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
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
86+ 3.66% |
$44.5K - $49.4K
|
2.43K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
86+ 1.18% |
$44.5K - $49.4K
|
7.36K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.36% |
$44.5K - $49.4K
|
23.8K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
86+ 6.91% |
$44.5K - $49.4K
|
1.33K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
85+ 0.32% |
$44K - $48.8K
|
26.4K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
85+ 55.19% |
$44K - $48.8K
|
239
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
85+ 0.14% |
$44K - $48.8K
|
62.5K
$32.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
83+ 1.87% |
$42.9K - $47.6K
|
4.53K
$2.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
83+ 4.78% |
$42.9K - $47.6K
|
1.82K
$958K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
82+ 0.73% |
$42.4K - $47.1K
|
11.4K
$5.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
82+ 4.82% |
$42.4K - $47.1K
|
1.78K
$939K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
81+ 2.31% |
$41.9K - $46.5K
|
3.58K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80+ 9.62% |
$41.4K - $45.9K
|
912
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 3.68% |
$40.9K - $45.3K
|
2.23K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
79+ 0.15% |
$40.9K - $45.3K
|
52.2K
$27.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 4.98% |
$40.4K - $44.8K
|
1.64K
$865K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
77+ 3.75% |
$39.8K - $44.2K
|
2.13K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
76+ 0.4% |
$39.3K - $43.6K
|
19.3K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 0.66% |
$39.3K - $43.6K
|
11.5K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
75+ 10.78% |
$38.8K - $43K
|
771
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
75+ 4.63% |
$38.8K - $43K
|
1.7K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
75+ 3.59% |
$38.8K - $43K
|
2.17K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.32% |
$38.8K - $43K
|
5.75K
$3.03M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
74+ 13.07% |
$38.3K - $42.5K
|
640
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
74+ 6.56% |
$38.3K - $42.5K
|
1.2K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
74+ 0.06% |
$38.3K - $42.5K
|
123K
$64.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
73+ 2.45% |
$37.8K - $41.9K
|
3.05K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
73+ 3.17% |
$37.8K - $41.9K
|
2.38K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
73+ 6.89% |
$37.8K - $41.9K
|
1.13K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
72+ 9.68% |
$37.3K - $41.3K
|
816
$430K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
72+ 4.07% |
$37.3K - $41.3K
|
1.84K
$969K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
71+ 1.19% |
$36.7K - $40.7K
|
6.06K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
71+ 0.32% |
$36.7K - $40.7K
|
22K
$11.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70+ 0.25% |
$36.2K - $40.2K
|
28.5K
$15M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
70+ 4.86% |
$36.2K - $40.2K
|
1.51K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70+ 0.94% |
$36.2K - $40.2K
|
7.5K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 6.62% |
$36.2K - $40.2K
|
1.13K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
69+ 4.65% |
$35.7K - $39.6K
|
1.55K
$818K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
68+ 2.67% |
$35.2K - $39K
|
2.61K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 1.7% |
$35.2K - $39K
|
4.07K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
68+ 1.0% |
$35.2K - $39K
|
6.85K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
67+ 0.85% |
$34.7K - $38.4K
|
7.92K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
66+ 7.48% |
$34.1K - $37.9K
|
948
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 1.33% |
$34.1K - $37.9K
|
5.02K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
66+ 64.71% |
$34.1K - $37.9K
|
168
$88.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 3.93% |
$33.6K - $37.3K
|
1.72K
$904K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
65+ 5.77% |
$33.6K - $37.3K
|
1.19K
$627K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
65+ 1.15% |
$33.6K - $37.3K
|
5.73K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 0.38% |
$33.1K - $36.7K
|
16.7K
$8.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 1.96% |
$33.1K - $36.7K
|
3.34K
$1.76M
|