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 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-177- 4.86% |
$91.6K - $102K
|
3.47K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-178- 23.03% |
$92.1K - $102K
|
595
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-179- 1.39% |
$92.6K - $103K
|
12.7K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-179- 0.32% |
$92.6K - $103K
|
55.6K
$29.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-180- 6.56% |
$93.1K - $103K
|
2.56K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-180- 0.57% |
$93.1K - $103K
|
31.5K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-180- 6.02% |
$93.1K - $103K
|
2.81K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-182- 2.27% |
$94.2K - $104K
|
7.83K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-183- 10.35% |
$94.7K - $105K
|
1.59K
$834K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-183- 1.76% |
$94.7K - $105K
|
10.2K
$5.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-184- 1.54% |
$95.2K - $106K
|
11.7K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-185- 4.05% |
$95.7K - $106K
|
4.38K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-186- 0.7% |
$96.2K - $107K
|
26.3K
$13.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-187- 4.77% |
$96.8K - $107K
|
3.74K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-187- 0.99% |
$96.8K - $107K
|
18.6K
$9.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-188- 1.15% |
$97.3K - $108K
|
16.2K
$8.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-190- 1.83% |
$98.3K - $109K
|
10.2K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-190- 3.5% |
$98.3K - $109K
|
5.24K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-191- 0.33% |
$98.8K - $110K
|
57.4K
$30.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-193- 0.48% |
$99.9K - $111K
|
40.1K
$21.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-194- 0.11% |
$100K - $111K
|
172K
$90.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-197- 22.77% |
$102K - $113K
|
668
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-197- 0.73% |
$102K - $113K
|
26.6K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-197- 3.97% |
$102K - $113K
|
4.77K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-198- 0.39% |
$102K - $114K
|
51K
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-198- 7.67% |
$102K - $114K
|
2.39K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-199- 8.22% |
$103K - $114K
|
2.22K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-202- 1.55% |
$105K - $116K
|
12.8K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-202- 1.2% |
$105K - $116K
|
16.7K
$8.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-203- 4.65% |
$105K - $116K
|
4.16K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-204- 2.02% |
$106K - $117K
|
9.89K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-204- 9.03% |
$106K - $117K
|
2.05K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-204- 5.46% |
$106K - $117K
|
3.53K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-205- 4.04% |
$106K - $118K
|
4.87K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-205- 2.13% |
$106K - $118K
|
9.43K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-205- 6.94% |
$106K - $118K
|
2.75K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-205- 14.19% |
$106K - $118K
|
1.24K
$653K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-206- 2.3% |
$107K - $118K
|
8.74K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-206- 0.12% |
$107K - $118K
|
174K
$91.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-207- 4.41% |
$107K - $119K
|
4.49K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-207- 2.5% |
$107K - $119K
|
8.08K
$4.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-208- 6.62% |
$108K - $119K
|
2.93K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-209- 22.05% |
$108K - $120K
|
739
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-209- 13.24% |
$108K - $120K
|
1.37K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-209- 1.87% |
$108K - $120K
|
11K
$5.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-211- 10.96% |
$109K - $121K
|
1.71K
$902K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-211- 5.49% |
$109K - $121K
|
3.63K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-211- 2.04% |
$109K - $121K
|
10.1K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-211- 1.03% |
$109K - $121K
|
20.4K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-213- 1.75% |
$110K - $122K
|
11.9K
$6.29M
|