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 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-368- 0.51% |
$190K - $211K
|
72.3K
$43.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-369- 2.89% |
$191K - $212K
|
12.4K
$7.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-372- 1.32% |
$192K - $213K
|
27.7K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-373- 3.22% |
$193K - $214K
|
11.2K
$6.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-374- 1.37% |
$194K - $215K
|
26.8K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-377- 31.65% |
$195K - $216K
|
814
$493K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-380- 0.81% |
$197K - $218K
|
46.3K
$28M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-383- 11.27% |
$198K - $220K
|
3.01K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-384- 1.98% |
$199K - $220K
|
19K
$11.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-385- 9.3% |
$199K - $221K
|
3.76K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-385- 3.37% |
$199K - $221K
|
11K
$6.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-386- 34.16% |
$200K - $222K
|
744
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-386- 0.16% |
$200K - $222K
|
248K
$150M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-388- 6.86% |
$201K - $223K
|
5.27K
$3.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-389- 7.69% |
$201K - $223K
|
4.67K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-391- 7.41% |
$202K - $224K
|
4.88K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-391- 0.91% |
$202K - $224K
|
42.3K
$25.6M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-391- 34.69% |
$202K - $224K
|
736
$445K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 7.7% |
$203K - $225K
|
4.7K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-392- 0.34% |
$203K - $225K
|
115K
$69.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-395- 4.82% |
$204K - $227K
|
7.8K
$4.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-397- 12.61% |
$205K - $228K
|
2.75K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-399- 5.74% |
$206K - $229K
|
6.56K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-399- 4.74% |
$206K - $229K
|
8.02K
$4.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-400- 6.21% |
$207K - $230K
|
6.05K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-400- 29.24% |
$207K - $230K
|
968
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-401- 50.57% |
$207K - $230K
|
392
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-405- 20.11% |
$210K - $232K
|
1.61K
$974K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-407- 0.74% |
$211K - $234K
|
54.9K
$33.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-407- 12.27% |
$211K - $234K
|
2.91K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-409- 0.75% |
$212K - $235K
|
54K
$32.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-411- 1.27% |
$213K - $236K
|
31.8K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-413- 0.85% |
$214K - $237K
|
48.3K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-414- 2.58% |
$214K - $238K
|
15.6K
$9.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-418- 13.67% |
$216K - $240K
|
2.64K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-419- 0.35% |
$217K - $240K
|
121K
$73.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-421- 40.02% |
$218K - $242K
|
631
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-422- 24.38% |
$218K - $242K
|
1.31K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-426- 0.32% |
$220K - $244K
|
133K
$80.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-428- 4.7% |
$221K - $246K
|
8.68K
$5.25M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-437- 53.49% |
$226K - $251K
|
380
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-440- 18.42% |
$228K - $252K
|
1.95K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-445- 1.64% |
$230K - $255K
|
26.7K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-445- 4.24% |
$230K - $255K
|
10.1K
$6.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-446- 3.28% |
$231K - $256K
|
13.1K
$7.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-450- 40.76% |
$233K - $258K
|
654
$396K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-450- 7.48% |
$233K - $258K
|
5.57K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-450- 1.7% |
$233K - $258K
|
26K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-452- 2.16% |
$234K - $259K
|
20.5K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-453- 25.11% |
$234K - $260K
|
1.35K
$817K
|