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 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-311- 20.01% |
$177K - $189K
|
1.24K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-311- 0.55% |
$177K - $189K
|
56.6K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-312- 4.85% |
$177K - $190K
|
6.12K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-315- 4.2% |
$179K - $191K
|
7.18K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-315- 1.79% |
$179K - $191K
|
17.3K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-315- 2.67% |
$179K - $191K
|
11.5K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-317- 3.36% |
$180K - $193K
|
9.11K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-323- 9.41% |
$183K - $196K
|
3.11K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-329- 2.57% |
$187K - $200K
|
12.5K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-331- 2.72% |
$188K - $201K
|
11.8K
$7.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-331- 6.28% |
$188K - $201K
|
4.94K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-333- 10.69% |
$189K - $202K
|
2.78K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-335- 0.86% |
$190K - $204K
|
38.6K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-335- 0.75% |
$190K - $204K
|
44.6K
$26.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-336- 0.55% |
$191K - $204K
|
60.5K
$36.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-337- 19.75% |
$191K - $205K
|
1.37K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-340- 69.39% |
$193K - $207K
|
150
$90.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-340- 9.05% |
$193K - $207K
|
3.42K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-341- 2.3% |
$194K - $207K
|
14.5K
$8.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-346- 23.35% |
$196K - $210K
|
1.14K
$682K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-347- 4.45% |
$197K - $211K
|
7.44K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-349- 25.51% |
$198K - $212K
|
1.02K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-350- 7.88% |
$199K - $213K
|
4.09K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-355- 31.78% |
$202K - $216K
|
762
$458K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-356- 0.94% |
$202K - $216K
|
37.6K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-360- 16.3% |
$204K - $219K
|
1.85K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-362- 4.08% |
$206K - $220K
|
8.51K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-363- 2.17% |
$206K - $221K
|
16.4K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-365- 13.43% |
$207K - $222K
|
2.35K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-368- 2.38% |
$209K - $224K
|
15.1K
$9.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-373- 1.53% |
$212K - $227K
|
24K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-374- 0.17% |
$212K - $227K
|
221K
$133M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-376- 4.1% |
$213K - $229K
|
8.8K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-377- 3.47% |
$214K - $229K
|
10.5K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-377- 22.92% |
$214K - $229K
|
1.27K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 2.08% |
$215K - $230K
|
17.8K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-381- 46.01% |
$216K - $232K
|
447
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-381- 66.49% |
$216K - $232K
|
192
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-384- 2.49% |
$218K - $233K
|
15K
$9.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-385- 6.36% |
$219K - $234K
|
5.67K
$3.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-385- 24.58% |
$219K - $234K
|
1.18K
$710K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-385- 4.13% |
$219K - $234K
|
8.94K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-398- 12.42% |
$226K - $242K
|
2.81K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-406- 3.12% |
$231K - $247K
|
12.6K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-409- 31.53% |
$232K - $249K
|
888
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-411- 8.35% |
$233K - $250K
|
4.51K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-414- 27.44% |
$235K - $252K
|
1.1K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-416- 2.57% |
$236K - $253K
|
15.8K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 2.25% |
$237K - $253K
|
18.1K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-421- 7.97% |
$239K - $256K
|
4.86K
$2.92M
|