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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-109- 13.52% |
$56.4K - $62.6K
|
697
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-110- 1.09% |
$56.9K - $63.1K
|
9.99K
$5.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-111- 1.68% |
$57.4K - $63.7K
|
6.51K
$3.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-111- 6.11% |
$57.4K - $63.7K
|
1.71K
$899K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-112- 1.33% |
$57.9K - $64.3K
|
8.3K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-113- 3.89% |
$58.5K - $64.8K
|
2.79K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-114- 2.11% |
$59K - $65.4K
|
5.29K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-115- 0.94% |
$59.5K - $66K
|
12.1K
$6.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-115- 8.07% |
$59.5K - $66K
|
1.31K
$690K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-116- 15.87% |
$60K - $66.6K
|
615
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-116- 4.54% |
$60K - $66.6K
|
2.44K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-116- 1.6% |
$60K - $66.6K
|
7.12K
$3.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-117- 6.14% |
$60.5K - $67.1K
|
1.79K
$941K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-117- 1.45% |
$60.5K - $67.1K
|
7.93K
$4.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-118- 0.25% |
$61.1K - $67.7K
|
47.3K
$24.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-119- 21.68% |
$61.6K - $68.3K
|
430
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-119- 0.41% |
$61.6K - $68.3K
|
28.6K
$15.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-119- 7.72% |
$61.6K - $68.3K
|
1.42K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-120- 2.34% |
$62.1K - $68.9K
|
5.02K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.39% |
$62.6K - $69.4K
|
31.2K
$16.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-121- 1.23% |
$62.6K - $69.4K
|
9.69K
$5.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-121- 4.03% |
$62.6K - $69.4K
|
2.88K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-122- 5.64% |
$63.1K - $70K
|
2.04K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-122- 7.64% |
$63.1K - $70K
|
1.48K
$776K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-122- 7.4% |
$63.1K - $70K
|
1.53K
$804K
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-122- 0.17% |
$63.1K - $70K
|
72.1K
$37.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-123- 4.09% |
$63.6K - $70.6K
|
2.88K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-124- 3.02% |
$64.2K - $71.2K
|
3.98K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-125- 1.61% |
$64.7K - $71.7K
|
7.62K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 3.18% |
$64.7K - $71.7K
|
3.8K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-127- 2.19% |
$65.7K - $72.9K
|
5.66K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-128- 1.58% |
$66.2K - $73.5K
|
7.95K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-128- 1.94% |
$66.2K - $73.5K
|
6.46K
$3.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-128- 16.54% |
$66.2K - $73.5K
|
646
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-128- 3.97% |
$66.2K - $73.5K
|
3.09K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-129- 9.14% |
$66.7K - $74K
|
1.28K
$675K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-129- 3.12% |
$66.7K - $74K
|
4.01K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-132- 0.92% |
$68.3K - $75.7K
|
14.2K
$7.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-132- 2.67% |
$68.3K - $75.7K
|
4.81K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-133- 1.57% |
$68.8K - $76.3K
|
8.36K
$4.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-134- 1.13% |
$69.3K - $76.9K
|
11.8K
$6.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-134- 12.09% |
$69.3K - $76.9K
|
974
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-134- 11.85% |
$69.3K - $76.9K
|
997
$525K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-134- 0.13% |
$69.3K - $76.9K
|
102K
$53.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-135- 0.23% |
$69.8K - $77.5K
|
58K
$30.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-135- 1.58% |
$69.8K - $77.5K
|
8.39K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-136- 1.37% |
$70.4K - $78K
|
9.81K
$5.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-136- 1.06% |
$70.4K - $78K
|
12.7K
$6.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-137- 4.23% |
$70.9K - $78.6K
|
3.1K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-139- 1.45% |
$71.9K - $79.8K
|
9.45K
$4.98M
|