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 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-43- 4.54% |
$24.4K - $26.1K
|
904
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$25K - $26.7K
|
7.89K
$4.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.67K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-45- 0.04% |
$25.6K - $27.4K
|
126K
$75.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-46- 3.47% |
$26.1K - $28K
|
1.28K
$769K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-47- 1.85% |
$26.7K - $28.6K
|
2.49K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-48- 0.3% |
$27.3K - $29.2K
|
16.1K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-49- 1.63% |
$27.8K - $29.8K
|
2.96K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-49- 7.34% |
$27.8K - $29.8K
|
619
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-49- 2.81% |
$27.8K - $29.8K
|
1.69K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-49- 0.24% |
$27.8K - $29.8K
|
20.5K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-49- 2.48% |
$27.8K - $29.8K
|
1.93K
$1.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 3.25% |
$28.4K - $30.4K
|
1.49K
$896K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-50- 1.24% |
$28.4K - $30.4K
|
3.99K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-50- 1.11% |
$28.4K - $30.4K
|
4.45K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 2.47% |
$28.4K - $30.4K
|
1.98K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.21% |
$28.4K - $30.4K
|
24.3K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-51- 2.77% |
$29K - $31K
|
1.79K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-52- 0.39% |
$29.5K - $31.6K
|
13.4K
$8.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-52- 1.71% |
$29.5K - $31.6K
|
2.99K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 0.31% |
$29.5K - $31.6K
|
16.6K
$9.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-52- 1.52% |
$29.5K - $31.6K
|
3.38K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-53- 8.2% |
$30.1K - $32.2K
|
593
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-54- 0.59% |
$30.7K - $32.8K
|
9.09K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-54- 0.55% |
$30.7K - $32.8K
|
9.75K
$5.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-54- 1.1% |
$30.7K - $32.8K
|
4.87K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-55- 8.94% |
$31.2K - $33.4K
|
560
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-55- 4.23% |
$31.2K - $33.4K
|
1.24K
$749K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-55- 7.15% |
$31.2K - $33.4K
|
714
$430K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-55- 1.35% |
$31.2K - $33.4K
|
4.01K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-55- 1.86% |
$31.2K - $33.4K
|
2.9K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-56- 1.33% |
$31.8K - $34K
|
4.16K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-56- 0.94% |
$31.8K - $34K
|
5.93K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-57- 1.18% |
$32.4K - $34.6K
|
4.77K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-58- 2.29% |
$32.9K - $35.3K
|
2.47K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-58- 1.11% |
$32.9K - $35.3K
|
5.15K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 2.77% |
$33.5K - $35.9K
|
2.07K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-59- 0.27% |
$33.5K - $35.9K
|
22.2K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 2.18% |
$34.1K - $36.5K
|
2.69K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-60- 1.02% |
$34.1K - $36.5K
|
5.8K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-60- 7.13% |
$34.1K - $36.5K
|
782
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 5.47% |
$34.1K - $36.5K
|
1.04K
$623K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 0.9% |
$34.1K - $36.5K
|
6.58K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-60- 1.22% |
$34.1K - $36.5K
|
4.87K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-61- 0.98% |
$34.6K - $37.1K
|
6.16K
$3.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-61- 1.07% |
$34.6K - $37.1K
|
5.64K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-61- 26.87% |
$34.6K - $37.1K
|
166
$99.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-61- 0.65% |
$34.6K - $37.1K
|
9.39K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-62- 9.81% |
$35.2K - $37.7K
|
570
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-63- 8.96% |
$35.8K - $38.3K
|
640
$385K
|