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 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24+ 0.91% |
$12.4K - $13.8K
|
2.67K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 2.58% |
$11.9K - $13.2K
|
913
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.09% |
$11.9K - $13.2K
|
25.1K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 10.95% |
$11.9K - $13.2K
|
233
$138K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 0.18% |
$11.4K - $12.6K
|
12.1K
$7.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
22+ 3.83% |
$11.4K - $12.6K
|
597
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22+ 5.21% |
$11.4K - $12.6K
|
444
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
21+ 1.31% |
$10.9K - $12.1K
|
1.62K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
21+ 3.49% |
$10.9K - $12.1K
|
623
$370K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
21+ 3.09% |
$10.9K - $12.1K
|
700
$416K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20+ 3.36% |
$10.3K - $11.5K
|
615
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.87% |
$10.3K - $11.5K
|
2.32K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.24% |
$10.3K - $11.5K
|
8.42K
$5.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
20+ 5.39% |
$10.3K - $11.5K
|
391
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
20+ 0.57% |
$10.3K - $11.5K
|
3.5K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
20+ 0.19% |
$10.3K - $11.5K
|
10.5K
$6.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
20+ 2.93% |
$10.3K - $11.5K
|
703
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19+ 1.8% |
$9.83K - $10.9K
|
1.07K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.22% |
$9.83K - $10.9K
|
8.66K
$5.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19+ 2.55% |
$9.83K - $10.9K
|
765
$455K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
19+ 0.58% |
$9.83K - $10.9K
|
3.3K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 0.16% |
$9.31K - $10.3K
|
11.3K
$6.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
18+ 0.17% |
$9.31K - $10.3K
|
10.4K
$6.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$9.31K - $10.3K
|
2.75K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 7.11% |
$9.31K - $10.3K
|
271
$161K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 2.93% |
$9.31K - $10.3K
|
632
$376K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.64% |
$9.31K - $10.3K
|
2.83K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18+ 0.55% |
$9.31K - $10.3K
|
3.3K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
18+ 0.7% |
$9.31K - $10.3K
|
2.59K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
18+ 0.74% |
$9.31K - $10.3K
|
2.46K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$9.31K - $10.3K
|
7.47K
$4.44M
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
18+ 1.21% |
$9.31K - $10.3K
|
1.5K
$893K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.92% |
$8.8K - $9.76K
|
1.87K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$8.8K - $9.76K
|
9.97K
$5.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
17+ 0.26% |
$8.8K - $9.76K
|
6.6K
$3.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 1.96% |
$8.8K - $9.76K
|
885
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17+ 15.04% |
$8.8K - $9.76K
|
130
$77.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16+ 2.54% |
$8.28K - $9.18K
|
647
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16+ 1.01% |
$8.28K - $9.18K
|
1.6K
$952K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 0.24% |
$7.76K - $8.61K
|
6.39K
$3.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$7.76K - $8.61K
|
10.1K
$6M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15+ 3.42% |
$7.76K - $8.61K
|
454
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
15+ 0.31% |
$7.76K - $8.61K
|
4.92K
$2.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
15+ 0.67% |
$7.76K - $8.61K
|
2.25K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
15+ 1.26% |
$7.76K - $8.61K
|
1.2K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15+ 0.03% |
$7.76K - $8.61K
|
43.6K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
15+ 0.4% |
$7.76K - $8.61K
|
3.81K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
14+ 1.2% |
$7.24K - $8.03K
|
1.19K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14+ 1.58% |
$7.24K - $8.03K
|
902
$536K
|