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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
610+ 0.04% |
$316K - $350K
|
1.39M
$830M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
609+ 3.13% |
$315K - $349K
|
20.1K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
606+ 6.33% |
$314K - $348K
|
10.2K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
605New |
$313K - $347K
|
605
$360K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
604+ 5.67% |
$312K - $347K
|
11.3K
$6.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
602+ 2.03% |
$311K - $345K
|
30.3K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
601+ 5.07% |
$311K - $345K
|
12.5K
$7.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
600+ 14.45% |
$310K - $344K
|
4.75K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
599+ 65.82% |
$310K - $344K
|
1.51K
$898K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
593New |
$307K - $340K
|
593
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
590+ 28.04% |
$305K - $339K
|
2.69K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
587New |
$304K - $337K
|
587
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
585+ 2.53% |
$303K - $336K
|
23.7K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
584New |
$302K - $335K
|
584
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
581+ 30.64% |
$301K - $333K
|
2.48K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
575+ 46.79% |
$297K - $330K
|
1.8K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
565New |
$292K - $324K
|
565
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
564New |
$292K - $324K
|
564
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
564+ 2.31% |
$292K - $324K
|
25K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
564+ 6.63% |
$292K - $324K
|
9.08K
$5.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
562New |
$291K - $323K
|
562
$334K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
560+ 2.84% |
$290K - $321K
|
20.3K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
558+ 4.67% |
$289K - $320K
|
12.5K
$7.45M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
555+ 17.62% |
$287K - $318K
|
3.71K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
551+ 0.59% |
$285K - $316K
|
94.1K
$56M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
551+ 0.9% |
$285K - $316K
|
61.8K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
551New |
$285K - $316K
|
551
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
549+ 0.39% |
$284K - $315K
|
141K
$83.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
548+ 1.2% |
$284K - $314K
|
46.4K
$27.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
546+ 10.71% |
$282K - $313K
|
5.64K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
544+ 4.27% |
$281K - $312K
|
13.3K
$7.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
543+ 9.63% |
$281K - $312K
|
6.18K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
540+ 9.01% |
$279K - $310K
|
6.53K
$3.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
539+ 18.0% |
$279K - $309K
|
3.53K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
539+ 5.41% |
$279K - $309K
|
10.5K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
538+ 3.93% |
$278K - $309K
|
14.2K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
538+ 1.87% |
$278K - $309K
|
29.3K
$17.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
537New |
$278K - $308K
|
537
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
533+ 3.79% |
$276K - $306K
|
14.6K
$8.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
532+ 33.99% |
$275K - $305K
|
2.1K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
530+ 1.53% |
$274K - $304K
|
35.1K
$20.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
529New |
$274K - $304K
|
529
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
525+ 8.24% |
$272K - $301K
|
6.9K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
525+ 0.64% |
$272K - $301K
|
83K
$49.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
517New |
$267K - $297K
|
517
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
515+ 2.77% |
$266K - $296K
|
19.1K
$11.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
513New |
$265K - $294K
|
513
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
512+ 13.68% |
$265K - $294K
|
4.25K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
510+ 2.06% |
$264K - $293K
|
25.3K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
510+ 75.22% |
$264K - $293K
|
1.19K
$707K
|