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 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-274- 2.7% |
$142K - $157K
|
9.87K
$5.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-274- 11.11% |
$142K - $157K
|
2.19K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-275- 2.14% |
$142K - $158K
|
12.6K
$6.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-275- 3.18% |
$142K - $158K
|
8.38K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-275- 40.86% |
$142K - $158K
|
398
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-278- 4.05% |
$144K - $160K
|
6.58K
$3.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-280- 1.07% |
$145K - $161K
|
25.9K
$13.7M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-285- 5.48% |
$147K - $164K
|
4.92K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-285- 0.36% |
$147K - $164K
|
79.6K
$41.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-285- 8.52% |
$147K - $164K
|
3.06K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-287- 19.75% |
$148K - $165K
|
1.17K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-287- 1.93% |
$148K - $165K
|
14.6K
$7.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-288- 0.97% |
$149K - $165K
|
29.3K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-288- 3.52% |
$149K - $165K
|
7.9K
$4.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-291- 4.16% |
$151K - $167K
|
6.7K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-292- 6.84% |
$151K - $168K
|
3.98K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-293- 38.0% |
$152K - $168K
|
478
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-294- 10.84% |
$152K - $169K
|
2.42K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-295- 1.41% |
$153K - $169K
|
20.7K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-295- 20.72% |
$153K - $169K
|
1.13K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-295- 7.89% |
$153K - $169K
|
3.45K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-295- 35.5% |
$153K - $169K
|
536
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-296- 3.94% |
$153K - $170K
|
7.22K
$3.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-300- 7.93% |
$155K - $172K
|
3.48K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-301- 1.61% |
$156K - $173K
|
18.4K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-301- 2.67% |
$156K - $173K
|
11K
$5.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-302- 4.01% |
$156K - $173K
|
7.22K
$3.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-302- 4.17% |
$156K - $173K
|
6.94K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-303- 4.31% |
$157K - $174K
|
6.73K
$3.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-304- 1.02% |
$157K - $174K
|
29.4K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-304- 1.52% |
$157K - $174K
|
19.7K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-305- 19.49% |
$158K - $175K
|
1.26K
$663K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-306- 2.33% |
$158K - $176K
|
12.8K
$6.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-309- 2.18% |
$160K - $177K
|
13.8K
$7.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-309- 4.54% |
$160K - $177K
|
6.5K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-311- 5.47% |
$161K - $178K
|
5.37K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-316- 4.78% |
$163K - $181K
|
6.3K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-317- 1.61% |
$164K - $182K
|
19.4K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-318- 27.18% |
$165K - $182K
|
852
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-320- 28.6% |
$166K - $184K
|
799
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-322- 6.68% |
$167K - $185K
|
4.5K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-323- 1.45% |
$167K - $185K
|
22K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-323- 4.32% |
$167K - $185K
|
7.16K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 4.67% |
$170K - $189K
|
6.71K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-330- 15.42% |
$171K - $189K
|
1.81K
$953K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-331- 1.36% |
$171K - $190K
|
24.1K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-331- 1.16% |
$171K - $190K
|
28.1K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-332- 6.49% |
$172K - $191K
|
4.79K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-332- 0.76% |
$172K - $191K
|
43.1K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-333- 40.46% |
$172K - $191K
|
490
$258K
|