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 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 3.98% |
$7.38K - $7.9K
|
314
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.88% |
$7.38K - $7.9K
|
1.46K
$880K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 2.82% |
$7.38K - $7.9K
|
448
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-13- 1.77% |
$7.38K - $7.9K
|
723
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-14- 1.11% |
$7.95K - $8.51K
|
1.24K
$749K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-14- 1.25% |
$7.95K - $8.51K
|
1.11K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-14- 2.56% |
$7.95K - $8.51K
|
532
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$691K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-14- 0.34% |
$7.95K - $8.51K
|
4.09K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.21% |
$8.52K - $9.12K
|
7.1K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-16- 1.33% |
$9.08K - $9.72K
|
1.19K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-16- 0.22% |
$9.08K - $9.72K
|
7.29K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-16- 2.49% |
$9.08K - $9.72K
|
626
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-17- 0.47% |
$9.65K - $10.3K
|
3.63K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-17- 1.35% |
$9.65K - $10.3K
|
1.24K
$745K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-17- 0.31% |
$9.65K - $10.3K
|
5.49K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-18- 0.3% |
$10.2K - $10.9K
|
5.95K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-18- 0.8% |
$10.2K - $10.9K
|
2.24K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19- 0.72% |
$10.8K - $11.5K
|
2.63K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-19- 0.19% |
$10.8K - $11.5K
|
9.79K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-19- 2.66% |
$10.8K - $11.5K
|
694
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.03% |
$10.8K - $11.5K
|
1.83K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.73% |
$10.8K - $11.5K
|
2.58K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-20- 0.68% |
$11.4K - $12.2K
|
2.92K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-20- 0.43% |
$11.4K - $12.2K
|
4.64K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-20- 2.57% |
$11.4K - $12.2K
|
757
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-20- 1.46% |
$11.4K - $12.2K
|
1.35K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.68% |
$11.4K - $12.2K
|
2.91K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-21- 1.8% |
$11.9K - $12.8K
|
1.14K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-21- 1.66% |
$11.9K - $12.8K
|
1.24K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-21- 0.85% |
$11.9K - $12.8K
|
2.46K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-21- 0.58% |
$11.9K - $12.8K
|
3.58K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.12% |
$12.5K - $13.4K
|
18.2K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-22- 0.69% |
$12.5K - $13.4K
|
3.17K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-22- 0.83% |
$12.5K - $13.4K
|
2.63K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-23- 2.07% |
$13.1K - $14K
|
1.09K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-23- 0.24% |
$13.1K - $14K
|
9.52K
$5.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-23- 0.19% |
$13.1K - $14K
|
12K
$7.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$13.1K - $14K
|
1.13K
$682K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-24- 0.66% |
$13.6K - $14.6K
|
3.63K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.36% |
$13.6K - $14.6K
|
6.56K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24- 1.74% |
$13.6K - $14.6K
|
1.36K
$817K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25- 0.88% |
$14.2K - $15.2K
|
2.83K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.05% |
$14.2K - $15.2K
|
52K
$31.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-25- 0.67% |
$14.2K - $15.2K
|
3.69K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-26- 2.5% |
$14.8K - $15.8K
|
1.02K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 0.08% |
$14.8K - $15.8K
|
31.5K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-26- 5.28% |
$14.8K - $15.8K
|
466
$280K
|