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 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.18% |
$5.17K - $5.74K
|
5.56K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.02% |
$5.17K - $5.74K
|
63K
$37.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$5.17K - $5.74K
|
7.06K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
10+ 0.65% |
$5.17K - $5.74K
|
1.55K
$918K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10+ 0.57% |
$5.17K - $5.74K
|
1.77K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
10+ 2.02% |
$5.17K - $5.74K
|
504
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10+ 4.57% |
$5.17K - $5.74K
|
229
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
10+ 0.25% |
$5.17K - $5.74K
|
4.06K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$5.17K - $5.74K
|
4.94K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.27% |
$5.17K - $5.74K
|
3.69K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
10+ 0.29% |
$5.17K - $5.74K
|
3.4K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.26% |
$4.66K - $5.16K
|
3.48K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.93% |
$4.66K - $5.16K
|
977
$578K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
9+ 0.02% |
$4.66K - $5.16K
|
55.6K
$32.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9+ 0.44% |
$4.66K - $5.16K
|
2.08K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 0.34% |
$4.14K - $4.59K
|
2.35K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
8+ 0.19% |
$4.14K - $4.59K
|
4.3K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$4.14K - $4.59K
|
2.65K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.61% |
$4.14K - $4.59K
|
504
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.3% |
$4.14K - $4.59K
|
2.66K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.55% |
$4.14K - $4.59K
|
1.47K
$868K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8+ 0.18% |
$4.14K - $4.59K
|
4.46K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.34% |
$4.14K - $4.59K
|
2.37K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
8+ 0.32% |
$4.14K - $4.59K
|
2.53K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
8+ 1.31% |
$4.14K - $4.59K
|
618
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8+ 0.03% |
$4.14K - $4.59K
|
28.7K
$17M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.09% |
$4.14K - $4.59K
|
8.66K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
8+ 0.24% |
$4.14K - $4.59K
|
3.35K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
8+ 0.36% |
$4.14K - $4.59K
|
2.26K
$1.34M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8+ 1.6% |
$4.14K - $4.59K
|
507
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 0.12% |
$3.62K - $4.02K
|
5.77K
$3.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.62K - $4.02K
|
3.87K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7+ 0.57% |
$3.62K - $4.02K
|
1.23K
$728K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.11% |
$3.62K - $4.02K
|
6.64K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.57% |
$3.62K - $4.02K
|
453
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.1% |
$3.62K - $4.02K
|
7.35K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7+ 0.07% |
$3.62K - $4.02K
|
9.49K
$5.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.29% |
$3.1K - $3.44K
|
2.05K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
6+ 0.89% |
$3.1K - $3.44K
|
681
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.1K - $3.44K
|
9.32K
$5.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
6+ 0.51% |
$3.1K - $3.44K
|
1.18K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.13% |
$3.1K - $3.44K
|
4.53K
$2.68M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.15% |
$3.1K - $3.44K
|
3.92K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5+ 0.95% |
$2.59K - $2.87K
|
533
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.9% |
$2.59K - $2.87K
|
558
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.1% |
$2.59K - $2.87K
|
5.21K
$3.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.59K - $2.87K
|
1.83K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.01% |
$2.59K - $2.87K
|
65.1K
$38.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.33% |
$2.59K - $2.87K
|
1.54K
$911K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.11% |
$2.59K - $2.87K
|
4.45K
$2.63M
|