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 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 0.53% |
$615K - $682K
|
222K
$132M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.19K- 4.47% |
$615K - $682K
|
25.4K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.19K- 4.67% |
$616K - $683K
|
24.3K
$14.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.2K- 5.08% |
$618K - $686K
|
22.3K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.23K- 29.91% |
$635K - $705K
|
2.88K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.23K- 3.45% |
$636K - $706K
|
34.4K
$20.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.24K- 0.31% |
$641K - $710K
|
395K
$235M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.24K- 65.32% |
$642K - $712K
|
659
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.25K- 2.94% |
$644K - $714K
|
41.1K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.25K- 7.03% |
$648K - $719K
|
16.6K
$9.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.26K- 11.04% |
$650K - $721K
|
10.1K
$6.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.26K- 18.24% |
$651K - $722K
|
5.64K
$3.36M
|
|
|
Dec 03, 2024
Q3 2024
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-1.27K- 0.61% |
$656K - $728K
|
205K
$122M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.29K- 0.81% |
$666K - $739K
|
158K
$93.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 12.49% |
$668K - $741K
|
9.04K
$5.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.29K- 32.25% |
$669K - $743K
|
2.72K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.3K- 4.25% |
$672K - $745K
|
29.2K
$17.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.3K- 1.61% |
$672K - $745K
|
79.4K
$47.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.3K- 1.12% |
$675K - $748K
|
115K
$68.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.31K- 1.08% |
$679K - $753K
|
120K
$71.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-1.33K- 15.31% |
$686K - $760K
|
7.33K
$4.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.33K- 1.48% |
$690K - $765K
|
88.6K
$52.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.37K- 3.6% |
$707K - $784K
|
36.5K
$21.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.38K- 6.6% |
$711K - $789K
|
19.5K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.38K- 7.43% |
$715K - $793K
|
17.2K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.38K- 15.34% |
$715K - $793K
|
7.63K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.39K- 5.02% |
$720K - $799K
|
26.3K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.4K- 5.82% |
$723K - $802K
|
22.6K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.41K- 3.18% |
$728K - $807K
|
42.8K
$25.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.41K- 0.84% |
$728K - $808K
|
166K
$99M
|
|
|
Oct 02, 2024
Q3 2024
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-1.41K- 0.19% |
$729K - $809K
|
739K
$440M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.41K- 3.47% |
$730K - $810K
|
39.2K
$23.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.41K- 44.56% |
$731K - $810K
|
1.76K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-1.41K- 3.48% |
$732K - $811K
|
39.2K
$23.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.06% |
$732K - $812K
|
132K
$78.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.42K- 19.01% |
$733K - $813K
|
6.04K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.42K- 19.62% |
$736K - $817K
|
5.83K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.44K- 2.35% |
$743K - $824K
|
59.7K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.44K- 44.65% |
$745K - $826K
|
1.79K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.44K- 4.14% |
$747K - $829K
|
33.4K
$19.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.45K- 2.61% |
$750K - $832K
|
54.1K
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.45K- 40.59% |
$751K - $833K
|
2.13K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.46K- 0.6% |
$753K - $835K
|
240K
$143M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.47K- 2.73% |
$758K - $841K
|
52.1K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 3.37% |
$763K - $846K
|
42.2K
$25.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.48K- 11.14% |
$766K - $850K
|
11.8K
$7.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.19% |
$766K - $850K
|
123K
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 0.95% |
$769K - $853K
|
154K
$91.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.49K- 20.22% |
$771K - $856K
|
5.88K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.49K- 1.35% |
$773K - $857K
|
109K
$64.9M
|