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
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29+ 0.93% |
$15K - $16.6K
|
3.15K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 1.55% |
$14.5K - $16.1K
|
1.83K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
28+ 5.08% |
$14.5K - $16.1K
|
579
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.24% |
$14.5K - $16.1K
|
11.7K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28+ 1.68% |
$14.5K - $16.1K
|
1.7K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 0.88% |
$14K - $15.5K
|
3.11K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
27+ 0.61% |
$14K - $15.5K
|
4.44K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
27+ 3.76% |
$14K - $15.5K
|
745
$441K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.08% |
$13.5K - $14.9K
|
870
$515K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$13.5K - $14.9K
|
8.21K
$4.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$13.5K - $14.9K
|
8.84K
$5.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
26+ 3.68% |
$13.5K - $14.9K
|
732
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
26+ 1.3% |
$13.5K - $14.9K
|
2.03K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
26+ 7.05% |
$13.5K - $14.9K
|
395
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
26+ 1.0% |
$13.5K - $14.9K
|
2.62K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
25+ 6.0% |
$12.9K - $14.3K
|
442
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
25+ 2.92% |
$12.9K - $14.3K
|
880
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
25+ 0.74% |
$12.9K - $14.3K
|
3.39K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
25+ 0.49% |
$12.9K - $14.3K
|
5.13K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 0.61% |
$12.4K - $13.8K
|
3.96K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
24+ 3.01% |
$12.4K - $13.8K
|
821
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
24+ 1.71% |
$12.4K - $13.8K
|
1.43K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24+ 0.91% |
$12.4K - $13.8K
|
2.67K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 2.58% |
$11.9K - $13.2K
|
913
$540K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.09% |
$11.9K - $13.2K
|
25.1K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 10.95% |
$11.9K - $13.2K
|
233
$138K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 0.18% |
$11.4K - $12.6K
|
12.1K
$7.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
22+ 3.83% |
$11.4K - $12.6K
|
597
$353K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22+ 5.21% |
$11.4K - $12.6K
|
444
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
21+ 1.31% |
$10.9K - $12.1K
|
1.62K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
21+ 3.49% |
$10.9K - $12.1K
|
623
$369K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
20+ 3.81% |
$10.3K - $11.5K
|
545
$323K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20+ 3.36% |
$10.3K - $11.5K
|
615
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.87% |
$10.3K - $11.5K
|
2.32K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.24% |
$10.3K - $11.5K
|
8.42K
$4.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
20+ 5.39% |
$10.3K - $11.5K
|
391
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
20+ 0.57% |
$10.3K - $11.5K
|
3.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
20+ 0.19% |
$10.3K - $11.5K
|
10.5K
$6.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
20+ 2.93% |
$10.3K - $11.5K
|
703
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19+ 1.8% |
$9.83K - $10.9K
|
1.07K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.22% |
$9.83K - $10.9K
|
8.66K
$5.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19+ 2.55% |
$9.83K - $10.9K
|
765
$453K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
19+ 0.58% |
$9.83K - $10.9K
|
3.3K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 0.16% |
$9.31K - $10.3K
|
11.3K
$6.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
18+ 0.17% |
$9.31K - $10.3K
|
10.4K
$6.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 0.66% |
$9.31K - $10.3K
|
2.75K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 7.11% |
$9.31K - $10.3K
|
271
$160K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 2.93% |
$9.31K - $10.3K
|
632
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.64% |
$9.31K - $10.3K
|
2.83K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18+ 0.55% |
$9.31K - $10.3K
|
3.3K
$1.95M
|