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 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
119+ 7.46% |
$61.6K - $68.3K
|
1.71K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
118+ 4.27% |
$61.1K - $67.7K
|
2.88K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
116+ 3.67% |
$60K - $66.6K
|
3.28K
$1.95M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
115+ 0.37% |
$59.5K - $66K
|
31.5K
$18.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
115+ 2.61% |
$59.5K - $66K
|
4.52K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
114+ 5.0% |
$59K - $65.4K
|
2.39K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
113+ 1.38% |
$58.5K - $64.8K
|
8.32K
$4.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 4.77% |
$57.9K - $64.3K
|
2.46K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
112+ 13.69% |
$57.9K - $64.3K
|
930
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
112+ 2.21% |
$57.9K - $64.3K
|
5.18K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
112+ 4.32% |
$57.9K - $64.3K
|
2.71K
$1.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
111+ 16.82% |
$57.4K - $63.7K
|
771
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
111New |
$57.4K - $63.7K
|
111
$66K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
111New |
$57.4K - $63.7K
|
111
$66K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
110+ 0.79% |
$56.9K - $63.1K
|
14K
$8.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
110+ 15.41% |
$56.9K - $63.1K
|
824
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
110+ 1.24% |
$56.9K - $63.1K
|
8.95K
$5.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
109+ 0.07% |
$56.4K - $62.6K
|
166K
$98.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
109+ 1.83% |
$56.4K - $62.6K
|
6.08K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
108+ 21.64% |
$55.9K - $62K
|
607
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
108+ 1.88% |
$55.9K - $62K
|
5.86K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
107+ 7.82% |
$55.4K - $61.4K
|
1.48K
$877K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
107+ 5.57% |
$55.4K - $61.4K
|
2.03K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 21.99% |
$54.8K - $60.8K
|
588
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
105+ 1.84% |
$54.3K - $60.3K
|
5.81K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
105+ 19.52% |
$54.3K - $60.3K
|
643
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
105+ 11.25% |
$54.3K - $60.3K
|
1.04K
$617K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
102+ 0.37% |
$52.8K - $58.5K
|
28K
$16.7M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
102+ 8.85% |
$52.8K - $58.5K
|
1.26K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
102+ 1.63% |
$52.8K - $58.5K
|
6.37K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
102+ 2.71% |
$52.8K - $58.5K
|
3.87K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
101+ 19.24% |
$52.3K - $58K
|
626
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 1.06% |
$51.7K - $57.4K
|
9.54K
$5.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
100+ 3.18% |
$51.7K - $57.4K
|
3.24K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
100+ 2.74% |
$51.7K - $57.4K
|
3.74K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
98+ 5.55% |
$50.7K - $56.2K
|
1.87K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
96+ 2.42% |
$49.7K - $55.1K
|
4.06K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
95+ 2.3% |
$49.2K - $54.5K
|
4.23K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
94+ 8.11% |
$48.6K - $53.9K
|
1.25K
$745K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
93+ 4.59% |
$48.1K - $53.4K
|
2.12K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
93+ 0.19% |
$48.1K - $53.4K
|
49.7K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
93+ 15.66% |
$48.1K - $53.4K
|
687
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
92+ 1.55% |
$47.6K - $52.8K
|
6.04K
$3.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
92+ 0.28% |
$47.6K - $52.8K
|
33.3K
$19.8M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
92+ 7.64% |
$47.6K - $52.8K
|
1.3K
$770K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
92+ 35.38% |
$47.6K - $52.8K
|
352
$209K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
91+ 11.96% |
$47.1K - $52.2K
|
852
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
91+ 7.93% |
$47.1K - $52.2K
|
1.24K
$736K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
90+ 2.56% |
$46.6K - $51.6K
|
3.6K
$2.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
89+ 0.23% |
$46K - $51.1K
|
38.9K
$23.1M
|