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 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.63% |
$72.4K - $80.3K
|
8.45K
$4.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-140- 15.3% |
$72.4K - $80.3K
|
775
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-140- 4.02% |
$72.4K - $80.3K
|
3.34K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-140- 1.81% |
$72.4K - $80.3K
|
7.6K
$4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-140- 6.24% |
$72.4K - $80.3K
|
2.1K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-141- 20.38% |
$73K - $80.9K
|
551
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-142- 2.19% |
$73.5K - $81.5K
|
6.33K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-144- 1.31% |
$74.5K - $82.6K
|
10.8K
$5.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-144- 5.78% |
$74.5K - $82.6K
|
2.35K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-145- 5.06% |
$75K - $83.2K
|
2.72K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-145- 3.57% |
$75K - $83.2K
|
3.92K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-146- 0.33% |
$75.5K - $83.8K
|
44.2K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 3.07% |
$75.5K - $83.8K
|
4.61K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-147- 2.68% |
$76.1K - $84.4K
|
5.34K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-148- 1.04% |
$76.6K - $84.9K
|
14.1K
$7.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-150- 0.63% |
$77.6K - $86.1K
|
23.6K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-150- 1.8% |
$77.6K - $86.1K
|
8.16K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-150- 14.78% |
$77.6K - $86.1K
|
865
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-150- 11.49% |
$77.6K - $86.1K
|
1.16K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-151- 4.25% |
$78.1K - $86.7K
|
3.4K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-151- 2.58% |
$78.1K - $86.7K
|
5.71K
$3.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-152- 4.33% |
$78.6K - $87.2K
|
3.36K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-153- 7.78% |
$79.2K - $87.8K
|
1.81K
$955K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-155- 5.36% |
$80.2K - $88.9K
|
2.74K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-155- 9.69% |
$80.2K - $88.9K
|
1.44K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-155- 6.51% |
$80.2K - $88.9K
|
2.23K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-155- 5.33% |
$80.2K - $88.9K
|
2.75K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-156- 0.51% |
$80.7K - $89.5K
|
30.4K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-157- 3.39% |
$81.2K - $90.1K
|
4.48K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-158- 0.75% |
$81.7K - $90.7K
|
21K
$11M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-159- 5.71% |
$82.3K - $91.2K
|
2.63K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-160- 1.76% |
$82.8K - $91.8K
|
8.95K
$4.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-160- 5.79% |
$82.8K - $91.8K
|
2.6K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-161- 4.54% |
$83.3K - $92.4K
|
3.39K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-161- 0.28% |
$83.3K - $92.4K
|
57.4K
$30.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-162- 3.67% |
$83.8K - $93K
|
4.26K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-164- 6.57% |
$84.9K - $94.1K
|
2.33K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-165- 5.22% |
$85.4K - $94.7K
|
3K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-165- 13.4% |
$85.4K - $94.7K
|
1.07K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-165- 0.6% |
$85.4K - $94.7K
|
27.4K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-166- 17.4% |
$85.9K - $95.3K
|
788
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-167- 2.98% |
$86.4K - $95.8K
|
5.44K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-170- 1.31% |
$88K - $97.6K
|
12.8K
$6.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-170- 0.42% |
$88K - $97.6K
|
40.6K
$21.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-170- 3.74% |
$88K - $97.6K
|
4.38K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-171- 11.46% |
$88.5K - $98.1K
|
1.32K
$695K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-172- 7.75% |
$89K - $98.7K
|
2.05K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-176- 26.87% |
$91.1K - $101K
|
479
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-176- 5.35% |
$91.1K - $101K
|
3.12K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-177- 3.22% |
$91.6K - $102K
|
5.32K
$2.8M
|