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 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-787- 1.46% |
$407K - $452K
|
53.1K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-788- 18.9% |
$408K - $452K
|
3.38K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-791- 2.83% |
$409K - $454K
|
27.2K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-797- 6.05% |
$412K - $457K
|
12.4K
$6.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-800- 5.43% |
$414K - $459K
|
13.9K
$7.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-800- 3.48% |
$414K - $459K
|
22.2K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-800- 3.32% |
$414K - $459K
|
23.3K
$12.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-819- 6.39% |
$424K - $470K
|
12K
$6.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-824- 11.47% |
$426K - $473K
|
6.36K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-825- 10.43% |
$427K - $473K
|
7.09K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-827- 6.81% |
$428K - $475K
|
11.3K
$5.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-840- 4.28% |
$435K - $482K
|
18.8K
$9.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-846- 3.41% |
$438K - $485K
|
24K
$12.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-849- 9.34% |
$439K - $487K
|
8.24K
$4.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-850- 5.96% |
$440K - $488K
|
13.4K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-850- 0.4% |
$440K - $488K
|
212K
$112M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-852- 1.13% |
$441K - $489K
|
74.7K
$39.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-857- 4.97% |
$443K - $492K
|
16.4K
$8.63M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-859- 4.88% |
$444K - $493K
|
16.8K
$8.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-867- 40.03% |
$449K - $498K
|
1.3K
$684K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-891- 0.55% |
$461K - $511K
|
163K
$85.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-894- 51.35% |
$463K - $513K
|
847
$446K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-895- 14.26% |
$463K - $514K
|
5.38K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-910- 11.08% |
$471K - $522K
|
7.3K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-911- 7.67% |
$471K - $523K
|
11K
$5.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-925- 21.41% |
$479K - $531K
|
3.4K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-927- 11.26% |
$480K - $532K
|
7.3K
$3.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-929- 45.88% |
$481K - $533K
|
1.1K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-930- 8.02% |
$481K - $534K
|
10.7K
$5.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-939- 0.56% |
$486K - $539K
|
168K
$88.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-943- 47.53% |
$488K - $541K
|
1.04K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-955- 0.86% |
$494K - $548K
|
110K
$58.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-964- 2.62% |
$499K - $553K
|
35.8K
$18.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-965- 3.22% |
$499K - $554K
|
29K
$15.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-966- 44.11% |
$500K - $554K
|
1.22K
$644K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-970- 11.88% |
$502K - $557K
|
7.19K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-970- 2.15% |
$502K - $557K
|
44.2K
$23.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-974- 0.62% |
$504K - $559K
|
156K
$82.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-991- 5.51% |
$513K - $569K
|
17K
$8.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-997- 5.56% |
$516K - $572K
|
16.9K
$8.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-998- 0.94% |
$516K - $573K
|
105K
$55.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-999- 6.03% |
$517K - $573K
|
15.6K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 2.61% |
$517K - $574K
|
37.3K
$19.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1K- 1.07% |
$518K - $575K
|
92.4K
$48.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1K- 25.01% |
$519K - $576K
|
3.01K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1K- 14.34% |
$519K - $576K
|
6K
$3.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.01K- 3.85% |
$523K - $580K
|
25.2K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.01K- 2.12% |
$524K - $581K
|
46.7K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.01K- 5.23% |
$525K - $582K
|
18.4K
$9.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.02K- 17.13% |
$525K - $582K
|
4.91K
$2.59M
|