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 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.03K - $1.15K
|
4.41K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2- 0.03% |
$1.03K - $1.15K
|
6.32K
$4.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2- 0.16% |
$1.03K - $1.15K
|
1.24K
$795K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2- 0.11% |
$1.03K - $1.15K
|
1.74K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2- 0.47% |
$1.03K - $1.15K
|
420
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.33% |
$1.03K - $1.15K
|
602
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.08% |
$1.03K - $1.15K
|
2.43K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
22.3K
$14.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.57% |
$1.55K - $1.72K
|
520
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
32.9K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-3- 0.53% |
$1.55K - $1.72K
|
567
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3- 0.42% |
$1.55K - $1.72K
|
715
$460K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3- 0.6% |
$1.55K - $1.72K
|
498
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3- 0.48% |
$1.55K - $1.72K
|
618
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3- 0.03% |
$1.55K - $1.72K
|
11.6K
$7.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.16% |
$1.55K - $1.72K
|
1.82K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.55K - $1.72K
|
5.5K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
23.7K
$15.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3- 0.11% |
$1.55K - $1.72K
|
2.64K
$1.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4- 0.51% |
$2.07K - $2.3K
|
780
$501K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4- 0.02% |
$2.07K - $2.3K
|
25.3K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-4- 0.13% |
$2.07K - $2.3K
|
2.99K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$2.07K - $2.3K
|
3.17K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4- 0.88% |
$2.07K - $2.3K
|
450
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-4- 0.07% |
$2.07K - $2.3K
|
5.62K
$3.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.69% |
$2.07K - $2.3K
|
574
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-4- 0.56% |
$2.07K - $2.3K
|
711
$457K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4- 0.38% |
$2.07K - $2.3K
|
1.06K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-4- 0.11% |
$2.07K - $2.3K
|
3.66K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.51% |
$2.07K - $2.3K
|
779
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.27% |
$2.07K - $2.3K
|
1.5K
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 2.84% |
$2.07K - $2.3K
|
137
$88K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-4- 0.81% |
$2.07K - $2.3K
|
489
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.32% |
$2.59K - $2.87K
|
1.58K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.13% |
$2.59K - $2.87K
|
3.94K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5- 0.66% |
$2.59K - $2.87K
|
758
$487K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5- 0.05% |
$2.59K - $2.87K
|
10.7K
$6.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-5- 0.24% |
$2.59K - $2.87K
|
2.06K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-5- 0.61% |
$2.59K - $2.87K
|
820
$527K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.39% |
$2.59K - $2.87K
|
355
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7.4K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-5- 0.23% |
$2.59K - $2.87K
|
2.16K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5- 0.32% |
$2.59K - $2.87K
|
1.58K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5- 0.97% |
$2.59K - $2.87K
|
510
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5- 0.1% |
$2.59K - $2.87K
|
5.24K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.18% |
$2.59K - $2.87K
|
2.74K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7K
$4.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5- 0.46% |
$2.59K - $2.87K
|
1.07K
$688K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-6- 0.13% |
$3.1K - $3.44K
|
4.59K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.66% |
$3.1K - $3.44K
|
910
$585K
|