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
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-5- 0.24% |
$2.59K - $2.87K
|
2.06K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-5- 0.61% |
$2.59K - $2.87K
|
820
$493K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.39% |
$2.59K - $2.87K
|
355
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7.4K
$4.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-5- 0.23% |
$2.59K - $2.87K
|
2.16K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5- 0.32% |
$2.59K - $2.87K
|
1.58K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5- 0.97% |
$2.59K - $2.87K
|
510
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5- 0.1% |
$2.59K - $2.87K
|
5.24K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.18% |
$2.59K - $2.87K
|
2.74K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-5- 0.07% |
$2.59K - $2.87K
|
7K
$4.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5- 0.46% |
$2.59K - $2.87K
|
1.07K
$645K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-6- 0.13% |
$3.1K - $3.44K
|
4.59K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.66% |
$3.1K - $3.44K
|
910
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.08% |
$3.1K - $3.44K
|
7.46K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-6- 0.83% |
$3.1K - $3.44K
|
713
$429K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6- 0.27% |
$3.1K - $3.44K
|
2.2K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-6- 0.99% |
$3.1K - $3.44K
|
602
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6- 0.09% |
$3.1K - $3.44K
|
6.6K
$3.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-6- 0.1% |
$3.1K - $3.44K
|
6.31K
$3.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6- 3.8% |
$3.1K - $3.44K
|
152
$91.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6- 0.09% |
$3.1K - $3.44K
|
6.35K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-6- 1.43% |
$3.1K - $3.44K
|
413
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6- 0.22% |
$3.1K - $3.44K
|
2.77K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6- 0.12% |
$3.1K - $3.44K
|
5.05K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-6- 0.17% |
$3.1K - $3.44K
|
3.58K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-7- 5.22% |
$3.62K - $4.02K
|
127
$76.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-7- 0.19% |
$3.62K - $4.02K
|
3.71K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-7- 0.78% |
$3.62K - $4.02K
|
885
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.45% |
$3.62K - $4.02K
|
1.55K
$930K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7- 0.03% |
$3.62K - $4.02K
|
20.5K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 0.36% |
$3.62K - $4.02K
|
1.92K
$1.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-8- 0.1% |
$4.14K - $4.59K
|
7.84K
$4.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-8- 1.25% |
$4.14K - $4.59K
|
634
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-8- 0.68% |
$4.14K - $4.59K
|
1.17K
$701K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-8- 0.15% |
$4.14K - $4.59K
|
5.33K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$4.14K - $4.59K
|
50.8K
$30.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8- 0.29% |
$4.14K - $4.59K
|
2.71K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-8- 0.26% |
$4.14K - $4.59K
|
3.06K
$1.84M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-9- 0.11% |
$4.66K - $5.16K
|
8.55K
$5.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-9- 0.31% |
$4.66K - $5.16K
|
2.94K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-9- 0.03% |
$4.66K - $5.16K
|
26.5K
$15.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9- 0.77% |
$4.66K - $5.16K
|
1.16K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9- 1.58% |
$4.66K - $5.16K
|
561
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-9- 1.68% |
$4.66K - $5.16K
|
528
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9- 0.08% |
$4.66K - $5.16K
|
11.2K
$6.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 0.43% |
$5.17K - $5.74K
|
2.33K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-10- 2.69% |
$5.17K - $5.74K
|
362
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-10- 0.11% |
$5.17K - $5.74K
|
8.72K
$5.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-10- 0.49% |
$5.17K - $5.74K
|
2.03K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 1.25% |
$5.17K - $5.74K
|
789
$475K
|