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 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
169+ 3.06% |
$87.4K - $97K
|
5.68K
$3.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
169+ 91.85% |
$87.4K - $97K
|
353
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
169+ 2.94% |
$87.4K - $97K
|
5.91K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
169+ 0.18% |
$87.4K - $97K
|
92.8K
$56.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
169+ 0.28% |
$87.4K - $97K
|
61.6K
$37.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
168+ 0.59% |
$86.9K - $96.4K
|
28.6K
$17.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
167+ 35.08% |
$86.4K - $95.8K
|
643
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
166+ 4.55% |
$85.9K - $95.3K
|
3.81K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
166+ 1.01% |
$85.9K - $95.3K
|
16.6K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
165+ 1.17% |
$85.4K - $94.7K
|
14.3K
$8.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
164+ 23.36% |
$84.9K - $94.1K
|
866
$524K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
164+ 0.36% |
$84.9K - $94.1K
|
45.2K
$27.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
164+ 28.62% |
$84.9K - $94.1K
|
737
$446K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
164+ 1.86% |
$84.9K - $94.1K
|
8.97K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
163+ 8.64% |
$84.3K - $93.5K
|
2.05K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
162+ 3.12% |
$83.8K - $93K
|
5.36K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
160+ 6.18% |
$82.8K - $91.8K
|
2.75K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
159+ 5.61% |
$82.3K - $91.2K
|
2.99K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
158+ 0.7% |
$81.7K - $90.7K
|
22.6K
$13.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
158+ 2.8% |
$81.7K - $90.7K
|
5.79K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
157+ 29.57% |
$81.2K - $90.1K
|
688
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
157+ 23.4% |
$81.2K - $90.1K
|
828
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
157+ 27.54% |
$81.2K - $90.1K
|
727
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
156+ 2.81% |
$80.7K - $89.5K
|
5.71K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
155+ 17.59% |
$80.2K - $88.9K
|
1.04K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
154+ 24.72% |
$79.7K - $88.4K
|
777
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
154+ 5.78% |
$79.7K - $88.4K
|
2.82K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
153+ 2.38% |
$79.2K - $87.8K
|
6.58K
$3.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.56% |
$78.6K - $87.2K
|
1.74K
$1.05M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
151+ 29.84% |
$78.1K - $86.7K
|
657
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 0.91% |
$77.6K - $86.1K
|
16.7K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
150+ 1.03% |
$77.6K - $86.1K
|
14.8K
$8.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 7.58% |
$77.6K - $86.1K
|
2.13K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
150+ 1.65% |
$77.6K - $86.1K
|
9.26K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
150+ 1.66% |
$77.6K - $86.1K
|
9.2K
$5.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
149+ 2.68% |
$77.1K - $85.5K
|
5.7K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
149+ 8.94% |
$77.1K - $85.5K
|
1.82K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
148+ 24.79% |
$76.6K - $84.9K
|
745
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
147+ 4.46% |
$76.1K - $84.4K
|
3.45K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
146+ 5.57% |
$75.5K - $83.8K
|
2.77K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 5.9% |
$75.5K - $83.8K
|
2.62K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
146+ 1.1% |
$75.5K - $83.8K
|
13.4K
$8.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
145+ 2.3% |
$75K - $83.2K
|
6.45K
$3.9M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
145New |
$75K - $83.2K
|
145
$87.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
144New |
$74.5K - $82.6K
|
144
$87.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 4.1% |
$73K - $80.9K
|
3.58K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
141+ 0.72% |
$73K - $80.9K
|
19.7K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
140+ 0.6% |
$72.4K - $80.3K
|
23.6K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
138+ 0.13% |
$71.4K - $79.2K
|
104K
$63.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
137+ 0.49% |
$70.9K - $78.6K
|
28.3K
$17.1M
|