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
|
Camden National Bank
Camden, ME |
SELL
|
- |
-255- 14.37% |
$132K - $146K
|
1.52K
$904K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-256- 0.56% |
$132K - $147K
|
45.2K
$26.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-256- 36.21% |
$132K - $147K
|
451
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-258- 27.1% |
$133K - $148K
|
694
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-258- 13.61% |
$133K - $148K
|
1.64K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-258- 78.66% |
$133K - $148K
|
70
$41.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-262- 2.02% |
$136K - $150K
|
12.7K
$7.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-265- 6.54% |
$137K - $152K
|
3.79K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-265- 2.37% |
$137K - $152K
|
10.9K
$6.49M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-266- 1.65% |
$138K - $153K
|
15.9K
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-266- 1.65% |
$138K - $153K
|
15.9K
$9.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-267- 7.35% |
$138K - $153K
|
3.37K
$2M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-270- 2.65% |
$140K - $155K
|
9.9K
$5.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-271- 1.35% |
$140K - $156K
|
19.8K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-273- 1.84% |
$141K - $157K
|
14.6K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-273- 2.02% |
$141K - $157K
|
13.2K
$7.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-274- 2.7% |
$142K - $157K
|
9.87K
$5.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-274- 11.11% |
$142K - $157K
|
2.19K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-275- 2.14% |
$142K - $158K
|
12.6K
$7.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-275- 3.18% |
$142K - $158K
|
8.38K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-275- 40.86% |
$142K - $158K
|
398
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-278- 4.05% |
$144K - $160K
|
6.58K
$3.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-280- 1.07% |
$145K - $161K
|
25.9K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-285- 5.48% |
$147K - $164K
|
4.92K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-285- 0.36% |
$147K - $164K
|
79.6K
$47.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-285- 8.52% |
$147K - $164K
|
3.06K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-287- 19.75% |
$148K - $165K
|
1.17K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-287- 1.93% |
$148K - $165K
|
14.6K
$8.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-288- 0.97% |
$149K - $165K
|
29.3K
$17.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-288- 3.52% |
$149K - $165K
|
7.9K
$4.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-291- 4.16% |
$151K - $167K
|
6.7K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-292- 6.84% |
$151K - $168K
|
3.98K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-293- 38.0% |
$152K - $168K
|
478
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-294- 10.84% |
$152K - $169K
|
2.42K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-295- 1.41% |
$153K - $169K
|
20.7K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-295- 20.72% |
$153K - $169K
|
1.13K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-295- 7.89% |
$153K - $169K
|
3.45K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-295- 35.5% |
$153K - $169K
|
536
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-296- 3.94% |
$153K - $170K
|
7.22K
$4.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-300- 7.93% |
$155K - $172K
|
3.48K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-301- 1.61% |
$156K - $173K
|
18.4K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-301- 2.67% |
$156K - $173K
|
11K
$6.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-302- 4.01% |
$156K - $173K
|
7.22K
$4.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-302- 4.17% |
$156K - $173K
|
6.94K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-303- 4.31% |
$157K - $174K
|
6.73K
$4.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-304- 1.02% |
$157K - $174K
|
29.4K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-304- 1.52% |
$157K - $174K
|
19.7K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-305- 19.49% |
$158K - $175K
|
1.26K
$750K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-306- 2.33% |
$158K - $176K
|
12.8K
$7.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-309- 2.18% |
$160K - $177K
|
13.8K
$8.23M
|