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 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-70- 13.65% |
$36.2K - $40.2K
|
443
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-70- 2.69% |
$36.2K - $40.2K
|
2.54K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-70- 0.36% |
$36.2K - $40.2K
|
19.2K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-70- 0.58% |
$36.2K - $40.2K
|
11.9K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-70- 0.8% |
$36.2K - $40.2K
|
8.7K
$4.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-71- 3.62% |
$36.7K - $40.7K
|
1.89K
$996K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-71- 7.38% |
$36.7K - $40.7K
|
891
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-71- 1.38% |
$36.7K - $40.7K
|
5.06K
$2.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-72- 5.83% |
$37.3K - $41.3K
|
1.16K
$613K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-72- 3.78% |
$37.3K - $41.3K
|
1.83K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-73- 2.56% |
$37.8K - $41.9K
|
2.78K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 3.08% |
$38.3K - $42.5K
|
2.33K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-74- 2.37% |
$38.3K - $42.5K
|
3.05K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-74- 2.6% |
$38.3K - $42.5K
|
2.77K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 12.42% |
$38.3K - $42.5K
|
522
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-74- 2.8% |
$38.3K - $42.5K
|
2.57K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-75- 0.54% |
$38.8K - $43K
|
13.7K
$7.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 4.1% |
$38.8K - $43K
|
1.75K
$923K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-75- 2.42% |
$38.8K - $43K
|
3.03K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-75- 1.8% |
$38.8K - $43K
|
4.09K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-75- 1.47% |
$38.8K - $43K
|
5.01K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-75- 6.33% |
$38.8K - $43K
|
1.11K
$584K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-75- 0.33% |
$38.8K - $43K
|
22.5K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-76- 2.56% |
$39.3K - $43.6K
|
2.89K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-76- 5.17% |
$39.3K - $43.6K
|
1.39K
$734K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-77- 0.57% |
$39.8K - $44.2K
|
13.5K
$7.13M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-78- 1.28% |
$40.4K - $44.8K
|
6.03K
$3.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-79- 3.0% |
$40.9K - $45.3K
|
2.55K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-80- 14.04% |
$41.4K - $45.9K
|
490
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 0.36% |
$41.4K - $45.9K
|
22.2K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-81- 10.36% |
$41.9K - $46.5K
|
701
$369K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-82- 2.34% |
$42.4K - $47.1K
|
3.42K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-82- 6.84% |
$42.4K - $47.1K
|
1.12K
$587K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-82- 18.26% |
$42.4K - $47.1K
|
367
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 2.27% |
$42.9K - $47.6K
|
3.58K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-83- 1.54% |
$42.9K - $47.6K
|
5.29K
$2.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84- 0.86% |
$43.5K - $48.2K
|
9.66K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-85- 0.4% |
$44K - $48.8K
|
21.2K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-86- 3.29% |
$44.5K - $49.4K
|
2.53K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-86- 0.51% |
$44.5K - $49.4K
|
16.9K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-86- 0.07% |
$44.5K - $49.4K
|
124K
$65.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-87- 3.24% |
$45K - $49.9K
|
2.6K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-87- 2.33% |
$45K - $49.9K
|
3.64K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-87- 2.19% |
$45K - $49.9K
|
3.89K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 1.71% |
$45K - $49.9K
|
5K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-88- 0.11% |
$45.5K - $50.5K
|
78.4K
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-88- 2.52% |
$45.5K - $50.5K
|
3.41K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-88- 5.87% |
$45.5K - $50.5K
|
1.41K
$743K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-89- 6.35% |
$46K - $51.1K
|
1.31K
$691K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-90- 2.8% |
$46.6K - $51.6K
|
3.12K
$1.64M
|