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 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.07% |
$1.03K - $1.15K
|
3.03K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.03% |
$1.03K - $1.15K
|
6.77K
$4.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.03K - $1.15K
|
4.52K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 6.67% |
$1.03K - $1.15K
|
32
$20.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.24% |
$1.03K - $1.15K
|
853
$536K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2+ 0.12% |
$1.03K - $1.15K
|
1.73K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.03K - $1.15K
|
7.91K
$4.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.03K - $1.15K
|
662
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.39% |
$1.03K - $1.15K
|
518
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.03% |
$1.03K - $1.15K
|
6.15K
$3.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.28% |
$1.03K - $1.15K
|
728
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.03K - $1.15K
|
5.11K
$3.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.4% |
$1.03K - $1.15K
|
506
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.04% |
$1.03K - $1.15K
|
5.19K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.02% |
$1.03K - $1.15K
|
9.51K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$1.03K - $1.15K
|
4.6K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.02% |
$1.03K - $1.15K
|
12.6K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2+ 0.3% |
$1.03K - $1.15K
|
661
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.25% |
$1.03K - $1.15K
|
788
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.08% |
$1.03K - $1.15K
|
2.56K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.14% |
$1.03K - $1.15K
|
1.39K
$874K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$1.03K - $1.15K
|
712
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.26% |
$1.03K - $1.15K
|
757
$475K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.29% |
$1.03K - $1.15K
|
700
$440K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.13% |
$517 - $574
|
742
$466K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.05% |
$517 - $574
|
1.83K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.18% |
$517 - $574
|
565
$355K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1+ 0.14% |
$517 - $574
|
700
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$517 - $574
|
1.54K
$966K
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$517 - $574
|
940
$590K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1+ 0.1% |
$517 - $574
|
972
$610K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$517 - $574
|
2.87K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.03% |
$517 - $574
|
3K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.03% |
$517 - $574
|
3.81K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1+ 0.18% |
$517 - $574
|
561
$352K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1+ 0.02% |
$517 - $574
|
4.72K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1+ 0.23% |
$517 - $574
|
434
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$517 - $574
|
432
$271K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.2% |
$517 - $574
|
492
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$517 - $574
|
668
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$517 - $574
|
3.32K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$517 - $574
|
218
$137K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.04% |
$517 - $574
|
2.31K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.06% |
$517 - $574
|
1.59K
$999K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1+ 0.15% |
$517 - $574
|
667
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$517 - $574
|
1.16K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$517 - $574
|
1.14K
$713K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$517 - $574
|
449
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$517 - $574
|
9.6K
$6.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.12% |
$517 - $574
|
834
$524K
|