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 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-2- 0.54% |
$1.14K - $1.22K
|
365
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$1.14K - $1.22K
|
2.19K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.14K - $1.22K
|
4.41K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
7.35K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.94K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.17% |
$1.14K - $1.22K
|
1.19K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.08% |
$1.14K - $1.22K
|
2.66K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2- 0.35% |
$1.14K - $1.22K
|
567
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-2- 0.16% |
$1.14K - $1.22K
|
1.25K
$722K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
6.33K
$3.67M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.9K
$5.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-3- 0.26% |
$1.7K - $1.82K
|
1.16K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3- 0.06% |
$1.7K - $1.82K
|
5.33K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-3- 0.18% |
$1.7K - $1.82K
|
1.7K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3- 0.82% |
$1.7K - $1.82K
|
364
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.37% |
$1.7K - $1.82K
|
802
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3- 3.7% |
$1.7K - $1.82K
|
78
$45.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3- 0.4% |
$1.7K - $1.82K
|
755
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3- 0.21% |
$1.7K - $1.82K
|
1.43K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3- 0.41% |
$1.7K - $1.82K
|
724
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.59% |
$1.7K - $1.82K
|
504
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4- 0.16% |
$2.27K - $2.43K
|
2.52K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.35% |
$2.27K - $2.43K
|
1.13K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.99% |
$2.27K - $2.43K
|
399
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-4- 0.47% |
$2.27K - $2.43K
|
848
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-4- 0.06% |
$2.27K - $2.43K
|
6.3K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.54% |
$2.27K - $2.43K
|
741
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4- 1.02% |
$2.27K - $2.43K
|
389
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4- 0.12% |
$2.27K - $2.43K
|
3.34K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4- 0.34% |
$2.27K - $2.43K
|
1.16K
$673K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4- 0.79% |
$2.27K - $2.43K
|
502
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 0.12% |
$2.27K - $2.43K
|
3.41K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4- 0.1% |
$2.27K - $2.43K
|
4.05K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4- 0.08% |
$2.27K - $2.43K
|
4.76K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4- 0.19% |
$2.27K - $2.43K
|
2.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4- 0.05% |
$2.27K - $2.43K
|
7.35K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5- 0.23% |
$2.84K - $3.04K
|
2.2K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5- 0.74% |
$2.84K - $3.04K
|
670
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5- 1.04% |
$2.84K - $3.04K
|
478
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5- 0.14% |
$2.84K - $3.04K
|
3.63K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5- 0.17% |
$2.84K - $3.04K
|
2.91K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.04% |
$2.84K - $3.04K
|
12.6K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-5- 0.47% |
$2.84K - $3.04K
|
1.05K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5- 0.59% |
$2.84K - $3.04K
|
848
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5- 3.65% |
$2.84K - $3.04K
|
132
$76.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5- 0.04% |
$2.84K - $3.04K
|
11.5K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-5- 6.02% |
$2.84K - $3.04K
|
78
$45.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.84K - $3.04K
|
10.1K
$5.82M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.13% |
$2.84K - $3.04K
|
3.92K
$2.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6- 1.19% |
$3.41K - $3.65K
|
497
$288K
|