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 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-28- 5.0% |
$14.5K - $16.1K
|
532
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-28- 2.26% |
$14.5K - $16.1K
|
1.21K
$639K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.27% |
$15K - $16.6K
|
2.25K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29- 0.63% |
$15K - $16.6K
|
4.59K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-29- 0.11% |
$15K - $16.6K
|
26.3K
$13.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-29- 1.45% |
$15K - $16.6K
|
1.98K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-29- 1.93% |
$15K - $16.6K
|
1.47K
$776K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-30- 0.28% |
$15.5K - $17.2K
|
10.8K
$5.71M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-30- 1.05% |
$15.5K - $17.2K
|
2.84K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-30- 0.32% |
$15.5K - $17.2K
|
9.38K
$4.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.84% |
$15.5K - $17.2K
|
590
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-31- 3.18% |
$16K - $17.8K
|
945
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-31- 0.13% |
$16K - $17.8K
|
24K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-31- 0.34% |
$16K - $17.8K
|
9.18K
$4.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-31- 0.31% |
$16K - $17.8K
|
10.1K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-31- 0.99% |
$16K - $17.8K
|
3.11K
$1.64M
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-31- 4.98% |
$16K - $17.8K
|
591
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-32- 11.99% |
$16.6K - $18.4K
|
235
$124K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-32- 0.56% |
$16.6K - $18.4K
|
5.67K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-32- 7.96% |
$16.6K - $18.4K
|
370
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 0.32% |
$16.6K - $18.4K
|
10K
$5.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-32- 0.77% |
$16.6K - $18.4K
|
4.1K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-32- 3.34% |
$16.6K - $18.4K
|
925
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-32- 10.26% |
$16.6K - $18.4K
|
280
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-32- 3.41% |
$16.6K - $18.4K
|
907
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-32- 1.41% |
$16.6K - $18.4K
|
2.24K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-33- 0.69% |
$17.1K - $18.9K
|
4.73K
$2.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-33- 1.96% |
$17.1K - $18.9K
|
1.65K
$871K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-33- 0.62% |
$17.1K - $18.9K
|
5.29K
$2.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-33- 1.1% |
$17.1K - $18.9K
|
2.96K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-34- 0.74% |
$17.6K - $19.5K
|
4.59K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-34- 1.57% |
$17.6K - $19.5K
|
2.14K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-34- 3.29% |
$17.6K - $19.5K
|
1K
$527K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-35- 1.14% |
$18.1K - $20.1K
|
3.03K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-35- 0.54% |
$18.1K - $20.1K
|
6.48K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.24% |
$18.1K - $20.1K
|
2.79K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-35- 0.1% |
$18.1K - $20.1K
|
36.4K
$19.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35- 0.55% |
$18.1K - $20.1K
|
6.28K
$3.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-36- 2.31% |
$18.6K - $20.7K
|
1.52K
$800K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-36- 4.4% |
$18.6K - $20.7K
|
783
$412K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-36- 2.75% |
$18.6K - $20.7K
|
1.27K
$670K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-37- 2.37% |
$19.1K - $21.2K
|
1.53K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-37- 2.2% |
$19.1K - $21.2K
|
1.65K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-38- 2.28% |
$19.7K - $21.8K
|
1.63K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-38- 3.56% |
$19.7K - $21.8K
|
1.03K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-38- 5.88% |
$19.7K - $21.8K
|
608
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-39- 2.89% |
$20.2K - $22.4K
|
1.31K
$690K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-39- 2.74% |
$20.2K - $22.4K
|
1.38K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-39- 3.96% |
$20.2K - $22.4K
|
946
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-39- 0.68% |
$20.2K - $22.4K
|
5.72K
$3.01M
|