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 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-207- 2.5% |
$107K - $119K
|
8.08K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-208- 6.62% |
$108K - $119K
|
2.93K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-209- 22.05% |
$108K - $120K
|
739
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-209- 13.24% |
$108K - $120K
|
1.37K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-209- 1.87% |
$108K - $120K
|
11K
$6.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-211- 10.96% |
$109K - $121K
|
1.71K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-211- 5.49% |
$109K - $121K
|
3.63K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-211- 2.04% |
$109K - $121K
|
10.1K
$6.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-211- 1.03% |
$109K - $121K
|
20.4K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-213- 1.75% |
$110K - $122K
|
11.9K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-213- 25.12% |
$110K - $122K
|
635
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-214- 1.88% |
$111K - $123K
|
11.1K
$6.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-215- 0.77% |
$111K - $123K
|
27.6K
$16.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-218- 5.33% |
$113K - $125K
|
3.87K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-218- 3.28% |
$113K - $125K
|
6.43K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-219- 0.74% |
$113K - $126K
|
29.3K
$17.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-220- 0.85% |
$114K - $126K
|
25.6K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-220- 4.56% |
$114K - $126K
|
4.6K
$2.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-220- 5.04% |
$114K - $126K
|
4.15K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-221- 1.34% |
$114K - $127K
|
16.2K
$9.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-225- 5.65% |
$116K - $129K
|
3.76K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-225- 7.21% |
$116K - $129K
|
2.9K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-226- 2.86% |
$117K - $130K
|
7.68K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-229- 28.81% |
$118K - $131K
|
566
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-230- 3.24% |
$119K - $132K
|
6.86K
$4.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-230- 2.82% |
$119K - $132K
|
7.93K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-232- 12.43% |
$120K - $133K
|
1.63K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-233- 33.19% |
$121K - $134K
|
469
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-234- 31.75% |
$121K - $134K
|
503
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-236- 7.57% |
$122K - $135K
|
2.88K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-237- 15.04% |
$123K - $136K
|
1.34K
$796K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-240- 4.48% |
$124K - $138K
|
5.12K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-240- 0.44% |
$124K - $138K
|
54.7K
$32.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-242- 3.79% |
$125K - $139K
|
6.15K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-243- 1.28% |
$126K - $139K
|
18.8K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-245- 1.04% |
$127K - $141K
|
23.4K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-245- 15.34% |
$127K - $141K
|
1.35K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-248- 14.04% |
$128K - $142K
|
1.52K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-248- 4.87% |
$128K - $142K
|
4.84K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-250- 1.87% |
$129K - $143K
|
13.1K
$7.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-250- 23.41% |
$129K - $143K
|
818
$486K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-251- 9.19% |
$130K - $144K
|
2.48K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-251- 4.12% |
$130K - $144K
|
5.85K
$3.47M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-252- 8.31% |
$130K - $145K
|
2.78K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-255- 14.37% |
$132K - $146K
|
1.52K
$903K
|
|
|
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
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-258- 13.61% |
$133K - $148K
|
1.64K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-258- 78.66% |
$133K - $148K
|
70
$41.6K
|