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 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-6- 0.32% |
$3.41K - $3.65K
|
1.87K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-6- 0.79% |
$3.41K - $3.65K
|
756
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-6- 0.09% |
$3.41K - $3.65K
|
6.83K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6- 0.16% |
$3.41K - $3.65K
|
3.69K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-6- 0.06% |
$3.41K - $3.65K
|
9.44K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-7- 0.28% |
$3.97K - $4.25K
|
2.45K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-7- 0.86% |
$3.97K - $4.25K
|
809
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.18% |
$3.97K - $4.25K
|
3.87K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7- 0.46% |
$3.97K - $4.25K
|
1.52K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-7- 0.92% |
$3.97K - $4.25K
|
757
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-7- 0.5% |
$3.97K - $4.25K
|
1.4K
$813K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-8- 1.43% |
$4.54K - $4.86K
|
553
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-8- 1.03% |
$4.54K - $4.86K
|
772
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8- 3.96% |
$4.54K - $4.86K
|
194
$112K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8- 0.28% |
$4.54K - $4.86K
|
2.83K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-8- 0.35% |
$4.54K - $4.86K
|
2.25K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-8- 0.29% |
$4.54K - $4.86K
|
2.74K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$4.54K - $4.86K
|
9.65K
$5.59M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8- 0.69% |
$4.54K - $4.86K
|
1.15K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8- 0.98% |
$4.54K - $4.86K
|
810
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-8- 0.06% |
$4.54K - $4.86K
|
12.8K
$7.44M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8- 0.02% |
$4.54K - $4.86K
|
32.9K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8- 0.25% |
$4.54K - $4.86K
|
3.22K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8- 0.28% |
$4.54K - $4.86K
|
2.87K
$1.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-8- 0.13% |
$4.54K - $4.86K
|
6.32K
$3.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9- 0.22% |
$5.11K - $5.47K
|
4.07K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-9- 0.53% |
$5.11K - $5.47K
|
1.71K
$987K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.36% |
$5.11K - $5.47K
|
2.49K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-9- 0.95% |
$5.11K - $5.47K
|
940
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-9- 0.3% |
$5.11K - $5.47K
|
3K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-9- 0.48% |
$5.11K - $5.47K
|
1.87K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-9- 0.32% |
$5.11K - $5.47K
|
2.79K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.28% |
$5.68K - $6.08K
|
3.57K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-10- 1.37% |
$5.68K - $6.08K
|
722
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 2.33% |
$5.68K - $6.08K
|
419
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-10- 1.43% |
$5.68K - $6.08K
|
690
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10- 0.19% |
$5.68K - $6.08K
|
5.34K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-10- 0.59% |
$5.68K - $6.08K
|
1.68K
$975K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10- 1.62% |
$5.68K - $6.08K
|
607
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.42% |
$5.68K - $6.08K
|
2.35K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$5.68K - $6.08K
|
2.36K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.22% |
$5.68K - $6.08K
|
4.44K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10- 0.04% |
$5.68K - $6.08K
|
23.7K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-11- 0.75% |
$6.25K - $6.69K
|
1.45K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-11- 2.62% |
$6.25K - $6.69K
|
409
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11- 0.03% |
$6.25K - $6.69K
|
36.5K
$21.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-11- 0.99% |
$6.25K - $6.69K
|
1.1K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.29% |
$6.81K - $7.29K
|
4.18K
$2.42M
|