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 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.6K- 5.69% |
$3.42M - $3.79M
|
110K
$65.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-6.66K- 1.04% |
$3.44M - $3.82M
|
632K
$380M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.82K- 22.98% |
$3.53M - $3.91M
|
22.9K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.83K- 1.71% |
$3.54M - $3.92M
|
392K
$236M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-6.91K- 7.07% |
$3.57M - $3.96M
|
90.7K
$54.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-7.03K- 0.59% |
$3.64M - $4.04M
|
1.18M
$711M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-7.13K- 4.97% |
$3.69M - $4.09M
|
136K
$81.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.2K- 9.19% |
$3.73M - $4.13M
|
71.1K
$42.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.43K- 9.26% |
$3.84M - $4.26M
|
72.8K
$43.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.56K- 21.69% |
$3.91M - $4.34M
|
27.3K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.6K- 0.72% |
$3.93M - $4.36M
|
1.05M
$630M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.76K- 27.75% |
$4.01M - $4.45M
|
20.2K
$12.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-7.76K- 9.13% |
$4.01M - $4.45M
|
77.2K
$46.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.13K- 8.17% |
$4.21M - $4.66M
|
91.4K
$54.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-8.15K- 30.26% |
$4.22M - $4.68M
|
18.8K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.21K- 6.48% |
$4.25M - $4.71M
|
118K
$71.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.24K- 18.78% |
$4.26M - $4.73M
|
35.6K
$21.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.24K- 5.42% |
$4.26M - $4.73M
|
144K
$86.5M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.41K- 1.41% |
$4.35M - $4.82M
|
589K
$354M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.41K- 19.77% |
$4.35M - $4.83M
|
34.1K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-8.57K- 61.28% |
$4.43M - $4.92M
|
5.41K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-8.76K- 9.57% |
$4.53M - $5.03M
|
82.8K
$49.8M
|
|
|
Nov 13, 2024
Q3 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-9.15K- 38.48% |
$4.74M - $5.25M
|
14.6K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-9.24K- 67.71% |
$4.78M - $5.3M
|
4.41K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-9.24K- 7.71% |
$4.78M - $5.3M
|
111K
$66.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-9.26K- 48.61% |
$4.79M - $5.31M
|
9.79K
$5.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.45K- 11.26% |
$4.89M - $5.42M
|
74.5K
$44.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-9.54K- 8.71% |
$4.94M - $5.48M
|
100K
$60.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.57K- 11.01% |
$4.95M - $5.49M
|
77.4K
$46.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.58K- 34.05% |
$4.95M - $5.5M
|
18.6K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.95K- 58.7% |
$5.15M - $5.71M
|
7K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-10K- 66.67% |
$5.17M - $5.74M
|
5K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-10K- 4.92% |
$5.17M - $5.74M
|
193K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-10.1K- 34.72% |
$5.24M - $5.81M
|
19K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-10.2K- 99.98% |
$5.28M - $5.85M
|
2
$1.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.2K- 4.47% |
$5.29M - $5.86M
|
219K
$131M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-10.3K- 1.84% |
$5.31M - $5.89M
|
547K
$329M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-10.3K- 43.66% |
$5.35M - $5.93M
|
13.3K
$8.02M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-10.4K- 33.79% |
$5.39M - $5.98M
|
20.4K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-10.4K- 10.28% |
$5.4M - $5.99M
|
91.1K
$54.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-10.5K- 82.46% |
$5.41M - $6M
|
2.23K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 10.09% |
$5.44M - $6.04M
|
93.7K
$56.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.6K- 55.01% |
$5.51M - $6.11M
|
8.71K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10.7K- 69.07% |
$5.54M - $6.15M
|
4.8K
$2.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-10.8K- 94.0% |
$5.57M - $6.18M
|
687
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-11K- 92.84% |
$5.71M - $6.34M
|
852
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.3K- 1.57% |
$5.84M - $6.48M
|
706K
$424M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.5K- 22.41% |
$5.93M - $6.58M
|
39.7K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-11.6K- 16.76% |
$6M - $6.66M
|
57.6K
$34.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 3.42% |
$6.02M - $6.68M
|
328K
$198M
|