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 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
92+ 0.28% |
$47.6K - $52.8K
|
33.3K
$21.4M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
92+ 7.64% |
$47.6K - $52.8K
|
1.3K
$833K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
92+ 35.38% |
$47.6K - $52.8K
|
352
$226K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
91+ 11.96% |
$47.1K - $52.2K
|
852
$548K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
91+ 7.93% |
$47.1K - $52.2K
|
1.24K
$796K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
90+ 2.56% |
$46.6K - $51.6K
|
3.6K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
89+ 0.23% |
$46K - $51.1K
|
38.9K
$25M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
88+ 2.4% |
$45.5K - $50.5K
|
3.76K
$2.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
88+ 0.43% |
$45.5K - $50.5K
|
20.7K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
87+ 0.64% |
$45K - $49.9K
|
13.7K
$8.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
87+ 2.59% |
$45K - $49.9K
|
3.45K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
87+ 2.05% |
$45K - $49.9K
|
4.33K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
87+ 0.84% |
$45K - $49.9K
|
10.5K
$6.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
86+ 3.66% |
$44.5K - $49.4K
|
2.43K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
86+ 1.18% |
$44.5K - $49.4K
|
7.36K
$4.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.36% |
$44.5K - $49.4K
|
23.8K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
86+ 6.91% |
$44.5K - $49.4K
|
1.33K
$855K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
85+ 0.32% |
$44K - $48.8K
|
26.4K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
85+ 55.19% |
$44K - $48.8K
|
239
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
85+ 0.14% |
$44K - $48.8K
|
62.5K
$40.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
83+ 1.87% |
$42.9K - $47.6K
|
4.53K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
83+ 4.78% |
$42.9K - $47.6K
|
1.82K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
82+ 0.73% |
$42.4K - $47.1K
|
11.4K
$7.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
82+ 4.82% |
$42.4K - $47.1K
|
1.78K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
81+ 2.31% |
$41.9K - $46.5K
|
3.58K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80+ 9.62% |
$41.4K - $45.9K
|
912
$586K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 3.68% |
$40.9K - $45.3K
|
2.23K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
79+ 0.15% |
$40.9K - $45.3K
|
52.2K
$33.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 4.98% |
$40.4K - $44.8K
|
1.64K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
77+ 3.75% |
$39.8K - $44.2K
|
2.13K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
76+ 0.4% |
$39.3K - $43.6K
|
19.3K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 0.66% |
$39.3K - $43.6K
|
11.5K
$7.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
75+ 10.78% |
$38.8K - $43K
|
771
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
75+ 4.63% |
$38.8K - $43K
|
1.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
75+ 3.59% |
$38.8K - $43K
|
2.17K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.32% |
$38.8K - $43K
|
5.75K
$3.7M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
74+ 13.07% |
$38.3K - $42.5K
|
640
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
74+ 6.56% |
$38.3K - $42.5K
|
1.2K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
74+ 0.06% |
$38.3K - $42.5K
|
123K
$78.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
73+ 2.45% |
$37.8K - $41.9K
|
3.05K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
73+ 3.17% |
$37.8K - $41.9K
|
2.38K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
73+ 6.89% |
$37.8K - $41.9K
|
1.13K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
72+ 9.68% |
$37.3K - $41.3K
|
816
$524K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
72+ 4.07% |
$37.3K - $41.3K
|
1.84K
$1.18M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
71+ 1.19% |
$36.7K - $40.7K
|
6.06K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
71+ 0.32% |
$36.7K - $40.7K
|
22K
$14.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70+ 0.25% |
$36.2K - $40.2K
|
28.5K
$18.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
70+ 4.86% |
$36.2K - $40.2K
|
1.51K
$970K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70+ 0.94% |
$36.2K - $40.2K
|
7.5K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 6.62% |
$36.2K - $40.2K
|
1.13K
$724K
|