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 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
330+ 9.73% |
$171K - $189K
|
3.72K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
328New |
$170K - $188K
|
328
$195K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
327New |
$169K - $188K
|
327
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
326+ 3.09% |
$169K - $187K
|
10.9K
$6.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
325+ 1.9% |
$168K - $187K
|
17.5K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
324+ 1.3% |
$168K - $186K
|
25.2K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
319+ 4.8% |
$165K - $183K
|
6.96K
$4.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
319+ 2.4% |
$165K - $183K
|
13.6K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
319+ 58.11% |
$165K - $183K
|
868
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
316+ 0.85% |
$163K - $181K
|
37.5K
$22.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
315+ 13.61% |
$163K - $181K
|
2.63K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
314+ 1.17% |
$162K - $180K
|
27.3K
$16.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
312+ 1.0% |
$161K - $179K
|
31.5K
$18.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
312+ 6.8% |
$161K - $179K
|
4.9K
$2.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
312+ 77.81% |
$161K - $179K
|
713
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
312+ 7.62% |
$161K - $179K
|
4.41K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
311+ 0.52% |
$161K - $178K
|
60.5K
$36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
311+ 11.93% |
$161K - $178K
|
2.92K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
307+ 37.17% |
$159K - $176K
|
1.13K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307+ 3.8% |
$159K - $176K
|
8.4K
$5M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
306+ 5.11% |
$158K - $176K
|
6.3K
$3.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
305+ 2.2% |
$158K - $175K
|
14.2K
$8.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
305+ 14.17% |
$158K - $175K
|
2.46K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
305+ 6.35% |
$158K - $175K
|
5.11K
$3.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 28.54% |
$157K - $174K
|
1.37K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
302+ 42.72% |
$156K - $173K
|
1.01K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
301+ 29.19% |
$156K - $173K
|
1.33K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 7.05% |
$156K - $173K
|
4.57K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
299+ 43.27% |
$155K - $172K
|
990
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
298+ 0.63% |
$154K - $171K
|
47.4K
$28.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
296+ 5.95% |
$153K - $170K
|
5.27K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
296+ 4.83% |
$153K - $170K
|
6.43K
$3.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
294+ 1.04% |
$152K - $169K
|
28.5K
$17M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
294New |
$152K - $169K
|
294
$175K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
294+ 0.34% |
$152K - $169K
|
86.6K
$51.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
294+ 21.52% |
$152K - $169K
|
1.66K
$988K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
294+ 1.97% |
$152K - $169K
|
15.2K
$9.04M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
292+ 58.63% |
$151K - $168K
|
790
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
291+ 30.86% |
$151K - $167K
|
1.23K
$734K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
289+ 18.59% |
$150K - $166K
|
1.84K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
289+ 8.53% |
$150K - $166K
|
3.68K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
288+ 30.67% |
$149K - $165K
|
1.23K
$730K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
284+ 0.45% |
$147K - $163K
|
63.9K
$38M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
284+ 18.1% |
$147K - $163K
|
1.85K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
283+ 1.89% |
$146K - $162K
|
15.3K
$9.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
281+ 17.88% |
$145K - $161K
|
1.85K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
280+ 3.77% |
$145K - $161K
|
7.7K
$4.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
279+ 15.47% |
$144K - $160K
|
2.08K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
276+ 3.32% |
$143K - $158K
|
8.6K
$5.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
270+ 1.0% |
$140K - $155K
|
27.2K
$16.2M
|