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 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-36- 4.4% |
$18.6K - $20.7K
|
783
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-36- 2.75% |
$18.6K - $20.7K
|
1.27K
$799K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-37- 2.37% |
$19.1K - $21.2K
|
1.53K
$958K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-37- 2.2% |
$19.1K - $21.2K
|
1.65K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-38- 2.28% |
$19.7K - $21.8K
|
1.63K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-38- 3.56% |
$19.7K - $21.8K
|
1.03K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-38- 5.88% |
$19.7K - $21.8K
|
608
$382K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-39- 2.89% |
$20.2K - $22.4K
|
1.31K
$823K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-39- 2.74% |
$20.2K - $22.4K
|
1.38K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-39- 3.96% |
$20.2K - $22.4K
|
946
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-39- 0.68% |
$20.2K - $22.4K
|
5.72K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-39- 0.89% |
$20.2K - $22.4K
|
4.35K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-40- 11.43% |
$20.7K - $23K
|
310
$195K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-40- 0.16% |
$20.7K - $23K
|
24.4K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-40- 0.61% |
$20.7K - $23K
|
6.48K
$4.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-40- 2.93% |
$20.7K - $23K
|
1.32K
$832K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-40- 0.11% |
$20.7K - $23K
|
38K
$23.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-40- 0.59% |
$20.7K - $23K
|
6.7K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 1.07% |
$20.7K - $23K
|
3.71K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-40- 0.58% |
$20.7K - $23K
|
6.8K
$4.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-41- 0.8% |
$21.2K - $23.5K
|
5.1K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41- 0.86% |
$21.2K - $23.5K
|
4.74K
$2.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-41- 2.69% |
$21.2K - $23.5K
|
1.49K
$933K
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-43- 7.71% |
$22.2K - $24.7K
|
515
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-43- 0.54% |
$22.2K - $24.7K
|
7.98K
$5.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-43- 0.87% |
$22.2K - $24.7K
|
4.91K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-43- 1.6% |
$22.2K - $24.7K
|
2.64K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-43- 1.13% |
$22.2K - $24.7K
|
3.75K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-43- 1.78% |
$22.2K - $24.7K
|
2.38K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-43- 6.74% |
$22.2K - $24.7K
|
595
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-43- 3.88% |
$22.2K - $24.7K
|
1.06K
$668K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-44- 0.26% |
$22.8K - $25.2K
|
16.9K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-44- 8.35% |
$22.8K - $25.2K
|
483
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-44- 1.84% |
$22.8K - $25.2K
|
2.35K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-44- 2.21% |
$22.8K - $25.2K
|
1.94K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-45- 1.11% |
$23.3K - $25.8K
|
4.01K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 2.14% |
$23.3K - $25.8K
|
2.06K
$1.3M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-46- 2.08% |
$23.8K - $26.4K
|
2.17K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-47- 0.91% |
$24.3K - $27K
|
5.12K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-47- 0.1% |
$24.3K - $27K
|
46.8K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-47- 7.03% |
$24.3K - $27K
|
622
$391K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-47- 0.12% |
$24.3K - $27K
|
38.9K
$24.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-48- 1.3% |
$24.8K - $27.5K
|
3.65K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-48- 1.62% |
$24.8K - $27.5K
|
2.92K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-48- 4.06% |
$24.8K - $27.5K
|
1.14K
$713K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-48- 0.8% |
$24.8K - $27.5K
|
5.94K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-48- 3.84% |
$24.8K - $27.5K
|
1.2K
$754K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-49- 3.09% |
$25.4K - $28.1K
|
1.54K
$966K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-49- 0.78% |
$25.4K - $28.1K
|
6.23K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 12.13% |
$25.4K - $28.1K
|
355
$223K
|