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
|
Estate Counselors, LLC
|
SELL
|
- |
-10.5K- 82.46% |
$5.41M - $6M
|
2.23K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 10.09% |
$5.44M - $6.04M
|
93.7K
$56.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.6K- 55.01% |
$5.51M - $6.11M
|
8.71K
$5.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10.7K- 69.07% |
$5.54M - $6.15M
|
4.8K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-10.8K- 94.0% |
$5.57M - $6.18M
|
687
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-11K- 92.84% |
$5.71M - $6.34M
|
852
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.3K- 1.57% |
$5.84M - $6.48M
|
706K
$427M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.5K- 22.41% |
$5.93M - $6.58M
|
39.7K
$24M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-11.6K- 16.76% |
$6M - $6.66M
|
57.6K
$34.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 3.42% |
$6.02M - $6.68M
|
328K
$199M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 42.77% |
$6.05M - $6.71M
|
15.7K
$9.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.7K- 13.11% |
$6.06M - $6.72M
|
77.6K
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11.8K- 5.89% |
$6.12M - $6.78M
|
189K
$114M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12K- 3.33% |
$6.2M - $6.88M
|
349K
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 0.79% |
$6.25M - $6.93M
|
1.52M
$923M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-12.1K- 40.2% |
$6.26M - $6.94M
|
18K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 5.16% |
$6.29M - $6.98M
|
224K
$135M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.3K- 4.86% |
$6.36M - $7.05M
|
240K
$145M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.5K- 15.17% |
$6.45M - $7.15M
|
69.7K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.8K- 51.33% |
$6.61M - $7.34M
|
12.1K
$7.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.8K- 16.64% |
$6.62M - $7.35M
|
64.1K
$38.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12.9K- 48.88% |
$6.7M - $7.43M
|
13.5K
$8.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-13K- 86.52% |
$6.73M - $7.46M
|
2.03K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 12.99% |
$6.78M - $7.52M
|
87.7K
$53.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.1K- 79.29% |
$6.8M - $7.54M
|
3.43K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-13.2K- 5.08% |
$6.81M - $7.55M
|
246K
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-14K- 12.63% |
$7.23M - $8.02M
|
96.7K
$58.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-14K- 95.78% |
$7.25M - $8.04M
|
617
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-14K- 7.73% |
$7.26M - $8.05M
|
168K
$101M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.2K- 12.58% |
$7.33M - $8.13M
|
98.4K
$59.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14.2K- 49.67% |
$7.33M - $8.13M
|
14.4K
$8.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14.5K- 2.56% |
$7.53M - $8.35M
|
554K
$335M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.8K- 53.51% |
$7.65M - $8.49M
|
12.9K
$7.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-15K- 5.26% |
$7.76M - $8.61M
|
270K
$163M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-15.2K- 58.47% |
$7.86M - $8.72M
|
10.8K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.2K- 6.83% |
$7.89M - $8.75M
|
208K
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-15.5K- 80.41% |
$8.04M - $8.92M
|
3.79K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-15.6K- 17.16% |
$8.06M - $8.94M
|
75.2K
$45.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 49.17% |
$8.09M - $8.97M
|
16.2K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15.7K- 35.95% |
$8.14M - $9.03M
|
28K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-16K- 5.54% |
$8.28M - $9.19M
|
273K
$165M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 88.28% |
$8.49M - $9.42M
|
2.18K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-17.7K- 3.86% |
$9.15M - $10.1M
|
440K
$266M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-17.9K- 10.86% |
$9.26M - $10.3M
|
147K
$88.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17.9K- 80.83% |
$9.26M - $10.3M
|
4.25K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18.1K- 8.7% |
$9.38M - $10.4M
|
190K
$115M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-18.7K- 79.24% |
$9.68M - $10.7M
|
4.9K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-19.2K- 96.0% |
$9.93M - $11M
|
800
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19.8K- 7.04% |
$10.2M - $11.4M
|
262K
$158M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.8K- 5.71% |
$10.3M - $11.4M
|
328K
$198M
|