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 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.09% |
$4.14K - $4.59K
|
8.66K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
8+ 0.24% |
$4.14K - $4.59K
|
3.35K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
8+ 0.36% |
$4.14K - $4.59K
|
2.26K
$1.19M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8+ 1.6% |
$4.14K - $4.59K
|
507
$267K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 0.12% |
$3.62K - $4.02K
|
5.77K
$3.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.62K - $4.02K
|
3.87K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7+ 0.57% |
$3.62K - $4.02K
|
1.23K
$647K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.11% |
$3.62K - $4.02K
|
6.64K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.57% |
$3.62K - $4.02K
|
453
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.1% |
$3.62K - $4.02K
|
7.35K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7+ 0.07% |
$3.62K - $4.02K
|
9.49K
$5M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.29% |
$3.1K - $3.44K
|
2.05K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
6+ 0.89% |
$3.1K - $3.44K
|
681
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.1K - $3.44K
|
9.32K
$4.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
6+ 0.51% |
$3.1K - $3.44K
|
1.18K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.13% |
$3.1K - $3.44K
|
4.53K
$2.39M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.15% |
$3.1K - $3.44K
|
3.92K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5+ 0.95% |
$2.59K - $2.87K
|
533
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.9% |
$2.59K - $2.87K
|
558
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.1% |
$2.59K - $2.87K
|
5.21K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.59K - $2.87K
|
1.83K
$961K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.01% |
$2.59K - $2.87K
|
65.1K
$34.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.33% |
$2.59K - $2.87K
|
1.54K
$810K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5+ 0.11% |
$2.59K - $2.87K
|
4.45K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 5.81% |
$2.59K - $2.87K
|
91
$47.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 18.52% |
$2.59K - $2.87K
|
32
$16.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.09% |
$2.59K - $2.87K
|
5.35K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.06% |
$2.59K - $2.87K
|
8.36K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5+ 0.14% |
$2.59K - $2.87K
|
3.52K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5+ 0.13% |
$2.59K - $2.87K
|
3.94K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.59K - $2.87K
|
7.79K
$4.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$2.59K - $2.87K
|
2.91K
$1.53M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
5+ 0.01% |
$2.59K - $2.87K
|
35.3K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4+ 0.17% |
$2.07K - $2.3K
|
2.37K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.32% |
$2.07K - $2.3K
|
1.24K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4+ 0.44% |
$2.07K - $2.3K
|
913
$481K
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
4+ 0.18% |
$2.07K - $2.3K
|
2.21K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
4+ 0.57% |
$2.07K - $2.3K
|
710
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4+ 0.13% |
$2.07K - $2.3K
|
3.11K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4+ 0.81% |
$2.07K - $2.3K
|
499
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.12K
$589K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.59% |
$2.07K - $2.3K
|
684
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4+ 0.12% |
$2.07K - $2.3K
|
3.34K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$2.07K - $2.3K
|
1.65K
$867K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4+ 0.18% |
$2.07K - $2.3K
|
2.24K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.03% |
$2.07K - $2.3K
|
15.4K
$8.12M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4+ 0.21% |
$2.07K - $2.3K
|
1.93K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.11K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.29% |
$2.07K - $2.3K
|
1.4K
$736K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.33% |
$2.07K - $2.3K
|
1.21K
$636K
|