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 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.28K+ 12.44% |
$2.21M - $2.45M
|
38.7K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
4.26KNew |
$2.21M - $2.45M
|
4.26K
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.24K+ 20.03% |
$2.19M - $2.43M
|
25.4K
$15.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.22K+ 8.97% |
$2.18M - $2.42M
|
51.2K
$30.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.17K+ 72.31% |
$2.16M - $2.39M
|
9.94K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.17K+ 18.61% |
$2.16M - $2.39M
|
26.6K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.16K+ 33.17% |
$2.15M - $2.39M
|
16.7K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.15K+ 2.09% |
$2.15M - $2.38M
|
203K
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.13K+ 8.03% |
$2.14M - $2.37M
|
55.5K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
4.1K+ 4.11% |
$2.12M - $2.35M
|
104K
$62.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.08K+ 1.64% |
$2.11M - $2.34M
|
254K
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.03K+ 502.12% |
$2.09M - $2.31M
|
4.84K
$2.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
4K+ 617.77% |
$2.07M - $2.29M
|
4.64K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.93K+ 147.73% |
$2.03M - $2.26M
|
6.59K
$3.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.87K+ 1.73% |
$2M - $2.22M
|
228K
$137M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.83K+ 1.29% |
$1.98M - $2.2M
|
301K
$181M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.81K+ 3.2% |
$1.97M - $2.19M
|
123K
$74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.78K+ 22.4% |
$1.96M - $2.17M
|
20.7K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.76K+ 3.31% |
$1.94M - $2.16M
|
117K
$70.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.76K+ 7.33% |
$1.94M - $2.16M
|
55K
$33.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.75K+ 9.69% |
$1.94M - $2.15M
|
42.4K
$25.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.74K+ 103.31% |
$1.94M - $2.15M
|
7.36K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.73K+ 3.21% |
$1.93M - $2.14M
|
120K
$72.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.71KNew |
$1.92M - $2.13M
|
3.71K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.59KNew |
$1.86M - $2.06M
|
3.59K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.58K+ 156.02% |
$1.85M - $2.05M
|
5.87K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.56K+ 5.56% |
$1.84M - $2.04M
|
67.5K
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.55K+ 81.72% |
$1.83M - $2.03M
|
7.88K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
3.53KNew |
$1.83M - $2.02M
|
3.53K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3.51K+ 15.46% |
$1.82M - $2.02M
|
26.2K
$15.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.51K+ 97.42% |
$1.82M - $2.01M
|
7.12K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.51K+ 8.6% |
$1.82M - $2.01M
|
44.3K
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.5K+ 2.85% |
$1.81M - $2.01M
|
126K
$75.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.49K+ 10.8% |
$1.81M - $2M
|
35.8K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.48K+ 18.24% |
$1.8M - $2M
|
22.6K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.48K+ 64.06% |
$1.8M - $2M
|
8.92K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.48K+ 12.75% |
$1.8M - $1.99M
|
30.7K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.47KNew |
$1.8M - $1.99M
|
3.47K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.46K+ 28.32% |
$1.79M - $1.98M
|
15.7K
$9.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.45KNew |
$1.79M - $1.98M
|
3.45K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.4K+ 3.15% |
$1.76M - $1.95M
|
111K
$67M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.39K+ 5.81% |
$1.75M - $1.94M
|
61.7K
$37.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.34K+ 8.05% |
$1.73M - $1.92M
|
44.8K
$26.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.33K+ 6.37% |
$1.72M - $1.91M
|
55.7K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.32K+ 6.79% |
$1.72M - $1.9M
|
52.2K
$31.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.32K+ 6.24% |
$1.72M - $1.9M
|
56.5K
$33.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
3.28K+ 0.38% |
$1.7M - $1.88M
|
871K
$524M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.28K+ 5.94% |
$1.7M - $1.88M
|
58.5K
$35.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.28K+ 5.31% |
$1.7M - $1.88M
|
65K
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
3.26K+ 2.31% |
$1.69M - $1.87M
|
144K
$86.8M
|