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
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.32K+ 7.91% |
$681K - $755K
|
18K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.31K+ 1.89% |
$679K - $753K
|
70.6K
$39.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
1.31K+ 6.41% |
$678K - $752K
|
21.7K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.31KNew |
$677K - $751K
|
1.31K
$732K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
1.31K+ 27.55% |
$676K - $749K
|
6.05K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.3K+ 2.96% |
$671K - $744K
|
45.2K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.3K+ 21.65% |
$671K - $744K
|
7.28K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.27K+ 4.19% |
$659K - $731K
|
31.7K
$17.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.87% |
$658K - $730K
|
45.7K
$25.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$655K - $727K
|
1.27K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.25K+ 1.2% |
$646K - $717K
|
105K
$58.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.25K+ 13.4% |
$644K - $714K
|
10.5K
$5.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.24K+ 18.0% |
$642K - $712K
|
8.14K
$4.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.23K+ 4.02% |
$636K - $706K
|
31.8K
$17.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
1.22K+ 28.05% |
$632K - $701K
|
5.58K
$3.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.21K+ 6.29% |
$628K - $696K
|
20.5K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.2KNew |
$623K - $691K
|
1.2K
$674K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 9.52% |
$616K - $683K
|
13.7K
$7.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.19K+ 0.49% |
$616K - $683K
|
245K
$137M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.19K+ 3.39% |
$613K - $680K
|
36.2K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.18KNew |
$610K - $677K
|
1.18K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.18K+ 115.41% |
$608K - $675K
|
2.2K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.17K+ 2.21% |
$607K - $674K
|
54.3K
$30.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.15KNew |
$597K - $662K
|
1.15K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 48.2% |
$594K - $659K
|
3.53K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.14K+ 7.94% |
$592K - $656K
|
15.5K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.14K+ 17.28% |
$590K - $654K
|
7.74K
$4.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.14KNew |
$589K - $654K
|
1.14K
$637K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.14K+ 8.08% |
$588K - $652K
|
15.2K
$8.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.14KNew |
$588K - $652K
|
1.14K
$636K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.14K+ 12.72% |
$587K - $651K
|
10.1K
$5.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 1.29% |
$586K - $650K
|
88.8K
$49.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.13K+ 7.25% |
$585K - $648K
|
16.7K
$9.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.13K+ 5.79% |
$585K - $648K
|
20.6K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.13K+ 1.54% |
$583K - $647K
|
74.1K
$41.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.13K+ 0.81% |
$583K - $646K
|
140K
$78.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.12K+ 4.23% |
$579K - $642K
|
27.6K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.12K+ 35.55% |
$577K - $640K
|
4.25K
$2.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.1K+ 6.48% |
$571K - $634K
|
18.1K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.1K+ 35.05% |
$568K - $630K
|
4.23K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
1.1K+ 11.19% |
$568K - $630K
|
10.9K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 26.69% |
$564K - $626K
|
5.18K
$2.9M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.09K+ 1.96% |
$563K - $624K
|
56.6K
$31.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 10.91% |
$562K - $623K
|
11K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.08K+ 15.59% |
$560K - $621K
|
8.02K
$4.49M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.07K+ 9.13% |
$552K - $612K
|
12.7K
$7.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.06K+ 74.07% |
$548K - $608K
|
2.49K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.08% |
$548K - $608K
|
27K
$15.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.05K+ 1.55% |
$545K - $605K
|
69K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.05K+ 5.11% |
$544K - $604K
|
21.6K
$12.1M
|