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 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-166- 17.4% |
$85.9K - $95.3K
|
788
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-167- 2.98% |
$86.4K - $95.8K
|
5.44K
$3.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-170- 1.31% |
$88K - $97.6K
|
12.8K
$7.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-170- 0.42% |
$88K - $97.6K
|
40.6K
$24.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-170- 3.74% |
$88K - $97.6K
|
4.38K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-171- 11.46% |
$88.5K - $98.1K
|
1.32K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-172- 7.75% |
$89K - $98.7K
|
2.05K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-176- 26.87% |
$91.1K - $101K
|
479
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-176- 5.35% |
$91.1K - $101K
|
3.12K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-177- 3.22% |
$91.6K - $102K
|
5.32K
$3.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-177- 4.86% |
$91.6K - $102K
|
3.47K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-178- 23.03% |
$92.1K - $102K
|
595
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-179- 1.39% |
$92.6K - $103K
|
12.7K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-179- 0.32% |
$92.6K - $103K
|
55.6K
$33M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-180- 6.56% |
$93.1K - $103K
|
2.56K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-180- 0.57% |
$93.1K - $103K
|
31.5K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-180- 6.02% |
$93.1K - $103K
|
2.81K
$1.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-182- 2.27% |
$94.2K - $104K
|
7.83K
$4.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-183- 10.35% |
$94.7K - $105K
|
1.59K
$942K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-183- 1.76% |
$94.7K - $105K
|
10.2K
$6.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-184- 1.54% |
$95.2K - $106K
|
11.7K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-185- 4.05% |
$95.7K - $106K
|
4.38K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-186- 0.7% |
$96.2K - $107K
|
26.3K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-187- 4.77% |
$96.8K - $107K
|
3.74K
$2.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-187- 0.99% |
$96.8K - $107K
|
18.6K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-188- 1.15% |
$97.3K - $108K
|
16.2K
$9.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-190- 1.83% |
$98.3K - $109K
|
10.2K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-190- 3.5% |
$98.3K - $109K
|
5.24K
$3.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-191- 0.33% |
$98.8K - $110K
|
57.4K
$34.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-193- 0.48% |
$99.9K - $111K
|
40.1K
$23.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-194- 0.11% |
$100K - $111K
|
172K
$102M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-197- 22.77% |
$102K - $113K
|
668
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-197- 0.73% |
$102K - $113K
|
26.6K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-197- 3.97% |
$102K - $113K
|
4.77K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-198- 0.39% |
$102K - $114K
|
51K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-198- 7.67% |
$102K - $114K
|
2.39K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-199- 8.22% |
$103K - $114K
|
2.22K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-202- 1.55% |
$105K - $116K
|
12.8K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-202- 1.2% |
$105K - $116K
|
16.7K
$9.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-203- 4.65% |
$105K - $116K
|
4.16K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-204- 2.02% |
$106K - $117K
|
9.89K
$5.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-204- 9.03% |
$106K - $117K
|
2.05K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-204- 5.46% |
$106K - $117K
|
3.53K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-205- 4.04% |
$106K - $118K
|
4.87K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-205- 2.13% |
$106K - $118K
|
9.43K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-205- 6.94% |
$106K - $118K
|
2.75K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-205- 14.19% |
$106K - $118K
|
1.24K
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-206- 2.3% |
$107K - $118K
|
8.74K
$5.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-206- 0.12% |
$107K - $118K
|
174K
$104M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-207- 4.41% |
$107K - $119K
|
4.49K
$2.67M
|