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
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$25K - $26.7K
|
7.89K
$5.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 2.66% |
$25K - $26.7K
|
1.61K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-44- 6.15% |
$25K - $26.7K
|
671
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-44- 1.53% |
$25K - $26.7K
|
2.82K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.67K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-45- 0.04% |
$25.6K - $27.4K
|
126K
$84.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 6.29% |
$25.6K - $27.4K
|
670
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-45- 0.71% |
$25.6K - $27.4K
|
6.33K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-45- 0.3% |
$25.6K - $27.4K
|
14.9K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-45- 1.23% |
$25.6K - $27.4K
|
3.61K
$2.42M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.66K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-46- 3.47% |
$26.1K - $28K
|
1.28K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 0.73% |
$26.1K - $28K
|
6.27K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-46- 0.3% |
$26.1K - $28K
|
15.4K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-47- 1.85% |
$26.7K - $28.6K
|
2.49K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-47- 1.25% |
$26.7K - $28.6K
|
3.73K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-48- 0.3% |
$27.3K - $29.2K
|
16.1K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-48- 1.03% |
$27.3K - $29.2K
|
4.61K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-49- 1.63% |
$27.8K - $29.8K
|
2.96K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-49- 7.34% |
$27.8K - $29.8K
|
619
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-49- 2.81% |
$27.8K - $29.8K
|
1.69K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-49- 0.24% |
$27.8K - $29.8K
|
20.5K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-49- 2.48% |
$27.8K - $29.8K
|
1.93K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-49- 2.08% |
$27.8K - $29.8K
|
2.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-49- 1.27% |
$27.8K - $29.8K
|
3.82K
$2.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 3.25% |
$28.4K - $30.4K
|
1.49K
$999K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-50- 1.24% |
$28.4K - $30.4K
|
3.99K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-50- 1.11% |
$28.4K - $30.4K
|
4.45K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 2.47% |
$28.4K - $30.4K
|
1.98K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.21% |
$28.4K - $30.4K
|
24.3K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-50- 1.45% |
$28.4K - $30.4K
|
3.4K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 7.7% |
$28.4K - $30.4K
|
599
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-51- 2.77% |
$29K - $31K
|
1.79K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-51- 1.5% |
$29K - $31K
|
3.35K
$2.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-52- 0.39% |
$29.5K - $31.6K
|
13.4K
$8.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-52- 1.71% |
$29.5K - $31.6K
|
2.99K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 0.31% |
$29.5K - $31.6K
|
16.6K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-52- 1.52% |
$29.5K - $31.6K
|
3.38K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-52- 2.54% |
$29.5K - $31.6K
|
2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-52- 0.97% |
$29.5K - $31.6K
|
5.33K
$3.58M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-52- 0.6% |
$29.5K - $31.6K
|
8.67K
$5.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-53- 8.2% |
$30.1K - $32.2K
|
593
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-53- 0.94% |
$30.1K - $32.2K
|
5.56K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-53- 0.86% |
$30.1K - $32.2K
|
6.1K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-53- 1.58% |
$30.1K - $32.2K
|
3.31K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-53- 0.26% |
$30.1K - $32.2K
|
20.1K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.53% |
$30.1K - $32.2K
|
10K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-54- 0.59% |
$30.7K - $32.8K
|
9.09K
$6.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-54- 0.55% |
$30.7K - $32.8K
|
9.75K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-54- 1.1% |
$30.7K - $32.8K
|
4.87K
$3.27M
|