2024 Q3 2024
Founders Capital Management

BUY
 -
344
+ 3.38%
$178K - $197K
10.5K $6.26M
Nov 08, 2024 Q3 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
340
+ 35.38%
$176K - $195K
1.3K $774K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
335
+ 1.0%
$173K - $192K
33.7K $20M
Nov 12, 2024 Q3 2024
Newbridge Financial Services Group, Inc.

BUY
 -
335
+ 8.18%
$173K - $192K
4.43K $2.64M
Oct 24, 2024 Q3 2024
Independent Investors Inc

BUY
 -
334
+ 19.03%
$173K - $192K
2.09K $1.24M
Oct 15, 2024 Q3 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
331
+ 1.03%
$171K - $190K
32.5K $19.3M
Nov 14, 2024 Q3 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
330
+ 16.11%
$171K - $189K
2.38K $1.41M

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