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 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-385- 9.3% |
$199K - $221K
|
3.76K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-385- 3.37% |
$199K - $221K
|
11K
$6.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-386- 34.16% |
$200K - $222K
|
744
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-386- 0.16% |
$200K - $222K
|
248K
$147M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-388- 6.86% |
$201K - $223K
|
5.27K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-389- 7.69% |
$201K - $223K
|
4.67K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-391- 7.41% |
$202K - $224K
|
4.88K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-391- 0.91% |
$202K - $224K
|
42.3K
$25.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 7.7% |
$203K - $225K
|
4.7K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-392- 0.34% |
$203K - $225K
|
115K
$68.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-395- 4.82% |
$204K - $227K
|
7.8K
$4.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-397- 12.61% |
$205K - $228K
|
2.75K
$1.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-399- 5.74% |
$206K - $229K
|
6.56K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-399- 4.74% |
$206K - $229K
|
8.02K
$4.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-400- 6.21% |
$207K - $230K
|
6.05K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-400- 29.24% |
$207K - $230K
|
968
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-401- 50.57% |
$207K - $230K
|
392
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-405- 20.11% |
$210K - $232K
|
1.61K
$957K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-407- 0.74% |
$211K - $234K
|
54.9K
$32.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-407- 12.27% |
$211K - $234K
|
2.91K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-409- 0.75% |
$212K - $235K
|
54K
$32.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-411- 1.27% |
$213K - $236K
|
31.8K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-413- 0.85% |
$214K - $237K
|
48.3K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-414- 2.58% |
$214K - $238K
|
15.6K
$9.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-418- 13.67% |
$216K - $240K
|
2.64K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-419- 0.35% |
$217K - $240K
|
121K
$72M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-421- 40.02% |
$218K - $242K
|
631
$375K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-422- 24.38% |
$218K - $242K
|
1.31K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-426- 0.32% |
$220K - $244K
|
133K
$79.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-428- 4.7% |
$221K - $246K
|
8.68K
$5.16M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-437- 53.49% |
$226K - $251K
|
380
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-440- 18.42% |
$228K - $252K
|
1.95K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-445- 1.64% |
$230K - $255K
|
26.7K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-445- 4.24% |
$230K - $255K
|
10.1K
$5.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-446- 3.28% |
$231K - $256K
|
13.1K
$7.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-450- 40.76% |
$233K - $258K
|
654
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-450- 7.48% |
$233K - $258K
|
5.57K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-450- 1.7% |
$233K - $258K
|
26K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-452- 2.16% |
$234K - $259K
|
20.5K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-453- 25.11% |
$234K - $260K
|
1.35K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-458- 3.25% |
$237K - $263K
|
13.6K
$8.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-460- 0.94% |
$238K - $264K
|
48.3K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-460- 11.85% |
$238K - $264K
|
3.42K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-463- 6.81% |
$240K - $266K
|
6.33K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-464- 1.87% |
$240K - $266K
|
24.4K
$14.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-466- 8.49% |
$241K - $267K
|
5.02K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-471- 3.34% |
$244K - $270K
|
13.6K
$8.1M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-472- 4.75% |
$244K - $271K
|
9.47K
$5.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-476- 2.1% |
$246K - $273K
|
22.1K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-477- 1.14% |
$247K - $274K
|
41.2K
$24.5M
|