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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1+ 0.07% |
$568 - $608
|
1.5K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.07% |
$568 - $608
|
1.39K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$568 - $608
|
17.5K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.07% |
$568 - $608
|
1.44K
$922K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$568 - $608
|
13K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.48K
$949K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1- 0.05% |
$568 - $608
|
1.91K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1- 0.05% |
$568 - $608
|
2.16K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1- 0.05% |
$568 - $608
|
2.19K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.52K
$976K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.02% |
$568 - $608
|
5.05K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1- 0.04% |
$568 - $608
|
2.85K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.41K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1- 0.15% |
$568 - $608
|
660
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1- 0.09% |
$568 - $608
|
1.12K
$721K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$568 - $608
|
5.14M
$3.3B
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 3.03% |
$1.14K - $1.22K
|
64
$41.1K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2- -0.0% |
$1.14K - $1.22K
|
326K
$210M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$1.14K - $1.22K
|
2.25K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2- 0.42% |
$1.14K - $1.22K
|
477
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2- 0.2% |
$1.14K - $1.22K
|
991
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
6.23K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2- 0.13% |
$1.14K - $1.22K
|
1.58K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.45% |
$1.14K - $1.22K
|
443
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.1% |
$1.14K - $1.22K
|
1.99K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2- 0.14% |
$1.14K - $1.22K
|
1.38K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2- 0.34% |
$1.14K - $1.22K
|
595
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-2- 0.54% |
$1.14K - $1.22K
|
365
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$1.14K - $1.22K
|
2.19K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.14K - $1.22K
|
4.41K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
7.35K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.94K
$6.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.17% |
$1.14K - $1.22K
|
1.19K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.08% |
$1.14K - $1.22K
|
2.66K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2- 0.35% |
$1.14K - $1.22K
|
567
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-2- 0.16% |
$1.14K - $1.22K
|
1.25K
$801K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
6.33K
$4.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.9K
$6.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-3- 0.26% |
$1.7K - $1.82K
|
1.16K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3- 0.06% |
$1.7K - $1.82K
|
5.33K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-3- 0.18% |
$1.7K - $1.82K
|
1.7K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3- 0.82% |
$1.7K - $1.82K
|
364
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.37% |
$1.7K - $1.82K
|
802
$515K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3- 3.7% |
$1.7K - $1.82K
|
78
$50.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3- 0.4% |
$1.7K - $1.82K
|
755
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3- 0.21% |
$1.7K - $1.82K
|
1.43K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3- 0.41% |
$1.7K - $1.82K
|
724
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.59% |
$1.7K - $1.82K
|
504
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4- 0.16% |
$2.27K - $2.43K
|
2.52K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.35% |
$2.27K - $2.43K
|
1.13K
$728K
|