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 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 4.0% |
$26.4K - $29.3K
|
1.33K
$833K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
51+ 2.37% |
$26.4K - $29.3K
|
2.2K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 6.54% |
$25.9K - $28.7K
|
814
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
50+ 4.54% |
$25.9K - $28.7K
|
1.15K
$723K
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 1.76% |
$25.9K - $28.7K
|
2.89K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 4.21% |
$25.9K - $28.7K
|
1.24K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 8.33% |
$25.9K - $28.7K
|
650
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50+ 0.7% |
$25.9K - $28.7K
|
7.16K
$4.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50+ 0.99% |
$25.9K - $28.7K
|
5.08K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
49+ 0.11% |
$25.4K - $28.1K
|
43.6K
$27.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
49+ 1.66% |
$25.4K - $28.1K
|
3K
$1.88M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49+ 1.34% |
$25.4K - $28.1K
|
3.69K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
48+ 1.36% |
$24.8K - $27.5K
|
3.58K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48+ 1.04% |
$24.8K - $27.5K
|
4.66K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 6.37% |
$24.8K - $27.5K
|
801
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.71% |
$24.8K - $27.5K
|
6.79K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
47+ 1.41% |
$24.3K - $27K
|
3.39K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
47+ 0.68% |
$24.3K - $27K
|
7K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
47+ 4.09% |
$24.3K - $27K
|
1.2K
$751K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.27% |
$23.8K - $26.4K
|
17.4K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
46+ 2.23% |
$23.8K - $26.4K
|
2.11K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
46+ 1.16% |
$23.8K - $26.4K
|
4.01K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.32% |
$23.8K - $26.4K
|
14.5K
$9.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.27% |
$23.3K - $25.8K
|
16.5K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
45+ 10.82% |
$23.3K - $25.8K
|
461
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44+ 0.46% |
$22.8K - $25.2K
|
9.57K
$6.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
44+ 1.8% |
$22.8K - $25.2K
|
2.49K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
44+ 0.18% |
$22.8K - $25.2K
|
24.5K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
44+ 4.39% |
$22.8K - $25.2K
|
1.05K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
44+ 0.63% |
$22.8K - $25.2K
|
7.08K
$4.45M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 1.91% |
$22.2K - $24.7K
|
2.29K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
43+ 6.68% |
$22.2K - $24.7K
|
687
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
43+ 0.8% |
$22.2K - $24.7K
|
5.39K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.02% |
$21.7K - $24.1K
|
260K
$163M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 7.79% |
$21.7K - $24.1K
|
581
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
42+ 3.59% |
$21.7K - $24.1K
|
1.21K
$761K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42+ 2.49% |
$21.7K - $24.1K
|
1.73K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
41+ 1.08% |
$21.2K - $23.5K
|
3.83K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 0.62% |
$21.2K - $23.5K
|
6.71K
$4.21M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
40+ 1.06% |
$20.7K - $23K
|
3.83K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
40+ 6.03% |
$20.7K - $23K
|
703
$442K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
40+ 0.83% |
$20.7K - $23K
|
4.87K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 0.51% |
$20.7K - $23K
|
7.91K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 1.2% |
$20.7K - $23K
|
3.36K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
39+ 0.66% |
$20.2K - $22.4K
|
5.91K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.66% |
$20.2K - $22.4K
|
2.39K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
38+ 1.45% |
$19.7K - $21.8K
|
2.67K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$23.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$19.7K - $21.8K
|
10.5K
$6.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 3.21% |
$19.7K - $21.8K
|
1.22K
$767K
|