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 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.96K- 29.12% |
$2.05M - $2.27M
|
9.65K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.97K- 24.72% |
$2.06M - $2.28M
|
12.1K
$7.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.97K- 33.84% |
$2.06M - $2.28M
|
7.76K
$4.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.01K- 2.55% |
$2.07M - $2.3M
|
153K
$92.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4.02K- 15.32% |
$2.08M - $2.31M
|
22.2K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.03K- 6.7% |
$2.08M - $2.31M
|
56.1K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.08K- 9.07% |
$2.11M - $2.34M
|
40.9K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.12K- 6.92% |
$2.13M - $2.36M
|
55.4K
$33.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.28K- 27.68% |
$2.22M - $2.46M
|
11.2K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-4.34K- 1.35% |
$2.24M - $2.49M
|
318K
$192M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-4.38K- 1.99% |
$2.26M - $2.51M
|
215K
$130M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-4.38K- 12.26% |
$2.26M - $2.51M
|
31.3K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.43K- 20.45% |
$2.29M - $2.54M
|
17.2K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.47K- 7.19% |
$2.31M - $2.56M
|
57.7K
$34.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.5K- 89.93% |
$2.33M - $2.58M
|
504
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.51K- 1.55% |
$2.33M - $2.59M
|
286K
$173M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.53K- 8.95% |
$2.34M - $2.6M
|
46.1K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.54K- 1.56% |
$2.35M - $2.61M
|
286K
$173M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.57K- 1.68% |
$2.36M - $2.62M
|
267K
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 46.18% |
$2.36M - $2.62M
|
5.32K
$3.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-4.63K- 24.11% |
$2.4M - $2.66M
|
14.6K
$8.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.71K- 11.88% |
$2.43M - $2.7M
|
34.9K
$21.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.71K- 26.76% |
$2.44M - $2.71M
|
12.9K
$7.81M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-4.79K- 41.82% |
$2.48M - $2.75M
|
6.66K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-4.8K- 7.29% |
$2.48M - $2.75M
|
61K
$36.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.88K- 40.69% |
$2.53M - $2.8M
|
7.12K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.91K- 76.24% |
$2.54M - $2.82M
|
1.53K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.02K- 1.4% |
$2.6M - $2.88M
|
353K
$214M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.08K- 0.52% |
$2.63M - $2.91M
|
974K
$590M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.1K- 5.32% |
$2.64M - $2.92M
|
90.7K
$54.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.17K- 16.02% |
$2.68M - $2.97M
|
27.1K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.29K- 7.14% |
$2.74M - $3.04M
|
68.8K
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-5.3K- 13.83% |
$2.74M - $3.04M
|
33K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-5.32K- 25.79% |
$2.75M - $3.05M
|
15.3K
$9.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.45K- 15.55% |
$2.82M - $3.12M
|
29.6K
$17.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.47K- 23.08% |
$2.83M - $3.14M
|
18.2K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.53K- 6.88% |
$2.86M - $3.17M
|
74.9K
$45.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.53K- 1.27% |
$2.86M - $3.17M
|
431K
$261M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-5.56K- 2.39% |
$2.87M - $3.19M
|
226K
$137M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5.56K- 67.77% |
$2.88M - $3.19M
|
2.65K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-5.56K- 1.39% |
$2.88M - $3.19M
|
394K
$239M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-5.58K- 25.63% |
$2.89M - $3.2M
|
16.2K
$9.79M
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-5.7K- 7.26% |
$2.95M - $3.27M
|
72.8K
$44M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.71K- 19.0% |
$2.95M - $3.27M
|
24.3K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5.72K- 15.87% |
$2.96M - $3.28M
|
30.3K
$18.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.73K- 78.23% |
$2.97M - $3.29M
|
1.6K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-5.95K- 45.38% |
$3.08M - $3.42M
|
7.17K
$4.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.96K- 8.86% |
$3.09M - $3.42M
|
61.3K
$37.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-6.02K- 51.0% |
$3.12M - $3.46M
|
5.79K
$3.5M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.03K- 6.38% |
$3.12M - $3.46M
|
88.5K
$53.6M
|