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 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-301- 2.67% |
$156K - $173K
|
11K
$6.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-302- 4.01% |
$156K - $173K
|
7.22K
$4.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-302- 4.17% |
$156K - $173K
|
6.94K
$4.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-303- 4.31% |
$157K - $174K
|
6.73K
$4.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-304- 1.02% |
$157K - $174K
|
29.4K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-304- 1.52% |
$157K - $174K
|
19.7K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-305- 19.49% |
$158K - $175K
|
1.26K
$762K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-306- 2.33% |
$158K - $176K
|
12.8K
$7.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-309- 2.18% |
$160K - $177K
|
13.8K
$8.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-309- 4.54% |
$160K - $177K
|
6.5K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-311- 5.47% |
$161K - $178K
|
5.37K
$3.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-316- 4.78% |
$163K - $181K
|
6.3K
$3.81M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-317- 1.61% |
$164K - $182K
|
19.4K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-318- 27.18% |
$165K - $182K
|
852
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-320- 28.6% |
$166K - $184K
|
799
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-322- 6.68% |
$167K - $185K
|
4.5K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-323- 1.45% |
$167K - $185K
|
22K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-323- 4.32% |
$167K - $185K
|
7.16K
$4.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 4.67% |
$170K - $189K
|
6.71K
$4.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-330- 15.42% |
$171K - $189K
|
1.81K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-331- 1.36% |
$171K - $190K
|
24.1K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-331- 1.16% |
$171K - $190K
|
28.1K
$17M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-332- 6.49% |
$172K - $191K
|
4.79K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-332- 0.76% |
$172K - $191K
|
43.1K
$26.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-333- 40.46% |
$172K - $191K
|
490
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-333- 6.24% |
$172K - $191K
|
5.01K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-337- 13.6% |
$174K - $193K
|
2.14K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-337- 3.71% |
$174K - $193K
|
8.75K
$5.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-339- 0.24% |
$175K - $195K
|
142K
$85.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-340- 0.98% |
$176K - $195K
|
34.4K
$20.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-341- 1.07% |
$176K - $196K
|
31.4K
$19M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-345- 1.0% |
$178K - $198K
|
34.3K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-345- 4.28% |
$178K - $198K
|
7.71K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-345- 0.84% |
$178K - $198K
|
40.9K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-345- 4.33% |
$178K - $198K
|
7.63K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-349- 0.28% |
$181K - $200K
|
123K
$74.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-349- 24.42% |
$181K - $200K
|
1.08K
$653K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-349- 2.54% |
$181K - $200K
|
13.4K
$8.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-350- 7.15% |
$181K - $201K
|
4.54K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-351- 1.34% |
$182K - $201K
|
25.8K
$15.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-353- 3.15% |
$183K - $203K
|
10.8K
$6.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-355- 1.57% |
$184K - $204K
|
22.3K
$13.5M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-355- 8.05% |
$184K - $204K
|
4.05K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-356- 1.71% |
$184K - $204K
|
20.4K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-361- 17.06% |
$187K - $207K
|
1.76K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-362- 0.39% |
$187K - $208K
|
91.4K
$55.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-364- 49.19% |
$188K - $209K
|
376
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-364- 2.38% |
$188K - $209K
|
15K
$9.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-366- 15.75% |
$189K - $210K
|
1.96K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-367- 4.21% |
$190K - $211K
|
8.35K
$5.05M
|