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 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
105+ 1.84% |
$54.3K - $60.3K
|
5.81K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
105+ 19.52% |
$54.3K - $60.3K
|
643
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
105+ 11.25% |
$54.3K - $60.3K
|
1.04K
$608K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
102+ 0.37% |
$52.8K - $58.5K
|
28K
$16.4M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
102+ 8.85% |
$52.8K - $58.5K
|
1.26K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
102+ 1.63% |
$52.8K - $58.5K
|
6.37K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
102+ 2.71% |
$52.8K - $58.5K
|
3.87K
$2.27M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
101+ 19.24% |
$52.3K - $58K
|
626
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 1.06% |
$51.7K - $57.4K
|
9.54K
$5.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
100+ 3.18% |
$51.7K - $57.4K
|
3.24K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
100+ 2.74% |
$51.7K - $57.4K
|
3.74K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
98+ 5.55% |
$50.7K - $56.2K
|
1.87K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
96+ 2.42% |
$49.7K - $55.1K
|
4.06K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
95+ 2.3% |
$49.2K - $54.5K
|
4.23K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
94+ 8.11% |
$48.6K - $53.9K
|
1.25K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
93+ 4.59% |
$48.1K - $53.4K
|
2.12K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
93+ 0.19% |
$48.1K - $53.4K
|
49.7K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
93+ 15.66% |
$48.1K - $53.4K
|
687
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
92+ 1.55% |
$47.6K - $52.8K
|
6.04K
$3.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
92+ 0.28% |
$47.6K - $52.8K
|
33.3K
$19.5M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
92+ 7.64% |
$47.6K - $52.8K
|
1.3K
$760K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
92+ 35.38% |
$47.6K - $52.8K
|
352
$206K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
91+ 11.96% |
$47.1K - $52.2K
|
852
$499K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
91+ 7.93% |
$47.1K - $52.2K
|
1.24K
$726K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
90+ 2.56% |
$46.6K - $51.6K
|
3.6K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
89+ 0.23% |
$46K - $51.1K
|
38.9K
$22.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
88+ 2.4% |
$45.5K - $50.5K
|
3.76K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
88+ 0.43% |
$45.5K - $50.5K
|
20.7K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
87+ 0.64% |
$45K - $49.9K
|
13.7K
$8M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
87+ 2.59% |
$45K - $49.9K
|
3.45K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
87+ 2.05% |
$45K - $49.9K
|
4.33K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
87+ 0.84% |
$45K - $49.9K
|
10.5K
$6.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
86+ 3.66% |
$44.5K - $49.4K
|
2.43K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
86+ 1.18% |
$44.5K - $49.4K
|
7.36K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.36% |
$44.5K - $49.4K
|
23.8K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
86+ 6.91% |
$44.5K - $49.4K
|
1.33K
$780K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
85+ 0.32% |
$44K - $48.8K
|
26.4K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
85+ 55.19% |
$44K - $48.8K
|
239
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
85+ 0.14% |
$44K - $48.8K
|
62.5K
$36.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
83+ 1.87% |
$42.9K - $47.6K
|
4.53K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
83+ 4.78% |
$42.9K - $47.6K
|
1.82K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
82+ 0.73% |
$42.4K - $47.1K
|
11.4K
$6.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
82+ 4.82% |
$42.4K - $47.1K
|
1.78K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
81+ 2.31% |
$41.9K - $46.5K
|
3.58K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80+ 9.62% |
$41.4K - $45.9K
|
912
$535K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 3.68% |
$40.9K - $45.3K
|
2.23K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
79+ 0.15% |
$40.9K - $45.3K
|
52.2K
$30.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 4.98% |
$40.4K - $44.8K
|
1.64K
$964K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
77+ 3.75% |
$39.8K - $44.2K
|
2.13K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
76+ 0.4% |
$39.3K - $43.6K
|
19.3K
$11.3M
|