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
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-458- 3.25% |
$237K - $263K
|
13.6K
$8.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-460- 0.94% |
$238K - $264K
|
48.3K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-460- 11.85% |
$238K - $264K
|
3.42K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-463- 6.81% |
$240K - $266K
|
6.33K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-464- 1.87% |
$240K - $266K
|
24.4K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-466- 8.49% |
$241K - $267K
|
5.02K
$3.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-471- 3.34% |
$244K - $270K
|
13.6K
$8.24M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-472- 4.75% |
$244K - $271K
|
9.47K
$5.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-476- 2.1% |
$246K - $273K
|
22.1K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-477- 1.14% |
$247K - $274K
|
41.2K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-477- 11.85% |
$247K - $274K
|
3.55K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-479- 5.23% |
$248K - $275K
|
8.68K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-480- 36.64% |
$248K - $275K
|
830
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-480- 1.47% |
$248K - $275K
|
32.3K
$19.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-483- 2.12% |
$250K - $277K
|
22.2K
$13.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-483- 3.48% |
$250K - $277K
|
13.4K
$8.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-483- 15.75% |
$250K - $277K
|
2.58K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-484- 9.75% |
$250K - $278K
|
4.48K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-488- 32.69% |
$252K - $280K
|
1.01K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-488- 6.03% |
$252K - $280K
|
7.6K
$4.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-490- 8.57% |
$254K - $281K
|
5.23K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-490- 2.68% |
$254K - $281K
|
17.8K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-498- 1.98% |
$258K - $286K
|
24.7K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-499- 4.44% |
$258K - $286K
|
10.7K
$6.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-500- 2.29% |
$259K - $287K
|
21.3K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-501- 2.77% |
$259K - $288K
|
17.6K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-502- 3.76% |
$260K - $288K
|
12.9K
$7.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-508- 6.72% |
$263K - $292K
|
7.06K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-509- 14.33% |
$263K - $292K
|
3.04K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-512- 4.92% |
$265K - $294K
|
9.9K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-514- 0.32% |
$266K - $295K
|
160K
$97.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-517- 12.92% |
$267K - $297K
|
3.48K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-517- 44.61% |
$267K - $297K
|
642
$388K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-519- 9.0% |
$269K - $298K
|
5.25K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-520- 2.99% |
$269K - $298K
|
16.9K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-520- 1.42% |
$269K - $298K
|
36.1K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-526- 0.76% |
$272K - $302K
|
69.1K
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-528- 0.46% |
$273K - $303K
|
115K
$69.5M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-530- 0.25% |
$274K - $304K
|
208K
$126M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-531- 6.59% |
$275K - $305K
|
7.53K
$4.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-533- 1.91% |
$276K - $306K
|
27.4K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-537- 11.25% |
$278K - $308K
|
4.24K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-540- 0.99% |
$279K - $310K
|
53.9K
$32.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-544- 2.42% |
$281K - $312K
|
21.9K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-545- 29.13% |
$282K - $313K
|
1.33K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-547- 0.23% |
$283K - $314K
|
236K
$143M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-554- 26.83% |
$287K - $318K
|
1.51K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-554- 9.65% |
$287K - $318K
|
5.19K
$3.14M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-555- 22.68% |
$287K - $318K
|
1.89K
$1.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-559- 24.96% |
$289K - $321K
|
1.68K
$1.02M
|