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
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-582- 1.34% |
$301K - $334K
|
43K
$25.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-583- 4.08% |
$302K - $335K
|
13.7K
$8.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-585- 0.66% |
$303K - $336K
|
87.4K
$52M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-585- 1.04% |
$303K - $336K
|
55.8K
$33.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-585- 3.75% |
$303K - $336K
|
15K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-590- 3.43% |
$305K - $339K
|
16.6K
$9.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-592- 0.29% |
$306K - $340K
|
205K
$122M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-594- 1.17% |
$307K - $341K
|
50.2K
$29.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-594- 6.28% |
$307K - $341K
|
8.87K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-599- 0.95% |
$310K - $344K
|
62.7K
$37.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-600- 1.62% |
$310K - $344K
|
36.6K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-601- 0.41% |
$311K - $345K
|
146K
$86.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-605- 2.09% |
$313K - $347K
|
28.4K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-607- 4.32% |
$314K - $348K
|
13.5K
$8.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-609- 1.72% |
$315K - $349K
|
34.9K
$20.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-613- 1.99% |
$317K - $352K
|
30.2K
$18M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-619- 14.93% |
$320K - $355K
|
3.53K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-621- 0.71% |
$321K - $356K
|
87.4K
$52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-623- 2.07% |
$322K - $358K
|
29.5K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-626- 0.46% |
$324K - $359K
|
135K
$80.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-627- 1.87% |
$324K - $360K
|
32.9K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-627- 8.85% |
$324K - $360K
|
6.46K
$3.84M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-641- 22.13% |
$332K - $368K
|
2.26K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-644- 3.06% |
$333K - $370K
|
20.4K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-646- 1.84% |
$334K - $371K
|
34.5K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-653- 1.43% |
$338K - $375K
|
44.9K
$26.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-657- 3.1% |
$340K - $377K
|
20.6K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-657- 1.37% |
$340K - $377K
|
47.3K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-659- 1.59% |
$341K - $378K
|
40.7K
$24.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-660- 29.84% |
$341K - $379K
|
1.55K
$923K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-666- 1.25% |
$345K - $382K
|
52.5K
$31.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-667- 13.98% |
$345K - $383K
|
4.1K
$2.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-668- 72.06% |
$346K - $383K
|
259
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-670- 2.75% |
$347K - $384K
|
23.7K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-673- 7.45% |
$348K - $386K
|
8.36K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-675- 2.06% |
$349K - $387K
|
32.1K
$19.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-678- 28.38% |
$351K - $389K
|
1.71K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-690- 15.03% |
$357K - $396K
|
3.9K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-697- 1.17% |
$361K - $400K
|
59.1K
$35.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-700- 15.97% |
$362K - $402K
|
3.68K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-705- 3.74% |
$365K - $405K
|
18.1K
$10.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-712- 24.8% |
$368K - $409K
|
2.16K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-712- 0.79% |
$368K - $409K
|
89.3K
$53.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 4.91% |
$370K - $411K
|
13.9K
$8.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-719- 1.91% |
$372K - $413K
|
37K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-720- 7.61% |
$373K - $413K
|
8.74K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-721- 0.54% |
$373K - $414K
|
133K
$78.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-725- 16.88% |
$375K - $416K
|
3.57K
$2.12M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-727- 7.38% |
$376K - $417K
|
9.12K
$5.43M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-730- 8.12% |
$378K - $419K
|
8.26K
$4.91M
|