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 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-44- 2.21% |
$22.8K - $25.2K
|
1.94K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-45- 1.11% |
$23.3K - $25.8K
|
4.01K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 2.14% |
$23.3K - $25.8K
|
2.06K
$1.24M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-46- 2.08% |
$23.8K - $26.4K
|
2.17K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-47- 0.91% |
$24.3K - $27K
|
5.12K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-47- 0.1% |
$24.3K - $27K
|
46.8K
$28.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-47- 7.03% |
$24.3K - $27K
|
622
$374K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-47- 0.12% |
$24.3K - $27K
|
38.9K
$23.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-48- 1.3% |
$24.8K - $27.5K
|
3.65K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-48- 1.62% |
$24.8K - $27.5K
|
2.92K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-48- 4.06% |
$24.8K - $27.5K
|
1.14K
$683K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-48- 0.8% |
$24.8K - $27.5K
|
5.94K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-48- 3.84% |
$24.8K - $27.5K
|
1.2K
$723K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-49- 3.09% |
$25.4K - $28.1K
|
1.54K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-49- 0.78% |
$25.4K - $28.1K
|
6.23K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 12.13% |
$25.4K - $28.1K
|
355
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-49- 2.62% |
$25.4K - $28.1K
|
1.82K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-50- 0.48% |
$25.9K - $28.7K
|
10.4K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50- 6.34% |
$25.9K - $28.7K
|
739
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51- 1.35% |
$26.4K - $29.3K
|
3.71K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-51- 0.79% |
$26.4K - $29.3K
|
6.41K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-51- 0.42% |
$26.4K - $29.3K
|
12.2K
$7.32M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-52- 6.31% |
$26.9K - $29.8K
|
772
$465K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-53- 1.02% |
$27.4K - $30.4K
|
5.13K
$3.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-53- 16.31% |
$27.4K - $30.4K
|
272
$164K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-53- 10.35% |
$27.4K - $30.4K
|
459
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-53- 1.01% |
$27.4K - $30.4K
|
5.19K
$3.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-54- 0.62% |
$27.9K - $31K
|
8.72K
$5.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 3.0% |
$27.9K - $31K
|
1.75K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.04% |
$28.5K - $31.6K
|
5.23K
$3.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-55- 5.76% |
$28.5K - $31.6K
|
900
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-55- 0.94% |
$28.5K - $31.6K
|
5.79K
$3.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-55- 2.8% |
$28.5K - $31.6K
|
1.91K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 3.6% |
$28.5K - $31.6K
|
1.47K
$887K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-56- 11.86% |
$29K - $32.1K
|
416
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-56- 0.36% |
$29K - $32.1K
|
15.4K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-56- 6.57% |
$29K - $32.1K
|
797
$480K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-57- 6.77% |
$29.5K - $32.7K
|
785
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-57- 2.2% |
$29.5K - $32.7K
|
2.53K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-57- 7.63% |
$29.5K - $32.7K
|
690
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-57- 1.28% |
$29.5K - $32.7K
|
4.39K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-58- 0.87% |
$30K - $33.3K
|
6.62K
$3.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-58- 2.52% |
$30K - $33.3K
|
2.25K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-58- 5.08% |
$30K - $33.3K
|
1.08K
$652K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-58- 12.5% |
$30K - $33.3K
|
406
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-58- 6.69% |
$30K - $33.3K
|
809
$487K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 6.81% |
$30.5K - $33.9K
|
807
$486K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-59- 12.11% |
$30.5K - $33.9K
|
428
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-59- 1.93% |
$30.5K - $33.9K
|
3K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-59- 0.83% |
$30.5K - $33.9K
|
7.04K
$4.23M
|