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 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
353New |
$183K - $203K
|
353
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
352New |
$182K - $202K
|
352
$221K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
351+ 17.48% |
$182K - $201K
|
2.36K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
350New |
$181K - $201K
|
350
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
349New |
$181K - $200K
|
349
$219K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
349+ 2.59% |
$181K - $200K
|
13.8K
$8.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
349+ 34.25% |
$181K - $200K
|
1.37K
$859K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
349+ 90.41% |
$181K - $200K
|
735
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
349New |
$181K - $200K
|
349
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 3.41% |
$181K - $200K
|
10.6K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
349New |
$181K - $200K
|
349
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
346+ 8.97% |
$179K - $199K
|
4.2K
$2.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
346+ 0.55% |
$179K - $199K
|
63.7K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
346+ 2.56% |
$179K - $199K
|
13.8K
$8.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
344+ 3.38% |
$178K - $197K
|
10.5K
$6.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
340+ 35.38% |
$176K - $195K
|
1.3K
$817K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
335+ 1.0% |
$173K - $192K
|
33.7K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
335+ 8.18% |
$173K - $192K
|
4.43K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
BUY
|
- |
334+ 19.03% |
$173K - $192K
|
2.09K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
331+ 1.03% |
$171K - $190K
|
32.5K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
330+ 16.11% |
$171K - $189K
|
2.38K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
330+ 9.73% |
$171K - $189K
|
3.72K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$170K - $188K
|
328
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
327New |
$169K - $188K
|
327
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
326+ 3.09% |
$169K - $187K
|
10.9K
$6.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
325+ 1.9% |
$168K - $187K
|
17.5K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
324+ 1.3% |
$168K - $186K
|
25.2K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
319+ 4.8% |
$165K - $183K
|
6.96K
$4.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
319+ 2.4% |
$165K - $183K
|
13.6K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
319+ 58.11% |
$165K - $183K
|
868
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
316+ 0.85% |
$163K - $181K
|
37.5K
$23.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
315+ 13.61% |
$163K - $181K
|
2.63K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
314+ 1.17% |
$162K - $180K
|
27.3K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
312+ 1.0% |
$161K - $179K
|
31.5K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
312+ 6.8% |
$161K - $179K
|
4.9K
$3.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
312+ 77.81% |
$161K - $179K
|
713
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
312+ 7.62% |
$161K - $179K
|
4.41K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
311+ 0.52% |
$161K - $178K
|
60.5K
$38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
311+ 11.93% |
$161K - $178K
|
2.92K
$1.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
307+ 37.17% |
$159K - $176K
|
1.13K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307+ 3.8% |
$159K - $176K
|
8.4K
$5.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
306+ 5.11% |
$158K - $176K
|
6.3K
$3.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
305+ 2.2% |
$158K - $175K
|
14.2K
$8.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
305+ 14.17% |
$158K - $175K
|
2.46K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
305+ 6.35% |
$158K - $175K
|
5.11K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
302+ 42.72% |
$156K - $173K
|
1.01K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
301+ 29.19% |
$156K - $173K
|
1.33K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 7.05% |
$156K - $173K
|
4.57K
$2.87M
|
|
|
Jul 17, 2025
Q3 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
300+ 1.18% |
$155K - $172K
|
25.7K
$16.1M
|