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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.04K+ 4.23% |
$3.12M - $3.47M
|
149K
$89.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
5.87K+ 19.01% |
$3.03M - $3.37M
|
36.7K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
5.86K+ 21.43% |
$3.03M - $3.36M
|
33.2K
$20M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.85K+ 1.69% |
$3.03M - $3.36M
|
351K
$211M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.8K+ 42.24% |
$3M - $3.33M
|
19.5K
$11.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.74K+ 19.07% |
$2.97M - $3.29M
|
35.8K
$21.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
5.73K+ 107.69% |
$2.96M - $3.29M
|
11K
$6.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
5.63K+ 74.28% |
$2.91M - $3.23M
|
13.2K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.58K+ 33.83% |
$2.89M - $3.2M
|
22.1K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.58K+ 29.57% |
$2.89M - $3.2M
|
24.4K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.55K+ 76.89% |
$2.87M - $3.18M
|
12.8K
$7.67M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.52K+ 12.16% |
$2.85M - $3.17M
|
50.9K
$30.6M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.37K+ 27.37% |
$2.78M - $3.08M
|
25K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5.32K+ 12.63% |
$2.75M - $3.05M
|
47.5K
$28.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5.32K+ 6.01% |
$2.75M - $3.05M
|
93.8K
$56.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
5.32K+ 83.19% |
$2.75M - $3.05M
|
11.7K
$7.04M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.25K+ 1.64% |
$2.72M - $3.01M
|
326K
$196M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.24K+ 2.58% |
$2.71M - $3.01M
|
208K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.24K+ 1.13% |
$2.71M - $3.01M
|
469K
$282M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.21K+ 5.22% |
$2.69M - $2.99M
|
105K
$63.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.13K+ 16.64% |
$2.65M - $2.94M
|
35.9K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.05K+ 226.75% |
$2.61M - $2.9M
|
7.28K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.03K+ 48.78% |
$2.6M - $2.89M
|
15.3K
$9.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5KNew |
$2.59M - $2.87M
|
5K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.99K+ 15.61% |
$2.58M - $2.86M
|
36.9K
$22.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.98K+ 441.05% |
$2.57M - $2.85M
|
6.1K
$3.67M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.9K+ 16.06% |
$2.53M - $2.81M
|
35.4K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.85K+ 14.4% |
$2.51M - $2.79M
|
38.6K
$23.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
4.82KNew |
$2.5M - $2.77M
|
4.82K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.8K+ 1.0% |
$2.48M - $2.75M
|
484K
$291M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.8K+ 7.25% |
$2.48M - $2.75M
|
70.9K
$42.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.78K+ 8.08% |
$2.47M - $2.74M
|
63.9K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.75KNew |
$2.45M - $2.72M
|
4.75K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.74K+ 39.23% |
$2.45M - $2.72M
|
16.8K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.69K+ 20.11% |
$2.42M - $2.69M
|
28K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.67K+ 21.52% |
$2.42M - $2.68M
|
26.4K
$15.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.66K+ 61.97% |
$2.41M - $2.67M
|
12.2K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.64K+ 0.64% |
$2.4M - $2.66M
|
726K
$437M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.61K+ 32.07% |
$2.38M - $2.64M
|
19K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.56K+ 6.93% |
$2.36M - $2.62M
|
70.4K
$42.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
4.54KNew |
$2.35M - $2.61M
|
4.54K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.52K+ 16.02% |
$2.34M - $2.59M
|
32.7K
$19.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
4.46K+ 44.87% |
$2.31M - $2.56M
|
14.4K
$8.66M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
4.45K+ 136.64% |
$2.3M - $2.56M
|
7.71K
$4.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
4.45K+ 36.56% |
$2.3M - $2.56M
|
16.6K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.41K+ 1.05% |
$2.28M - $2.53M
|
423K
$254M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.4K+ 0.62% |
$2.27M - $2.52M
|
711K
$427M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.38K+ 8.52% |
$2.27M - $2.51M
|
55.8K
$33.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.32K+ 626.56% |
$2.23M - $2.48M
|
5.01K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.28K+ 12.44% |
$2.21M - $2.45M
|
38.7K
$23.2M
|