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
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
66+ 64.71% |
$34.1K - $37.9K
|
168
$99.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 3.93% |
$33.6K - $37.3K
|
1.72K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
65+ 5.77% |
$33.6K - $37.3K
|
1.19K
$708K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
65+ 1.15% |
$33.6K - $37.3K
|
5.73K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 0.38% |
$33.1K - $36.7K
|
16.7K
$9.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 1.96% |
$33.1K - $36.7K
|
3.34K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
64+ 10.42% |
$33.1K - $36.7K
|
678
$403K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
64+ 10.54% |
$33.1K - $36.7K
|
671
$399K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
63+ 2.46% |
$32.6K - $36.2K
|
2.62K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
63+ 6.03% |
$32.6K - $36.2K
|
1.11K
$658K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
63+ 0.85% |
$32.6K - $36.2K
|
7.43K
$4.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
63+ 3.15% |
$32.6K - $36.2K
|
2.06K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
63+ 13.49% |
$32.6K - $36.2K
|
530
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
61+ 11.17% |
$31.6K - $35K
|
607
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
61+ 3.9% |
$31.6K - $35K
|
1.63K
$966K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
60+ 1.67% |
$31K - $34.4K
|
3.65K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
60+ 2.4% |
$31K - $34.4K
|
2.56K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
60+ 0.34% |
$31K - $34.4K
|
17.8K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
60+ 1.2% |
$31K - $34.4K
|
5.05K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
60+ 1.56% |
$31K - $34.4K
|
3.92K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
60+ 0.89% |
$31K - $34.4K
|
6.83K
$4.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
59+ 3.31% |
$30.5K - $33.9K
|
1.84K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
59+ 12.47% |
$30.5K - $33.9K
|
532
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
59+ 2.02% |
$30.5K - $33.9K
|
2.98K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
59+ 0.6% |
$30.5K - $33.9K
|
9.93K
$5.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
59+ 4.59% |
$30.5K - $33.9K
|
1.34K
$799K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
59+ 2.43% |
$30.5K - $33.9K
|
2.48K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
59+ 3.63% |
$30.5K - $33.9K
|
1.68K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58+ 0.03% |
$30K - $33.3K
|
181K
$108M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
57+ 14.36% |
$29.5K - $32.7K
|
454
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
57+ 3.14% |
$29.5K - $32.7K
|
1.87K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
57+ 0.27% |
$29.5K - $32.7K
|
20.8K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
56+ 12.93% |
$29K - $32.1K
|
489
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
56+ 1.26% |
$29K - $32.1K
|
4.5K
$2.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
56+ 18.3% |
$29K - $32.1K
|
362
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
55+ 1.75% |
$28.5K - $31.6K
|
3.2K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
55+ 1.33% |
$28.5K - $31.6K
|
4.19K
$2.49M
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
55+ 0.37% |
$28.5K - $31.6K
|
14.8K
$8.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
54+ 0.65% |
$27.9K - $31K
|
8.36K
$4.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
54+ 6.45% |
$27.9K - $31K
|
891
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
54+ 5.74% |
$27.9K - $31K
|
995
$591K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
54+ 4.52% |
$27.9K - $31K
|
1.25K
$742K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
53+ 4.02% |
$27.4K - $30.4K
|
1.37K
$815K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
53+ 5.03% |
$27.4K - $30.4K
|
1.11K
$658K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 9.25% |
$27.4K - $30.4K
|
626
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
53+ 1.97% |
$27.4K - $30.4K
|
2.74K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
52+ 0.12% |
$26.9K - $29.8K
|
45K
$26.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 4.0% |
$26.4K - $29.3K
|
1.33K
$788K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
51+ 2.37% |
$26.4K - $29.3K
|
2.2K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 6.54% |
$25.9K - $28.7K
|
814
$484K
|