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 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5- 0.1% |
$2.59K - $2.87K
|
5.24K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.18% |
$2.59K - $2.87K
|
2.74K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7K
$4.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5- 0.46% |
$2.59K - $2.87K
|
1.07K
$626K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-6- 0.13% |
$3.1K - $3.44K
|
4.59K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.66% |
$3.1K - $3.44K
|
910
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.08% |
$3.1K - $3.44K
|
7.46K
$4.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-6- 0.83% |
$3.1K - $3.44K
|
713
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6- 0.27% |
$3.1K - $3.44K
|
2.2K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-6- 0.99% |
$3.1K - $3.44K
|
602
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6- 0.09% |
$3.1K - $3.44K
|
6.6K
$3.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-6- 0.1% |
$3.1K - $3.44K
|
6.31K
$3.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6- 3.8% |
$3.1K - $3.44K
|
152
$88.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6- 0.09% |
$3.1K - $3.44K
|
6.35K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-6- 1.43% |
$3.1K - $3.44K
|
413
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6- 0.22% |
$3.1K - $3.44K
|
2.77K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6- 0.12% |
$3.1K - $3.44K
|
5.05K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-6- 0.17% |
$3.1K - $3.44K
|
3.58K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-7- 5.22% |
$3.62K - $4.02K
|
127
$74.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-7- 0.19% |
$3.62K - $4.02K
|
3.71K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-7- 0.78% |
$3.62K - $4.02K
|
885
$517K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.45% |
$3.62K - $4.02K
|
1.55K
$903K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7- 0.03% |
$3.62K - $4.02K
|
20.5K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 0.36% |
$3.62K - $4.02K
|
1.92K
$1.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-8- 0.1% |
$4.14K - $4.59K
|
7.84K
$4.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-8- 1.25% |
$4.14K - $4.59K
|
634
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-8- 0.68% |
$4.14K - $4.59K
|
1.17K
$681K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-8- 0.15% |
$4.14K - $4.59K
|
5.33K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$4.14K - $4.59K
|
50.8K
$29.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8- 0.29% |
$4.14K - $4.59K
|
2.71K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-8- 0.26% |
$4.14K - $4.59K
|
3.06K
$1.79M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-9- 0.11% |
$4.66K - $5.16K
|
8.55K
$5M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-9- 0.31% |
$4.66K - $5.16K
|
2.94K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-9- 0.03% |
$4.66K - $5.16K
|
26.5K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9- 0.77% |
$4.66K - $5.16K
|
1.16K
$676K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9- 1.58% |
$4.66K - $5.16K
|
561
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-9- 1.68% |
$4.66K - $5.16K
|
528
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9- 0.08% |
$4.66K - $5.16K
|
11.2K
$6.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 0.43% |
$5.17K - $5.74K
|
2.33K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-10- 2.69% |
$5.17K - $5.74K
|
362
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-10- 0.11% |
$5.17K - $5.74K
|
8.72K
$5.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-10- 0.49% |
$5.17K - $5.74K
|
2.03K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 1.25% |
$5.17K - $5.74K
|
789
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-10- 0.17% |
$5.17K - $5.74K
|
5.97K
$3.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10- 1.31% |
$5.17K - $5.74K
|
756
$442K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-10- 2.94% |
$5.17K - $5.74K
|
330
$193K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-10- 1.95% |
$5.17K - $5.74K
|
503
$294K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-10- 0.23% |
$5.17K - $5.74K
|
4.28K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-10- 1.06% |
$5.17K - $5.74K
|
937
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10- 0.05% |
$5.17K - $5.74K
|
18.7K
$10.9M
|