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 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.97K+ 3.5% |
$4.64M - $5.15M
|
266K
$160M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
8.85K+ 9.48% |
$4.58M - $5.08M
|
102K
$61.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
8.62K+ 8.27% |
$4.46M - $4.95M
|
113K
$67.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.6K+ 0.66% |
$4.45M - $4.93M
|
1.3M
$783M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.56K+ 6.92% |
$4.43M - $4.91M
|
132K
$79.5M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$4.43M - $4.91M
|
8.55K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.39K+ 121.4% |
$4.34M - $4.81M
|
15.3K
$9.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.31K+ 40.42% |
$4.3M - $4.77M
|
28.9K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.3K+ 34.77% |
$4.29M - $4.76M
|
32.2K
$19.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
8.23K+ 67.42% |
$4.26M - $4.72M
|
20.4K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.13K+ 8.39% |
$4.2M - $4.66M
|
105K
$63.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.13K+ 31.86% |
$4.2M - $4.66M
|
33.6K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.08K+ 60.94% |
$4.18M - $4.64M
|
21.3K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.07K+ 105.44% |
$4.18M - $4.63M
|
15.7K
$9.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.02K+ 5.78% |
$4.15M - $4.6M
|
147K
$88.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.01K+ 7.35% |
$4.14M - $4.59M
|
117K
$70.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.87KNew |
$4.07M - $4.52M
|
7.87K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.85K+ 4.54% |
$4.06M - $4.5M
|
181K
$109M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.82K+ 19.1% |
$4.04M - $4.49M
|
48.7K
$29.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.79K+ 31.79% |
$4.03M - $4.47M
|
32.3K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
7.72K+ 25.46% |
$3.99M - $4.43M
|
38K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.6KNew |
$3.93M - $4.36M
|
7.6K
$4.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.57KNew |
$3.92M - $4.35M
|
7.57K
$4.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.48KNew |
$3.87M - $4.29M
|
7.48K
$4.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.42K+ 6.14% |
$3.84M - $4.26M
|
128K
$77.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 14.07% |
$3.84M - $4.26M
|
60.1K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.33KNew |
$3.79M - $4.21M
|
7.33K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.29K+ 162.38% |
$3.77M - $4.19M
|
11.8K
$7.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
7.27K+ 3.86% |
$3.76M - $4.17M
|
196K
$118M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.24K+ 432.64% |
$3.74M - $4.15M
|
8.91K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 7.82% |
$3.68M - $4.09M
|
98.2K
$59M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 11.02% |
$3.65M - $4.05M
|
71.1K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7K+ 38.96% |
$3.62M - $4.02M
|
25K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
BUY
|
- |
6.99KNew |
$3.62M - $4.01M
|
6.99K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.98K+ 4.28% |
$3.61M - $4.01M
|
170K
$102M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
6.96K+ 7.77% |
$3.6M - $4M
|
96.6K
$58.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.94K+ 0.95% |
$3.59M - $3.98M
|
739K
$444M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.86K+ 85.56% |
$3.55M - $3.93M
|
14.9K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.85KNew |
$3.54M - $3.93M
|
6.85K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.71K+ 1.15% |
$3.47M - $3.85M
|
587K
$353M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
6.7KNew |
$3.47M - $3.85M
|
6.7K
$4.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.68K+ 21.26% |
$3.46M - $3.84M
|
38.1K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
6.67KNew |
$3.45M - $3.83M
|
6.67K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
6.56K+ 98.84% |
$3.39M - $3.76M
|
13.2K
$7.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.37K+ 9.6% |
$3.29M - $3.65M
|
72.7K
$43.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.33K+ 13.82% |
$3.27M - $3.63M
|
52.1K
$31.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.23K+ 3.34% |
$3.22M - $3.57M
|
193K
$116M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.16K+ 77.21% |
$3.19M - $3.54M
|
14.1K
$8.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
6.09K+ 17.77% |
$3.15M - $3.5M
|
40.4K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.06K+ 0.49% |
$3.13M - $3.48M
|
1.25M
$749M
|