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 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.87K- 7.46% |
$968K - $1.07M
|
23.2K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 1.48% |
$972K - $1.08M
|
125K
$75.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.88K- 6.74% |
$973K - $1.08M
|
26K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.89K- 0.58% |
$979K - $1.09M
|
322K
$195M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.9K- 32.6% |
$983K - $1.09M
|
3.93K
$2.38M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.91K- 33.64% |
$986K - $1.09M
|
3.76K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.92K- 11.84% |
$994K - $1.1M
|
14.3K
$8.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.92K- 5.58% |
$994K - $1.1M
|
32.5K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.97K- 1.18% |
$1.02M - $1.13M
|
164K
$99.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.98K- 1.08% |
$1.02M - $1.13M
|
182K
$110M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.98K- 6.62% |
$1.02M - $1.13M
|
27.9K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2K- 2.69% |
$1.04M - $1.15M
|
72.5K
$43.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-2K- 29.14% |
$1.04M - $1.15M
|
4.87K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.01K- 7.27% |
$1.04M - $1.16M
|
25.7K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.01K- 3.42% |
$1.04M - $1.16M
|
56.9K
$34.4M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.03K- 1.03% |
$1.05M - $1.16M
|
194K
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.04K- 2.04% |
$1.05M - $1.17M
|
97.8K
$59.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.05K- 6.59% |
$1.06M - $1.17M
|
29K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.05K- 30.56% |
$1.06M - $1.18M
|
4.66K
$2.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.05K- 11.5% |
$1.06M - $1.18M
|
15.8K
$9.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.06K- 0.25% |
$1.07M - $1.18M
|
820K
$496M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.09K- 3.35% |
$1.08M - $1.2M
|
60.2K
$36.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.1K- 5.64% |
$1.08M - $1.2M
|
35.1K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.11K- 3.68% |
$1.09M - $1.21M
|
55.1K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.11K- 2.14% |
$1.09M - $1.21M
|
96.4K
$58.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.11K- 43.9% |
$1.09M - $1.21M
|
2.7K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.11K- 34.02% |
$1.09M - $1.21M
|
4.1K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.12K- 14.76% |
$1.09M - $1.21M
|
12.2K
$7.39M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.12K- 10.84% |
$1.09M - $1.21M
|
17.4K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.15K- 5.17% |
$1.11M - $1.23M
|
39.4K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-2.2K- 26.19% |
$1.14M - $1.26M
|
6.2K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.21K- 92.1% |
$1.15M - $1.27M
|
190
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.25K- 6.12% |
$1.16M - $1.29M
|
34.5K
$20.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.25K- 41.26% |
$1.16M - $1.29M
|
3.2K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.27K- 26.03% |
$1.17M - $1.3M
|
6.44K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.3K- 55.66% |
$1.19M - $1.32M
|
1.83K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.33K- 25.61% |
$1.2M - $1.33M
|
6.75K
$4.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 3.3% |
$1.21M - $1.34M
|
68.3K
$41.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.36K- 0.75% |
$1.22M - $1.35M
|
310K
$188M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.36K- 1.04% |
$1.22M - $1.36M
|
224K
$136M
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.37K- 12.32% |
$1.22M - $1.36M
|
16.8K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.39K- 4.06% |
$1.23M - $1.37M
|
56.3K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.4K- 18.64% |
$1.24M - $1.37M
|
10.5K
$6.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.4K- 3.99% |
$1.24M - $1.38M
|
57.8K
$35M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.41K- 1.09% |
$1.25M - $1.38M
|
220K
$133M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-2.42K- 7.42% |
$1.25M - $1.39M
|
30.2K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.48K- 12.14% |
$1.28M - $1.42M
|
18K
$10.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.51K- 34.5% |
$1.3M - $1.44M
|
4.76K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.52K- 2.45% |
$1.3M - $1.44M
|
100K
$60.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.52K- 2.07% |
$1.3M - $1.45M
|
119K
$72.2M
|