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 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-609- 1.72% |
$315K - $349K
|
34.9K
$18.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-613- 1.99% |
$317K - $352K
|
30.2K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-619- 14.93% |
$320K - $355K
|
3.53K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-621- 0.71% |
$321K - $356K
|
87.4K
$46M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-623- 2.07% |
$322K - $358K
|
29.5K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-626- 0.46% |
$324K - $359K
|
135K
$71.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-627- 1.87% |
$324K - $360K
|
32.9K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-627- 8.85% |
$324K - $360K
|
6.46K
$3.4M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-641- 22.13% |
$332K - $368K
|
2.26K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-644- 3.06% |
$333K - $370K
|
20.4K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-646- 1.84% |
$334K - $371K
|
34.5K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-653- 1.43% |
$338K - $375K
|
44.9K
$23.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-657- 3.1% |
$340K - $377K
|
20.6K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-657- 1.37% |
$340K - $377K
|
47.3K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-659- 1.59% |
$341K - $378K
|
40.7K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-660- 29.84% |
$341K - $379K
|
1.55K
$817K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-666- 1.25% |
$345K - $382K
|
52.5K
$27.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-667- 13.98% |
$345K - $383K
|
4.1K
$2.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-668- 72.06% |
$346K - $383K
|
259
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-670- 2.75% |
$347K - $384K
|
23.7K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-673- 7.45% |
$348K - $386K
|
8.36K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-675- 2.06% |
$349K - $387K
|
32.1K
$16.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-678- 28.38% |
$351K - $389K
|
1.71K
$901K
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-690- 15.03% |
$357K - $396K
|
3.9K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-697- 1.17% |
$361K - $400K
|
59.1K
$31.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-700- 15.97% |
$362K - $402K
|
3.68K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-705- 3.74% |
$365K - $405K
|
18.1K
$9.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-712- 24.8% |
$368K - $409K
|
2.16K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-712- 0.79% |
$368K - $409K
|
89.3K
$47M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 4.91% |
$370K - $411K
|
13.9K
$7.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-719- 1.91% |
$372K - $413K
|
37K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-720- 7.61% |
$373K - $413K
|
8.74K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-721- 0.54% |
$373K - $414K
|
133K
$69.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-725- 16.88% |
$375K - $416K
|
3.57K
$1.88M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-727- 7.38% |
$376K - $417K
|
9.12K
$4.8M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-730- 8.12% |
$378K - $419K
|
8.26K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-734- 1.95% |
$380K - $421K
|
36.8K
$19.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-736- 0.95% |
$381K - $422K
|
77K
$40.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-737- 3.75% |
$381K - $423K
|
18.9K
$9.97M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-738- 10.69% |
$382K - $424K
|
6.16K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-744- 1.32% |
$385K - $427K
|
55.5K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-745- 1.78% |
$385K - $428K
|
41.1K
$21.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-749- 5.97% |
$388K - $430K
|
11.8K
$6.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-754- 11.21% |
$390K - $433K
|
5.98K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-754- 4.64% |
$390K - $433K
|
15.5K
$8.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-768- 1.73% |
$397K - $441K
|
43.7K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-770- 17.58% |
$398K - $442K
|
3.61K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-771- 4.34% |
$399K - $442K
|
17K
$8.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-778- 12.78% |
$403K - $446K
|
5.31K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-786- 7.48% |
$407K - $451K
|
9.72K
$5.12M
|