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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
222+ 3.18% |
$115K - $127K
|
7.2K
$4.28M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
220New |
$114K - $126K
|
220
$131K
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
220+ 14.42% |
$114K - $126K
|
1.75K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
218+ 2.96% |
$113K - $125K
|
7.59K
$4.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
217+ 0.56% |
$112K - $125K
|
38.8K
$23.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
216+ 12.44% |
$112K - $124K
|
1.95K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
214+ 0.26% |
$111K - $123K
|
82.3K
$48.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
214+ 45.24% |
$111K - $123K
|
687
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
212+ 1.82% |
$110K - $122K
|
11.9K
$7.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
210+ 7.96% |
$109K - $121K
|
2.85K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
210+ 0.53% |
$109K - $121K
|
39.5K
$23.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
209+ 40.9% |
$108K - $120K
|
720
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
209+ 14.83% |
$108K - $120K
|
1.62K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
208+ 5.21% |
$108K - $119K
|
4.2K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
207+ 12.01% |
$107K - $119K
|
1.93K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
206+ 2.33% |
$107K - $118K
|
9.03K
$5.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
205+ 2.46% |
$106K - $118K
|
8.54K
$5.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
205+ 22.53% |
$106K - $118K
|
1.12K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
205+ 3.39% |
$106K - $118K
|
6.24K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
205+ 3.78% |
$106K - $118K
|
5.62K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
205+ 3.37% |
$106K - $118K
|
6.3K
$3.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$105K - $116K
|
203
$121K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
202+ 4.85% |
$105K - $116K
|
4.37K
$2.59M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
202+ 5.04% |
$105K - $116K
|
4.21K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
201+ 2.04% |
$104K - $115K
|
10.1K
$5.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
200+ 2.92% |
$103K - $115K
|
7.05K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 6.8% |
$103K - $115K
|
3.14K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
200+ 30.77% |
$103K - $115K
|
850
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
199+ 14.6% |
$103K - $114K
|
1.56K
$928K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
198+ 0.86% |
$102K - $114K
|
23.2K
$13.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
196+ 0.16% |
$101K - $112K
|
120K
$71.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
195+ 0.78% |
$101K - $112K
|
25.3K
$15.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
194+ 1.0% |
$100K - $111K
|
19.5K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
192+ 2.2% |
$99.3K - $110K
|
8.91K
$5.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
190+ 21.23% |
$98.3K - $109K
|
1.09K
$645K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
189+ 7.69% |
$97.8K - $108K
|
2.65K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
187+ 3.36% |
$96.8K - $107K
|
5.75K
$3.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
187+ 2.75% |
$96.8K - $107K
|
7K
$4.16M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
187+ 2.33% |
$96.8K - $107K
|
8.21K
$4.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
186+ 1.27% |
$96.2K - $107K
|
14.8K
$8.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
185+ 3.99% |
$95.7K - $106K
|
4.82K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
185+ 11.16% |
$95.7K - $106K
|
1.84K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
183+ 12.4% |
$94.7K - $105K
|
1.66K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
182+ 1.11% |
$94.2K - $104K
|
16.6K
$9.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
182+ 19.93% |
$94.2K - $104K
|
1.1K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
181+ 5.48% |
$93.6K - $104K
|
3.48K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
181+ 4.7% |
$93.6K - $104K
|
4.03K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
179+ 0.33% |
$92.6K - $103K
|
54.5K
$32.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
179+ 3.21% |
$92.6K - $103K
|
5.75K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
179New |
$92.6K - $103K
|
179
$106K
|