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
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-24- 0.33% |
$12.4K - $13.8K
|
7.24K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 0.06% |
$12.4K - $13.8K
|
38.7K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-24- 0.45% |
$12.4K - $13.8K
|
5.27K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 3.91% |
$12.9K - $14.3K
|
614
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-25- 0.12% |
$12.9K - $14.3K
|
20.6K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-25- 3.02% |
$12.9K - $14.3K
|
803
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25- 1.89% |
$12.9K - $14.3K
|
1.3K
$758K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-25- 1.13% |
$12.9K - $14.3K
|
2.19K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-25- 1.15% |
$12.9K - $14.3K
|
2.14K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-25- 0.9% |
$12.9K - $14.3K
|
2.76K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25- 0.43% |
$12.9K - $14.3K
|
5.75K
$3.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.85% |
$13.5K - $14.9K
|
1.38K
$807K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-26- 1.51% |
$13.5K - $14.9K
|
1.69K
$990K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-26- 1.6% |
$13.5K - $14.9K
|
1.6K
$937K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.09% |
$13.5K - $14.9K
|
29.1K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-26- 0.59% |
$13.5K - $14.9K
|
4.37K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-27- 0.62% |
$14K - $15.5K
|
4.33K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-27- 2.92% |
$14K - $15.5K
|
899
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-27- 2.77% |
$14K - $15.5K
|
947
$554K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-28- 0.62% |
$14.5K - $16.1K
|
4.48K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-28- 0.22% |
$14.5K - $16.1K
|
13K
$7.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-28- 5.0% |
$14.5K - $16.1K
|
532
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-28- 2.26% |
$14.5K - $16.1K
|
1.21K
$709K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.27% |
$15K - $16.6K
|
2.25K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29- 0.63% |
$15K - $16.6K
|
4.59K
$2.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-29- 0.11% |
$15K - $16.6K
|
26.3K
$15.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-29- 1.45% |
$15K - $16.6K
|
1.98K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-29- 1.93% |
$15K - $16.6K
|
1.47K
$862K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-30- 0.28% |
$15.5K - $17.2K
|
10.8K
$6.34M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-30- 1.05% |
$15.5K - $17.2K
|
2.84K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-30- 0.32% |
$15.5K - $17.2K
|
9.38K
$5.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.84% |
$15.5K - $17.2K
|
590
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-31- 3.18% |
$16K - $17.8K
|
945
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-31- 0.13% |
$16K - $17.8K
|
24K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-31- 0.34% |
$16K - $17.8K
|
9.18K
$5.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-31- 0.31% |
$16K - $17.8K
|
10.1K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-31- 0.99% |
$16K - $17.8K
|
3.11K
$1.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-32- 11.99% |
$16.6K - $18.4K
|
235
$137K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-32- 0.56% |
$16.6K - $18.4K
|
5.67K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-32- 7.96% |
$16.6K - $18.4K
|
370
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 0.32% |
$16.6K - $18.4K
|
10K
$5.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-32- 0.77% |
$16.6K - $18.4K
|
4.1K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-32- 3.34% |
$16.6K - $18.4K
|
925
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-32- 10.26% |
$16.6K - $18.4K
|
280
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-32- 3.41% |
$16.6K - $18.4K
|
907
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-32- 1.41% |
$16.6K - $18.4K
|
2.24K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-33- 0.69% |
$17.1K - $18.9K
|
4.73K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-33- 1.96% |
$17.1K - $18.9K
|
1.65K
$967K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-33- 0.62% |
$17.1K - $18.9K
|
5.29K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-33- 1.1% |
$17.1K - $18.9K
|
2.96K
$1.73M
|