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 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
755+ 14.27% |
$391K - $433K
|
6.05K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
748+ 101.36% |
$387K - $429K
|
1.49K
$884K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
747+ 38.79% |
$386K - $429K
|
2.67K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
743+ 7.72% |
$384K - $426K
|
10.4K
$6.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
742+ 7.16% |
$384K - $426K
|
11.1K
$6.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
738+ 8.72% |
$382K - $424K
|
9.2K
$5.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
735+ 2.55% |
$380K - $422K
|
29.6K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
726+ 3.32% |
$376K - $417K
|
22.6K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
725+ 16.94% |
$375K - $416K
|
5.01K
$2.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$374K - $415K
|
723
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
722+ 44.11% |
$374K - $414K
|
2.36K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
720+ 10.17% |
$373K - $413K
|
7.8K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
720+ 1.93% |
$373K - $413K
|
38K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
711+ 4.8% |
$368K - $408K
|
15.5K
$9.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
707+ 2.16% |
$366K - $406K
|
33.4K
$19.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
705+ 10.33% |
$365K - $405K
|
7.53K
$4.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
702+ 2.0% |
$363K - $403K
|
35.8K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
700+ 7.25% |
$362K - $402K
|
10.4K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
699+ 5.39% |
$362K - $401K
|
13.7K
$8.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
699New |
$362K - $401K
|
699
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
697+ 3.48% |
$361K - $400K
|
20.7K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
695+ 5.83% |
$360K - $399K
|
12.6K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
693+ 1.36% |
$359K - $398K
|
51.7K
$30.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
690+ 1.01% |
$357K - $396K
|
69.3K
$41.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
683+ 19.54% |
$353K - $392K
|
4.18K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
683+ 13.94% |
$353K - $392K
|
5.58K
$3.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
681New |
$352K - $391K
|
681
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
678New |
$351K - $389K
|
678
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
677+ 2.94% |
$350K - $389K
|
23.7K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
673+ 3.65% |
$348K - $386K
|
19.1K
$11.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
672+ 1.2% |
$348K - $386K
|
56.5K
$33.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
670+ 5.75% |
$347K - $384K
|
12.3K
$7.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
669+ 2.48% |
$346K - $384K
|
27.7K
$16.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
666+ 11.14% |
$345K - $382K
|
6.65K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
666+ 28.14% |
$345K - $382K
|
3.03K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
665+ 29.09% |
$344K - $382K
|
2.95K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
654New |
$338K - $375K
|
654
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
652New |
$337K - $374K
|
652
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
643+ 80.68% |
$333K - $369K
|
1.44K
$857K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
642+ 20.74% |
$332K - $368K
|
3.74K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
634New |
$328K - $364K
|
634
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
633+ 68.73% |
$328K - $363K
|
1.55K
$925K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
632+ 2.5% |
$327K - $363K
|
25.9K
$15.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
632New |
$327K - $363K
|
632
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
632+ 2.41% |
$327K - $363K
|
26.9K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
632+ 46.57% |
$327K - $363K
|
1.99K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
626+ 7.9% |
$324K - $359K
|
8.55K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
622+ 31.37% |
$322K - $357K
|
2.61K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
621+ 6.34% |
$321K - $356K
|
10.4K
$6.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
610+ 10.71% |
$316K - $350K
|
6.31K
$3.75M
|