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 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
440+ 78.71% |
$228K - $252K
|
999
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
436New |
$226K - $250K
|
436
$264K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
435+ 3.02% |
$225K - $250K
|
14.8K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
435New |
$225K - $250K
|
435
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
434+ 75.09% |
$225K - $249K
|
1.01K
$612K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
432+ 2.53% |
$224K - $248K
|
17.5K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
429+ 45.69% |
$222K - $246K
|
1.37K
$828K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
427+ 3.88% |
$221K - $245K
|
11.4K
$6.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
425+ 4.27% |
$220K - $244K
|
10.4K
$6.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
424+ 2.36% |
$219K - $243K
|
18.4K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
424+ 0.41% |
$219K - $243K
|
104K
$63.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
421+ 2.08% |
$218K - $242K
|
20.7K
$12.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
421New |
$218K - $242K
|
421
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
420+ 2.14% |
$217K - $241K
|
20K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
419+ 47.94% |
$217K - $240K
|
1.29K
$782K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
418+ 16.31% |
$216K - $240K
|
2.98K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
417+ 0.76% |
$216K - $239K
|
55K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
417+ 1.41% |
$216K - $239K
|
29.9K
$18.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
414+ 1.15% |
$214K - $238K
|
36.4K
$22M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
414+ 12.77% |
$214K - $238K
|
3.66K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
414New |
$214K - $238K
|
414
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
414+ 5.73% |
$214K - $238K
|
7.64K
$4.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
413+ 48.14% |
$214K - $237K
|
1.27K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
413+ 12.42% |
$214K - $237K
|
3.74K
$2.26M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
413+ 69.41% |
$214K - $237K
|
1.01K
$610K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
412+ 7.16% |
$213K - $236K
|
6.17K
$3.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
411+ 2.38% |
$213K - $236K
|
17.7K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
410+ 4.19% |
$212K - $235K
|
10.2K
$6.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
409+ 52.91% |
$212K - $235K
|
1.18K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
409+ 1.29% |
$212K - $235K
|
32.1K
$19.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
408+ 92.52% |
$211K - $234K
|
849
$514K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
408+ 3.38% |
$211K - $234K
|
12.5K
$7.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
407+ 3.52% |
$211K - $234K
|
12K
$7.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
406New |
$210K - $233K
|
406
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
404New |
$209K - $232K
|
404
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
401+ 19.1% |
$207K - $230K
|
2.5K
$1.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
399+ 34.19% |
$206K - $229K
|
1.57K
$947K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
398+ 1.33% |
$206K - $228K
|
30.3K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
398New |
$206K - $228K
|
398
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
397+ 15.07% |
$205K - $228K
|
3.03K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
393+ 37.72% |
$203K - $226K
|
1.44K
$868K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
392+ 32.26% |
$203K - $225K
|
1.61K
$972K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
390+ 0.81% |
$202K - $224K
|
48.8K
$29.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
390+ 4.87% |
$202K - $224K
|
8.41K
$5.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
388New |
$201K - $223K
|
388
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
388+ 2.74% |
$201K - $223K
|
14.6K
$8.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
388+ 55.19% |
$201K - $223K
|
1.09K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
388+ 7.3% |
$201K - $223K
|
5.7K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
388New |
$201K - $223K
|
388
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
388+ 6.67% |
$201K - $223K
|
6.21K
$3.75M
|