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 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-70- 5.34% |
$39.7K - $42.5K
|
1.24K
$751K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70- 0.15% |
$39.7K - $42.5K
|
45.2K
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-70- 7.79% |
$39.7K - $42.5K
|
829
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-70- 0.7% |
$39.7K - $42.5K
|
9.98K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 95.89% |
$39.7K - $42.5K
|
3
$1.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-71- 10.89% |
$40.3K - $43.2K
|
581
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-72- 0.41% |
$40.9K - $43.8K
|
17.4K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-73- 2.31% |
$41.5K - $44.4K
|
3.09K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-73- 0.7% |
$41.5K - $44.4K
|
10.4K
$6.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.97% |
$42.6K - $45.6K
|
7.68K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 0.3% |
$42.6K - $45.6K
|
25.1K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-75- 6.29% |
$42.6K - $45.6K
|
1.12K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 1.49% |
$43.2K - $46.2K
|
5.03K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-78- 1.5% |
$44.3K - $47.4K
|
5.11K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-78- 0.82% |
$44.3K - $47.4K
|
9.43K
$5.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-79- 19.65% |
$44.9K - $48K
|
323
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 2.33% |
$44.9K - $48K
|
3.32K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-79- 1.37% |
$44.9K - $48K
|
5.67K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-79- 14.91% |
$44.9K - $48K
|
451
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 11.07% |
$45.4K - $48.6K
|
643
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-80- 0.44% |
$45.4K - $48.6K
|
18.1K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-80- 1.96% |
$45.4K - $48.6K
|
4.01K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-80- 2.41% |
$45.4K - $48.6K
|
3.25K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-81- 0.14% |
$46K - $49.2K
|
56.4K
$34.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-81- 0.9% |
$46K - $49.2K
|
8.89K
$5.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-81- 0.34% |
$46K - $49.2K
|
24.1K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-81- 0.19% |
$46K - $49.2K
|
43K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-82- 0.99% |
$46.6K - $49.8K
|
8.18K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-82- 1.23% |
$46.6K - $49.8K
|
6.59K
$3.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-83- 2.14% |
$47.1K - $50.4K
|
3.8K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-83- 16.97% |
$47.1K - $50.4K
|
406
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-83- 1.56% |
$47.1K - $50.4K
|
5.25K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-83- 4.66% |
$47.1K - $50.4K
|
1.7K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-84- 0.54% |
$47.7K - $51.1K
|
15.5K
$9.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-84- 0.58% |
$47.7K - $51.1K
|
14.5K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-84- 2.52% |
$47.7K - $51.1K
|
3.24K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-84- 10.54% |
$47.7K - $51.1K
|
713
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-84- 13.4% |
$47.7K - $51.1K
|
543
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 10.61% |
$48.3K - $51.7K
|
716
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-86- 1.14% |
$48.8K - $52.3K
|
7.49K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.04% |
$50K - $53.5K
|
8.37K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88- 4.7% |
$50K - $53.5K
|
1.78K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-89- 14.47% |
$50.5K - $54.1K
|
526
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-89- 1.26% |
$50.5K - $54.1K
|
6.96K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 3.28% |
$50.5K - $54.1K
|
2.62K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 0.52% |
$50.5K - $54.1K
|
17.2K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-90- 3.63% |
$51.1K - $54.7K
|
2.39K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-90- 4.36% |
$51.1K - $54.7K
|
1.97K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-91- 1.64% |
$51.7K - $55.3K
|
5.47K
$3.31M
|