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 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.14% |
$568 - $608
|
726
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
1+ 0.01% |
$568 - $608
|
19.6K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.18% |
$568 - $608
|
567
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1+ 0.04% |
$568 - $608
|
2.59K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.02% |
$568 - $608
|
6.15K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1+ 0.07% |
$568 - $608
|
1.5K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.07% |
$568 - $608
|
1.39K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$568 - $608
|
17.5K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.07% |
$568 - $608
|
1.44K
$963K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$568 - $608
|
13K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.48K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1- 0.05% |
$568 - $608
|
1.91K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1- 0.05% |
$568 - $608
|
2.16K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1- 0.05% |
$568 - $608
|
2.19K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.52K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.02% |
$568 - $608
|
5.05K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1- 0.04% |
$568 - $608
|
2.85K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1- 0.07% |
$568 - $608
|
1.41K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1- 0.15% |
$568 - $608
|
660
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1- 0.09% |
$568 - $608
|
1.12K
$753K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$568 - $608
|
5.14M
$3.45B
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 3.03% |
$1.14K - $1.22K
|
64
$43K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2- -0.0% |
$1.14K - $1.22K
|
326K
$219M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$1.14K - $1.22K
|
2.25K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2- 0.42% |
$1.14K - $1.22K
|
477
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2- 0.2% |
$1.14K - $1.22K
|
991
$665K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
6.23K
$4.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2- 0.13% |
$1.14K - $1.22K
|
1.58K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.45% |
$1.14K - $1.22K
|
443
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.1% |
$1.14K - $1.22K
|
1.99K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2- 0.14% |
$1.14K - $1.22K
|
1.38K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2- 0.34% |
$1.14K - $1.22K
|
595
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-2- 0.54% |
$1.14K - $1.22K
|
365
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$1.14K - $1.22K
|
2.19K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.05% |
$1.14K - $1.22K
|
4.41K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
7.35K
$4.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.94K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.17% |
$1.14K - $1.22K
|
1.19K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.08% |
$1.14K - $1.22K
|
2.66K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2- 0.35% |
$1.14K - $1.22K
|
567
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-2- 0.16% |
$1.14K - $1.22K
|
1.25K
$836K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2- 0.03% |
$1.14K - $1.22K
|
6.33K
$4.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.02% |
$1.14K - $1.22K
|
9.9K
$6.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-3- 0.26% |
$1.7K - $1.82K
|
1.16K
$779K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3- 0.06% |
$1.7K - $1.82K
|
5.33K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-3- 0.18% |
$1.7K - $1.82K
|
1.7K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3- 0.82% |
$1.7K - $1.82K
|
364
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.37% |
$1.7K - $1.82K
|
802
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3- 3.7% |
$1.7K - $1.82K
|
78
$52.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3- 0.4% |
$1.7K - $1.82K
|
755
$507K
|