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 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
179+ 3.21% |
$92.6K - $103K
|
5.75K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
179New |
$92.6K - $103K
|
179
$94.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
178+ 0.79% |
$92.1K - $102K
|
22.6K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
177+ 6.15% |
$91.6K - $102K
|
3.05K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
177+ 8.33% |
$91.6K - $102K
|
2.3K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
176+ 4.16% |
$91.1K - $101K
|
4.41K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
175+ 0.26% |
$90.5K - $100K
|
67.9K
$35.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
174+ 4.0% |
$90K - $99.9K
|
4.53K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
173+ 7.36% |
$89.5K - $99.3K
|
2.52K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
172+ 0.81% |
$89K - $98.7K
|
21.4K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
169+ 0.57% |
$87.4K - $97K
|
29.7K
$15.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
169+ 3.06% |
$87.4K - $97K
|
5.68K
$2.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
169+ 91.85% |
$87.4K - $97K
|
353
$186K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
169+ 2.94% |
$87.4K - $97K
|
5.91K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
169+ 0.18% |
$87.4K - $97K
|
92.8K
$48.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
169+ 0.28% |
$87.4K - $97K
|
61.6K
$32.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
168+ 0.59% |
$86.9K - $96.4K
|
28.6K
$15M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
167+ 35.08% |
$86.4K - $95.8K
|
643
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
166+ 4.55% |
$85.9K - $95.3K
|
3.81K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
166+ 1.01% |
$85.9K - $95.3K
|
16.6K
$8.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
165+ 1.17% |
$85.4K - $94.7K
|
14.3K
$7.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
164+ 23.36% |
$84.9K - $94.1K
|
866
$456K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
164+ 0.36% |
$84.9K - $94.1K
|
45.2K
$23.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
164+ 28.62% |
$84.9K - $94.1K
|
737
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
164+ 1.86% |
$84.9K - $94.1K
|
8.97K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
163+ 8.64% |
$84.3K - $93.5K
|
2.05K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
162+ 3.12% |
$83.8K - $93K
|
5.36K
$2.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
160+ 6.18% |
$82.8K - $91.8K
|
2.75K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
159+ 5.61% |
$82.3K - $91.2K
|
2.99K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
158+ 0.7% |
$81.7K - $90.7K
|
22.6K
$11.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
158+ 2.8% |
$81.7K - $90.7K
|
5.79K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
157+ 29.57% |
$81.2K - $90.1K
|
688
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
157+ 23.4% |
$81.2K - $90.1K
|
828
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
157+ 27.54% |
$81.2K - $90.1K
|
727
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
156+ 2.81% |
$80.7K - $89.5K
|
5.71K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
155+ 17.59% |
$80.2K - $88.9K
|
1.04K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
154+ 24.72% |
$79.7K - $88.4K
|
777
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
154+ 5.78% |
$79.7K - $88.4K
|
2.82K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
153+ 2.38% |
$79.2K - $87.8K
|
6.58K
$3.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.56% |
$78.6K - $87.2K
|
1.74K
$917K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
151+ 29.84% |
$78.1K - $86.7K
|
657
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 0.91% |
$77.6K - $86.1K
|
16.7K
$8.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
150+ 1.03% |
$77.6K - $86.1K
|
14.8K
$7.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 7.58% |
$77.6K - $86.1K
|
2.13K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
150+ 1.65% |
$77.6K - $86.1K
|
9.26K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
150+ 1.66% |
$77.6K - $86.1K
|
9.2K
$4.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
149+ 2.68% |
$77.1K - $85.5K
|
5.7K
$3M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
149+ 8.94% |
$77.1K - $85.5K
|
1.82K
$955K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
148+ 24.79% |
$76.6K - $84.9K
|
745
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
147+ 4.46% |
$76.1K - $84.4K
|
3.45K
$1.81M
|