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 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 0.16% |
$9.31K - $10.3K
|
11.3K
$6.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
18+ 0.17% |
$9.31K - $10.3K
|
10.4K
$6.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$9.31K - $10.3K
|
2.75K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 7.11% |
$9.31K - $10.3K
|
271
$163K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 2.93% |
$9.31K - $10.3K
|
632
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.64% |
$9.31K - $10.3K
|
2.83K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18+ 0.55% |
$9.31K - $10.3K
|
3.3K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
18+ 0.7% |
$9.31K - $10.3K
|
2.59K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
18+ 0.74% |
$9.31K - $10.3K
|
2.46K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$9.31K - $10.3K
|
7.47K
$4.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.92% |
$8.8K - $9.76K
|
1.87K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$8.8K - $9.76K
|
9.97K
$6M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
17+ 0.26% |
$8.8K - $9.76K
|
6.6K
$3.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 1.96% |
$8.8K - $9.76K
|
885
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17+ 15.04% |
$8.8K - $9.76K
|
130
$78.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16+ 2.54% |
$8.28K - $9.18K
|
647
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16+ 1.01% |
$8.28K - $9.18K
|
1.6K
$964K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 0.24% |
$7.76K - $8.61K
|
6.39K
$3.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$7.76K - $8.61K
|
10.1K
$6.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
15+ 3.42% |
$7.76K - $8.61K
|
454
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
15+ 0.31% |
$7.76K - $8.61K
|
4.92K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
15+ 0.67% |
$7.76K - $8.61K
|
2.25K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
15+ 1.26% |
$7.76K - $8.61K
|
1.2K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15+ 0.03% |
$7.76K - $8.61K
|
43.6K
$26.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
15+ 0.4% |
$7.76K - $8.61K
|
3.81K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
14+ 1.2% |
$7.24K - $8.03K
|
1.19K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14+ 1.58% |
$7.24K - $8.03K
|
902
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.11% |
$7.24K - $8.03K
|
12.6K
$7.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14+ 1.13% |
$7.24K - $8.03K
|
1.25K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14+ 0.0% |
$7.24K - $8.03K
|
1.09M
$654M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 10.69% |
$7.24K - $8.03K
|
145
$87.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
13+ 0.41% |
$6.73K - $7.46K
|
3.15K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
13+ 0.61% |
$6.73K - $7.46K
|
2.13K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13+ 1.89% |
$6.73K - $7.46K
|
700
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
13+ 0.25% |
$6.73K - $7.46K
|
5.19K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.47% |
$6.73K - $7.46K
|
2.8K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.67% |
$6.73K - $7.46K
|
1.95K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
12+ 0.53% |
$6.21K - $6.89K
|
2.26K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.44% |
$6.21K - $6.89K
|
2.75K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 2.01% |
$6.21K - $6.89K
|
610
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
12+ 0.67% |
$6.21K - $6.89K
|
1.8K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12+ 1.45% |
$6.21K - $6.89K
|
842
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$6.21K - $6.89K
|
7.15K
$4.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
11+ 0.95% |
$5.69K - $6.31K
|
1.18K
$707K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
11+ 2.44% |
$5.69K - $6.31K
|
461
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 36.67% |
$5.69K - $6.31K
|
41
$24.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11+ 0.92% |
$5.69K - $6.31K
|
1.21K
$727K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.2% |
$5.69K - $6.31K
|
5.65K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11+ 0.16% |
$5.69K - $6.31K
|
6.83K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
11+ 1.63% |
$5.69K - $6.31K
|
685
$412K
|