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 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-20- 1.3% |
$10.3K - $11.5K
|
1.52K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-20- 4.45% |
$10.3K - $11.5K
|
429
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 2.77% |
$10.3K - $11.5K
|
702
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-20- 0.49% |
$10.3K - $11.5K
|
4.09K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-20- 1.46% |
$10.3K - $11.5K
|
1.35K
$711K
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-20- 5.35% |
$10.3K - $11.5K
|
354
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-20- 1.4% |
$10.3K - $11.5K
|
1.41K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-21- 1.49% |
$10.9K - $12.1K
|
1.39K
$732K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-21- 4.03% |
$10.9K - $12.1K
|
500
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-21- 2.09% |
$10.9K - $12.1K
|
983
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-21- 0.17% |
$10.9K - $12.1K
|
12.1K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-21- 0.93% |
$10.9K - $12.1K
|
2.25K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-21- 0.33% |
$10.9K - $12.1K
|
6.27K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-21- 0.64% |
$10.9K - $12.1K
|
3.28K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$11.4K - $12.6K
|
18.6K
$9.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-22- 1.87% |
$11.4K - $12.6K
|
1.16K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.37% |
$11.4K - $12.6K
|
5.9K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-22- 1.19% |
$11.4K - $12.6K
|
1.83K
$961K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-22- 0.42% |
$11.4K - $12.6K
|
5.17K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-22- 22.68% |
$11.4K - $12.6K
|
75
$39.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-23- 0.61% |
$11.9K - $13.2K
|
3.76K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-23- 4.38% |
$11.9K - $13.2K
|
502
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-23- 0.11% |
$11.9K - $13.2K
|
20.7K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-23- 4.49% |
$11.9K - $13.2K
|
489
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-23- 1.05% |
$11.9K - $13.2K
|
2.18K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-23- 0.53% |
$11.9K - $13.2K
|
4.29K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 26.67% |
$12.4K - $13.8K
|
66
$34.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-24- 0.07% |
$12.4K - $13.8K
|
32K
$16.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-24- 0.33% |
$12.4K - $13.8K
|
7.24K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 0.06% |
$12.4K - $13.8K
|
38.7K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-24- 0.45% |
$12.4K - $13.8K
|
5.27K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 3.91% |
$12.9K - $14.3K
|
614
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-25- 0.12% |
$12.9K - $14.3K
|
20.6K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-25- 3.02% |
$12.9K - $14.3K
|
803
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25- 1.89% |
$12.9K - $14.3K
|
1.3K
$683K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-25- 1.13% |
$12.9K - $14.3K
|
2.19K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-25- 1.15% |
$12.9K - $14.3K
|
2.14K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-25- 0.9% |
$12.9K - $14.3K
|
2.76K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25- 0.43% |
$12.9K - $14.3K
|
5.75K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.85% |
$13.5K - $14.9K
|
1.38K
$726K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-26- 1.51% |
$13.5K - $14.9K
|
1.69K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-26- 1.6% |
$13.5K - $14.9K
|
1.6K
$843K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.09% |
$13.5K - $14.9K
|
29.1K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-26- 0.59% |
$13.5K - $14.9K
|
4.37K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-27- 0.62% |
$14K - $15.5K
|
4.33K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-27- 2.92% |
$14K - $15.5K
|
899
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-27- 2.77% |
$14K - $15.5K
|
947
$499K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-27- 4.62% |
$14K - $15.5K
|
557
$293K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-28- 0.62% |
$14.5K - $16.1K
|
4.48K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-28- 0.22% |
$14.5K - $16.1K
|
13K
$6.82M
|