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 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-90- 0.92% |
$46.6K - $51.6K
|
9.65K
$5.08M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-90- 0.74% |
$46.6K - $51.6K
|
12.1K
$6.35M
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-91- 5.29% |
$47.1K - $52.2K
|
1.63K
$858K
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-92- 17.97% |
$47.6K - $52.8K
|
420
$221K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-92- 14.79% |
$47.6K - $52.8K
|
530
$279K
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-92- 0.27% |
$47.6K - $52.8K
|
33.5K
$17.6M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-92- 0.7% |
$47.6K - $52.8K
|
13K
$6.86M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-93- 2.09% |
$48.1K - $53.4K
|
4.36K
$2.29M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-94- 2.14% |
$48.6K - $53.9K
|
4.31K
$2.27M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-94- 0.42% |
$48.6K - $53.9K
|
22.2K
$11.7M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-94- 2.63% |
$48.6K - $53.9K
|
3.49K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-94- 2.83% |
$48.6K - $53.9K
|
3.22K
$1.7M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-95- 2.33% |
$49.2K - $54.5K
|
3.98K
$2.1M
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-95- 2.14% |
$49.2K - $54.5K
|
4.34K
$2.29M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-95- 5.2% |
$49.2K - $54.5K
|
1.73K
$912K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-95- 2.04% |
$49.2K - $54.5K
|
4.56K
$2.4M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-96- 0.63% |
$49.7K - $55.1K
|
15.1K
$7.96M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-96- 4.25% |
$49.7K - $55.1K
|
2.16K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 2.72% |
$49.7K - $55.1K
|
3.43K
$1.81M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-96- 3.08% |
$49.7K - $55.1K
|
3.02K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-96- 14.93% |
$49.7K - $55.1K
|
547
$288K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$50.2K - $55.7K
|
406
$214K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-97- 1.11% |
$50.2K - $55.7K
|
8.65K
$4.55M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-98- 3.94% |
$50.7K - $56.2K
|
2.39K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-99- 0.61% |
$51.2K - $56.8K
|
16.1K
$8.48M
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-99- 18.54% |
$51.2K - $56.8K
|
435
$229K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-99- 1.72% |
$51.2K - $56.8K
|
5.67K
$2.99M
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-100- 1.58% |
$51.7K - $57.4K
|
6.23K
$3.28M
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 7.15% |
$51.7K - $57.4K
|
1.3K
$684K
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-100- 0.52% |
$51.7K - $57.4K
|
19.3K
$10.2M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 0.09% |
$51.7K - $57.4K
|
106K
$55.6M
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-100- 2.08% |
$51.7K - $57.4K
|
4.71K
$2.48M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-101- 3.75% |
$52.3K - $58K
|
2.59K
$1.36M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-101- 2.25% |
$52.3K - $58K
|
4.38K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-101- 4.71% |
$52.3K - $58K
|
2.05K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-102- 9.83% |
$52.8K - $58.5K
|
936
$493K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-102- 1.07% |
$52.8K - $58.5K
|
9.47K
$4.98M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-103- 2.79% |
$53.3K - $59.1K
|
3.59K
$1.89M
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-103- 2.66% |
$53.3K - $59.1K
|
3.77K
$1.99M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 0.85% |
$54.3K - $60.3K
|
12.2K
$6.42M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-106- 0.36% |
$54.8K - $60.8K
|
29.4K
$15.5M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-106- 0.07% |
$54.8K - $60.8K
|
152K
$80.3M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-106- 7.65% |
$54.8K - $60.8K
|
1.28K
$673K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-107- 8.45% |
$55.4K - $61.4K
|
1.16K
$611K
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-107- 1.39% |
$55.4K - $61.4K
|
7.57K
$3.99M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-107- 1.06% |
$55.4K - $61.4K
|
9.94K
$5.23M
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-107- 1.0% |
$55.4K - $61.4K
|
10.6K
$5.56M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-107- 0.3% |
$55.4K - $61.4K
|
35.9K
$18.9M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-108- 2.51% |
$55.9K - $62K
|
4.19K
$2.21M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-108- 0.67% |
$55.9K - $62K
|
16K
$8.43M
|