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 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
38+ 1.45% |
$19.7K - $21.8K
|
2.67K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
38New |
$19.7K - $21.8K
|
38
$24.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$19.7K - $21.8K
|
10.5K
$6.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 3.21% |
$19.7K - $21.8K
|
1.22K
$785K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38+ 5.63% |
$19.7K - $21.8K
|
713
$458K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
38+ 1900.0% |
$19.7K - $21.8K
|
40
$25.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
37+ 3.08% |
$19.1K - $21.2K
|
1.24K
$796K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
36+ 4.15% |
$18.6K - $20.7K
|
903
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
36+ 1.03% |
$18.6K - $20.7K
|
3.55K
$2.28M
|
|
|
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
$3.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.18% |
$18.1K - $20.1K
|
19K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
35+ 1.68% |
$18.1K - $20.1K
|
2.12K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 0.55% |
$18.1K - $20.1K
|
6.36K
$4.09M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35+ 0.61% |
$18.1K - $20.1K
|
5.74K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
34+ 0.22% |
$17.6K - $19.5K
|
15.3K
$9.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34New |
$17.6K - $19.5K
|
34
$21.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
33+ 3.72% |
$17.1K - $18.9K
|
921
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33+ 0.63% |
$17.1K - $18.9K
|
5.25K
$3.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
32+ 4.49% |
$16.6K - $18.4K
|
744
$478K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$16.6K - $18.4K
|
11.2K
$7.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
32+ 2.81% |
$16.6K - $18.4K
|
1.17K
$753K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
BUY
|
- |
31+ 2.87% |
$16K - $17.8K
|
1.11K
$714K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.52% |
$16K - $17.8K
|
5.98K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
31+ 0.01% |
$16K - $17.8K
|
229K
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 0.06% |
$16K - $17.8K
|
50.5K
$32.5M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
31+ 6.94% |
$16K - $17.8K
|
478
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.23% |
$15.5K - $17.2K
|
13K
$8.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30+ 6.25% |
$15.5K - $17.2K
|
510
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 1.35% |
$15.5K - $17.2K
|
2.25K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 1.47% |
$15.5K - $17.2K
|
2.07K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 6.48% |
$15.5K - $17.2K
|
493
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.06% |
$15.5K - $17.2K
|
46.9K
$30.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.16% |
$15.5K - $17.2K
|
19.3K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29+ 2.98% |
$15K - $16.6K
|
1K
$643K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 5.33% |
$15K - $16.6K
|
573
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29+ 0.93% |
$15K - $16.6K
|
3.15K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 1.55% |
$14.5K - $16.1K
|
1.83K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
28+ 5.08% |
$14.5K - $16.1K
|
579
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.24% |
$14.5K - $16.1K
|
11.7K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28+ 1.68% |
$14.5K - $16.1K
|
1.7K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 0.88% |
$14K - $15.5K
|
3.11K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
27+ 0.61% |
$14K - $15.5K
|
4.44K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
27+ 3.76% |
$14K - $15.5K
|
745
$479K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.08% |
$13.5K - $14.9K
|
870
$559K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$13.5K - $14.9K
|
8.21K
$5.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$13.5K - $14.9K
|
8.84K
$5.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
26+ 3.68% |
$13.5K - $14.9K
|
732
$470K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
26+ 1.3% |
$13.5K - $14.9K
|
2.03K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
26+ 7.05% |
$13.5K - $14.9K
|
395
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
26+ 1.0% |
$13.5K - $14.9K
|
2.62K
$1.69M
|