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 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-560- 8.69% |
$290K - $321K
|
5.89K
$3.56M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-565- 10.69% |
$292K - $324K
|
4.72K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-566- 2.34% |
$293K - $325K
|
23.6K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-567- 3.98% |
$293K - $325K
|
13.7K
$8.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-568- 24.73% |
$294K - $326K
|
1.73K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-569- 6.81% |
$294K - $327K
|
7.79K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-570- 5.95% |
$295K - $327K
|
9.01K
$5.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-577- 4.8% |
$299K - $331K
|
11.4K
$6.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-578- 0.56% |
$299K - $332K
|
102K
$61.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-582- 7.96% |
$301K - $334K
|
6.73K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-582- 1.34% |
$301K - $334K
|
43K
$26M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-583- 4.08% |
$302K - $335K
|
13.7K
$8.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-585- 0.66% |
$303K - $336K
|
87.4K
$52.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-585- 1.04% |
$303K - $336K
|
55.8K
$33.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-585- 3.75% |
$303K - $336K
|
15K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-590- 3.43% |
$305K - $339K
|
16.6K
$10M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-592- 0.29% |
$306K - $340K
|
205K
$124M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-594- 1.17% |
$307K - $341K
|
50.2K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-594- 6.28% |
$307K - $341K
|
8.87K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-599- 0.95% |
$310K - $344K
|
62.7K
$37.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-600- 1.62% |
$310K - $344K
|
36.6K
$22.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-601- 0.41% |
$311K - $345K
|
146K
$88.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-605- 2.09% |
$313K - $347K
|
28.4K
$17.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-607- 4.32% |
$314K - $348K
|
13.5K
$8.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-609- 1.72% |
$315K - $349K
|
34.9K
$21.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-613- 1.99% |
$317K - $352K
|
30.2K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-619- 14.93% |
$320K - $355K
|
3.53K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-621- 0.71% |
$321K - $356K
|
87.4K
$52.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-623- 2.07% |
$322K - $358K
|
29.5K
$17.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-626- 0.46% |
$324K - $359K
|
135K
$81.8M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-627- 1.87% |
$324K - $360K
|
32.9K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-627- 8.85% |
$324K - $360K
|
6.46K
$3.91M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-641- 22.13% |
$332K - $368K
|
2.26K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-644- 3.06% |
$333K - $370K
|
20.4K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-646- 1.84% |
$334K - $371K
|
34.5K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-653- 1.43% |
$338K - $375K
|
44.9K
$27.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-657- 3.1% |
$340K - $377K
|
20.6K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-657- 1.37% |
$340K - $377K
|
47.3K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-659- 1.59% |
$341K - $378K
|
40.7K
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-660- 29.84% |
$341K - $379K
|
1.55K
$939K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-666- 1.25% |
$345K - $382K
|
52.5K
$31.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-667- 13.98% |
$345K - $383K
|
4.1K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-668- 72.06% |
$346K - $383K
|
259
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-670- 2.75% |
$347K - $384K
|
23.7K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-673- 7.45% |
$348K - $386K
|
8.36K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-675- 2.06% |
$349K - $387K
|
32.1K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-678- 28.38% |
$351K - $389K
|
1.71K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-690- 15.03% |
$357K - $396K
|
3.9K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-697- 1.17% |
$361K - $400K
|
59.1K
$35.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-700- 15.97% |
$362K - $402K
|
3.68K
$2.23M
|