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 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
36+ 4.15% |
$18.6K - $20.7K
|
903
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
36+ 1.03% |
$18.6K - $20.7K
|
3.55K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
36+ 0.74% |
$18.6K - $20.7K
|
4.92K
$2.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.18% |
$18.1K - $20.1K
|
19K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
35+ 1.68% |
$18.1K - $20.1K
|
2.12K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 0.55% |
$18.1K - $20.1K
|
6.36K
$3.78M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35+ 0.61% |
$18.1K - $20.1K
|
5.74K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
34+ 0.22% |
$17.6K - $19.5K
|
15.3K
$9.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34New |
$17.6K - $19.5K
|
34
$20.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
33+ 3.72% |
$17.1K - $18.9K
|
921
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33+ 0.63% |
$17.1K - $18.9K
|
5.25K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
32+ 4.49% |
$16.6K - $18.4K
|
744
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$16.6K - $18.4K
|
11.2K
$6.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
32+ 2.81% |
$16.6K - $18.4K
|
1.17K
$696K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
BUY
|
- |
31+ 2.87% |
$16K - $17.8K
|
1.11K
$660K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.52% |
$16K - $17.8K
|
5.98K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
31+ 0.01% |
$16K - $17.8K
|
229K
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 0.06% |
$16K - $17.8K
|
50.5K
$30M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
31+ 6.94% |
$16K - $17.8K
|
478
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.23% |
$15.5K - $17.2K
|
13K
$7.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30+ 6.25% |
$15.5K - $17.2K
|
510
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 1.35% |
$15.5K - $17.2K
|
2.25K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 1.47% |
$15.5K - $17.2K
|
2.07K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 6.48% |
$15.5K - $17.2K
|
493
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.06% |
$15.5K - $17.2K
|
46.9K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.16% |
$15.5K - $17.2K
|
19.3K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29+ 2.98% |
$15K - $16.6K
|
1K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 5.33% |
$15K - $16.6K
|
573
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29+ 0.93% |
$15K - $16.6K
|
3.15K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 1.55% |
$14.5K - $16.1K
|
1.83K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
28+ 5.08% |
$14.5K - $16.1K
|
579
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.24% |
$14.5K - $16.1K
|
11.7K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28+ 1.68% |
$14.5K - $16.1K
|
1.7K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 0.88% |
$14K - $15.5K
|
3.11K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
27+ 0.61% |
$14K - $15.5K
|
4.44K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
27+ 3.76% |
$14K - $15.5K
|
745
$443K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.08% |
$13.5K - $14.9K
|
870
$517K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$13.5K - $14.9K
|
8.21K
$4.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$13.5K - $14.9K
|
8.84K
$5.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
26+ 3.68% |
$13.5K - $14.9K
|
732
$435K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
26+ 1.3% |
$13.5K - $14.9K
|
2.03K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
26+ 7.05% |
$13.5K - $14.9K
|
395
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
26+ 1.0% |
$13.5K - $14.9K
|
2.62K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
25+ 6.0% |
$12.9K - $14.3K
|
442
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
25+ 2.92% |
$12.9K - $14.3K
|
880
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
25+ 0.74% |
$12.9K - $14.3K
|
3.39K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
25+ 0.49% |
$12.9K - $14.3K
|
5.13K
$3.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 0.61% |
$12.4K - $13.8K
|
3.96K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
24+ 3.01% |
$12.4K - $13.8K
|
821
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
24+ 1.71% |
$12.4K - $13.8K
|
1.43K
$850K
|