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
|
Godsey & Gibb Associates
|
SELL
|
- |
-501- 2.77% |
$259K - $288K
|
17.6K
$9.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-502- 3.76% |
$260K - $288K
|
12.9K
$6.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-508- 6.72% |
$263K - $292K
|
7.06K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-509- 14.33% |
$263K - $292K
|
3.04K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-512- 4.92% |
$265K - $294K
|
9.9K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-514- 0.32% |
$266K - $295K
|
160K
$84.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-517- 12.92% |
$267K - $297K
|
3.48K
$1.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-517- 44.61% |
$267K - $297K
|
642
$338K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-519- 9.0% |
$269K - $298K
|
5.25K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-520- 2.99% |
$269K - $298K
|
16.9K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-520- 1.42% |
$269K - $298K
|
36.1K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-526- 0.76% |
$272K - $302K
|
69.1K
$36.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-528- 0.46% |
$273K - $303K
|
115K
$60.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-530- 0.25% |
$274K - $304K
|
208K
$110M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-531- 6.59% |
$275K - $305K
|
7.53K
$3.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-533- 1.91% |
$276K - $306K
|
27.4K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-537- 11.25% |
$278K - $308K
|
4.24K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-540- 0.99% |
$279K - $310K
|
53.9K
$28.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-544- 2.42% |
$281K - $312K
|
21.9K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-545- 29.13% |
$282K - $313K
|
1.33K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-547- 0.23% |
$283K - $314K
|
236K
$124M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-552- 30.65% |
$286K - $317K
|
1.25K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-554- 26.83% |
$287K - $318K
|
1.51K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-554- 9.65% |
$287K - $318K
|
5.19K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-555- 22.68% |
$287K - $318K
|
1.89K
$996K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-559- 24.96% |
$289K - $321K
|
1.68K
$885K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-560- 8.69% |
$290K - $321K
|
5.89K
$3.1M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-565- 10.69% |
$292K - $324K
|
4.72K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-566- 2.34% |
$293K - $325K
|
23.6K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-567- 3.98% |
$293K - $325K
|
13.7K
$7.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-568- 24.73% |
$294K - $326K
|
1.73K
$910K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-569- 6.81% |
$294K - $327K
|
7.79K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-570- 5.95% |
$295K - $327K
|
9.01K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-577- 4.8% |
$299K - $331K
|
11.4K
$6.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-578- 0.56% |
$299K - $332K
|
102K
$53.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-582- 7.96% |
$301K - $334K
|
6.73K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-582- 1.34% |
$301K - $334K
|
43K
$22.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-583- 4.08% |
$302K - $335K
|
13.7K
$7.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-585- 0.66% |
$303K - $336K
|
87.4K
$46M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-585- 1.04% |
$303K - $336K
|
55.8K
$29.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-585- 3.75% |
$303K - $336K
|
15K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-590- 3.43% |
$305K - $339K
|
16.6K
$8.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-592- 0.29% |
$306K - $340K
|
205K
$108M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-594- 1.17% |
$307K - $341K
|
50.2K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-594- 6.28% |
$307K - $341K
|
8.87K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-599- 0.95% |
$310K - $344K
|
62.7K
$33M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-600- 1.62% |
$310K - $344K
|
36.6K
$19.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-601- 0.41% |
$311K - $345K
|
146K
$76.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-605- 2.09% |
$313K - $347K
|
28.4K
$14.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-607- 4.32% |
$314K - $348K
|
13.5K
$7.08M
|