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 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.2% |
$9.83K - $10.9K
|
9.5K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-19- 1.13% |
$9.83K - $10.9K
|
1.66K
$1.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-19- 5.12% |
$9.83K - $10.9K
|
352
$221K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-20- 0.6% |
$10.3K - $11.5K
|
3.33K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 7.97% |
$10.3K - $11.5K
|
231
$145K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-20- 3.09% |
$10.3K - $11.5K
|
627
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-20- 0.17% |
$10.3K - $11.5K
|
12K
$7.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.18% |
$10.3K - $11.5K
|
11.2K
$7.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.7% |
$10.3K - $11.5K
|
2.83K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-20- 4.84% |
$10.3K - $11.5K
|
393
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-20- 4.74% |
$10.3K - $11.5K
|
402
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-20- 1.3% |
$10.3K - $11.5K
|
1.52K
$953K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-20- 4.45% |
$10.3K - $11.5K
|
429
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 2.77% |
$10.3K - $11.5K
|
702
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-20- 0.49% |
$10.3K - $11.5K
|
4.09K
$2.57M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-20- 1.46% |
$10.3K - $11.5K
|
1.35K
$848K
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-20- 5.35% |
$10.3K - $11.5K
|
354
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-20- 1.4% |
$10.3K - $11.5K
|
1.41K
$883K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-21- 1.49% |
$10.9K - $12.1K
|
1.39K
$874K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-21- 4.03% |
$10.9K - $12.1K
|
500
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-21- 2.09% |
$10.9K - $12.1K
|
983
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-21- 0.17% |
$10.9K - $12.1K
|
12.1K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-21- 0.93% |
$10.9K - $12.1K
|
2.25K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-21- 0.33% |
$10.9K - $12.1K
|
6.27K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-21- 0.64% |
$10.9K - $12.1K
|
3.28K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$11.4K - $12.6K
|
18.6K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-22- 1.87% |
$11.4K - $12.6K
|
1.16K
$726K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.37% |
$11.4K - $12.6K
|
5.9K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-22- 1.19% |
$11.4K - $12.6K
|
1.83K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-22- 0.42% |
$11.4K - $12.6K
|
5.17K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-22- 22.68% |
$11.4K - $12.6K
|
75
$47.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-23- 0.61% |
$11.9K - $13.2K
|
3.76K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-23- 4.38% |
$11.9K - $13.2K
|
502
$315K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-23- 0.11% |
$11.9K - $13.2K
|
20.7K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-23- 4.49% |
$11.9K - $13.2K
|
489
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-23- 1.05% |
$11.9K - $13.2K
|
2.18K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-23- 0.53% |
$11.9K - $13.2K
|
4.29K
$2.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 26.67% |
$12.4K - $13.8K
|
66
$41.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-24- 0.07% |
$12.4K - $13.8K
|
32K
$20.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-24- 0.33% |
$12.4K - $13.8K
|
7.24K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 0.06% |
$12.4K - $13.8K
|
38.7K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-24- 0.45% |
$12.4K - $13.8K
|
5.27K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 3.91% |
$12.9K - $14.3K
|
614
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-25- 0.12% |
$12.9K - $14.3K
|
20.6K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-25- 3.02% |
$12.9K - $14.3K
|
803
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25- 1.89% |
$12.9K - $14.3K
|
1.3K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-25- 1.13% |
$12.9K - $14.3K
|
2.19K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-25- 1.15% |
$12.9K - $14.3K
|
2.14K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-25- 0.9% |
$12.9K - $14.3K
|
2.76K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25- 0.43% |
$12.9K - $14.3K
|
5.75K
$3.61M
|