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 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-197- 22.77% |
$102K - $113K
|
668
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-197- 0.73% |
$102K - $113K
|
26.6K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-197- 3.97% |
$102K - $113K
|
4.77K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-198- 0.39% |
$102K - $114K
|
51K
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-198- 7.67% |
$102K - $114K
|
2.39K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-199- 8.22% |
$103K - $114K
|
2.22K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-202- 1.55% |
$105K - $116K
|
12.8K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-202- 1.2% |
$105K - $116K
|
16.7K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-203- 4.65% |
$105K - $116K
|
4.16K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-204- 2.02% |
$106K - $117K
|
9.89K
$5.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-204- 9.03% |
$106K - $117K
|
2.05K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-204- 5.46% |
$106K - $117K
|
3.53K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-205- 4.04% |
$106K - $118K
|
4.87K
$2.92M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-205- 2.13% |
$106K - $118K
|
9.43K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-205- 6.94% |
$106K - $118K
|
2.75K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-205- 14.19% |
$106K - $118K
|
1.24K
$745K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-206- 2.3% |
$107K - $118K
|
8.74K
$5.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-206- 0.12% |
$107K - $118K
|
174K
$105M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-207- 4.41% |
$107K - $119K
|
4.49K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-207- 2.5% |
$107K - $119K
|
8.08K
$4.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-208- 6.62% |
$108K - $119K
|
2.93K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-209- 22.05% |
$108K - $120K
|
739
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-209- 13.24% |
$108K - $120K
|
1.37K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-209- 1.87% |
$108K - $120K
|
11K
$6.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-211- 10.96% |
$109K - $121K
|
1.71K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-211- 5.49% |
$109K - $121K
|
3.63K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-211- 2.04% |
$109K - $121K
|
10.1K
$6.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-211- 1.03% |
$109K - $121K
|
20.4K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-213- 1.75% |
$110K - $122K
|
11.9K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-213- 25.12% |
$110K - $122K
|
635
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-214- 1.88% |
$111K - $123K
|
11.1K
$6.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-215- 0.77% |
$111K - $123K
|
27.6K
$16.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-218- 5.33% |
$113K - $125K
|
3.87K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-218- 3.28% |
$113K - $125K
|
6.43K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-219- 0.74% |
$113K - $126K
|
29.3K
$17.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-220- 0.85% |
$114K - $126K
|
25.6K
$15.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-220- 4.56% |
$114K - $126K
|
4.6K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-220- 5.04% |
$114K - $126K
|
4.15K
$2.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-221- 1.34% |
$114K - $127K
|
16.2K
$9.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-225- 5.65% |
$116K - $129K
|
3.76K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-225- 7.21% |
$116K - $129K
|
2.9K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-226- 2.86% |
$117K - $130K
|
7.68K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-229- 28.81% |
$118K - $131K
|
566
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-230- 3.24% |
$119K - $132K
|
6.86K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-230- 2.82% |
$119K - $132K
|
7.93K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-232- 12.43% |
$120K - $133K
|
1.63K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-233- 33.19% |
$121K - $134K
|
469
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-234- 31.75% |
$121K - $134K
|
503
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-236- 7.57% |
$122K - $135K
|
2.88K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-237- 15.04% |
$123K - $136K
|
1.34K
$804K
|