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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
525+ 0.64% |
$272K - $301K
|
83K
$50.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517New |
$267K - $297K
|
517
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
515+ 2.77% |
$266K - $296K
|
19.1K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
513New |
$265K - $294K
|
513
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
512+ 13.68% |
$265K - $294K
|
4.25K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
510+ 2.06% |
$264K - $293K
|
25.3K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
510+ 75.22% |
$264K - $293K
|
1.19K
$719K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
509+ 3.4% |
$263K - $292K
|
15.5K
$9.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
509+ 1.93% |
$263K - $292K
|
26.9K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
507New |
$262K - $291K
|
507
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
507+ 2.67% |
$262K - $291K
|
19.5K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
507+ 3.4% |
$262K - $291K
|
15.4K
$9.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
505New |
$261K - $290K
|
505
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
505+ 0.6% |
$261K - $290K
|
84.7K
$51.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
504+ 9.54% |
$261K - $289K
|
5.79K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
503+ 1.46% |
$260K - $289K
|
35.1K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
500New |
$259K - $287K
|
500
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
500New |
$259K - $287K
|
500
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
497+ 2.33% |
$257K - $285K
|
21.8K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
497New |
$257K - $285K
|
497
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
497+ 60.46% |
$257K - $285K
|
1.32K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
495New |
$256K - $284K
|
495
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
495+ 5.57% |
$256K - $284K
|
9.39K
$5.68M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
494+ 53.46% |
$256K - $283K
|
1.42K
$858K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
494+ 1.22% |
$256K - $283K
|
41.1K
$24.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
491+ 39.89% |
$254K - $282K
|
1.72K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
484+ 39.38% |
$250K - $278K
|
1.71K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
482New |
$249K - $277K
|
482
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
480+ 3.71% |
$248K - $275K
|
13.4K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
480New |
$248K - $275K
|
480
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Wolf Hill Capital Management, LP
New York, NY |
BUY
|
- |
480New |
$248K - $275K
|
480
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
478+ 1912.0% |
$247K - $274K
|
503
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
472+ 10.59% |
$244K - $271K
|
4.93K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
467+ 26.95% |
$242K - $268K
|
2.2K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
465+ 8.22% |
$241K - $267K
|
6.12K
$3.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
462+ 39.05% |
$239K - $265K
|
1.65K
$995K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
460+ 0.08% |
$238K - $264K
|
582K
$352M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
456+ 5.36% |
$236K - $262K
|
8.96K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
456+ 29.25% |
$236K - $262K
|
2.02K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
454New |
$235K - $261K
|
454
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
452+ 7.84% |
$234K - $259K
|
6.22K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
452+ 16.3% |
$234K - $259K
|
3.23K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
450New |
$233K - $258K
|
450
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449+ 1.6% |
$232K - $258K
|
28.5K
$17.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
449+ 2.0% |
$232K - $258K
|
22.9K
$13.9M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
449+ 12.28% |
$232K - $258K
|
4.1K
$2.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
443+ 2.37% |
$229K - $254K
|
19.1K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
443+ 23.51% |
$229K - $254K
|
2.33K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
440+ 1.12% |
$228K - $252K
|
39.7K
$24M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
440+ 23.84% |
$228K - $252K
|
2.29K
$1.38M
|