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
|
Ma Private Wealth
|
SELL
|
- |
-76- 2.56% |
$39.3K - $43.6K
|
2.89K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-76- 5.17% |
$39.3K - $43.6K
|
1.39K
$843K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-77- 0.57% |
$39.8K - $44.2K
|
13.5K
$8.2M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-78- 1.28% |
$40.4K - $44.8K
|
6.03K
$3.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-79- 3.0% |
$40.9K - $45.3K
|
2.55K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-80- 14.04% |
$41.4K - $45.9K
|
490
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 0.36% |
$41.4K - $45.9K
|
22.2K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-81- 10.36% |
$41.9K - $46.5K
|
701
$424K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-82- 2.34% |
$42.4K - $47.1K
|
3.42K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-82- 6.84% |
$42.4K - $47.1K
|
1.12K
$675K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-82- 18.26% |
$42.4K - $47.1K
|
367
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 2.27% |
$42.9K - $47.6K
|
3.58K
$2.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-83- 1.54% |
$42.9K - $47.6K
|
5.29K
$3.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84- 0.86% |
$43.5K - $48.2K
|
9.66K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-85- 0.4% |
$44K - $48.8K
|
21.2K
$12.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-86- 3.29% |
$44.5K - $49.4K
|
2.53K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-86- 0.51% |
$44.5K - $49.4K
|
16.9K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-86- 0.07% |
$44.5K - $49.4K
|
124K
$74.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-87- 3.24% |
$45K - $49.9K
|
2.6K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-87- 2.33% |
$45K - $49.9K
|
3.64K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-87- 2.19% |
$45K - $49.9K
|
3.89K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 1.71% |
$45K - $49.9K
|
5K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-88- 0.11% |
$45.5K - $50.5K
|
78.4K
$47.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-88- 2.52% |
$45.5K - $50.5K
|
3.41K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-88- 5.87% |
$45.5K - $50.5K
|
1.41K
$854K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-89- 6.35% |
$46K - $51.1K
|
1.31K
$794K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-90- 2.8% |
$46.6K - $51.6K
|
3.12K
$1.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-90- 0.92% |
$46.6K - $51.6K
|
9.65K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-90- 0.74% |
$46.6K - $51.6K
|
12.1K
$7.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-91- 5.29% |
$47.1K - $52.2K
|
1.63K
$986K
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-92- 17.97% |
$47.6K - $52.8K
|
420
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-92- 14.79% |
$47.6K - $52.8K
|
530
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-92- 0.27% |
$47.6K - $52.8K
|
33.5K
$20.2M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-92- 0.7% |
$47.6K - $52.8K
|
13K
$7.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-93- 2.09% |
$48.1K - $53.4K
|
4.36K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-94- 2.14% |
$48.6K - $53.9K
|
4.31K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-94- 0.42% |
$48.6K - $53.9K
|
22.2K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-94- 2.63% |
$48.6K - $53.9K
|
3.49K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-94- 2.83% |
$48.6K - $53.9K
|
3.22K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-95- 2.33% |
$49.2K - $54.5K
|
3.98K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-95- 2.14% |
$49.2K - $54.5K
|
4.34K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-95- 5.2% |
$49.2K - $54.5K
|
1.73K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-95- 2.04% |
$49.2K - $54.5K
|
4.56K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-96- 0.63% |
$49.7K - $55.1K
|
15.1K
$9.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-96- 4.25% |
$49.7K - $55.1K
|
2.16K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 2.72% |
$49.7K - $55.1K
|
3.43K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-96- 3.08% |
$49.7K - $55.1K
|
3.02K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-96- 14.93% |
$49.7K - $55.1K
|
547
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-97- 19.28% |
$50.2K - $55.7K
|
406
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-97- 1.11% |
$50.2K - $55.7K
|
8.65K
$5.23M
|