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 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-4.79K- 41.82% |
$2.48M - $2.75M
|
6.66K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-4.8K- 7.29% |
$2.48M - $2.75M
|
61K
$32.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.88K- 40.69% |
$2.53M - $2.8M
|
7.12K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.91K- 76.24% |
$2.54M - $2.82M
|
1.53K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.02K- 1.4% |
$2.6M - $2.88M
|
353K
$186M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.08K- 0.52% |
$2.63M - $2.91M
|
974K
$513M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.1K- 5.32% |
$2.64M - $2.92M
|
90.7K
$47.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.17K- 16.02% |
$2.68M - $2.97M
|
27.1K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.29K- 7.14% |
$2.74M - $3.04M
|
68.8K
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-5.3K- 13.83% |
$2.74M - $3.04M
|
33K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-5.32K- 25.79% |
$2.75M - $3.05M
|
15.3K
$8.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.45K- 15.55% |
$2.82M - $3.12M
|
29.6K
$15.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.47K- 23.08% |
$2.83M - $3.14M
|
18.2K
$9.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.53K- 6.88% |
$2.86M - $3.17M
|
74.9K
$39.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.53K- 1.27% |
$2.86M - $3.17M
|
431K
$227M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-5.56K- 2.39% |
$2.87M - $3.19M
|
226K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5.56K- 67.77% |
$2.88M - $3.19M
|
2.65K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-5.56K- 1.39% |
$2.88M - $3.19M
|
394K
$208M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-5.58K- 25.63% |
$2.89M - $3.2M
|
16.2K
$8.52M
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-5.7K- 7.26% |
$2.95M - $3.27M
|
72.8K
$38.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.71K- 19.0% |
$2.95M - $3.27M
|
24.3K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5.72K- 15.87% |
$2.96M - $3.28M
|
30.3K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.73K- 78.23% |
$2.97M - $3.29M
|
1.6K
$840K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.92K- 6.52% |
$3.06M - $3.39M
|
84.8K
$44.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-5.95K- 45.38% |
$3.08M - $3.42M
|
7.17K
$3.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.96K- 8.86% |
$3.09M - $3.42M
|
61.3K
$32.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-6.02K- 51.0% |
$3.12M - $3.46M
|
5.79K
$3.05M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.03K- 6.38% |
$3.12M - $3.46M
|
88.5K
$46.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-6.19K- 26.83% |
$3.2M - $3.55M
|
16.9K
$8.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-6.2K- 14.67% |
$3.21M - $3.56M
|
36.1K
$19M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.29K- 15.44% |
$3.25M - $3.61M
|
34.4K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.29K- 64.63% |
$3.25M - $3.61M
|
3.44K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.3K- 1.67% |
$3.26M - $3.62M
|
371K
$195M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.37K- 23.88% |
$3.3M - $3.66M
|
20.3K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6.4K- 2.82% |
$3.31M - $3.67M
|
220K
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.48K- 19.27% |
$3.35M - $3.72M
|
27.1K
$14.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.51K- 21.24% |
$3.37M - $3.73M
|
24.1K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.58K- 5.95% |
$3.41M - $3.78M
|
104K
$54.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.6K- 5.69% |
$3.42M - $3.79M
|
110K
$57.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-6.66K- 1.04% |
$3.44M - $3.82M
|
632K
$333M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.82K- 22.98% |
$3.53M - $3.91M
|
22.9K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.83K- 1.71% |
$3.54M - $3.92M
|
392K
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-6.91K- 7.07% |
$3.57M - $3.96M
|
90.7K
$47.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-7.03K- 0.59% |
$3.64M - $4.04M
|
1.18M
$622M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-7.13K- 4.97% |
$3.69M - $4.09M
|
136K
$71.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.2K- 9.19% |
$3.73M - $4.13M
|
71.1K
$37.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.43K- 9.26% |
$3.84M - $4.26M
|
72.8K
$38.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.56K- 21.69% |
$3.91M - $4.34M
|
27.3K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.6K- 0.72% |
$3.93M - $4.36M
|
1.05M
$551M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.76K- 27.75% |
$4.01M - $4.45M
|
20.2K
$10.6M
|