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
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-911- 7.67% |
$471K - $523K
|
11K
$6.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-925- 21.41% |
$479K - $531K
|
3.4K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-927- 11.26% |
$480K - $532K
|
7.3K
$4.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-929- 45.88% |
$481K - $533K
|
1.1K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-930- 8.02% |
$481K - $534K
|
10.7K
$6.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-939- 0.56% |
$486K - $539K
|
168K
$102M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-943- 47.53% |
$488K - $541K
|
1.04K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-955- 0.86% |
$494K - $548K
|
110K
$67M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-964- 2.62% |
$499K - $553K
|
35.8K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-965- 3.22% |
$499K - $554K
|
29K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-966- 44.11% |
$500K - $554K
|
1.22K
$742K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-970- 11.88% |
$502K - $557K
|
7.19K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-970- 2.15% |
$502K - $557K
|
44.2K
$26.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-974- 0.62% |
$504K - $559K
|
156K
$94.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-991- 5.51% |
$513K - $569K
|
17K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-997- 5.56% |
$516K - $572K
|
16.9K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-998- 0.94% |
$516K - $573K
|
105K
$63.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-999- 6.03% |
$517K - $573K
|
15.6K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 2.61% |
$517K - $574K
|
37.3K
$22.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1K- 1.07% |
$518K - $575K
|
92.4K
$56M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1K- 25.01% |
$519K - $576K
|
3.01K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1K- 14.34% |
$519K - $576K
|
6K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.01K- 3.85% |
$523K - $580K
|
25.2K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.01K- 2.12% |
$524K - $581K
|
46.7K
$28.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.01K- 5.23% |
$525K - $582K
|
18.4K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.02K- 17.13% |
$525K - $582K
|
4.91K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.02K- 3.23% |
$525K - $582K
|
30.4K
$18.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 2.62% |
$530K - $588K
|
38.2K
$23.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.04K- 9.64% |
$535K - $594K
|
9.7K
$5.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.04K- 3.69% |
$537K - $595K
|
27.1K
$16.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-1.04K- 15.08% |
$539K - $597K
|
5.86K
$3.55M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-1.04K- 2.07% |
$539K - $597K
|
49.1K
$29.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.05K- 9.36% |
$541K - $600K
|
10.1K
$6.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.05K- 7.32% |
$543K - $602K
|
13.3K
$8.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.06K- 2.16% |
$546K - $606K
|
47.8K
$29M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.06K- 1.82% |
$548K - $608K
|
57.1K
$34.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.08K- 1.65% |
$559K - $620K
|
64.5K
$39.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.08K- 10.37% |
$560K - $621K
|
9.35K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 14.52% |
$563K - $624K
|
6.41K
$3.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 24.29% |
$564K - $626K
|
3.4K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.09K- 13.61% |
$565K - $627K
|
6.94K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.09K- 51.53% |
$566K - $628K
|
1.03K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 3.7% |
$572K - $634K
|
28.8K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.11K- 2.87% |
$572K - $634K
|
37.5K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.11K- 2.98% |
$573K - $635K
|
36.1K
$21.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 5.26% |
$576K - $639K
|
20K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.12K- 9.96% |
$579K - $642K
|
10.1K
$6.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.12K- 15.6% |
$581K - $644K
|
6.07K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.12K- 0.42% |
$581K - $644K
|
264K
$160M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.13K- 6.83% |
$584K - $647K
|
15.4K
$9.33M
|