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 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
41.4K+ 1.35% |
$21.4M - $23.7M
|
3.1M
$1.87B
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41K+ 10.8% |
$21.2M - $23.6M
|
421K
$253M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.3K+ 56.35% |
$20.8M - $23.1M
|
112K
$67.2M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39.6K+ 13.11% |
$20.5M - $22.8M
|
342K
$206M
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
39.3KNew |
$20.3M - $22.6M
|
39.3K
$23.6M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
38.9K+ 8.01% |
$20.1M - $22.3M
|
525K
$316M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
38.7K+ 146.74% |
$20M - $22.2M
|
65.1K
$39.1M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.7K+ 6.64% |
$20M - $22.2M
|
621K
$373M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
38.6K+ 3649.1% |
$20M - $22.2M
|
39.7K
$23.9M
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
38.4K+ 57.28% |
$19.9M - $22M
|
106K
$63.4M
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
38K+ 6977.76% |
$19.6M - $21.8M
|
38.5K
$23.2M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.6K+ 24.39% |
$19.5M - $21.6M
|
192K
$115M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
37.5K+ 18.45% |
$19.4M - $21.5M
|
241K
$145M
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
36.4KNew |
$18.8M - $20.9M
|
36.4K
$21.9M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.3K+ 75.41% |
$18.8M - $20.8M
|
84.4K
$50.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 1.32% |
$18.5M - $20.5M
|
2.75M
$1.65B
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
35.1K+ 125.99% |
$18.2M - $20.2M
|
63K
$37.9M
|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
34.6K+ 195.13% |
$17.9M - $19.9M
|
52.3K
$31.5M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
34.4KNew |
$17.8M - $19.7M
|
34.4K
$20.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.2K+ 1.39% |
$17.7M - $19.6M
|
2.5M
$1.5B
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34K+ 363.92% |
$17.6M - $19.5M
|
43.3K
$26.1M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
33.9K+ 9.83% |
$17.5M - $19.4M
|
379K
$228M
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
33.6K+ 8068.03% |
$17.4M - $19.3M
|
34K
$20.4M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
33.1K+ 22.07% |
$17.1M - $19M
|
183K
$110M
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
32.8K+ 15.43% |
$17M - $18.8M
|
245K
$147M
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
32.5K+ 13.0% |
$16.8M - $18.7M
|
283K
$170M
|
|
Nov 12, 2024
Q3 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
32.2K+ 287.94% |
$16.6M - $18.5M
|
43.3K
$26.1M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.1K+ 4.15% |
$16.6M - $18.4M
|
805K
$484M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
32K+ 1399.91% |
$16.6M - $18.4M
|
34.3K
$20.6M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
31.9K+ 39.79% |
$16.5M - $18.3M
|
112K
$67.3M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
31.8KNew |
$16.5M - $18.2M
|
31.8K
$19.1M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
31.8K+ 25.96% |
$16.4M - $18.2M
|
154K
$92.6M
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
31.5K+ 77.48% |
$16.3M - $18.1M
|
72.2K
$43.4M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
31.5K+ 30.41% |
$16.3M - $18.1M
|
135K
$81.2M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.9K+ 5.29% |
$16M - $17.7M
|
615K
$370M
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
30.3K+ 228.82% |
$15.7M - $17.4M
|
43.5K
$26.2M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
30.2K+ 181.83% |
$15.6M - $17.3M
|
46.8K
$28.2M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
29.8KNew |
$15.4M - $17.1M
|
29.8K
$17.9M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.5K+ 92.25% |
$15.3M - $16.9M
|
61.5K
$37M
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
29.3K+ 466.66% |
$15.2M - $16.8M
|
35.6K
$21.4M
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
29.1K+ 69.81% |
$15M - $16.7M
|
70.7K
$42.5M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
29K+ 702.42% |
$15M - $16.7M
|
33.2K
$20M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 290.84% |
$14.8M - $16.4M
|
38.5K
$23.1M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.3K+ 28.87% |
$14.6M - $16.2M
|
126K
$75.9M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28.1K+ 52.8% |
$14.6M - $16.1M
|
81.4K
$49M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
27.7K+ 94.36% |
$14.3M - $15.9M
|
57.1K
$34.3M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.2K+ 13356.86% |
$14.1M - $15.6M
|
27.5K
$16.5M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
26.7K+ 67.18% |
$13.8M - $15.3M
|
66.3K
$39.9M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
26.2K+ 131.74% |
$13.6M - $15.1M
|
46.2K
$27.8M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25.9K+ 16.21% |
$13.4M - $14.9M
|
186K
$112M
|