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 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.29K- 0.81% |
$666K - $739K
|
158K
$83M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 12.49% |
$668K - $741K
|
9.04K
$4.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.29K- 32.25% |
$669K - $743K
|
2.72K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.3K- 4.25% |
$672K - $745K
|
29.2K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.3K- 1.61% |
$672K - $745K
|
79.4K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.3K- 1.12% |
$675K - $748K
|
115K
$60.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.31K- 1.08% |
$679K - $753K
|
120K
$63.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-1.33K- 15.31% |
$686K - $760K
|
7.33K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.33K- 1.48% |
$690K - $765K
|
88.6K
$46.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.37K- 3.6% |
$707K - $784K
|
36.5K
$19.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.38K- 6.6% |
$711K - $789K
|
19.5K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.38K- 7.43% |
$715K - $793K
|
17.2K
$9.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.38K- 15.34% |
$715K - $793K
|
7.63K
$4.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.39K- 5.02% |
$720K - $799K
|
26.3K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.4K- 5.82% |
$723K - $802K
|
22.6K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.41K- 3.18% |
$728K - $807K
|
42.8K
$22.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.41K- 0.84% |
$728K - $808K
|
166K
$87.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-1.41K- 0.19% |
$729K - $809K
|
739K
$389M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.41K- 3.47% |
$730K - $810K
|
39.2K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.41K- 44.56% |
$731K - $810K
|
1.76K
$925K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-1.41K- 3.48% |
$732K - $811K
|
39.2K
$20.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.06% |
$732K - $812K
|
132K
$69.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.42K- 19.01% |
$733K - $813K
|
6.04K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.42K- 19.62% |
$736K - $817K
|
5.83K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.44K- 2.35% |
$743K - $824K
|
59.7K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.44K- 44.65% |
$745K - $826K
|
1.79K
$940K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.44K- 4.14% |
$747K - $829K
|
33.4K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.45K- 2.61% |
$750K - $832K
|
54.1K
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.45K- 40.59% |
$751K - $833K
|
2.13K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.46K- 0.6% |
$753K - $835K
|
240K
$126M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.47K- 2.73% |
$758K - $841K
|
52.1K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 3.37% |
$763K - $846K
|
42.2K
$22.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.48K- 11.14% |
$766K - $850K
|
11.8K
$6.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.19% |
$766K - $850K
|
123K
$64.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 0.95% |
$769K - $853K
|
154K
$81.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.49K- 20.22% |
$771K - $856K
|
5.88K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.49K- 1.35% |
$773K - $857K
|
109K
$57.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.5K- 13.25% |
$777K - $862K
|
9.83K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.51K- 37.46% |
$783K - $868K
|
2.53K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.52K- 4.38% |
$784K - $870K
|
33.1K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 1.37% |
$788K - $874K
|
110K
$57.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.52K- 0.17% |
$788K - $875K
|
872K
$459M
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.53K- 0.98% |
$789K - $875K
|
154K
$80.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.53K- 0.69% |
$790K - $876K
|
221K
$116M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.53K- 43.82% |
$791K - $877K
|
1.96K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.53K- 1.89% |
$792K - $879K
|
79.5K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 0.86% |
$801K - $888K
|
179K
$94M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.56K- 1.22% |
$806K - $894K
|
126K
$66.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.56K- 2.86% |
$806K - $894K
|
52.9K
$27.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.56K- 6.54% |
$809K - $898K
|
22.4K
$11.8M
|