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 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.12% |
$517 - $574
|
820
$493K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- 0.1% |
$517 - $574
|
1.04K
$625K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1- 0.02% |
$517 - $574
|
4.63K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.02% |
$517 - $574
|
6.51K
$3.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1- 0.06% |
$517 - $574
|
1.71K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1- 0.05% |
$517 - $574
|
1.88K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$517 - $574
|
12K
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1- 0.02% |
$517 - $574
|
4.74K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$517 - $574
|
1.03K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.04% |
$517 - $574
|
2.28K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1- 0.1% |
$517 - $574
|
1.03K
$622K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.03% |
$517 - $574
|
3.32K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.17% |
$1.03K - $1.15K
|
1.19K
$716K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.03K - $1.15K
|
4.41K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2- 0.03% |
$1.03K - $1.15K
|
6.32K
$3.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2- 0.16% |
$1.03K - $1.15K
|
1.24K
$744K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2- 0.11% |
$1.03K - $1.15K
|
1.74K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2- 0.47% |
$1.03K - $1.15K
|
420
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.33% |
$1.03K - $1.15K
|
602
$362K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.08% |
$1.03K - $1.15K
|
2.43K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
22.3K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.57% |
$1.55K - $1.72K
|
520
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
32.9K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-3- 0.53% |
$1.55K - $1.72K
|
567
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3- 0.42% |
$1.55K - $1.72K
|
715
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3- 0.6% |
$1.55K - $1.72K
|
498
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3- 0.48% |
$1.55K - $1.72K
|
618
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3- 0.03% |
$1.55K - $1.72K
|
11.6K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.16% |
$1.55K - $1.72K
|
1.82K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.55K - $1.72K
|
5.5K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3- 0.01% |
$1.55K - $1.72K
|
23.7K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3- 0.11% |
$1.55K - $1.72K
|
2.64K
$1.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4- 0.51% |
$2.07K - $2.3K
|
780
$469K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4- 0.02% |
$2.07K - $2.3K
|
25.3K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-4- 0.13% |
$2.07K - $2.3K
|
2.99K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$2.07K - $2.3K
|
3.17K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4- 0.88% |
$2.07K - $2.3K
|
450
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-4- 0.07% |
$2.07K - $2.3K
|
5.62K
$3.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.69% |
$2.07K - $2.3K
|
574
$345K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-4- 0.56% |
$2.07K - $2.3K
|
711
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4- 0.38% |
$2.07K - $2.3K
|
1.06K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-4- 0.11% |
$2.07K - $2.3K
|
3.66K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.51% |
$2.07K - $2.3K
|
779
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4- 0.27% |
$2.07K - $2.3K
|
1.5K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 2.84% |
$2.07K - $2.3K
|
137
$82.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-4- 0.81% |
$2.07K - $2.3K
|
489
$294K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.32% |
$2.59K - $2.87K
|
1.58K
$952K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.13% |
$2.59K - $2.87K
|
3.94K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5- 0.66% |
$2.59K - $2.87K
|
758
$456K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5- 0.05% |
$2.59K - $2.87K
|
10.7K
$6.43M
|