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
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
283+ 1.89% |
$146K - $162K
|
15.3K
$9.05M
|
|
|
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
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
279+ 15.47% |
$144K - $160K
|
2.08K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
276+ 3.32% |
$143K - $158K
|
8.6K
$5.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
270+ 1.0% |
$140K - $155K
|
27.2K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
266+ 1.76% |
$138K - $153K
|
15.4K
$9.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
266+ 8.97% |
$138K - $153K
|
3.23K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
265+ 8.99% |
$137K - $152K
|
3.21K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
265+ 9.84% |
$137K - $152K
|
2.96K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
262+ 4.3% |
$136K - $150K
|
6.35K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
261+ 7.03% |
$135K - $150K
|
3.97K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
260+ 36.36% |
$135K - $149K
|
975
$578K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
259+ 27.21% |
$134K - $149K
|
1.21K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
256+ 1.2% |
$132K - $147K
|
21.6K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252+ 5.37% |
$130K - $145K
|
4.95K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
252+ 6.53% |
$130K - $145K
|
4.11K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
251+ 33.83% |
$130K - $144K
|
993
$589K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
250+ 0.63% |
$129K - $143K
|
39.9K
$23.7M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
250+ 11.05% |
$129K - $143K
|
2.51K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
248+ 4.12% |
$128K - $142K
|
6.27K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
246New |
$127K - $141K
|
246
$146K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
244+ 1.77% |
$126K - $140K
|
14K
$8.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
242+ 18.02% |
$125K - $139K
|
1.59K
$940K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
240+ 4.77% |
$124K - $138K
|
5.27K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
237+ 20.15% |
$123K - $136K
|
1.41K
$838K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
236+ 2.65% |
$122K - $135K
|
9.15K
$5.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
236+ 3.45% |
$122K - $135K
|
7.08K
$4.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
235+ 6.96% |
$122K - $135K
|
3.61K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235+ 14.79% |
$122K - $135K
|
1.82K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
234+ 13.92% |
$121K - $134K
|
1.92K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
234+ 4.72% |
$121K - $134K
|
5.19K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
232+ 44.36% |
$120K - $133K
|
755
$448K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
229+ 0.96% |
$118K - $131K
|
24K
$14.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
227+ 0.61% |
$117K - $130K
|
37.6K
$22.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
227+ 1.79% |
$117K - $130K
|
12.9K
$7.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
227+ 0.36% |
$117K - $130K
|
62.8K
$37.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
227+ 24.67% |
$117K - $130K
|
1.15K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
226+ 25.45% |
$117K - $130K
|
1.11K
$660K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
225+ 58.14% |
$116K - $129K
|
612
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
224+ 2.52% |
$116K - $129K
|
9.11K
$5.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
222+ 3.18% |
$115K - $127K
|
7.2K
$4.27M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
220New |
$114K - $126K
|
220
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
218+ 2.96% |
$113K - $125K
|
7.59K
$4.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
217+ 0.56% |
$112K - $125K
|
38.8K
$23M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
216+ 12.44% |
$112K - $124K
|
1.95K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
214+ 0.26% |
$111K - $123K
|
82.3K
$48.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
214+ 45.24% |
$111K - $123K
|
687
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
212+ 1.82% |
$110K - $122K
|
11.9K
$7.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
210+ 7.96% |
$109K - $121K
|
2.85K
$1.69M
|