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 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-13K- 86.52% |
$6.73M - $7.46M
|
2.03K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 12.99% |
$6.78M - $7.52M
|
87.7K
$46.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.1K- 79.29% |
$6.8M - $7.54M
|
3.43K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-13.2K- 5.08% |
$6.81M - $7.55M
|
246K
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-14K- 12.63% |
$7.23M - $8.02M
|
96.7K
$50.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-14K- 95.78% |
$7.25M - $8.04M
|
617
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-14K- 7.73% |
$7.26M - $8.05M
|
168K
$88.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.2K- 12.58% |
$7.33M - $8.13M
|
98.4K
$51.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14.2K- 49.67% |
$7.33M - $8.13M
|
14.4K
$7.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14.5K- 2.56% |
$7.53M - $8.35M
|
554K
$291M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.8K- 53.51% |
$7.65M - $8.49M
|
12.9K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-15K- 5.26% |
$7.76M - $8.61M
|
270K
$142M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-15.2K- 58.47% |
$7.86M - $8.72M
|
10.8K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.2K- 6.83% |
$7.89M - $8.75M
|
208K
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-15.5K- 80.41% |
$8.04M - $8.92M
|
3.79K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-15.6K- 17.16% |
$8.06M - $8.94M
|
75.2K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 49.17% |
$8.09M - $8.97M
|
16.2K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15.7K- 35.95% |
$8.14M - $9.03M
|
28K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-16K- 5.54% |
$8.28M - $9.19M
|
273K
$144M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 88.28% |
$8.49M - $9.42M
|
2.18K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-17.7K- 3.86% |
$9.15M - $10.1M
|
440K
$232M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-17.9K- 10.86% |
$9.26M - $10.3M
|
147K
$77.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17.9K- 80.83% |
$9.26M - $10.3M
|
4.25K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18.1K- 8.7% |
$9.38M - $10.4M
|
190K
$100M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-18.7K- 79.24% |
$9.68M - $10.7M
|
4.9K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-19.2K- 96.0% |
$9.93M - $11M
|
800
$421K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19.8K- 7.04% |
$10.2M - $11.4M
|
262K
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.8K- 5.71% |
$10.3M - $11.4M
|
328K
$173M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20K- 90.5% |
$10.3M - $11.5M
|
2.1K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20.1K- 24.83% |
$10.4M - $11.5M
|
60.9K
$32M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-20.2K- 6.25% |
$10.5M - $11.6M
|
303K
$160M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.9K- 3.74% |
$10.8M - $12M
|
537K
$283M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-21.5K- 88.84% |
$11.1M - $12.3M
|
2.7K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 7.11% |
$11.2M - $12.4M
|
283K
$149M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-21.9K- 27.13% |
$11.3M - $12.6M
|
58.8K
$31M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.4K- 0.75% |
$11.6M - $12.8M
|
2.98M
$1.57B
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-22.5K- 37.81% |
$11.7M - $12.9M
|
37.1K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-22.6K- 97.65% |
$11.7M - $13M
|
543
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-23K- 94.06% |
$11.9M - $13.2M
|
1.45K
$765K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.2K- 3.95% |
$12M - $13.3M
|
565K
$297M
|
|
|
Nov 15, 2024
Q3 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-23.4K- 71.52% |
$12.1M - $13.4M
|
9.32K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-23.8K- 45.94% |
$12.3M - $13.6M
|
28K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-24.2K- 43.05% |
$12.5M - $13.9M
|
32K
$16.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.3K- 55.16% |
$12.6M - $14M
|
19.8K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24.6K- 55.58% |
$12.7M - $14.1M
|
19.7K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.2K- 2.53% |
$13M - $14.4M
|
970K
$511M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25.3K- 54.02% |
$13.1M - $14.5M
|
21.5K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 42.0% |
$13.6M - $15.1M
|
36.3K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26.4K- 94.53% |
$13.7M - $15.2M
|
1.53K
$805K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-26.5K- 32.86% |
$13.7M - $15.2M
|
54.2K
$28.5M
|