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 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
672+ 1.2% |
$348K - $386K
|
56.5K
$35.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
670+ 5.75% |
$347K - $384K
|
12.3K
$7.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
669+ 2.48% |
$346K - $384K
|
27.7K
$17.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
666+ 11.14% |
$345K - $382K
|
6.65K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
666+ 28.14% |
$345K - $382K
|
3.03K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
665+ 29.09% |
$344K - $382K
|
2.95K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
654New |
$338K - $375K
|
654
$411K
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
652New |
$337K - $374K
|
652
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
643+ 80.68% |
$333K - $369K
|
1.44K
$904K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
642+ 20.74% |
$332K - $368K
|
3.74K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
634New |
$328K - $364K
|
634
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
633+ 68.73% |
$328K - $363K
|
1.55K
$976K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
632+ 2.5% |
$327K - $363K
|
25.9K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
632New |
$327K - $363K
|
632
$397K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
632+ 2.41% |
$327K - $363K
|
26.9K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
632+ 46.57% |
$327K - $363K
|
1.99K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
626+ 7.9% |
$324K - $359K
|
8.55K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
622+ 31.37% |
$322K - $357K
|
2.61K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
621+ 6.34% |
$321K - $356K
|
10.4K
$6.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
610+ 10.71% |
$316K - $350K
|
6.31K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
610+ 0.04% |
$316K - $350K
|
1.39M
$876M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
609+ 3.13% |
$315K - $349K
|
20.1K
$12.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
606+ 6.33% |
$314K - $348K
|
10.2K
$6.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
605New |
$313K - $347K
|
605
$380K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
604+ 5.67% |
$312K - $347K
|
11.3K
$7.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
602+ 2.03% |
$311K - $345K
|
30.3K
$19M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
601+ 5.07% |
$311K - $345K
|
12.5K
$7.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
600+ 14.45% |
$310K - $344K
|
4.75K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
599+ 65.82% |
$310K - $344K
|
1.51K
$948K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
593New |
$307K - $340K
|
593
$372K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
590+ 28.04% |
$305K - $339K
|
2.69K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
587New |
$304K - $337K
|
587
$369K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
585+ 2.53% |
$303K - $336K
|
23.7K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
584New |
$302K - $335K
|
584
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
581+ 30.64% |
$301K - $333K
|
2.48K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
575+ 46.79% |
$297K - $330K
|
1.8K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
565New |
$292K - $324K
|
565
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
564New |
$292K - $324K
|
564
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
564+ 2.31% |
$292K - $324K
|
25K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
564+ 6.63% |
$292K - $324K
|
9.08K
$5.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
562New |
$291K - $323K
|
562
$353K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
560+ 2.84% |
$290K - $321K
|
20.3K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
558+ 4.67% |
$289K - $320K
|
12.5K
$7.86M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
555+ 17.62% |
$287K - $318K
|
3.71K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
551+ 0.59% |
$285K - $316K
|
94.1K
$59.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
551+ 0.9% |
$285K - $316K
|
61.8K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
551New |
$285K - $316K
|
551
$346K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
549+ 0.39% |
$284K - $315K
|
141K
$88.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
548+ 1.2% |
$284K - $314K
|
46.4K
$29.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
546+ 10.71% |
$282K - $313K
|
5.64K
$3.54M
|