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 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.56% |
$78.6K - $87.2K
|
1.74K
$1.12M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
151+ 29.84% |
$78.1K - $86.7K
|
657
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 0.91% |
$77.6K - $86.1K
|
16.7K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
150+ 1.03% |
$77.6K - $86.1K
|
14.8K
$9.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 7.58% |
$77.6K - $86.1K
|
2.13K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
150+ 1.65% |
$77.6K - $86.1K
|
9.26K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
150+ 1.66% |
$77.6K - $86.1K
|
9.2K
$5.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
149+ 2.68% |
$77.1K - $85.5K
|
5.7K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
149+ 8.94% |
$77.1K - $85.5K
|
1.82K
$1.17M
|
|
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
149+ 32.53% |
$77.1K - $85.5K
|
607
$390K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
148+ 24.79% |
$76.6K - $84.9K
|
745
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
147+ 4.46% |
$76.1K - $84.4K
|
3.45K
$2.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
146+ 5.57% |
$75.5K - $83.8K
|
2.77K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 5.9% |
$75.5K - $83.8K
|
2.62K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
146+ 1.1% |
$75.5K - $83.8K
|
13.4K
$8.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
145+ 2.3% |
$75K - $83.2K
|
6.45K
$4.14M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
145New |
$75K - $83.2K
|
145
$93.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
144New |
$74.5K - $82.6K
|
144
$92.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 4.1% |
$73K - $80.9K
|
3.58K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
141+ 0.72% |
$73K - $80.9K
|
19.7K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
140+ 0.6% |
$72.4K - $80.3K
|
23.6K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
138+ 0.13% |
$71.4K - $79.2K
|
104K
$67.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
137+ 0.49% |
$70.9K - $78.6K
|
28.3K
$18.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
136+ 11.84% |
$70.4K - $78K
|
1.29K
$826K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
135+ 25.96% |
$69.8K - $77.5K
|
655
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
134+ 6.9% |
$69.3K - $76.9K
|
2.08K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$69.3K - $76.9K
|
134
$86.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
133+ 29.42% |
$68.8K - $76.3K
|
585
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
133+ 2.68% |
$68.8K - $76.3K
|
5.1K
$3.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
132+ 2.15% |
$68.3K - $75.7K
|
6.27K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
132+ 0.76% |
$68.3K - $75.7K
|
17.6K
$11.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
132+ 1.36% |
$68.3K - $75.7K
|
9.83K
$6.32M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
131+ 11.16% |
$67.8K - $75.2K
|
1.31K
$839K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
131+ 11.02% |
$67.8K - $75.2K
|
1.32K
$848K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
131+ 14.44% |
$67.8K - $75.2K
|
1.04K
$667K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
131+ 7.28% |
$67.8K - $75.2K
|
1.93K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
130+ 15.33% |
$67.3K - $74.6K
|
978
$629K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
129+ 9.7% |
$66.7K - $74K
|
1.46K
$938K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
129+ 7.26% |
$66.7K - $74K
|
1.91K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
129+ 0.51% |
$66.7K - $74K
|
25.2K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
128+ 2.83% |
$66.2K - $73.5K
|
4.65K
$2.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
127+ 1.26% |
$65.7K - $72.9K
|
10.2K
$6.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
127+ 0.77% |
$65.7K - $72.9K
|
16.6K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
127+ 2.73% |
$65.7K - $72.9K
|
4.78K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
127+ 1.71% |
$65.7K - $72.9K
|
7.54K
$4.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
127+ 15.99% |
$65.7K - $72.9K
|
921
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
126+ 30.81% |
$65.2K - $72.3K
|
535
$344K
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
126+ 0.29% |
$65.2K - $72.3K
|
42.9K
$27.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
124New |
$64.2K - $71.2K
|
124
$79.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
124+ 0.29% |
$64.2K - $71.2K
|
43.3K
$27.8M
|