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 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-78- 1.5% |
$44.3K - $47.4K
|
5.11K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-78- 0.82% |
$44.3K - $47.4K
|
9.43K
$5.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-79- 19.65% |
$44.9K - $48K
|
323
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 11.07% |
$45.4K - $48.6K
|
643
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-80- 0.44% |
$45.4K - $48.6K
|
18.1K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-80- 1.96% |
$45.4K - $48.6K
|
4.01K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-81- 0.14% |
$46K - $49.2K
|
56.4K
$34M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-81- 0.9% |
$46K - $49.2K
|
8.89K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-81- 0.34% |
$46K - $49.2K
|
24.1K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-82- 0.99% |
$46.6K - $49.8K
|
8.18K
$4.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-82- 1.23% |
$46.6K - $49.8K
|
6.59K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-83- 2.14% |
$47.1K - $50.4K
|
3.8K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-83- 16.97% |
$47.1K - $50.4K
|
406
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-83- 1.56% |
$47.1K - $50.4K
|
5.25K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-83- 4.66% |
$47.1K - $50.4K
|
1.7K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-84- 0.54% |
$47.7K - $51.1K
|
15.5K
$9.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-84- 0.58% |
$47.7K - $51.1K
|
14.5K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-84- 2.52% |
$47.7K - $51.1K
|
3.24K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 10.61% |
$48.3K - $51.7K
|
716
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.04% |
$50K - $53.5K
|
8.37K
$5.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88- 4.7% |
$50K - $53.5K
|
1.78K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-89- 14.47% |
$50.5K - $54.1K
|
526
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-89- 1.26% |
$50.5K - $54.1K
|
6.96K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 3.28% |
$50.5K - $54.1K
|
2.62K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-91- 1.64% |
$51.7K - $55.3K
|
5.47K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-91- 0.25% |
$51.7K - $55.3K
|
36.8K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-91- 1.3% |
$51.7K - $55.3K
|
6.9K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-92- 0.42% |
$52.2K - $55.9K
|
21.7K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-92- 1.43% |
$52.2K - $55.9K
|
6.35K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.32% |
$52.8K - $56.5K
|
28.8K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-94- 13.72% |
$53.4K - $57.1K
|
591
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 1.41% |
$53.9K - $57.7K
|
6.64K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-95- 1.13% |
$53.9K - $57.7K
|
8.3K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 1.99% |
$54.5K - $58.3K
|
4.72K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-96- 3.8% |
$54.5K - $58.3K
|
2.43K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-97- 1.13% |
$55.1K - $59K
|
8.49K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.77% |
$56.2K - $60.2K
|
3.48K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-99- 8.07% |
$56.2K - $60.2K
|
1.13K
$679K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-100- 5.0% |
$56.8K - $60.8K
|
1.9K
$1.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-100- 4.61% |
$56.8K - $60.8K
|
2.07K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 1.57% |
$56.8K - $60.8K
|
6.25K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-101- 1.02% |
$57.3K - $61.4K
|
9.84K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-102- 1.78% |
$57.9K - $62K
|
5.64K
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-102- 0.36% |
$57.9K - $62K
|
28.5K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-102- 8.97% |
$57.9K - $62K
|
1.04K
$623K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-102- 0.34% |
$57.9K - $62K
|
29.6K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-103- 0.25% |
$58.5K - $62.6K
|
40.5K
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-103- 3.94% |
$58.5K - $62.6K
|
2.51K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-107- 0.62% |
$60.8K - $65K
|
17.3K
$10.4M
|