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 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
49+ 1.66% |
$25.4K - $28.1K
|
3K
$1.58M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49+ 1.34% |
$25.4K - $28.1K
|
3.69K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
48+ 1.36% |
$24.8K - $27.5K
|
3.58K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48+ 1.04% |
$24.8K - $27.5K
|
4.66K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 6.37% |
$24.8K - $27.5K
|
801
$422K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.71% |
$24.8K - $27.5K
|
6.79K
$3.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
47+ 1.41% |
$24.3K - $27K
|
3.39K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
47+ 0.68% |
$24.3K - $27K
|
7K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
47+ 4.09% |
$24.3K - $27K
|
1.2K
$630K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.27% |
$23.8K - $26.4K
|
17.4K
$9.14M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
46+ 2.23% |
$23.8K - $26.4K
|
2.11K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
46+ 1.16% |
$23.8K - $26.4K
|
4.01K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.32% |
$23.8K - $26.4K
|
14.5K
$7.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.27% |
$23.3K - $25.8K
|
16.5K
$8.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
45+ 10.82% |
$23.3K - $25.8K
|
461
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44+ 0.46% |
$22.8K - $25.2K
|
9.57K
$5.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
44+ 1.8% |
$22.8K - $25.2K
|
2.49K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
44+ 0.18% |
$22.8K - $25.2K
|
24.5K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
44+ 4.39% |
$22.8K - $25.2K
|
1.05K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
44+ 0.63% |
$22.8K - $25.2K
|
7.08K
$3.73M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 1.91% |
$22.2K - $24.7K
|
2.29K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
43+ 6.68% |
$22.2K - $24.7K
|
687
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
43+ 0.8% |
$22.2K - $24.7K
|
5.39K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.02% |
$21.7K - $24.1K
|
260K
$137M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 7.79% |
$21.7K - $24.1K
|
581
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
42+ 3.59% |
$21.7K - $24.1K
|
1.21K
$637K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42+ 2.49% |
$21.7K - $24.1K
|
1.73K
$911K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
41+ 1.08% |
$21.2K - $23.5K
|
3.83K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 0.62% |
$21.2K - $23.5K
|
6.71K
$3.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
40+ 1.06% |
$20.7K - $23K
|
3.83K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
40+ 6.03% |
$20.7K - $23K
|
703
$370K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
40+ 0.83% |
$20.7K - $23K
|
4.87K
$2.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 0.51% |
$20.7K - $23K
|
7.91K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 1.2% |
$20.7K - $23K
|
3.36K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
39+ 0.66% |
$20.2K - $22.4K
|
5.91K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.66% |
$20.2K - $22.4K
|
2.39K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
38+ 1.45% |
$19.7K - $21.8K
|
2.67K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$20K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$19.7K - $21.8K
|
10.5K
$5.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 3.21% |
$19.7K - $21.8K
|
1.22K
$643K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38+ 5.63% |
$19.7K - $21.8K
|
713
$375K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
38+ 1900.0% |
$19.7K - $21.8K
|
40
$21.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
37+ 3.08% |
$19.1K - $21.2K
|
1.24K
$652K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
36+ 4.15% |
$18.6K - $20.7K
|
903
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
36+ 1.03% |
$18.6K - $20.7K
|
3.55K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
36+ 0.74% |
$18.6K - $20.7K
|
4.92K
$2.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.18% |
$18.1K - $20.1K
|
19K
$9.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
35+ 1.68% |
$18.1K - $20.1K
|
2.12K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 0.55% |
$18.1K - $20.1K
|
6.36K
$3.35M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35+ 0.61% |
$18.1K - $20.1K
|
5.74K
$3.02M
|