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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.11% |
$7.24K - $8.03K
|
12.6K
$7.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14+ 1.13% |
$7.24K - $8.03K
|
1.25K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14+ 0.0% |
$7.24K - $8.03K
|
1.09M
$646M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 10.69% |
$7.24K - $8.03K
|
145
$86.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
13+ 0.41% |
$6.73K - $7.46K
|
3.15K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
13+ 0.61% |
$6.73K - $7.46K
|
2.13K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13+ 1.89% |
$6.73K - $7.46K
|
700
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
13+ 0.25% |
$6.73K - $7.46K
|
5.19K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.47% |
$6.73K - $7.46K
|
2.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.67% |
$6.73K - $7.46K
|
1.95K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
12+ 0.53% |
$6.21K - $6.89K
|
2.26K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.44% |
$6.21K - $6.89K
|
2.75K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 2.01% |
$6.21K - $6.89K
|
610
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
12+ 0.67% |
$6.21K - $6.89K
|
1.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12+ 1.45% |
$6.21K - $6.89K
|
842
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$6.21K - $6.89K
|
7.15K
$4.25M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
11+ 0.95% |
$5.69K - $6.31K
|
1.18K
$698K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
11+ 2.44% |
$5.69K - $6.31K
|
461
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 36.67% |
$5.69K - $6.31K
|
41
$24.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11+ 0.92% |
$5.69K - $6.31K
|
1.21K
$718K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.2% |
$5.69K - $6.31K
|
5.65K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11+ 0.16% |
$5.69K - $6.31K
|
6.83K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
11+ 1.63% |
$5.69K - $6.31K
|
685
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
11+ 0.66% |
$5.69K - $6.31K
|
1.69K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.97% |
$5.17K - $5.74K
|
1.04K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 5.21% |
$5.17K - $5.74K
|
202
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.05% |
$5.17K - $5.74K
|
20.2K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10+ 0.12% |
$5.17K - $5.74K
|
8.33K
$4.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.16% |
$5.17K - $5.74K
|
6.32K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.21% |
$5.17K - $5.74K
|
4.83K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.18% |
$5.17K - $5.74K
|
5.56K
$3.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.02% |
$5.17K - $5.74K
|
63K
$37.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$5.17K - $5.74K
|
7.06K
$4.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
10+ 0.65% |
$5.17K - $5.74K
|
1.55K
$921K
|
|
|
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
$300K
|
|
|
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
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$5.17K - $5.74K
|
4.94K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.27% |
$5.17K - $5.74K
|
3.69K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
10+ 0.29% |
$5.17K - $5.74K
|
3.4K
$2.02M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 12.35% |
$5.17K - $5.74K
|
91
$54.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.26% |
$4.66K - $5.16K
|
3.48K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.93% |
$4.66K - $5.16K
|
977
$581K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
9+ 0.02% |
$4.66K - $5.16K
|
55.6K
$33M
|
|
|
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
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
8+ 0.19% |
$4.14K - $4.59K
|
4.3K
$2.55M
|
|
|
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
$300K
|