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 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-400- 29.24% |
$207K - $230K
|
968
$510K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-401- 50.57% |
$207K - $230K
|
392
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-405- 20.11% |
$210K - $232K
|
1.61K
$847K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-407- 0.74% |
$211K - $234K
|
54.9K
$28.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-407- 12.27% |
$211K - $234K
|
2.91K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-409- 0.75% |
$212K - $235K
|
54K
$28.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-411- 1.27% |
$213K - $236K
|
31.8K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-413- 0.85% |
$214K - $237K
|
48.3K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-414- 2.58% |
$214K - $238K
|
15.6K
$8.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-418- 13.67% |
$216K - $240K
|
2.64K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-419- 0.35% |
$217K - $240K
|
121K
$63.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-421- 40.02% |
$218K - $242K
|
631
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-422- 24.38% |
$218K - $242K
|
1.31K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-426- 0.32% |
$220K - $244K
|
133K
$70.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-428- 4.7% |
$221K - $246K
|
8.68K
$4.57M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-437- 53.49% |
$226K - $251K
|
380
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-440- 18.42% |
$228K - $252K
|
1.95K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-445- 1.64% |
$230K - $255K
|
26.7K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-445- 4.24% |
$230K - $255K
|
10.1K
$5.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-446- 3.28% |
$231K - $256K
|
13.1K
$6.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-450- 40.76% |
$233K - $258K
|
654
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-450- 7.48% |
$233K - $258K
|
5.57K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-450- 1.7% |
$233K - $258K
|
26K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-452- 2.16% |
$234K - $259K
|
20.5K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-453- 25.11% |
$234K - $260K
|
1.35K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-458- 3.25% |
$237K - $263K
|
13.6K
$7.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-460- 0.94% |
$238K - $264K
|
48.3K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-460- 11.85% |
$238K - $264K
|
3.42K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-463- 6.81% |
$240K - $266K
|
6.33K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-464- 1.87% |
$240K - $266K
|
24.4K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-466- 8.49% |
$241K - $267K
|
5.02K
$2.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-471- 3.34% |
$244K - $270K
|
13.6K
$7.17M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-472- 4.75% |
$244K - $271K
|
9.47K
$4.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-476- 2.1% |
$246K - $273K
|
22.1K
$11.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-477- 1.14% |
$247K - $274K
|
41.2K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-477- 11.85% |
$247K - $274K
|
3.55K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-479- 5.23% |
$248K - $275K
|
8.68K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-480- 36.64% |
$248K - $275K
|
830
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-480- 1.47% |
$248K - $275K
|
32.3K
$17M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-483- 2.12% |
$250K - $277K
|
22.2K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-483- 3.48% |
$250K - $277K
|
13.4K
$7.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-483- 15.75% |
$250K - $277K
|
2.58K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-484- 9.75% |
$250K - $278K
|
4.48K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-488- 32.69% |
$252K - $280K
|
1.01K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-488- 6.03% |
$252K - $280K
|
7.6K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-490- 8.57% |
$254K - $281K
|
5.23K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-490- 2.68% |
$254K - $281K
|
17.8K
$9.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-498- 1.98% |
$258K - $286K
|
24.7K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-499- 4.44% |
$258K - $286K
|
10.7K
$5.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-500- 2.29% |
$259K - $287K
|
21.3K
$11.2M
|