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 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-26- 1.97% |
$14.8K - $15.8K
|
1.3K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-26- 0.69% |
$14.8K - $15.8K
|
3.73K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-26- 1.14% |
$14.8K - $15.8K
|
2.25K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-26- 1.71% |
$14.8K - $15.8K
|
1.49K
$898K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26- 1.58% |
$14.8K - $15.8K
|
1.62K
$974K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-28- 2.12% |
$15.9K - $17K
|
1.29K
$777K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-28- 1.72% |
$15.9K - $17K
|
1.6K
$965K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-29- 0.59% |
$16.5K - $17.6K
|
4.9K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-29- 6.44% |
$16.5K - $17.6K
|
421
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-30- 0.86% |
$17K - $18.2K
|
3.45K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-30- 7.33% |
$17K - $18.2K
|
379
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-30- 5.63% |
$17K - $18.2K
|
503
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-30- 3.08% |
$17K - $18.2K
|
944
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-30- 1.07% |
$17K - $18.2K
|
2.76K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-31- 1.05% |
$17.6K - $18.8K
|
2.93K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.91% |
$17.6K - $18.8K
|
3.36K
$2.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-33- 1.74% |
$18.7K - $20.1K
|
1.86K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-33- 0.72% |
$18.7K - $20.1K
|
4.56K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-33- 8.44% |
$18.7K - $20.1K
|
358
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-33- 2.68% |
$18.7K - $20.1K
|
1.2K
$722K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 5.18% |
$19.3K - $20.7K
|
623
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-34- 0.57% |
$19.3K - $20.7K
|
5.96K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 2.21% |
$19.3K - $20.7K
|
1.5K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-35- 0.21% |
$19.9K - $21.3K
|
16.5K
$9.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-35- 8.47% |
$19.9K - $21.3K
|
378
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-36- 1.44% |
$20.4K - $21.9K
|
2.46K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-36- 5.05% |
$20.4K - $21.9K
|
677
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-37- 0.8% |
$21K - $22.5K
|
4.58K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-37- 0.73% |
$21K - $22.5K
|
5.02K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-37- 0.18% |
$21K - $22.5K
|
20.4K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 0.71% |
$21K - $22.5K
|
5.2K
$3.13M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-38- 7.92% |
$21.6K - $23.1K
|
442
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-38- 1.4% |
$21.6K - $23.1K
|
2.69K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-38- 0.18% |
$21.6K - $23.1K
|
20.7K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-38- 6.9% |
$21.6K - $23.1K
|
513
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-38- 4.16% |
$21.6K - $23.1K
|
875
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-39- 0.38% |
$22.1K - $23.7K
|
10.2K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-39- 7.33% |
$22.1K - $23.7K
|
493
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-39- 6.13% |
$22.1K - $23.7K
|
597
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-40- 6.87% |
$22.7K - $24.3K
|
542
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 1.89% |
$22.7K - $24.3K
|
2.08K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40- 2.21% |
$22.7K - $24.3K
|
1.77K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 0.9% |
$22.7K - $24.3K
|
4.39K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 0.15% |
$22.7K - $24.3K
|
26.8K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-41- 1.57% |
$23.3K - $24.9K
|
2.58K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-41- 1.83% |
$23.3K - $24.9K
|
2.2K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-41- 1.77% |
$23.3K - $24.9K
|
2.27K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-41- 0.64% |
$23.3K - $24.9K
|
6.32K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 2.63% |
$23.8K - $25.5K
|
1.55K
$935K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-43- 3.48% |
$24.4K - $26.1K
|
1.19K
$719K
|