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 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-63- 1.4% |
$32.6K - $36.2K
|
4.44K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-63- 1.4% |
$32.6K - $36.2K
|
4.45K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-64- 1.82% |
$33.1K - $36.7K
|
3.46K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-64- 0.07% |
$33.1K - $36.7K
|
92.3K
$54.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-64- 2.05% |
$33.1K - $36.7K
|
3.07K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-64- 2.69% |
$33.1K - $36.7K
|
2.32K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-65- 0.62% |
$33.6K - $37.3K
|
10.4K
$6.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-65- 0.5% |
$33.6K - $37.3K
|
12.8K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 1.02% |
$33.6K - $37.3K
|
6.31K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-65- 2.55% |
$33.6K - $37.3K
|
2.48K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 1.12% |
$34.7K - $38.4K
|
5.91K
$3.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-68- 0.64% |
$35.2K - $39K
|
10.6K
$6.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-68- 1.96% |
$35.2K - $39K
|
3.4K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-69- 1.15% |
$35.7K - $39.6K
|
5.93K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.4% |
$36.2K - $40.2K
|
17.3K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-70- 2.06% |
$36.2K - $40.2K
|
3.33K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-70- 0.47% |
$36.2K - $40.2K
|
15K
$8.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-70- 10.26% |
$36.2K - $40.2K
|
612
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-70- 1.3% |
$36.2K - $40.2K
|
5.3K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-70- 13.65% |
$36.2K - $40.2K
|
443
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-70- 2.69% |
$36.2K - $40.2K
|
2.54K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-70- 0.36% |
$36.2K - $40.2K
|
19.2K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-70- 0.58% |
$36.2K - $40.2K
|
11.9K
$7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-70- 0.8% |
$36.2K - $40.2K
|
8.7K
$5.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-71- 3.62% |
$36.7K - $40.7K
|
1.89K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-71- 7.38% |
$36.7K - $40.7K
|
891
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-71- 1.38% |
$36.7K - $40.7K
|
5.06K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-72- 5.83% |
$37.3K - $41.3K
|
1.16K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-72- 3.78% |
$37.3K - $41.3K
|
1.83K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-73- 2.56% |
$37.8K - $41.9K
|
2.78K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 3.08% |
$38.3K - $42.5K
|
2.33K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-74- 2.37% |
$38.3K - $42.5K
|
3.05K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-74- 2.6% |
$38.3K - $42.5K
|
2.77K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 12.42% |
$38.3K - $42.5K
|
522
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-74- 2.8% |
$38.3K - $42.5K
|
2.57K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-75- 0.54% |
$38.8K - $43K
|
13.7K
$8.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 4.1% |
$38.8K - $43K
|
1.75K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-75- 2.42% |
$38.8K - $43K
|
3.03K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-75- 1.8% |
$38.8K - $43K
|
4.09K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-75- 1.47% |
$38.8K - $43K
|
5.01K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-75- 6.33% |
$38.8K - $43K
|
1.11K
$650K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-75- 0.33% |
$38.8K - $43K
|
22.5K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-76- 2.56% |
$39.3K - $43.6K
|
2.89K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-76- 5.17% |
$39.3K - $43.6K
|
1.39K
$817K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-77- 0.57% |
$39.8K - $44.2K
|
13.5K
$7.94M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-78- 1.28% |
$40.4K - $44.8K
|
6.03K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-79- 3.0% |
$40.9K - $45.3K
|
2.55K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-80- 14.04% |
$41.4K - $45.9K
|
490
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 0.36% |
$41.4K - $45.9K
|
22.2K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-81- 10.36% |
$41.9K - $46.5K
|
701
$411K
|