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 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-13- 0.07% |
$6.73K - $7.46K
|
18K
$9.48M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-14- 0.62% |
$7.24K - $8.03K
|
2.25K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 0.63% |
$7.24K - $8.03K
|
2.23K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-14- 0.36% |
$7.24K - $8.03K
|
3.86K
$2.03M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-14- 0.16% |
$7.24K - $8.03K
|
8.91K
$4.69M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 1.42% |
$7.24K - $8.03K
|
975
$513K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-14- 0.14% |
$7.24K - $8.03K
|
9.8K
$5.16M
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-14- 0.26% |
$7.24K - $8.03K
|
5.42K
$2.85M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-14- 0.43% |
$7.24K - $8.03K
|
3.22K
$1.7M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-15- 0.79% |
$7.76K - $8.61K
|
1.88K
$990K
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-15- 1.81% |
$7.76K - $8.61K
|
816
$430K
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-15- 1.81% |
$7.76K - $8.61K
|
816
$430K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-15- 1.38% |
$7.76K - $8.61K
|
1.07K
$563K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 10.0% |
$7.76K - $8.61K
|
135
$71.1K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-15- 0.94% |
$7.76K - $8.61K
|
1.57K
$828K
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-15- 0.93% |
$7.76K - $8.61K
|
1.6K
$842K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-15- 0.63% |
$7.76K - $8.61K
|
2.37K
$1.25M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-15- 0.24% |
$7.76K - $8.61K
|
6.24K
$3.28M
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-15- 0.21% |
$7.76K - $8.61K
|
7.11K
$3.74M
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-16- 0.44% |
$8.28K - $9.18K
|
3.63K
$1.91M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-16- 0.43% |
$8.28K - $9.18K
|
3.72K
$1.96M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-16- 1.26% |
$8.28K - $9.18K
|
1.25K
$657K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16- 0.21% |
$8.28K - $9.18K
|
7.57K
$3.99M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-17- 2.25% |
$8.8K - $9.76K
|
740
$390K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-17- 0.44% |
$8.8K - $9.76K
|
3.88K
$2.04M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-17- 0.65% |
$8.8K - $9.76K
|
2.58K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-17- 1.45% |
$8.8K - $9.76K
|
1.15K
$607K
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-17- 0.53% |
$8.8K - $9.76K
|
3.2K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-17- 0.9% |
$8.8K - $9.76K
|
1.87K
$986K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.45% |
$9.31K - $10.3K
|
3.95K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-18- 0.47% |
$9.31K - $10.3K
|
3.83K
$2.01M
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-18- 0.62% |
$9.31K - $10.3K
|
2.87K
$1.51M
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-18- 0.12% |
$9.31K - $10.3K
|
15.4K
$8.13M
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-18- 1.44% |
$9.31K - $10.3K
|
1.23K
$649K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-18- 0.08% |
$9.31K - $10.3K
|
23.2K
$12.2M
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-19- 1.11% |
$9.83K - $10.9K
|
1.7K
$894K
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-19- 0.21% |
$9.83K - $10.9K
|
9.11K
$4.79M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.03% |
$9.83K - $10.9K
|
68.3K
$35.9M
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-19- 4.92% |
$9.83K - $10.9K
|
367
$193K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.2% |
$9.83K - $10.9K
|
9.5K
$5M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-19- 1.13% |
$9.83K - $10.9K
|
1.66K
$874K
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-19- 5.12% |
$9.83K - $10.9K
|
352
$185K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-20- 0.6% |
$10.3K - $11.5K
|
3.33K
$1.75M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 7.97% |
$10.3K - $11.5K
|
231
$122K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-20- 3.09% |
$10.3K - $11.5K
|
627
$330K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-20- 0.17% |
$10.3K - $11.5K
|
12K
$6.34M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.18% |
$10.3K - $11.5K
|
11.2K
$5.9M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.7% |
$10.3K - $11.5K
|
2.83K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-20- 4.84% |
$10.3K - $11.5K
|
393
$207K
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-20- 4.74% |
$10.3K - $11.5K
|
402
$212K
|