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 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.99% |
$2.27K - $2.43K
|
399
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-4- 0.47% |
$2.27K - $2.43K
|
848
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-4- 0.06% |
$2.27K - $2.43K
|
6.3K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.54% |
$2.27K - $2.43K
|
741
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4- 1.02% |
$2.27K - $2.43K
|
389
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4- 0.12% |
$2.27K - $2.43K
|
3.34K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4- 0.34% |
$2.27K - $2.43K
|
1.16K
$747K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4- 0.79% |
$2.27K - $2.43K
|
502
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 0.12% |
$2.27K - $2.43K
|
3.41K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4- 0.1% |
$2.27K - $2.43K
|
4.05K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4- 0.08% |
$2.27K - $2.43K
|
4.76K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4- 0.19% |
$2.27K - $2.43K
|
2.1K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4- 0.05% |
$2.27K - $2.43K
|
7.35K
$4.72M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-4- 2.72% |
$2.27K - $2.43K
|
143
$91.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5- 0.23% |
$2.84K - $3.04K
|
2.2K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5- 0.74% |
$2.84K - $3.04K
|
670
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5- 1.04% |
$2.84K - $3.04K
|
478
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5- 0.14% |
$2.84K - $3.04K
|
3.63K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5- 0.17% |
$2.84K - $3.04K
|
2.91K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.04% |
$2.84K - $3.04K
|
12.6K
$8.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-5- 0.47% |
$2.84K - $3.04K
|
1.05K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5- 0.59% |
$2.84K - $3.04K
|
848
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5- 3.65% |
$2.84K - $3.04K
|
132
$84.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5- 0.04% |
$2.84K - $3.04K
|
11.5K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-5- 6.02% |
$2.84K - $3.04K
|
78
$50.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.84K - $3.04K
|
10.1K
$6.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.13% |
$2.84K - $3.04K
|
3.92K
$2.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6- 1.19% |
$3.41K - $3.65K
|
497
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-6- 0.32% |
$3.41K - $3.65K
|
1.87K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-6- 0.79% |
$3.41K - $3.65K
|
756
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-6- 0.09% |
$3.41K - $3.65K
|
6.83K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6- 0.16% |
$3.41K - $3.65K
|
3.69K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-6- 0.06% |
$3.41K - $3.65K
|
9.44K
$6.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-7- 0.28% |
$3.97K - $4.25K
|
2.45K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-7- 0.86% |
$3.97K - $4.25K
|
809
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.18% |
$3.97K - $4.25K
|
3.87K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7- 0.46% |
$3.97K - $4.25K
|
1.52K
$978K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-7- 0.92% |
$3.97K - $4.25K
|
757
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-7- 0.5% |
$3.97K - $4.25K
|
1.4K
$902K
|
|
|
Aug 04, 2025
Q4 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-7- 0.27% |
$3.97K - $4.25K
|
2.63K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-8- 1.43% |
$4.54K - $4.86K
|
553
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-8- 1.03% |
$4.54K - $4.86K
|
772
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8- 3.96% |
$4.54K - $4.86K
|
194
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8- 0.28% |
$4.54K - $4.86K
|
2.83K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-8- 0.35% |
$4.54K - $4.86K
|
2.25K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-8- 0.29% |
$4.54K - $4.86K
|
2.74K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$4.54K - $4.86K
|
9.65K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8- 0.69% |
$4.54K - $4.86K
|
1.15K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8- 0.98% |
$4.54K - $4.86K
|
810
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-8- 0.06% |
$4.54K - $4.86K
|
12.8K
$8.25M
|