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 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-8- 0.29% |
$4.54K - $4.86K
|
2.74K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$4.54K - $4.86K
|
9.65K
$6.48M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8- 0.69% |
$4.54K - $4.86K
|
1.15K
$769K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8- 0.98% |
$4.54K - $4.86K
|
810
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-8- 0.06% |
$4.54K - $4.86K
|
12.8K
$8.62M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8- 0.02% |
$4.54K - $4.86K
|
32.9K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8- 0.25% |
$4.54K - $4.86K
|
3.22K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8- 0.28% |
$4.54K - $4.86K
|
2.87K
$1.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-8- 0.13% |
$4.54K - $4.86K
|
6.32K
$4.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9- 0.22% |
$5.11K - $5.47K
|
4.07K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-9- 0.53% |
$5.11K - $5.47K
|
1.71K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.36% |
$5.11K - $5.47K
|
2.49K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-9- 0.95% |
$5.11K - $5.47K
|
940
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-9- 0.3% |
$5.11K - $5.47K
|
3K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-9- 0.48% |
$5.11K - $5.47K
|
1.87K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-9- 0.32% |
$5.11K - $5.47K
|
2.79K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.28% |
$5.68K - $6.08K
|
3.57K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-10- 1.37% |
$5.68K - $6.08K
|
722
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 2.33% |
$5.68K - $6.08K
|
419
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-10- 1.43% |
$5.68K - $6.08K
|
690
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10- 0.19% |
$5.68K - $6.08K
|
5.34K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-10- 0.59% |
$5.68K - $6.08K
|
1.68K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10- 1.62% |
$5.68K - $6.08K
|
607
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.42% |
$5.68K - $6.08K
|
2.35K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$5.68K - $6.08K
|
2.36K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.22% |
$5.68K - $6.08K
|
4.44K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10- 0.04% |
$5.68K - $6.08K
|
23.7K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-11- 0.75% |
$6.25K - $6.69K
|
1.45K
$972K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-11- 2.62% |
$6.25K - $6.69K
|
409
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11- 0.03% |
$6.25K - $6.69K
|
36.5K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-11- 0.99% |
$6.25K - $6.69K
|
1.1K
$741K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.29% |
$6.81K - $7.29K
|
4.18K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-12- 0.18% |
$6.81K - $7.29K
|
6.52K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-12- 0.15% |
$6.81K - $7.29K
|
7.83K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-12- 0.71% |
$6.81K - $7.29K
|
1.69K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12- 0.63% |
$6.81K - $7.29K
|
1.88K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-12- 2.45% |
$6.81K - $7.29K
|
477
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 3.98% |
$7.38K - $7.9K
|
314
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.88% |
$7.38K - $7.9K
|
1.46K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 2.82% |
$7.38K - $7.9K
|
448
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-13- 1.77% |
$7.38K - $7.9K
|
723
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-13- 1.32% |
$7.38K - $7.9K
|
969
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.3% |
$7.38K - $7.9K
|
4.33K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-14- 1.11% |
$7.95K - $8.51K
|
1.24K
$835K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-14- 1.25% |
$7.95K - $8.51K
|
1.11K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-14- 2.56% |
$7.95K - $8.51K
|
532
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$771K
|