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 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.19K+ 9.88% |
$1.65M - $1.83M
|
35.5K
$21.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.19K+ 6.26% |
$1.65M - $1.83M
|
54.1K
$32.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.18K+ 8.46% |
$1.64M - $1.82M
|
40.7K
$24.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.17K+ 20.04% |
$1.64M - $1.82M
|
19K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.15K+ 0.47% |
$1.63M - $1.81M
|
674K
$405M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.14K+ 9.86% |
$1.62M - $1.8M
|
35K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3.11K+ 9.82% |
$1.61M - $1.79M
|
34.8K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.11K+ 11.12% |
$1.61M - $1.78M
|
31.1K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.1K+ 23.17% |
$1.6M - $1.78M
|
16.5K
$9.91M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.09K+ 13.7% |
$1.6M - $1.77M
|
25.7K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.06K+ 31.96% |
$1.58M - $1.75M
|
12.6K
$7.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.05K+ 4.78% |
$1.58M - $1.75M
|
66.9K
$40.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.03K+ 20.5% |
$1.57M - $1.74M
|
17.8K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.03K+ 17.9% |
$1.57M - $1.74M
|
19.9K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.01K+ 1.48% |
$1.56M - $1.73M
|
207K
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.01K+ 30.13% |
$1.55M - $1.72M
|
13K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3K+ 4.8% |
$1.55M - $1.72M
|
65.6K
$39.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3K+ 1.69% |
$1.55M - $1.72M
|
180K
$108M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.98K+ 555.41% |
$1.54M - $1.71M
|
3.51K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.97K+ 2.17% |
$1.54M - $1.7M
|
140K
$83.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.97KNew |
$1.53M - $1.7M
|
2.97K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.95K+ 52.82% |
$1.52M - $1.69M
|
8.52K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.94K+ 40.91% |
$1.52M - $1.68M
|
10.1K
$6.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 599.39% |
$1.51M - $1.68M
|
3.41K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.92K+ 63.6% |
$1.51M - $1.68M
|
7.52K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
2.92KNew |
$1.51M - $1.67M
|
2.92K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.89K+ 23.93% |
$1.49M - $1.66M
|
14.9K
$8.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.89K+ 6.13% |
$1.49M - $1.66M
|
49.9K
$30M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.86K+ 21.44% |
$1.48M - $1.64M
|
16.2K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.86K+ 46.41% |
$1.48M - $1.64M
|
9.02K
$5.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.86K+ 42.98% |
$1.48M - $1.64M
|
9.5K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.85KNew |
$1.48M - $1.64M
|
2.85K
$1.71M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
2.84K+ 10.96% |
$1.47M - $1.63M
|
28.7K
$17.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.75K+ 2.46% |
$1.42M - $1.58M
|
114K
$68.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.75K+ 485.87% |
$1.42M - $1.58M
|
3.32K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.73K+ 1.0% |
$1.41M - $1.57M
|
275K
$165M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.72K+ 1.93% |
$1.41M - $1.56M
|
144K
$86.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.72K+ 51.52% |
$1.41M - $1.56M
|
8K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 12.88% |
$1.39M - $1.55M
|
23.6K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 8.68% |
$1.39M - $1.54M
|
33.6K
$20.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.68K+ 5.41% |
$1.39M - $1.54M
|
52.2K
$31.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.66K+ 341.83% |
$1.37M - $1.52M
|
3.43K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.65K+ 69.11% |
$1.37M - $1.52M
|
6.47K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.62K+ 2.75% |
$1.36M - $1.5M
|
97.8K
$58.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.6K+ 1.67% |
$1.35M - $1.49M
|
158K
$95M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.58K+ 29.91% |
$1.34M - $1.48M
|
11.2K
$6.74M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
2.58K+ 22.83% |
$1.33M - $1.48M
|
13.9K
$8.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$1.33M - $1.47M
|
2.57K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.52K+ 9.69% |
$1.31M - $1.45M
|
28.6K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$1.3M - $1.44M
|
2.52K
$1.51M
|