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 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-48- 1.3% |
$24.8K - $27.5K
|
3.65K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-48- 1.62% |
$24.8K - $27.5K
|
2.92K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-48- 4.06% |
$24.8K - $27.5K
|
1.14K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-48- 0.8% |
$24.8K - $27.5K
|
5.94K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-48- 3.84% |
$24.8K - $27.5K
|
1.2K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-49- 3.09% |
$25.4K - $28.1K
|
1.54K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-49- 0.78% |
$25.4K - $28.1K
|
6.23K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 12.13% |
$25.4K - $28.1K
|
355
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-49- 2.62% |
$25.4K - $28.1K
|
1.82K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-50- 0.48% |
$25.9K - $28.7K
|
10.4K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50- 6.34% |
$25.9K - $28.7K
|
739
$433K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51- 1.35% |
$26.4K - $29.3K
|
3.71K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-51- 0.79% |
$26.4K - $29.3K
|
6.41K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-51- 0.42% |
$26.4K - $29.3K
|
12.2K
$7.13M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-52- 6.31% |
$26.9K - $29.8K
|
772
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-53- 1.02% |
$27.4K - $30.4K
|
5.13K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-53- 16.31% |
$27.4K - $30.4K
|
272
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-53- 10.35% |
$27.4K - $30.4K
|
459
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-53- 1.01% |
$27.4K - $30.4K
|
5.19K
$3.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-54- 0.62% |
$27.9K - $31K
|
8.72K
$5.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 3.0% |
$27.9K - $31K
|
1.75K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.04% |
$28.5K - $31.6K
|
5.23K
$3.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-55- 5.76% |
$28.5K - $31.6K
|
900
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-55- 0.94% |
$28.5K - $31.6K
|
5.79K
$3.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-55- 2.8% |
$28.5K - $31.6K
|
1.91K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 3.6% |
$28.5K - $31.6K
|
1.47K
$864K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-56- 11.86% |
$29K - $32.1K
|
416
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-56- 0.36% |
$29K - $32.1K
|
15.4K
$9.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-56- 6.57% |
$29K - $32.1K
|
797
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-57- 6.77% |
$29.5K - $32.7K
|
785
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-57- 2.2% |
$29.5K - $32.7K
|
2.53K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-57- 7.63% |
$29.5K - $32.7K
|
690
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-57- 1.28% |
$29.5K - $32.7K
|
4.39K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-58- 0.87% |
$30K - $33.3K
|
6.62K
$3.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-58- 2.52% |
$30K - $33.3K
|
2.25K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-58- 5.08% |
$30K - $33.3K
|
1.08K
$635K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-58- 12.5% |
$30K - $33.3K
|
406
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-58- 6.69% |
$30K - $33.3K
|
809
$474K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 6.81% |
$30.5K - $33.9K
|
807
$473K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-59- 12.11% |
$30.5K - $33.9K
|
428
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-59- 1.93% |
$30.5K - $33.9K
|
3K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-59- 0.83% |
$30.5K - $33.9K
|
7.04K
$4.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-60- 12.66% |
$31K - $34.4K
|
414
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61- 1.21% |
$31.6K - $35K
|
4.98K
$2.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-61- 4.61% |
$31.6K - $35K
|
1.26K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-61- 0.22% |
$31.6K - $35K
|
28.2K
$16.5M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-62- 0.63% |
$32.1K - $35.6K
|
9.85K
$5.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-62- 2.97% |
$32.1K - $35.6K
|
2.02K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-62- 1.15% |
$32.1K - $35.6K
|
5.34K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-63- 4.3% |
$32.6K - $36.2K
|
1.4K
$822K
|