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
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
59+ 2.43% |
$30.5K - $33.9K
|
2.48K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
59+ 3.63% |
$30.5K - $33.9K
|
1.68K
$987K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58+ 0.03% |
$30K - $33.3K
|
181K
$106M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
57+ 14.36% |
$29.5K - $32.7K
|
454
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
57+ 3.14% |
$29.5K - $32.7K
|
1.87K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
57+ 0.27% |
$29.5K - $32.7K
|
20.8K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
56+ 12.93% |
$29K - $32.1K
|
489
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
56+ 1.26% |
$29K - $32.1K
|
4.5K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
56+ 18.3% |
$29K - $32.1K
|
362
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
55+ 1.75% |
$28.5K - $31.6K
|
3.2K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
55+ 1.33% |
$28.5K - $31.6K
|
4.19K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
54+ 0.65% |
$27.9K - $31K
|
8.36K
$4.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
54+ 6.45% |
$27.9K - $31K
|
891
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
54+ 5.74% |
$27.9K - $31K
|
995
$583K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
54+ 4.52% |
$27.9K - $31K
|
1.25K
$731K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
53+ 4.02% |
$27.4K - $30.4K
|
1.37K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
53+ 5.03% |
$27.4K - $30.4K
|
1.11K
$649K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 9.25% |
$27.4K - $30.4K
|
626
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
53+ 1.97% |
$27.4K - $30.4K
|
2.74K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
52+ 0.12% |
$26.9K - $29.8K
|
45K
$26.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 4.0% |
$26.4K - $29.3K
|
1.33K
$777K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
51+ 2.37% |
$26.4K - $29.3K
|
2.2K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 6.54% |
$25.9K - $28.7K
|
814
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
50+ 4.54% |
$25.9K - $28.7K
|
1.15K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 1.76% |
$25.9K - $28.7K
|
2.89K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 4.21% |
$25.9K - $28.7K
|
1.24K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 8.33% |
$25.9K - $28.7K
|
650
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50+ 0.7% |
$25.9K - $28.7K
|
7.16K
$4.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50+ 0.99% |
$25.9K - $28.7K
|
5.08K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
49+ 0.11% |
$25.4K - $28.1K
|
43.6K
$25.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
49+ 1.66% |
$25.4K - $28.1K
|
3K
$1.76M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49+ 1.34% |
$25.4K - $28.1K
|
3.69K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
48+ 1.36% |
$24.8K - $27.5K
|
3.58K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48+ 1.04% |
$24.8K - $27.5K
|
4.66K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 6.37% |
$24.8K - $27.5K
|
801
$469K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.71% |
$24.8K - $27.5K
|
6.79K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
47+ 1.41% |
$24.3K - $27K
|
3.39K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
47+ 0.68% |
$24.3K - $27K
|
7K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
47+ 4.09% |
$24.3K - $27K
|
1.2K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.27% |
$23.8K - $26.4K
|
17.4K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
46+ 2.23% |
$23.8K - $26.4K
|
2.11K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
46+ 1.16% |
$23.8K - $26.4K
|
4.01K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.32% |
$23.8K - $26.4K
|
14.5K
$8.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.27% |
$23.3K - $25.8K
|
16.5K
$9.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
45+ 10.82% |
$23.3K - $25.8K
|
461
$270K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44+ 0.46% |
$22.8K - $25.2K
|
9.57K
$5.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
44+ 1.8% |
$22.8K - $25.2K
|
2.49K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
44+ 0.18% |
$22.8K - $25.2K
|
24.5K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
44+ 4.39% |
$22.8K - $25.2K
|
1.05K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
44+ 0.63% |
$22.8K - $25.2K
|
7.08K
$4.15M
|