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
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-243- 1.28% |
$126K - $139K
|
18.8K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-245- 1.04% |
$127K - $141K
|
23.4K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-245- 15.34% |
$127K - $141K
|
1.35K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-248- 14.04% |
$128K - $142K
|
1.52K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-248- 4.87% |
$128K - $142K
|
4.84K
$2.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-250- 1.87% |
$129K - $143K
|
13.1K
$7.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-250- 23.41% |
$129K - $143K
|
818
$495K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-251- 9.19% |
$130K - $144K
|
2.48K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-251- 4.12% |
$130K - $144K
|
5.85K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-255- 14.37% |
$132K - $146K
|
1.52K
$920K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-256- 0.56% |
$132K - $147K
|
45.2K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-256- 36.21% |
$132K - $147K
|
451
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-258- 27.1% |
$133K - $148K
|
694
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-258- 13.61% |
$133K - $148K
|
1.64K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-258- 78.66% |
$133K - $148K
|
70
$42.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-262- 2.02% |
$136K - $150K
|
12.7K
$7.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-265- 6.54% |
$137K - $152K
|
3.79K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-265- 2.37% |
$137K - $152K
|
10.9K
$6.6M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-266- 1.65% |
$138K - $153K
|
15.9K
$9.61M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-266- 1.65% |
$138K - $153K
|
15.9K
$9.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-267- 7.35% |
$138K - $153K
|
3.37K
$2.04M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-270- 2.65% |
$140K - $155K
|
9.9K
$5.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-271- 1.35% |
$140K - $156K
|
19.8K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-273- 1.84% |
$141K - $157K
|
14.6K
$8.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-273- 2.02% |
$141K - $157K
|
13.2K
$8.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-274- 2.7% |
$142K - $157K
|
9.87K
$5.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-274- 11.11% |
$142K - $157K
|
2.19K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-275- 2.14% |
$142K - $158K
|
12.6K
$7.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-275- 3.18% |
$142K - $158K
|
8.38K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-275- 40.86% |
$142K - $158K
|
398
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-278- 4.05% |
$144K - $160K
|
6.58K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-280- 1.07% |
$145K - $161K
|
25.9K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-285- 5.48% |
$147K - $164K
|
4.92K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-285- 0.36% |
$147K - $164K
|
79.6K
$48.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-285- 8.52% |
$147K - $164K
|
3.06K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-287- 19.75% |
$148K - $165K
|
1.17K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-287- 1.93% |
$148K - $165K
|
14.6K
$8.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-288- 0.97% |
$149K - $165K
|
29.3K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-288- 3.52% |
$149K - $165K
|
7.9K
$4.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-291- 4.16% |
$151K - $167K
|
6.7K
$4.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-292- 6.84% |
$151K - $168K
|
3.98K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-293- 38.0% |
$152K - $168K
|
478
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-294- 10.84% |
$152K - $169K
|
2.42K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-295- 1.41% |
$153K - $169K
|
20.7K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-295- 20.72% |
$153K - $169K
|
1.13K
$683K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-295- 7.89% |
$153K - $169K
|
3.45K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-295- 35.5% |
$153K - $169K
|
536
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-296- 3.94% |
$153K - $170K
|
7.22K
$4.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-300- 7.93% |
$155K - $172K
|
3.48K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-301- 1.61% |
$156K - $173K
|
18.4K
$11.1M
|