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
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-101- 3.75% |
$52.3K - $58K
|
2.59K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-101- 2.25% |
$52.3K - $58K
|
4.38K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-101- 4.71% |
$52.3K - $58K
|
2.05K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-102- 9.83% |
$52.8K - $58.5K
|
936
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-102- 1.07% |
$52.8K - $58.5K
|
9.47K
$5.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-103- 2.79% |
$53.3K - $59.1K
|
3.59K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-103- 2.66% |
$53.3K - $59.1K
|
3.77K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 0.85% |
$54.3K - $60.3K
|
12.2K
$7.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-106- 0.36% |
$54.8K - $60.8K
|
29.4K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-106- 0.07% |
$54.8K - $60.8K
|
152K
$90.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-106- 7.65% |
$54.8K - $60.8K
|
1.28K
$761K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-107- 8.45% |
$55.4K - $61.4K
|
1.16K
$690K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-107- 1.39% |
$55.4K - $61.4K
|
7.57K
$4.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-107- 1.06% |
$55.4K - $61.4K
|
9.94K
$5.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-107- 1.0% |
$55.4K - $61.4K
|
10.6K
$6.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-107- 0.3% |
$55.4K - $61.4K
|
35.9K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-108- 2.51% |
$55.9K - $62K
|
4.19K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-108- 0.67% |
$55.9K - $62K
|
16K
$9.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-109- 13.52% |
$56.4K - $62.6K
|
697
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-110- 1.09% |
$56.9K - $63.1K
|
9.99K
$5.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-111- 1.68% |
$57.4K - $63.7K
|
6.51K
$3.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-111- 6.11% |
$57.4K - $63.7K
|
1.71K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-112- 1.33% |
$57.9K - $64.3K
|
8.3K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-113- 3.89% |
$58.5K - $64.8K
|
2.79K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-114- 2.11% |
$59K - $65.4K
|
5.29K
$3.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-115- 0.94% |
$59.5K - $66K
|
12.1K
$7.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-115- 8.07% |
$59.5K - $66K
|
1.31K
$779K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-116- 15.87% |
$60K - $66.6K
|
615
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-116- 4.54% |
$60K - $66.6K
|
2.44K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-116- 1.6% |
$60K - $66.6K
|
7.12K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-117- 6.14% |
$60.5K - $67.1K
|
1.79K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-118- 0.25% |
$61.1K - $67.7K
|
47.3K
$28.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-119- 21.68% |
$61.6K - $68.3K
|
430
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-119- 0.41% |
$61.6K - $68.3K
|
28.6K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-119- 7.72% |
$61.6K - $68.3K
|
1.42K
$847K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-120- 2.34% |
$62.1K - $68.9K
|
5.02K
$2.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.39% |
$62.6K - $69.4K
|
31.2K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-121- 1.23% |
$62.6K - $69.4K
|
9.69K
$5.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-121- 4.03% |
$62.6K - $69.4K
|
2.88K
$1.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-122- 5.64% |
$63.1K - $70K
|
2.04K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-122- 7.64% |
$63.1K - $70K
|
1.48K
$878K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-122- 7.4% |
$63.1K - $70K
|
1.53K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-122- 0.17% |
$63.1K - $70K
|
72.1K
$42.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-123- 4.09% |
$63.6K - $70.6K
|
2.88K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-124- 3.02% |
$64.2K - $71.2K
|
3.98K
$2.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-125- 1.61% |
$64.7K - $71.7K
|
7.62K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 3.18% |
$64.7K - $71.7K
|
3.8K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-127- 2.19% |
$65.7K - $72.9K
|
5.66K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-128- 1.58% |
$66.2K - $73.5K
|
7.95K
$4.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-128- 1.94% |
$66.2K - $73.5K
|
6.46K
$3.84M
|