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
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10- 0.32% |
$5.17K - $5.74K
|
3.08K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10- 1.01% |
$5.17K - $5.74K
|
982
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.19% |
$5.17K - $5.74K
|
5.21K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-10- 0.02% |
$5.17K - $5.74K
|
48.7K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-10- 2.1% |
$5.17K - $5.74K
|
467
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-11- 0.78% |
$5.69K - $6.31K
|
1.4K
$818K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-11- 1.27% |
$5.69K - $6.31K
|
854
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-11- 1.77% |
$5.69K - $6.31K
|
609
$356K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-12- 0.37% |
$6.21K - $6.89K
|
3.19K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-12- 2.63% |
$6.21K - $6.89K
|
445
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 52.17% |
$6.21K - $6.89K
|
11
$6.43K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-12- 0.22% |
$6.21K - $6.89K
|
5.5K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12- 0.87% |
$6.21K - $6.89K
|
1.36K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-12- 2.07% |
$6.21K - $6.89K
|
569
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-12- 2.05% |
$6.21K - $6.89K
|
574
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13- 1.31% |
$6.73K - $7.46K
|
983
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.4% |
$6.73K - $7.46K
|
3.21K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-13- 1.18% |
$6.73K - $7.46K
|
1.09K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 0.59% |
$6.73K - $7.46K
|
2.21K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-13- 81.25% |
$6.73K - $7.46K
|
3
$1.75K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-13- 0.91% |
$6.73K - $7.46K
|
1.42K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-13- 0.35% |
$6.73K - $7.46K
|
3.71K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-13- 0.07% |
$6.73K - $7.46K
|
18K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-14- 0.62% |
$7.24K - $8.03K
|
2.25K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 0.63% |
$7.24K - $8.03K
|
2.23K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-14- 0.36% |
$7.24K - $8.03K
|
3.86K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-14- 0.16% |
$7.24K - $8.03K
|
8.91K
$5.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 1.42% |
$7.24K - $8.03K
|
975
$570K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-14- 0.14% |
$7.24K - $8.03K
|
9.8K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-14- 0.26% |
$7.24K - $8.03K
|
5.42K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-14- 0.43% |
$7.24K - $8.03K
|
3.22K
$1.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-15- 0.79% |
$7.76K - $8.61K
|
1.88K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-15- 1.81% |
$7.76K - $8.61K
|
816
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-15- 1.81% |
$7.76K - $8.61K
|
816
$477K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-15- 1.38% |
$7.76K - $8.61K
|
1.07K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 10.0% |
$7.76K - $8.61K
|
135
$78.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-15- 0.94% |
$7.76K - $8.61K
|
1.57K
$920K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-15- 0.93% |
$7.76K - $8.61K
|
1.6K
$935K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-15- 0.63% |
$7.76K - $8.61K
|
2.37K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-15- 0.24% |
$7.76K - $8.61K
|
6.24K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-15- 0.21% |
$7.76K - $8.61K
|
7.11K
$4.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-16- 0.44% |
$8.28K - $9.18K
|
3.63K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-16- 0.43% |
$8.28K - $9.18K
|
3.72K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-16- 1.26% |
$8.28K - $9.18K
|
1.25K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16- 0.21% |
$8.28K - $9.18K
|
7.57K
$4.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-17- 2.25% |
$8.8K - $9.76K
|
740
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-17- 0.44% |
$8.8K - $9.76K
|
3.88K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-17- 0.65% |
$8.8K - $9.76K
|
2.58K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-17- 1.45% |
$8.8K - $9.76K
|
1.15K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-17- 0.53% |
$8.8K - $9.76K
|
3.2K
$1.87M
|