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 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
132+ 0.76% |
$68.3K - $75.7K
|
17.6K
$10.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
132+ 1.36% |
$68.3K - $75.7K
|
9.83K
$5.76M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
131+ 11.16% |
$67.8K - $75.2K
|
1.31K
$765K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
131+ 11.02% |
$67.8K - $75.2K
|
1.32K
$774K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
131+ 14.44% |
$67.8K - $75.2K
|
1.04K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
131+ 7.28% |
$67.8K - $75.2K
|
1.93K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
130+ 15.33% |
$67.3K - $74.6K
|
978
$573K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
129+ 9.7% |
$66.7K - $74K
|
1.46K
$855K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
129+ 7.26% |
$66.7K - $74K
|
1.91K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
129+ 0.51% |
$66.7K - $74K
|
25.2K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
128+ 2.83% |
$66.2K - $73.5K
|
4.65K
$2.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
127+ 1.26% |
$65.7K - $72.9K
|
10.2K
$5.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
127+ 0.77% |
$65.7K - $72.9K
|
16.6K
$9.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
127+ 2.73% |
$65.7K - $72.9K
|
4.78K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
127+ 1.71% |
$65.7K - $72.9K
|
7.54K
$4.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
127+ 15.99% |
$65.7K - $72.9K
|
921
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
126+ 30.81% |
$65.2K - $72.3K
|
535
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
124New |
$64.2K - $71.2K
|
124
$72.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
124+ 0.29% |
$64.2K - $71.2K
|
43.3K
$25.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
124+ 4.07% |
$64.2K - $71.2K
|
3.17K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
123+ 11.37% |
$63.6K - $70.6K
|
1.21K
$706K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
121+ 0.55% |
$62.6K - $69.4K
|
22K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
120New |
$62.1K - $68.9K
|
120
$70.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 1.49% |
$62.1K - $68.9K
|
8.15K
$4.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
120New |
$62.1K - $68.9K
|
120
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
120+ 18.55% |
$62.1K - $68.9K
|
767
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
119+ 7.46% |
$61.6K - $68.3K
|
1.71K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
118+ 4.27% |
$61.1K - $67.7K
|
2.88K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
116+ 3.67% |
$60K - $66.6K
|
3.28K
$1.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
115+ 0.37% |
$59.5K - $66K
|
31.5K
$18.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
115+ 2.61% |
$59.5K - $66K
|
4.52K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
114+ 5.0% |
$59K - $65.4K
|
2.39K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
113+ 1.38% |
$58.5K - $64.8K
|
8.32K
$4.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 4.77% |
$57.9K - $64.3K
|
2.46K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
112+ 13.69% |
$57.9K - $64.3K
|
930
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
112+ 2.21% |
$57.9K - $64.3K
|
5.18K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
112+ 4.32% |
$57.9K - $64.3K
|
2.71K
$1.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
111+ 16.82% |
$57.4K - $63.7K
|
771
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
111New |
$57.4K - $63.7K
|
111
$65.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
111New |
$57.4K - $63.7K
|
111
$65.1K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
110+ 0.79% |
$56.9K - $63.1K
|
14K
$8.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
110+ 15.41% |
$56.9K - $63.1K
|
824
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
110+ 1.24% |
$56.9K - $63.1K
|
8.95K
$5.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
109+ 0.07% |
$56.4K - $62.6K
|
166K
$97.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
109+ 1.83% |
$56.4K - $62.6K
|
6.08K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
108+ 21.64% |
$55.9K - $62K
|
607
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
108+ 1.88% |
$55.9K - $62K
|
5.86K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
107+ 7.82% |
$55.4K - $61.4K
|
1.48K
$864K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
107+ 5.57% |
$55.4K - $61.4K
|
2.03K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 21.99% |
$54.8K - $60.8K
|
588
$345K
|