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 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.19K- 27.5% |
$1.65M - $1.83M
|
8.42K
$4.43M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.19K- 4.48% |
$1.65M - $1.83M
|
68.1K
$35.9M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.23K- 58.18% |
$1.67M - $1.85M
|
2.32K
$1.22M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.28K- 2.61% |
$1.7M - $1.88M
|
122K
$64.4M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.28K- 30.81% |
$1.7M - $1.88M
|
7.37K
$3.88M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.29K- 3.05% |
$1.7M - $1.89M
|
104K
$54.9M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.31K- 5.06% |
$1.71M - $1.9M
|
62.2K
$32.7M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.34K- 18.23% |
$1.73M - $1.91M
|
15K
$7.88M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.35K- 3.82% |
$1.73M - $1.92M
|
84.2K
$44.3M
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.37K- 19.81% |
$1.74M - $1.93M
|
13.6K
$7.18M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.43K- 6.74% |
$1.77M - $1.97M
|
47.4K
$25M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.45K- 0.6% |
$1.79M - $1.98M
|
574K
$302M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-3.51K- 41.61% |
$1.82M - $2.02M
|
4.93K
$2.6M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.54K- 0.51% |
$1.83M - $2.03M
|
693K
$365M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.61K- 2.38% |
$1.87M - $2.07M
|
148K
$77.7M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.66K- 0.63% |
$1.9M - $2.1M
|
576K
$303M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.69K- 9.72% |
$1.91M - $2.12M
|
34.2K
$18M
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.74K- 4.35% |
$1.93M - $2.14M
|
82.1K
$43.2M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.74K- 7.58% |
$1.94M - $2.15M
|
45.6K
$24M
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-3.8K- 95.0% |
$1.97M - $2.18M
|
200
$105K
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3.83K- 14.96% |
$1.98M - $2.2M
|
21.8K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.85K- 7.77% |
$1.99M - $2.21M
|
45.7K
$24M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.85K- 7.59% |
$1.99M - $2.21M
|
46.9K
$24.7M
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.89K- 41.93% |
$2.01M - $2.23M
|
5.39K
$2.83M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.9K- 21.03% |
$2.02M - $2.24M
|
14.6K
$7.71M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.94K- 23.75% |
$2.04M - $2.26M
|
12.6K
$6.65M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.95K- 61.72% |
$2.04M - $2.26M
|
2.45K
$1.29M
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.96K- 29.12% |
$2.05M - $2.27M
|
9.65K
$5.08M
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.97K- 24.72% |
$2.06M - $2.28M
|
12.1K
$6.37M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.97K- 33.84% |
$2.06M - $2.28M
|
7.76K
$4.09M
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.01K- 2.55% |
$2.07M - $2.3M
|
153K
$80.5M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4.02K- 15.32% |
$2.08M - $2.31M
|
22.2K
$11.7M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.03K- 6.7% |
$2.08M - $2.31M
|
56.1K
$29.5M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.08K- 9.07% |
$2.11M - $2.34M
|
40.9K
$21.5M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.12K- 6.92% |
$2.13M - $2.36M
|
55.4K
$29.2M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.28K- 27.68% |
$2.22M - $2.46M
|
11.2K
$5.89M
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-4.34K- 1.35% |
$2.24M - $2.49M
|
318K
$167M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-4.38K- 1.99% |
$2.26M - $2.51M
|
215K
$113M
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-4.38K- 12.26% |
$2.26M - $2.51M
|
31.3K
$16.5M
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.43K- 20.45% |
$2.29M - $2.54M
|
17.2K
$9.08M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.47K- 7.19% |
$2.31M - $2.56M
|
57.7K
$30.4M
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.5K- 89.93% |
$2.33M - $2.58M
|
504
$265K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.51K- 1.55% |
$2.33M - $2.59M
|
286K
$151M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.53K- 8.95% |
$2.34M - $2.6M
|
46.1K
$24.3M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.54K- 1.56% |
$2.35M - $2.61M
|
286K
$151M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.57K- 1.68% |
$2.36M - $2.62M
|
267K
$141M
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 46.18% |
$2.36M - $2.62M
|
5.32K
$2.8M
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-4.63K- 24.11% |
$2.4M - $2.66M
|
14.6K
$7.68M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.71K- 11.88% |
$2.43M - $2.7M
|
34.9K
$18.4M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.71K- 26.76% |
$2.44M - $2.71M
|
12.9K
$6.79M
|