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 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 0.24% |
$7.76K - $8.61K
|
6.39K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$7.76K - $8.61K
|
10.1K
$6.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15+ 3.42% |
$7.76K - $8.61K
|
454
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
15+ 0.31% |
$7.76K - $8.61K
|
4.92K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
15+ 0.67% |
$7.76K - $8.61K
|
2.25K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
15+ 1.26% |
$7.76K - $8.61K
|
1.2K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15+ 0.03% |
$7.76K - $8.61K
|
43.6K
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
15+ 0.4% |
$7.76K - $8.61K
|
3.81K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
14+ 1.2% |
$7.24K - $8.03K
|
1.19K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14+ 1.58% |
$7.24K - $8.03K
|
902
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.11% |
$7.24K - $8.03K
|
12.6K
$8.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14+ 1.13% |
$7.24K - $8.03K
|
1.25K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14+ 0.0% |
$7.24K - $8.03K
|
1.09M
$729M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 10.69% |
$7.24K - $8.03K
|
145
$97.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
13+ 0.41% |
$6.73K - $7.46K
|
3.15K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
13+ 0.61% |
$6.73K - $7.46K
|
2.13K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13+ 1.89% |
$6.73K - $7.46K
|
700
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
13+ 0.25% |
$6.73K - $7.46K
|
5.19K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.47% |
$6.73K - $7.46K
|
2.8K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.67% |
$6.73K - $7.46K
|
1.95K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
12+ 0.53% |
$6.21K - $6.89K
|
2.26K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.44% |
$6.21K - $6.89K
|
2.75K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 2.01% |
$6.21K - $6.89K
|
610
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
12+ 0.67% |
$6.21K - $6.89K
|
1.8K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12+ 1.45% |
$6.21K - $6.89K
|
842
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$6.21K - $6.89K
|
7.15K
$4.8M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
11+ 0.95% |
$5.69K - $6.31K
|
1.18K
$789K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
11+ 2.44% |
$5.69K - $6.31K
|
461
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 36.67% |
$5.69K - $6.31K
|
41
$27.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11+ 0.92% |
$5.69K - $6.31K
|
1.21K
$811K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.2% |
$5.69K - $6.31K
|
5.65K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11+ 0.16% |
$5.69K - $6.31K
|
6.83K
$4.59M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
11+ 1.63% |
$5.69K - $6.31K
|
685
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
11+ 0.66% |
$5.69K - $6.31K
|
1.69K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.97% |
$5.17K - $5.74K
|
1.04K
$699K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 5.21% |
$5.17K - $5.74K
|
202
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.05% |
$5.17K - $5.74K
|
20.2K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10+ 0.12% |
$5.17K - $5.74K
|
8.33K
$5.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.16% |
$5.17K - $5.74K
|
6.32K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.21% |
$5.17K - $5.74K
|
4.83K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.18% |
$5.17K - $5.74K
|
5.56K
$3.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.02% |
$5.17K - $5.74K
|
63K
$42.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$5.17K - $5.74K
|
7.06K
$4.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
10+ 0.65% |
$5.17K - $5.74K
|
1.55K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10+ 0.57% |
$5.17K - $5.74K
|
1.77K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
10+ 2.02% |
$5.17K - $5.74K
|
504
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10+ 4.57% |
$5.17K - $5.74K
|
229
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
10+ 0.25% |
$5.17K - $5.74K
|
4.06K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$5.17K - $5.74K
|
4.94K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.27% |
$5.17K - $5.74K
|
3.69K
$2.48M
|