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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
349+ 34.25% |
$181K - $200K
|
1.37K
$720K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
349+ 90.41% |
$181K - $200K
|
735
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
349New |
$181K - $200K
|
349
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 3.41% |
$181K - $200K
|
10.6K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
349New |
$181K - $200K
|
349
$184K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
346+ 8.97% |
$179K - $199K
|
4.2K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
346+ 0.55% |
$179K - $199K
|
63.7K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
346+ 2.56% |
$179K - $199K
|
13.8K
$7.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
344+ 3.38% |
$178K - $197K
|
10.5K
$5.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
340+ 35.38% |
$176K - $195K
|
1.3K
$685K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
335+ 1.0% |
$173K - $192K
|
33.7K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
335+ 8.18% |
$173K - $192K
|
4.43K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
BUY
|
- |
334+ 19.03% |
$173K - $192K
|
2.09K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
331+ 1.03% |
$171K - $190K
|
32.5K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
330+ 16.11% |
$171K - $189K
|
2.38K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
330+ 9.73% |
$171K - $189K
|
3.72K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$170K - $188K
|
328
$173K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
327New |
$169K - $188K
|
327
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
326+ 3.09% |
$169K - $187K
|
10.9K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
325+ 1.9% |
$168K - $187K
|
17.5K
$9.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
324+ 1.3% |
$168K - $186K
|
25.2K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
319+ 4.8% |
$165K - $183K
|
6.96K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
319+ 2.4% |
$165K - $183K
|
13.6K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
319+ 58.11% |
$165K - $183K
|
868
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
316+ 0.85% |
$163K - $181K
|
37.5K
$19.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
315+ 13.61% |
$163K - $181K
|
2.63K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
314+ 1.17% |
$162K - $180K
|
27.3K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
312+ 1.0% |
$161K - $179K
|
31.5K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
312+ 6.8% |
$161K - $179K
|
4.9K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
312+ 77.81% |
$161K - $179K
|
713
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
312+ 7.62% |
$161K - $179K
|
4.41K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
311+ 0.52% |
$161K - $178K
|
60.5K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
311+ 11.93% |
$161K - $178K
|
2.92K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
307+ 37.17% |
$159K - $176K
|
1.13K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307+ 3.8% |
$159K - $176K
|
8.4K
$4.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
306+ 5.11% |
$158K - $176K
|
6.3K
$3.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
305+ 2.2% |
$158K - $175K
|
14.2K
$7.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
305+ 14.17% |
$158K - $175K
|
2.46K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
305+ 6.35% |
$158K - $175K
|
5.11K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
302+ 42.72% |
$156K - $173K
|
1.01K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
301+ 29.19% |
$156K - $173K
|
1.33K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 7.05% |
$156K - $173K
|
4.57K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
299+ 43.27% |
$155K - $172K
|
990
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
298+ 0.63% |
$154K - $171K
|
47.4K
$24.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
296+ 5.95% |
$153K - $170K
|
5.27K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
296+ 4.83% |
$153K - $170K
|
6.43K
$3.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
294+ 1.04% |
$152K - $169K
|
28.5K
$15M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
294New |
$152K - $169K
|
294
$155K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
294+ 0.34% |
$152K - $169K
|
86.6K
$45.6M
|