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 06, 2024 Q3 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
390
+ 0.81%
$202K - $224K
48.8K $25.7M
Nov 21, 2024 Q3 2024
Aldebaran Financial Inc.

BUY
 -
390
+ 4.87%
$202K - $224K
8.41K $4.43M
Oct 02, 2024 Q3 2024
Weybosset Research & Management LLC

BUY
 -
388
New
$201K - $223K
388 $204K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
388
+ 2.74%
$201K - $223K
14.6K $7.67M
Oct 16, 2024 Q3 2024
Uma Financial Services, Inc.

BUY
 -
388
+ 55.19%
$201K - $223K
1.09K $574K
Oct 17, 2024 Q3 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
388
+ 7.3%
$201K - $223K
5.7K $3M
Oct 31, 2024 Q3 2024
Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH
BUY
 -
388
New
$201K - $223K
388 $204K
Nov 06, 2024 Q3 2024
Hallmark Capital Management Inc

BUY
 -
388
+ 6.67%
$201K - $223K
6.21K $3.27M
Oct 22, 2024 Q3 2024
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
387
New
$200K - $222K
387 $204K
Nov 14, 2024 Q3 2024
London CO Of Virginia

Richmond, VA
BUY
 -
387
+ 43.34%
$200K - $222K
1.28K $674K
Oct 29, 2024 Q3 2024
Tkg Advisors, LLC

BUY
 -
385
+ 1.41%
$199K - $221K
27.7K $14.6M
Oct 04, 2024 Q3 2024
First International Bank & Trust

Watford City, ND
BUY
 -
383
+ 0.89%
$198K - $220K
43.4K $22.8M
Nov 08, 2024 Q3 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
383
+ 6.97%
$198K - $220K
5.88K $3.1M
Nov 12, 2024 Q3 2024
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
382
+ 7.89%
$198K - $219K
5.22K $2.75M
Nov 12, 2024 Q3 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
380
+ 3.46%
$197K - $218K
11.4K $5.99M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
377
+ 5.06%
$195K - $216K
7.83K $4.12M
Oct 24, 2024 Q3 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
375
New
$194K - $215K
375 $197K
Nov 12, 2024 Q3 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
375
New
$194K - $215K
375 $197K
Oct 24, 2024 Q3 2024
4 Thought Financial Group Inc.

BUY
 -
374
+ 0.46%
$194K - $215K
82.5K $43.4M
Oct 24, 2024 Q3 2024
Peterson Wealth Advisors, LLC

BUY
 -
374
New
$194K - $215K
374 $197K
Oct 15, 2024 Q3 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
373
+ 5.88%
$193K - $214K
6.71K $3.53M
Nov 01, 2024 Q3 2024
Strs Ohio

BUY
 -
370
New
$191K - $212K
370 $195K
Nov 13, 2024 Q3 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
369
New
$191K - $212K
369 $194K
Nov 13, 2024 Q3 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
369
+ 11.41%
$191K - $212K
3.6K $1.9M
Nov 14, 2024 Q3 2024
Forvis Wealth Advisors, LLC

BUY
 -
368
+ 1.01%
$190K - $211K
37K $19.5M
Oct 11, 2024 Q3 2024
Empirical Asset Management, LLC

BUY
 -
367
+ 2.83%
$190K - $211K
13.3K $7.01M
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
367
+ 7.88%
$190K - $211K
5.02K $2.64M
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
367
+ 1.27%
$190K - $211K
29.2K $15.4M
Nov 05, 2024 Q3 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
367
+ 1.31%
$190K - $211K
28.5K $15M
Nov 12, 2024 Q3 2024
Keyes, Stange & Wooten Wealth Management, LLC

Palm Coast, FL
BUY
 -
366
New
$189K - $210K
366 $193K
Nov 12, 2024 Q3 2024
Financial Planning & Information Services, Inc.

BUY
 -
363
+ 94.53%
$188K - $208K
747 $393K
Oct 16, 2024 Q3 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
362
New
$187K - $208K
362 $191K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
361
New
$187K - $207K
361 $190K
Oct 29, 2024 Q3 2024
Am Investment Strategies LLC

BUY
 -
361
+ 22.79%
$187K - $207K
1.95K $1.02M
Nov 12, 2024 Q3 2024
Fusion Capital, LLC

BUY
 -
359
New
$186K - $206K
359 $189K
Nov 14, 2024 Q3 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
359
New
$186K - $206K
359 $189K
Oct 11, 2024 Q3 2024
Benson Investment Management Company, Inc.

BUY
 -
357
New
$185K - $205K
357 $188K
Oct 31, 2024 Q3 2024
Stone Point Wealth LLC

BUY
 -
356
+ 8.65%
$184K - $204K
4.47K $2.35M
Oct 01, 2024 Q3 2024
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
355
+ 21.57%
$184K - $204K
2K $1.05M
Oct 31, 2024 Q3 2024
Summit Global Investments

Bountiful, UT
BUY
 -
355
+ 8.99%
$184K - $204K
4.3K $2.27M
Nov 01, 2024 Q3 2024
5th Street Advisors, LLC

BUY
 -
355
+ 46.59%
$184K - $204K
1.12K $588K
Oct 02, 2024 Q3 2024
Stonehearth Capital Management, LLC

BUY
 -
354
+ 39.12%
$183K - $203K
1.26K $663K
Nov 12, 2024 Q3 2024
Signature Securities Group Corporation

BUY
 -
354
+ 6.62%
$183K - $203K
5.7K $3M
Nov 13, 2024 Q3 2024
Davidson Investment Advisors

BUY
 -
353
New
$183K - $203K
353 $186K
Nov 13, 2024 Q3 2024
Hyperion Capital Advisors LP

New York, NY
BUY
 -
352
New
$182K - $202K
352 $185K
Oct 03, 2024 Q3 2024
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
351
+ 17.48%
$182K - $201K
2.36K $1.24M
Oct 18, 2024 Q3 2024
Sterling Investment Management, LLC

BUY
 -
350
New
$181K - $201K
350 $184K
Oct 07, 2024 Q3 2024
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
349
New
$181K - $200K
349 $184K
Oct 09, 2024 Q3 2024
Nvest Financial, LLC

BUY
 -
349
+ 2.59%
$181K - $200K
13.8K $7.29M

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