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 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-2K- 29.14% |
$1.04M - $1.15M
|
4.87K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.01K- 7.27% |
$1.04M - $1.16M
|
25.7K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.01K- 3.42% |
$1.04M - $1.16M
|
56.9K
$33.7M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.03K- 1.03% |
$1.05M - $1.16M
|
194K
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.04K- 2.04% |
$1.05M - $1.17M
|
97.8K
$58M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.05K- 6.59% |
$1.06M - $1.17M
|
29K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.05K- 30.56% |
$1.06M - $1.18M
|
4.66K
$2.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.05K- 11.5% |
$1.06M - $1.18M
|
15.8K
$9.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.06K- 0.25% |
$1.07M - $1.18M
|
820K
$486M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.09K- 3.35% |
$1.08M - $1.2M
|
60.2K
$35.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.1K- 5.64% |
$1.08M - $1.2M
|
35.1K
$20.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.11K- 3.68% |
$1.09M - $1.21M
|
55.1K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.11K- 2.14% |
$1.09M - $1.21M
|
96.4K
$57.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.11K- 43.9% |
$1.09M - $1.21M
|
2.7K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.11K- 34.02% |
$1.09M - $1.21M
|
4.1K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.12K- 14.76% |
$1.09M - $1.21M
|
12.2K
$7.24M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.12K- 10.84% |
$1.09M - $1.21M
|
17.4K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.15K- 5.17% |
$1.11M - $1.23M
|
39.4K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-2.2K- 26.19% |
$1.14M - $1.26M
|
6.2K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.21K- 92.1% |
$1.15M - $1.27M
|
190
$113K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.25K- 6.12% |
$1.16M - $1.29M
|
34.5K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.25K- 41.26% |
$1.16M - $1.29M
|
3.2K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.27K- 26.03% |
$1.17M - $1.3M
|
6.44K
$3.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.3K- 55.66% |
$1.19M - $1.32M
|
1.83K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.33K- 25.61% |
$1.2M - $1.33M
|
6.75K
$4M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 3.3% |
$1.21M - $1.34M
|
68.3K
$40.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.36K- 0.75% |
$1.22M - $1.35M
|
310K
$184M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.36K- 1.04% |
$1.22M - $1.36M
|
224K
$133M
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.37K- 12.32% |
$1.22M - $1.36M
|
16.8K
$9.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.39K- 4.06% |
$1.23M - $1.37M
|
56.3K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.4K- 18.64% |
$1.24M - $1.37M
|
10.5K
$6.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.4K- 3.99% |
$1.24M - $1.38M
|
57.8K
$34.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.41K- 1.09% |
$1.25M - $1.38M
|
220K
$130M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-2.42K- 7.42% |
$1.25M - $1.39M
|
30.2K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.48K- 12.14% |
$1.28M - $1.42M
|
18K
$10.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.51K- 34.5% |
$1.3M - $1.44M
|
4.76K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.52K- 2.45% |
$1.3M - $1.44M
|
100K
$59.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.52K- 2.07% |
$1.3M - $1.45M
|
119K
$70.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.59K- 1.48% |
$1.34M - $1.49M
|
173K
$103M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.63K- 2.95% |
$1.36M - $1.51M
|
86.5K
$51.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.65K- 9.84% |
$1.37M - $1.52M
|
24.3K
$14.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.66K- 6.49% |
$1.37M - $1.52M
|
38.2K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 8.75% |
$1.38M - $1.53M
|
27.8K
$16.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.69K- 4.77% |
$1.39M - $1.54M
|
53.8K
$31.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.71K- 22.3% |
$1.4M - $1.55M
|
9.43K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.77K- 2.58% |
$1.43M - $1.59M
|
105K
$62M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-2.77K- 63.39% |
$1.43M - $1.59M
|
1.6K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.83K- 29.8% |
$1.46M - $1.62M
|
6.65K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.84K- 4.28% |
$1.47M - $1.63M
|
63.4K
$37.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.85K- 2.3% |
$1.48M - $1.64M
|
121K
$71.8M
|