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 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 0.66% |
$39.3K - $43.6K
|
11.5K
$6.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
75+ 10.78% |
$38.8K - $43K
|
771
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
75+ 4.63% |
$38.8K - $43K
|
1.7K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
75+ 3.59% |
$38.8K - $43K
|
2.17K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.32% |
$38.8K - $43K
|
5.75K
$3.37M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
74+ 13.07% |
$38.3K - $42.5K
|
640
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
74+ 6.56% |
$38.3K - $42.5K
|
1.2K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
74+ 0.06% |
$38.3K - $42.5K
|
123K
$71.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
73+ 2.45% |
$37.8K - $41.9K
|
3.05K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
73+ 3.17% |
$37.8K - $41.9K
|
2.38K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
73+ 6.89% |
$37.8K - $41.9K
|
1.13K
$664K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
72+ 9.68% |
$37.3K - $41.3K
|
816
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
72+ 4.07% |
$37.3K - $41.3K
|
1.84K
$1.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
71+ 1.19% |
$36.7K - $40.7K
|
6.06K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
71+ 0.32% |
$36.7K - $40.7K
|
22K
$12.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70+ 0.25% |
$36.2K - $40.2K
|
28.5K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
70+ 4.86% |
$36.2K - $40.2K
|
1.51K
$884K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70+ 0.94% |
$36.2K - $40.2K
|
7.5K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 6.62% |
$36.2K - $40.2K
|
1.13K
$661K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
69+ 4.65% |
$35.7K - $39.6K
|
1.55K
$911K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
68+ 2.67% |
$35.2K - $39K
|
2.61K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 1.7% |
$35.2K - $39K
|
4.07K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
68+ 1.0% |
$35.2K - $39K
|
6.85K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
67+ 0.85% |
$34.7K - $38.4K
|
7.92K
$4.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
66+ 7.48% |
$34.1K - $37.9K
|
948
$556K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 1.33% |
$34.1K - $37.9K
|
5.02K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
66+ 64.71% |
$34.1K - $37.9K
|
168
$98.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 3.93% |
$33.6K - $37.3K
|
1.72K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
65+ 5.77% |
$33.6K - $37.3K
|
1.19K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 0.38% |
$33.1K - $36.7K
|
16.7K
$9.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 1.96% |
$33.1K - $36.7K
|
3.34K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
64+ 10.42% |
$33.1K - $36.7K
|
678
$397K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
63+ 2.46% |
$32.6K - $36.2K
|
2.62K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
63+ 6.03% |
$32.6K - $36.2K
|
1.11K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
63+ 0.85% |
$32.6K - $36.2K
|
7.43K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
63+ 3.15% |
$32.6K - $36.2K
|
2.06K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
63+ 13.49% |
$32.6K - $36.2K
|
530
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
61+ 11.17% |
$31.6K - $35K
|
607
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
61+ 3.9% |
$31.6K - $35K
|
1.63K
$953K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
60+ 1.67% |
$31K - $34.4K
|
3.65K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
60+ 2.4% |
$31K - $34.4K
|
2.56K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
60+ 0.34% |
$31K - $34.4K
|
17.8K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
60+ 1.2% |
$31K - $34.4K
|
5.05K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
60+ 1.56% |
$31K - $34.4K
|
3.92K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
60+ 0.89% |
$31K - $34.4K
|
6.83K
$4M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
59+ 3.31% |
$30.5K - $33.9K
|
1.84K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
59+ 12.47% |
$30.5K - $33.9K
|
532
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
59+ 2.02% |
$30.5K - $33.9K
|
2.98K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
59+ 0.6% |
$30.5K - $33.9K
|
9.93K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
59+ 4.59% |
$30.5K - $33.9K
|
1.34K
$788K
|