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 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51- 1.35% |
$26.4K - $29.3K
|
3.71K
$2.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-51- 0.79% |
$26.4K - $29.3K
|
6.41K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-51- 0.42% |
$26.4K - $29.3K
|
12.2K
$7.23M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-52- 6.31% |
$26.9K - $29.8K
|
772
$459K
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-52- 6.75% |
$26.9K - $29.8K
|
718
$427K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-53- 1.02% |
$27.4K - $30.4K
|
5.13K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-53- 16.31% |
$27.4K - $30.4K
|
272
$162K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-53- 10.35% |
$27.4K - $30.4K
|
459
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-53- 1.01% |
$27.4K - $30.4K
|
5.19K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-54- 0.62% |
$27.9K - $31K
|
8.72K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 3.0% |
$27.9K - $31K
|
1.75K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.04% |
$28.5K - $31.6K
|
5.23K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-55- 5.76% |
$28.5K - $31.6K
|
900
$535K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-55- 0.94% |
$28.5K - $31.6K
|
5.79K
$3.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-55- 2.8% |
$28.5K - $31.6K
|
1.91K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 3.6% |
$28.5K - $31.6K
|
1.47K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-56- 11.86% |
$29K - $32.1K
|
416
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-56- 0.36% |
$29K - $32.1K
|
15.4K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-56- 6.57% |
$29K - $32.1K
|
797
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-57- 6.77% |
$29.5K - $32.7K
|
785
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-57- 2.2% |
$29.5K - $32.7K
|
2.53K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-57- 7.63% |
$29.5K - $32.7K
|
690
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-57- 1.28% |
$29.5K - $32.7K
|
4.39K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-58- 0.87% |
$30K - $33.3K
|
6.62K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-58- 2.52% |
$30K - $33.3K
|
2.25K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-58- 5.08% |
$30K - $33.3K
|
1.08K
$644K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-58- 12.5% |
$30K - $33.3K
|
406
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-58- 6.69% |
$30K - $33.3K
|
809
$481K
|
|
|
May 19, 2025
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-58- 5.08% |
$30K - $33.3K
|
1.08K
$644K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 6.81% |
$30.5K - $33.9K
|
807
$480K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-59- 12.11% |
$30.5K - $33.9K
|
428
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-59- 1.93% |
$30.5K - $33.9K
|
3K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-59- 0.83% |
$30.5K - $33.9K
|
7.04K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-60- 12.66% |
$31K - $34.4K
|
414
$246K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61- 1.21% |
$31.6K - $35K
|
4.98K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-61- 4.61% |
$31.6K - $35K
|
1.26K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-61- 0.22% |
$31.6K - $35K
|
28.2K
$16.8M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-62- 0.63% |
$32.1K - $35.6K
|
9.85K
$5.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-62- 2.97% |
$32.1K - $35.6K
|
2.02K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-62- 1.15% |
$32.1K - $35.6K
|
5.34K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-63- 4.3% |
$32.6K - $36.2K
|
1.4K
$834K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-63- 1.4% |
$32.6K - $36.2K
|
4.44K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-63- 1.4% |
$32.6K - $36.2K
|
4.45K
$2.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-64- 1.82% |
$33.1K - $36.7K
|
3.46K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-64- 0.07% |
$33.1K - $36.7K
|
92.3K
$54.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-64- 2.05% |
$33.1K - $36.7K
|
3.07K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-64- 2.69% |
$33.1K - $36.7K
|
2.32K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-65- 0.62% |
$33.6K - $37.3K
|
10.4K
$6.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-65- 0.5% |
$33.6K - $37.3K
|
12.8K
$7.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 1.02% |
$33.6K - $37.3K
|
6.31K
$3.75M
|