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 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.71K+ 44.66% |
$5.02M - $5.57M
|
31.4K
$18.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.49K+ 26.63% |
$4.91M - $5.45M
|
45.1K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.48K+ 54.55% |
$4.91M - $5.44M
|
26.9K
$15.8M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.46K+ 1.33% |
$4.9M - $5.43M
|
721K
$425M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.29K+ 22.34% |
$4.8M - $5.33M
|
50.8K
$30M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09K+ 1.49% |
$4.7M - $5.22M
|
621K
$366M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.03K+ 3.95% |
$4.67M - $5.18M
|
237K
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.97K+ 3.5% |
$4.64M - $5.15M
|
266K
$157M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
8.85K+ 9.48% |
$4.58M - $5.08M
|
102K
$60.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
8.62K+ 8.27% |
$4.46M - $4.95M
|
113K
$66.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.6K+ 0.66% |
$4.45M - $4.93M
|
1.3M
$768M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.56K+ 6.92% |
$4.43M - $4.91M
|
132K
$77.9M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$4.43M - $4.91M
|
8.55K
$5.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.39K+ 121.4% |
$4.34M - $4.81M
|
15.3K
$9.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.31K+ 40.42% |
$4.3M - $4.77M
|
28.9K
$17M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.3K+ 34.77% |
$4.29M - $4.76M
|
32.2K
$19M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
8.23K+ 67.42% |
$4.26M - $4.72M
|
20.4K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.13K+ 8.39% |
$4.2M - $4.66M
|
105K
$61.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.13K+ 31.86% |
$4.2M - $4.66M
|
33.6K
$19.8M
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.12K+ 1159.71% |
$4.2M - $4.66M
|
8.82K
$5.2M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.08K+ 60.94% |
$4.18M - $4.64M
|
21.3K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.07K+ 105.44% |
$4.18M - $4.63M
|
15.7K
$9.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.02K+ 5.78% |
$4.15M - $4.6M
|
147K
$86.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.01K+ 7.35% |
$4.14M - $4.59M
|
117K
$68.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.87KNew |
$4.07M - $4.52M
|
7.87K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.85K+ 4.54% |
$4.06M - $4.5M
|
181K
$107M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.82K+ 19.1% |
$4.04M - $4.49M
|
48.7K
$28.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.79K+ 31.79% |
$4.03M - $4.47M
|
32.3K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
7.72K+ 25.46% |
$3.99M - $4.43M
|
38K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.6KNew |
$3.93M - $4.36M
|
7.6K
$4.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.57KNew |
$3.92M - $4.35M
|
7.57K
$4.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.48KNew |
$3.87M - $4.29M
|
7.48K
$4.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.42K+ 6.14% |
$3.84M - $4.26M
|
128K
$75.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 14.07% |
$3.84M - $4.26M
|
60.1K
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.33KNew |
$3.79M - $4.21M
|
7.33K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.29K+ 162.38% |
$3.77M - $4.19M
|
11.8K
$6.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
7.27K+ 3.86% |
$3.76M - $4.17M
|
196K
$115M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.24K+ 432.64% |
$3.74M - $4.15M
|
8.91K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 7.82% |
$3.68M - $4.09M
|
98.2K
$57.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 11.02% |
$3.65M - $4.05M
|
71.1K
$41.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7K+ 38.96% |
$3.62M - $4.02M
|
25K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
BUY
|
- |
6.99KNew |
$3.62M - $4.01M
|
6.99K
$4.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.98K+ 4.28% |
$3.61M - $4.01M
|
170K
$100M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
6.96K+ 7.77% |
$3.6M - $4M
|
96.6K
$56.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.94K+ 0.95% |
$3.59M - $3.98M
|
739K
$435M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.86K+ 85.56% |
$3.55M - $3.93M
|
14.9K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.85KNew |
$3.54M - $3.93M
|
6.85K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.71K+ 1.15% |
$3.47M - $3.85M
|
587K
$346M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
6.7KNew |
$3.47M - $3.85M
|
6.7K
$3.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.68K+ 21.26% |
$3.46M - $3.84M
|
38.1K
$22.5M
|