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 29, 2024
Q3 2024
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-17.7K- 3.86% |
$9.15M - $10.1M
|
440K
$286M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-17.9K- 10.86% |
$9.26M - $10.3M
|
147K
$95.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17.9K- 80.83% |
$9.26M - $10.3M
|
4.25K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18.1K- 8.7% |
$9.38M - $10.4M
|
190K
$124M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-18.7K- 79.24% |
$9.68M - $10.7M
|
4.9K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-19.2K- 96.0% |
$9.93M - $11M
|
800
$520K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.4K- 3.2% |
$10.1M - $11.2M
|
587K
$382M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19.8K- 7.04% |
$10.2M - $11.4M
|
262K
$170M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.8K- 5.71% |
$10.3M - $11.4M
|
328K
$213M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20K- 90.5% |
$10.3M - $11.5M
|
2.1K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20.1K- 24.83% |
$10.4M - $11.5M
|
60.9K
$39.6M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-20.2K- 6.25% |
$10.5M - $11.6M
|
303K
$197M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.9K- 3.74% |
$10.8M - $12M
|
537K
$349M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-21.5K- 88.84% |
$11.1M - $12.3M
|
2.7K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 7.11% |
$11.2M - $12.4M
|
283K
$184M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-21.9K- 27.13% |
$11.3M - $12.6M
|
58.8K
$38.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.4K- 0.75% |
$11.6M - $12.8M
|
2.98M
$1.94B
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-22.5K- 37.81% |
$11.7M - $12.9M
|
37.1K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-22.6K- 97.65% |
$11.7M - $13M
|
543
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-23K- 94.06% |
$11.9M - $13.2M
|
1.45K
$945K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.2K- 3.95% |
$12M - $13.3M
|
565K
$367M
|
|
|
Nov 15, 2024
Q3 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-23.4K- 71.52% |
$12.1M - $13.4M
|
9.32K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-23.8K- 45.94% |
$12.3M - $13.6M
|
28K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-24.2K- 43.05% |
$12.5M - $13.9M
|
32K
$20.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.3K- 55.16% |
$12.6M - $14M
|
19.8K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24.6K- 55.58% |
$12.7M - $14.1M
|
19.7K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.2K- 2.53% |
$13M - $14.4M
|
970K
$631M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25.3K- 54.02% |
$13.1M - $14.5M
|
21.5K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 42.0% |
$13.6M - $15.1M
|
36.3K
$23.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26.4K- 94.53% |
$13.7M - $15.2M
|
1.53K
$994K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-26.5K- 32.86% |
$13.7M - $15.2M
|
54.2K
$35.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-26.6K- 37.3% |
$13.8M - $15.3M
|
44.7K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-26.7K- 17.1% |
$13.8M - $15.3M
|
129K
$84.2M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-27K- 91.84% |
$14M - $15.5M
|
2.4K
$1.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-27.1K- 12.65% |
$14M - $15.5M
|
187K
$122M
|
|
|
Oct 07, 2024
Q3 2024
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-27.1K- 15.92% |
$14M - $15.5M
|
143K
$93.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-28.2K- 18.99% |
$14.6M - $16.2M
|
120K
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-28.7K- 64.04% |
$14.9M - $16.5M
|
16.1K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-29.9K- 5.85% |
$15.5M - $17.1M
|
481K
$313M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-29.9K- 5.85% |
$15.5M - $17.1M
|
481K
$313M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.8K- 6.13% |
$15.9M - $17.7M
|
471K
$306M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-30.9KClosed |
$16M - $17.7M
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.1K- 20.91% |
$16.1M - $17.8M
|
117K
$76.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-32.7K- 59.78% |
$16.9M - $18.8M
|
22K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-33.2K- 87.48% |
$17.2M - $19.1M
|
4.76K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-33.5K- 10.16% |
$17.3M - $19.2M
|
296K
$192M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.2K- 13.16% |
$18.2M - $20.2M
|
232K
$151M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-35.3K- 79.1% |
$18.3M - $20.3M
|
9.34K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-35.4K- 25.29% |
$18.3M - $20.3M
|
105K
$68.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-35.7K- 6.05% |
$18.5M - $20.5M
|
554K
$360M
|