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 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-128- 16.54% |
$66.2K - $73.5K
|
646
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-128- 3.97% |
$66.2K - $73.5K
|
3.09K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-129- 9.14% |
$66.7K - $74K
|
1.28K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-129- 3.12% |
$66.7K - $74K
|
4.01K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-132- 0.92% |
$68.3K - $75.7K
|
14.2K
$8.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-132- 2.67% |
$68.3K - $75.7K
|
4.81K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-133- 1.57% |
$68.8K - $76.3K
|
8.36K
$4.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-134- 1.13% |
$69.3K - $76.9K
|
11.8K
$7.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-134- 12.09% |
$69.3K - $76.9K
|
974
$580K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-134- 11.85% |
$69.3K - $76.9K
|
997
$593K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-134- 0.13% |
$69.3K - $76.9K
|
102K
$60.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-135- 0.23% |
$69.8K - $77.5K
|
58K
$34.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-135- 1.58% |
$69.8K - $77.5K
|
8.39K
$4.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-136- 1.37% |
$70.4K - $78K
|
9.81K
$5.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-136- 1.06% |
$70.4K - $78K
|
12.7K
$7.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-137- 4.23% |
$70.9K - $78.6K
|
3.1K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-139- 1.45% |
$71.9K - $79.8K
|
9.45K
$5.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.63% |
$72.4K - $80.3K
|
8.45K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-140- 15.3% |
$72.4K - $80.3K
|
775
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-140- 4.02% |
$72.4K - $80.3K
|
3.34K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-140- 1.81% |
$72.4K - $80.3K
|
7.6K
$4.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-140- 6.24% |
$72.4K - $80.3K
|
2.1K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-141- 20.38% |
$73K - $80.9K
|
551
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-142- 2.19% |
$73.5K - $81.5K
|
6.33K
$3.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-144- 1.31% |
$74.5K - $82.6K
|
10.8K
$6.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-144- 5.78% |
$74.5K - $82.6K
|
2.35K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-145- 5.06% |
$75K - $83.2K
|
2.72K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-145- 3.57% |
$75K - $83.2K
|
3.92K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-146- 0.33% |
$75.5K - $83.8K
|
44.2K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 3.07% |
$75.5K - $83.8K
|
4.61K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-147- 2.68% |
$76.1K - $84.4K
|
5.34K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-148- 1.04% |
$76.6K - $84.9K
|
14.1K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-150- 0.63% |
$77.6K - $86.1K
|
23.6K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-150- 1.8% |
$77.6K - $86.1K
|
8.16K
$4.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-150- 14.78% |
$77.6K - $86.1K
|
865
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-150- 11.49% |
$77.6K - $86.1K
|
1.16K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-151- 4.25% |
$78.1K - $86.7K
|
3.4K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-151- 2.58% |
$78.1K - $86.7K
|
5.71K
$3.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-152- 4.33% |
$78.6K - $87.2K
|
3.36K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-153- 7.78% |
$79.2K - $87.8K
|
1.81K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-155- 5.36% |
$80.2K - $88.9K
|
2.74K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-155- 9.69% |
$80.2K - $88.9K
|
1.44K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-155- 6.51% |
$80.2K - $88.9K
|
2.23K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-155- 5.33% |
$80.2K - $88.9K
|
2.75K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-156- 0.51% |
$80.7K - $89.5K
|
30.4K
$18.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-157- 3.39% |
$81.2K - $90.1K
|
4.48K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-158- 0.75% |
$81.7K - $90.7K
|
21K
$12.5M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-159- 5.71% |
$82.3K - $91.2K
|
2.63K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-160- 1.76% |
$82.8K - $91.8K
|
8.95K
$5.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-160- 5.79% |
$82.8K - $91.8K
|
2.6K
$1.55M
|