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 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25.9K+ 16.21% |
$13.4M - $14.9M
|
186K
$112M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
25.8K+ 15.26% |
$13.4M - $14.8M
|
195K
$117M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
25.6K+ 1.93% |
$13.2M - $14.7M
|
1.35M
$813M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25KNew |
$12.9M - $14.3M
|
25K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
24.4K+ 22.1% |
$12.6M - $14M
|
135K
$81.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.8K+ 12.14% |
$12.3M - $13.7M
|
220K
$132M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
23.5K+ 44.59% |
$12.1M - $13.5M
|
76.1K
$45.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.1KNew |
$12M - $13.3M
|
23.1K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23K+ 82.72% |
$11.9M - $13.2M
|
50.7K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
22.8K+ 3.96% |
$11.8M - $13.1M
|
597K
$359M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.6K+ 4061.51% |
$11.7M - $13M
|
23.1K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
22.6K+ 76.66% |
$11.7M - $12.9M
|
52K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
22.4KNew |
$11.6M - $12.9M
|
22.4K
$13.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
22.1K+ 41.5% |
$11.4M - $12.7M
|
75.4K
$45.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
21.6K+ 13.5% |
$11.2M - $12.4M
|
182K
$109M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
21.4KNew |
$11.1M - $12.3M
|
21.4K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
20.5K+ 462.45% |
$10.6M - $11.8M
|
24.9K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
20.3K+ 1.87% |
$10.5M - $11.6M
|
1.1M
$664M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 24.16% |
$10.3M - $11.4M
|
103K
$61.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
19.8KNew |
$10.2M - $11.4M
|
19.8K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
19.4KNew |
$10M - $11.1M
|
19.4K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
19.4KNew |
$10M - $11.1M
|
19.4K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
19.2KNew |
$9.95M - $11M
|
19.2K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
18.9K+ 7.27% |
$9.77M - $10.8M
|
279K
$168M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
18.7K+ 382.51% |
$9.7M - $10.8M
|
23.6K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.6K+ 5.36% |
$9.64M - $10.7M
|
366K
$220M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
18.6K+ 1.91% |
$9.63M - $10.7M
|
991K
$596M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 56.89% |
$9.61M - $10.7M
|
51.2K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
18.3KNew |
$9.45M - $10.5M
|
18.3K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
18K+ 3.56% |
$9.31M - $10.3M
|
524K
$315M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.8K+ 28.0% |
$9.23M - $10.2M
|
81.6K
$49M
|
|
|
Nov 13, 2024
Q3 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$9.2M - $10.2M
|
17.8K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.4K+ 51.09% |
$8.98M - $9.96M
|
51.3K
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
17.3KNew |
$8.96M - $9.94M
|
17.3K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
17.3KNew |
$8.95M - $9.93M
|
17.3K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.1K+ 109.99% |
$8.84M - $9.81M
|
32.6K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
17.1K+ 54.18% |
$8.83M - $9.8M
|
48.6K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
16.8K+ 8.96% |
$8.71M - $9.66M
|
205K
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
16.8KNew |
$8.67M - $9.62M
|
16.8K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
15.9K+ 79.58% |
$8.23M - $9.13M
|
35.9K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
15.8K+ 2.24% |
$8.15M - $9.04M
|
720K
$433M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
15.5KNew |
$8.03M - $8.9M
|
15.5K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 8.23% |
$7.97M - $8.84M
|
203K
$122M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
15.4KNew |
$7.94M - $8.81M
|
15.4K
$9.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
15.2K+ 72.28% |
$7.87M - $8.73M
|
36.3K
$21.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
15K+ 4.41% |
$7.76M - $8.61M
|
355K
$213M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
14.9K+ 8.41% |
$7.68M - $8.52M
|
191K
$115M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
14.9KNew |
$7.68M - $8.52M
|
14.9K
$8.93M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.7K+ 167.09% |
$7.63M - $8.46M
|
23.6K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
14.6K+ 18.76% |
$7.57M - $8.4M
|
92.7K
$55.7M
|