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 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2K+ 91.63% |
$1.04M - $1.15M
|
4.19K
$2.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 1.27% |
$1.03M - $1.14M
|
159K
$96.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 14.19% |
$1.03M - $1.14M
|
16K
$9.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.98K+ 1.78% |
$1.03M - $1.14M
|
113K
$68.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 2.73% |
$1.02M - $1.13M
|
74.2K
$44.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.96K+ 5.85% |
$1.02M - $1.13M
|
35.5K
$21.5M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.95KNew |
$1.01M - $1.12M
|
1.95K
$1.18M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.94K+ 1.11% |
$1M - $1.11M
|
176K
$107M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.93K+ 0.97% |
$1M - $1.11M
|
202K
$122M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.93K+ 4.21% |
$996K - $1.1M
|
47.7K
$28.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92K+ 7.6% |
$993K - $1.1M
|
27.2K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1.91K+ 1.68% |
$990K - $1.1M
|
115K
$69.9M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 14.39% |
$989K - $1.1M
|
15.2K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
1.9K+ 3.63% |
$983K - $1.09M
|
54.3K
$32.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.89KNew |
$980K - $1.09M
|
1.89K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.88K+ 16.54% |
$974K - $1.08M
|
13.3K
$8.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.88K+ 18.58% |
$972K - $1.08M
|
12K
$7.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.87K+ 45.17% |
$969K - $1.07M
|
6.02K
$3.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.87K+ 213.37% |
$966K - $1.07M
|
2.74K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.86KNew |
$964K - $1.07M
|
1.86K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.86K+ 8.64% |
$963K - $1.07M
|
23.4K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.82K+ 21.05% |
$940K - $1.04M
|
10.4K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 0.5% |
$935K - $1.04M
|
364K
$220M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.79K+ 10.52% |
$926K - $1.03M
|
18.8K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.79K+ 11.11% |
$925K - $1.03M
|
17.9K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.79K+ 37.63% |
$924K - $1.02M
|
6.53K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 54.3% |
$921K - $1.02M
|
5.06K
$3.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78K+ 2.1% |
$918K - $1.02M
|
86.1K
$52.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 154.13% |
$918K - $1.02M
|
2.93K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.77K+ 66.62% |
$915K - $1.01M
|
4.42K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.76KNew |
$911K - $1.01M
|
1.76K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.75K+ 17.19% |
$907K - $1.01M
|
12K
$7.24M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.75K+ 17.69% |
$904K - $1M
|
11.6K
$7.04M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.75KNew |
$904K - $1M
|
1.75K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.74K+ 5.15% |
$898K - $996K
|
35.4K
$21.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.69K+ 31.37% |
$872K - $967K
|
7.06K
$4.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.68K+ 36.93% |
$870K - $965K
|
6.23K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.67K+ 1.79% |
$866K - $961K
|
95.3K
$57.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.67KNew |
$865K - $959K
|
1.67K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.67K+ 46.11% |
$862K - $957K
|
5.28K
$3.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.66K+ 22.16% |
$858K - $951K
|
9.14K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.64K+ 38.2% |
$849K - $941K
|
5.93K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.64KNew |
$846K - $938K
|
1.64K
$989K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.63K+ 22.86% |
$844K - $937K
|
8.77K
$5.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.63K+ 5.81% |
$844K - $937K
|
29.7K
$18M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.63KNew |
$844K - $936K
|
1.63K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 3.67% |
$840K - $932K
|
45.9K
$27.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.61K+ 1.44% |
$831K - $922K
|
113K
$68.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.6K+ 114.29% |
$828K - $918K
|
3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.6KNew |
$827K - $917K
|
1.6K
$967K
|