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 28, 2024 Q3 2024
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
150
+ 1.65%
$77.6K - $86.1K
9.26K $5.5M
Nov 13, 2024 Q3 2024
Wp Wealth LLP

Fort Worth, TX
BUY
 -
150
+ 1.66%
$77.6K - $86.1K
9.2K $5.47M
Oct 04, 2024 Q3 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
149
+ 2.68%
$77.1K - $85.5K
5.7K $3.39M
Nov 04, 2024 Q3 2024
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
149
+ 8.94%
$77.1K - $85.5K
1.82K $1.08M
Oct 11, 2024 Q3 2024
Muirfield Wealth Advisors LLC

Charlotte, NC
BUY
 -
148
+ 24.79%
$76.6K - $84.9K
745 $443K
Nov 14, 2024 Q3 2024
Ascent Group, LLC

BUY
 -
147
+ 4.46%
$76.1K - $84.4K
3.45K $2.05M
Oct 11, 2024 Q3 2024
Occidental Asset Management, LLC

BUY
 -
146
+ 5.57%
$75.5K - $83.8K
2.77K $1.64M
Nov 12, 2024 Q3 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
146
+ 5.9%
$75.5K - $83.8K
2.62K $1.56M
Nov 12, 2024 Q3 2024
Cmg Global Holdings, LLC

BUY
 -
146
+ 1.1%
$75.5K - $83.8K
13.4K $7.96M
Oct 02, 2024 Q3 2024
Abacus Planning Group, Inc.

BUY
 -
145
+ 2.3%
$75K - $83.2K
6.45K $3.83M
Oct 23, 2024 Q3 2024
Values First Advisors, Inc.

BUY
 -
144
New
$74.5K - $82.6K
144 $85.6K
Oct 24, 2024 Q3 2024
Valley National Advisers Inc

BUY
 -
141
+ 4.1%
$73K - $80.9K
3.58K $2.13M
Nov 14, 2024 Q3 2024
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
141
+ 0.72%
$73K - $80.9K
19.7K $11.7M
Oct 16, 2024 Q3 2024
G&S Capital LLC

BUY
 -
140
+ 0.6%
$72.4K - $80.3K
23.6K $14M
Oct 31, 2024 Q3 2024
Graypoint LLC

BUY
 -
138
+ 0.13%
$71.4K - $79.2K
104K $62.1M
Oct 09, 2024 Q3 2024
Tap Consulting, LLC

BUY
 -
137
+ 0.49%
$70.9K - $78.6K
28.3K $16.8M
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
136
+ 11.84%
$70.4K - $78K
1.29K $764K
Feb 10, 2025 Q3 2024
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
135
+ 25.96%
$69.8K - $77.5K
655 $389K
Oct 31, 2024 Q3 2024
Navalign, LLC

BUY
 -
134
+ 6.9%
$69.3K - $76.9K
2.08K $1.23M
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
134
New
$69.3K - $76.9K
134 $79.6K
Oct 28, 2024 Q3 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
133
+ 29.42%
$68.8K - $76.3K
585 $348K
Nov 12, 2024 Q3 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
133
+ 2.68%
$68.8K - $76.3K
5.1K $3.03M
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
132
+ 2.15%
$68.3K - $75.7K
6.27K $3.73M
Oct 29, 2024 Q3 2024
Lansing Street Advisors

BUY
 -
132
+ 0.76%
$68.3K - $75.7K
17.6K $10.4M
Nov 18, 2024 Q3 2024
Hohimer Wealth Management, LLC

BUY
 -
132
+ 1.36%
$68.3K - $75.7K
9.83K $5.84M
Oct 02, 2024 Q3 2024
Dentgroup LLC

BUY
 -
131
+ 11.16%
$67.8K - $75.2K
1.31K $776K
Oct 29, 2024 Q3 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
131
+ 11.02%
$67.8K - $75.2K
1.32K $784K
Nov 04, 2024 Q3 2024
Keystone Financial Services

BUY
 -
131
+ 14.44%
$67.8K - $75.2K
1.04K $617K
Nov 08, 2024 Q3 2024
Kirtland Hills Capital Management, LLC

Bratenahl, OH
BUY
 -
131
+ 7.28%
$67.8K - $75.2K
1.93K $1.15M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
130
+ 15.33%
$67.3K - $74.6K
978 $581K
Oct 03, 2024 Q3 2024
Wiser Wealth Management, Inc

BUY
 -
129
+ 9.7%
$66.7K - $74K
1.46K $867K
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
129
+ 7.26%
$66.7K - $74K
1.91K $1.13M
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
129
+ 0.51%
$66.7K - $74K
25.2K $15M
Nov 08, 2024 Q3 2024
Paces Ferry Wealth Advisors, LLC

BUY
 -
128
+ 2.83%
$66.2K - $73.5K
4.65K $2.76M
Oct 04, 2024 Q3 2024
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
127
+ 1.26%
$65.7K - $72.9K
10.2K $6.08M
Oct 15, 2024 Q3 2024
Zhang Financial LLC

BUY
 -
127
+ 0.77%
$65.7K - $72.9K
16.6K $9.84M
Nov 04, 2024 Q3 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
127
+ 2.73%
$65.7K - $72.9K
4.78K $2.84M
Nov 13, 2024 Q3 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
127
+ 1.71%
$65.7K - $72.9K
7.54K $4.48M
Nov 15, 2024 Q3 2024
Mittelman Wealth Management

Andover, MA
BUY
 -
127
+ 15.99%
$65.7K - $72.9K
921 $547K
Oct 15, 2024 Q3 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
126
+ 30.81%
$65.2K - $72.3K
535 $318K
Oct 09, 2024 Q3 2024
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
124
New
$64.2K - $71.2K
124 $73.7K
Oct 28, 2024 Q3 2024
Lcm Capital Management Inc

BUY
 -
124
+ 0.29%
$64.2K - $71.2K
43.3K $25.7M
Nov 01, 2024 Q3 2024
Costello Asset Management, Inc

BUY
 -
124
+ 4.07%
$64.2K - $71.2K
3.17K $1.88M
Nov 12, 2024 Q3 2024
Allen Capital Group, LLC

BUY
 -
123
+ 11.37%
$63.6K - $70.6K
1.21K $716K
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
121
+ 0.55%
$62.6K - $69.4K
22K $13.1M
Oct 29, 2024 Q3 2024
Vela Investment Management, LLC

New Albany, OH
BUY
 -
120
New
$62.1K - $68.9K
120 $71.3K
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
120
+ 1.49%
$62.1K - $68.9K
8.15K $4.84M
Nov 01, 2024 Q3 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
120
New
$62.1K - $68.9K
120 $71.3K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
120
+ 18.55%
$62.1K - $68.9K
767 $456K

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