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 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 1.91% |
$22.2K - $24.7K
|
2.29K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
43+ 6.68% |
$22.2K - $24.7K
|
687
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
43+ 0.8% |
$22.2K - $24.7K
|
5.39K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.02% |
$21.7K - $24.1K
|
260K
$152M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 7.79% |
$21.7K - $24.1K
|
581
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
42+ 3.59% |
$21.7K - $24.1K
|
1.21K
$710K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42+ 2.49% |
$21.7K - $24.1K
|
1.73K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
41+ 1.08% |
$21.2K - $23.5K
|
3.83K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 0.62% |
$21.2K - $23.5K
|
6.71K
$3.93M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
40+ 1.06% |
$20.7K - $23K
|
3.83K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
40+ 6.03% |
$20.7K - $23K
|
703
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
40+ 0.83% |
$20.7K - $23K
|
4.87K
$2.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 0.51% |
$20.7K - $23K
|
7.91K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 1.2% |
$20.7K - $23K
|
3.36K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
39+ 0.66% |
$20.2K - $22.4K
|
5.91K
$3.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.66% |
$20.2K - $22.4K
|
2.39K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
38+ 1.45% |
$19.7K - $21.8K
|
2.67K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$22.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$19.7K - $21.8K
|
10.5K
$6.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 3.21% |
$19.7K - $21.8K
|
1.22K
$716K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38+ 5.63% |
$19.7K - $21.8K
|
713
$418K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
37+ 3.08% |
$19.1K - $21.2K
|
1.24K
$726K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
36+ 4.15% |
$18.6K - $20.7K
|
903
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
36+ 1.03% |
$18.6K - $20.7K
|
3.55K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
36+ 0.74% |
$18.6K - $20.7K
|
4.92K
$2.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.18% |
$18.1K - $20.1K
|
19K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
35+ 1.68% |
$18.1K - $20.1K
|
2.12K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 0.55% |
$18.1K - $20.1K
|
6.36K
$3.73M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35+ 0.61% |
$18.1K - $20.1K
|
5.74K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
34+ 0.22% |
$17.6K - $19.5K
|
15.3K
$9M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34New |
$17.6K - $19.5K
|
34
$19.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
33+ 3.72% |
$17.1K - $18.9K
|
921
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33+ 0.63% |
$17.1K - $18.9K
|
5.25K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
32+ 4.49% |
$16.6K - $18.4K
|
744
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$16.6K - $18.4K
|
11.2K
$6.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
32+ 2.81% |
$16.6K - $18.4K
|
1.17K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
BUY
|
- |
31+ 2.87% |
$16K - $17.8K
|
1.11K
$651K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.52% |
$16K - $17.8K
|
5.98K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
31+ 0.01% |
$16K - $17.8K
|
229K
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 0.06% |
$16K - $17.8K
|
50.5K
$29.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.23% |
$15.5K - $17.2K
|
13K
$7.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30+ 6.25% |
$15.5K - $17.2K
|
510
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 1.35% |
$15.5K - $17.2K
|
2.25K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 1.47% |
$15.5K - $17.2K
|
2.07K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 6.48% |
$15.5K - $17.2K
|
493
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.06% |
$15.5K - $17.2K
|
46.9K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.16% |
$15.5K - $17.2K
|
19.3K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29+ 2.98% |
$15K - $16.6K
|
1K
$587K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 5.33% |
$15K - $16.6K
|
573
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29+ 0.93% |
$15K - $16.6K
|
3.15K
$1.85M
|