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 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.12K
$703K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.59% |
$2.07K - $2.3K
|
684
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4+ 0.12% |
$2.07K - $2.3K
|
3.34K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$2.07K - $2.3K
|
1.65K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4+ 0.18% |
$2.07K - $2.3K
|
2.24K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.03% |
$2.07K - $2.3K
|
15.4K
$9.69M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4+ 0.21% |
$2.07K - $2.3K
|
1.93K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.11K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.29% |
$2.07K - $2.3K
|
1.4K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.33% |
$2.07K - $2.3K
|
1.21K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4+ 0.56% |
$2.07K - $2.3K
|
715
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4+ 0.25% |
$2.07K - $2.3K
|
1.62K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
$2.07K - $2.3K
|
1.12K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4New |
$2.07K - $2.3K
|
4
$2.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$2.07K - $2.3K
|
1.31K
$821K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.43% |
$2.07K - $2.3K
|
942
$592K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.34% |
$1.55K - $1.72K
|
892
$560K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3+ 0.24% |
$1.55K - $1.72K
|
1.26K
$790K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.55K - $1.72K
|
1.06K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3+ 0.52% |
$1.55K - $1.72K
|
578
$363K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3+ 0.31% |
$1.55K - $1.72K
|
972
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.73% |
$1.55K - $1.72K
|
413
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
3+ 0.43% |
$1.55K - $1.72K
|
696
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3+ 0.47% |
$1.55K - $1.72K
|
636
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.55K - $1.72K
|
1.05K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.67% |
$1.55K - $1.72K
|
454
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.55K - $1.72K
|
1.03K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
3+ 15.79% |
$1.55K - $1.72K
|
22
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3+ 0.14% |
$1.55K - $1.72K
|
2.21K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.48% |
$1.55K - $1.72K
|
634
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3+ 0.04% |
$1.55K - $1.72K
|
7.42K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.19% |
$1.55K - $1.72K
|
1.61K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3+ 0.18% |
$1.55K - $1.72K
|
1.65K
$1.04M
|
|
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3+ 0.17% |
$1.55K - $1.72K
|
1.81K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2+ 0.23% |
$1.03K - $1.15K
|
890
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$1.03K - $1.15K
|
706
$443K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.03K - $1.15K
|
1.17K
$735K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.51% |
$1.03K - $1.15K
|
397
$249K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.34% |
$1.03K - $1.15K
|
590
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$1.03K - $1.15K
|
2.88K
$1.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.24% |
$1.03K - $1.15K
|
822
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2+ 0.32% |
$1.03K - $1.15K
|
626
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$1.03K - $1.15K
|
1.04K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.18% |
$1.03K - $1.15K
|
1.12K
$703K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
2+ 0.34% |
$1.03K - $1.15K
|
583
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.28% |
$1.03K - $1.15K
|
710
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.1% |
$1.03K - $1.15K
|
2.01K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.12% |
$1.03K - $1.15K
|
1.63K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.22% |
$1.03K - $1.15K
|
914
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2+ 0.4% |
$1.03K - $1.15K
|
496
$312K
|