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 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7- 0.03% |
$3.62K - $4.02K
|
20.5K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 0.36% |
$3.62K - $4.02K
|
1.92K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-8- 0.1% |
$4.14K - $4.59K
|
7.84K
$4.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-8- 1.25% |
$4.14K - $4.59K
|
634
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-8- 0.68% |
$4.14K - $4.59K
|
1.17K
$613K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-8- 0.15% |
$4.14K - $4.59K
|
5.33K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$4.14K - $4.59K
|
50.8K
$26.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8- 0.29% |
$4.14K - $4.59K
|
2.71K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-8- 0.26% |
$4.14K - $4.59K
|
3.06K
$1.61M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-9- 0.11% |
$4.66K - $5.16K
|
8.55K
$4.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-9- 0.31% |
$4.66K - $5.16K
|
2.94K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-9- 0.03% |
$4.66K - $5.16K
|
26.5K
$13.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9- 0.77% |
$4.66K - $5.16K
|
1.16K
$609K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9- 1.58% |
$4.66K - $5.16K
|
561
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-9- 1.68% |
$4.66K - $5.16K
|
528
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9- 0.08% |
$4.66K - $5.16K
|
11.2K
$5.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 0.43% |
$5.17K - $5.74K
|
2.33K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-10- 2.69% |
$5.17K - $5.74K
|
362
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-10- 0.11% |
$5.17K - $5.74K
|
8.72K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-10- 0.49% |
$5.17K - $5.74K
|
2.03K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 1.25% |
$5.17K - $5.74K
|
789
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-10- 0.17% |
$5.17K - $5.74K
|
5.97K
$3.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10- 1.31% |
$5.17K - $5.74K
|
756
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-10- 2.94% |
$5.17K - $5.74K
|
330
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-10- 1.95% |
$5.17K - $5.74K
|
503
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-10- 0.23% |
$5.17K - $5.74K
|
4.28K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-10- 1.06% |
$5.17K - $5.74K
|
937
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10- 0.05% |
$5.17K - $5.74K
|
18.7K
$9.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10- 0.32% |
$5.17K - $5.74K
|
3.08K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10- 1.01% |
$5.17K - $5.74K
|
982
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.19% |
$5.17K - $5.74K
|
5.21K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-10- 0.02% |
$5.17K - $5.74K
|
48.7K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-10- 2.1% |
$5.17K - $5.74K
|
467
$246K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-11- 0.78% |
$5.69K - $6.31K
|
1.4K
$737K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-11- 1.27% |
$5.69K - $6.31K
|
854
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-11- 1.77% |
$5.69K - $6.31K
|
609
$321K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-12- 0.37% |
$6.21K - $6.89K
|
3.19K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-12- 2.63% |
$6.21K - $6.89K
|
445
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 52.17% |
$6.21K - $6.89K
|
11
$5.79K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-12- 0.22% |
$6.21K - $6.89K
|
5.5K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12- 0.87% |
$6.21K - $6.89K
|
1.36K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-12- 2.07% |
$6.21K - $6.89K
|
569
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-12- 2.05% |
$6.21K - $6.89K
|
574
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13- 1.31% |
$6.73K - $7.46K
|
983
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.4% |
$6.73K - $7.46K
|
3.21K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-13- 1.18% |
$6.73K - $7.46K
|
1.09K
$571K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 0.59% |
$6.73K - $7.46K
|
2.21K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-13- 81.25% |
$6.73K - $7.46K
|
3
$1.58K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-13- 0.91% |
$6.73K - $7.46K
|
1.42K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-13- 0.35% |
$6.73K - $7.46K
|
3.71K
$1.95M
|