Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$4.54K - $4.86K
|
9.65K
$5.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.36% |
$5.11K - $5.47K
|
2.49K
$1.52M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9- 0.22% |
$5.11K - $5.47K
|
4.07K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-9- 0.53% |
$5.11K - $5.47K
|
1.71K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-10- 0.59% |
$5.68K - $6.08K
|
1.68K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-10- 1.43% |
$5.68K - $6.08K
|
690
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.28% |
$5.68K - $6.08K
|
3.57K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-10- 1.37% |
$5.68K - $6.08K
|
722
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10- 0.19% |
$5.68K - $6.08K
|
5.34K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 2.33% |
$5.68K - $6.08K
|
419
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-11- 2.62% |
$6.25K - $6.69K
|
409
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-11- 0.75% |
$6.25K - $6.69K
|
1.45K
$883K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 3.98% |
$7.38K - $7.9K
|
314
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 2.82% |
$7.38K - $7.9K
|
448
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.88% |
$7.38K - $7.9K
|
1.46K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-14- 1.11% |
$7.95K - $8.51K
|
1.24K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-14- 1.25% |
$7.95K - $8.51K
|
1.11K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-14- 2.56% |
$7.95K - $8.51K
|
532
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$702K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.21% |
$8.52K - $9.12K
|
7.1K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-16- 1.33% |
$9.08K - $9.72K
|
1.19K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-17- 0.47% |
$9.65K - $10.3K
|
3.63K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-17- 1.35% |
$9.65K - $10.3K
|
1.24K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-18- 0.3% |
$10.2K - $10.9K
|
5.95K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19- 0.72% |
$10.8K - $11.5K
|
2.63K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-20- 0.68% |
$11.4K - $12.2K
|
2.92K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-20- 0.43% |
$11.4K - $12.2K
|
4.64K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-21- 0.85% |
$11.9K - $12.8K
|
2.46K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-21- 1.66% |
$11.9K - $12.8K
|
1.24K
$757K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-21- 1.8% |
$11.9K - $12.8K
|
1.14K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.12% |
$12.5K - $13.4K
|
18.2K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-23- 0.24% |
$13.1K - $14K
|
9.52K
$5.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-23- 2.07% |
$13.1K - $14K
|
1.09K
$663K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-24- 0.66% |
$13.6K - $14.6K
|
3.63K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24- 1.74% |
$13.6K - $14.6K
|
1.36K
$828K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.36% |
$13.6K - $14.6K
|
6.56K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.05% |
$14.2K - $15.2K
|
52K
$31.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$791K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25- 0.88% |
$14.2K - $15.2K
|
2.83K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-26- 2.5% |
$14.8K - $15.8K
|
1.02K
$620K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-26- 0.69% |
$14.8K - $15.8K
|
3.73K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 0.08% |
$14.8K - $15.8K
|
31.5K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-26- 1.14% |
$14.8K - $15.8K
|
2.25K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-26- 1.97% |
$14.8K - $15.8K
|
1.3K
$790K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-26- 5.28% |
$14.8K - $15.8K
|
466
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-28- 2.12% |
$15.9K - $17K
|
1.29K
$787K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-29- 0.59% |
$16.5K - $17.6K
|
4.9K
$2.99M
|