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 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
21+ 1.31% |
$10.9K - $12.1K
|
1.62K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
21+ 3.49% |
$10.9K - $12.1K
|
623
$328K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
21+ 3.09% |
$10.9K - $12.1K
|
700
$368K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20+ 3.36% |
$10.3K - $11.5K
|
615
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.87% |
$10.3K - $11.5K
|
2.32K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.24% |
$10.3K - $11.5K
|
8.42K
$4.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
20+ 5.39% |
$10.3K - $11.5K
|
391
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
20+ 0.57% |
$10.3K - $11.5K
|
3.5K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
20+ 0.19% |
$10.3K - $11.5K
|
10.5K
$5.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
20+ 2.93% |
$10.3K - $11.5K
|
703
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19+ 1.8% |
$9.83K - $10.9K
|
1.07K
$564K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.22% |
$9.83K - $10.9K
|
8.66K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19+ 2.55% |
$9.83K - $10.9K
|
765
$403K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
19+ 0.58% |
$9.83K - $10.9K
|
3.3K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 0.16% |
$9.31K - $10.3K
|
11.3K
$5.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
18+ 0.17% |
$9.31K - $10.3K
|
10.4K
$5.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$9.31K - $10.3K
|
2.75K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 7.11% |
$9.31K - $10.3K
|
271
$143K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 2.93% |
$9.31K - $10.3K
|
632
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.64% |
$9.31K - $10.3K
|
2.83K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18+ 0.55% |
$9.31K - $10.3K
|
3.3K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
18+ 0.7% |
$9.31K - $10.3K
|
2.59K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
18+ 0.74% |
$9.31K - $10.3K
|
2.46K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$9.31K - $10.3K
|
7.47K
$3.93M
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
18+ 1.21% |
$9.31K - $10.3K
|
1.5K
$791K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.92% |
$8.8K - $9.76K
|
1.87K
$982K
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$8.8K - $9.76K
|
9.97K
$5.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
17+ 0.26% |
$8.8K - $9.76K
|
6.6K
$3.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 1.96% |
$8.8K - $9.76K
|
885
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17+ 15.04% |
$8.8K - $9.76K
|
130
$68.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16+ 2.54% |
$8.28K - $9.18K
|
647
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16+ 1.01% |
$8.28K - $9.18K
|
1.6K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 0.24% |
$7.76K - $8.61K
|
6.39K
$3.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$7.76K - $8.61K
|
10.1K
$5.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15+ 3.42% |
$7.76K - $8.61K
|
454
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
15+ 0.31% |
$7.76K - $8.61K
|
4.92K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
15+ 0.67% |
$7.76K - $8.61K
|
2.25K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
15+ 1.26% |
$7.76K - $8.61K
|
1.2K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15+ 0.03% |
$7.76K - $8.61K
|
43.6K
$23M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
15+ 0.4% |
$7.76K - $8.61K
|
3.81K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
14+ 1.2% |
$7.24K - $8.03K
|
1.19K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14+ 1.58% |
$7.24K - $8.03K
|
902
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.11% |
$7.24K - $8.03K
|
12.6K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14+ 1.13% |
$7.24K - $8.03K
|
1.25K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14+ 0.0% |
$7.24K - $8.03K
|
1.09M
$572M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 10.69% |
$7.24K - $8.03K
|
145
$76.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
13+ 0.41% |
$6.73K - $7.46K
|
3.15K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
13+ 0.61% |
$6.73K - $7.46K
|
2.13K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13+ 1.89% |
$6.73K - $7.46K
|
700
$368K
|