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 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-55- 1.27% |
$31.2K - $33.4K
|
4.29K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-55- 0.23% |
$31.2K - $33.4K
|
23.5K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-55- 5.53% |
$31.2K - $33.4K
|
940
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 2.08% |
$31.2K - $33.4K
|
2.59K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-56- 1.33% |
$31.8K - $34K
|
4.16K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-56- 0.94% |
$31.8K - $34K
|
5.93K
$3.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-57- 1.18% |
$32.4K - $34.6K
|
4.77K
$3.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-57- 1.09% |
$32.4K - $34.6K
|
5.19K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-58- 2.29% |
$32.9K - $35.3K
|
2.47K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-58- 1.11% |
$32.9K - $35.3K
|
5.15K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-58- 2.98% |
$32.9K - $35.3K
|
1.89K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 2.77% |
$33.5K - $35.9K
|
2.07K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-59- 0.27% |
$33.5K - $35.9K
|
22.2K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-59- 1.3% |
$33.5K - $35.9K
|
4.47K
$2.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 2.18% |
$34.1K - $36.5K
|
2.69K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-60- 1.02% |
$34.1K - $36.5K
|
5.8K
$3.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-60- 7.13% |
$34.1K - $36.5K
|
782
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 5.47% |
$34.1K - $36.5K
|
1.04K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 0.9% |
$34.1K - $36.5K
|
6.58K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-60- 1.22% |
$34.1K - $36.5K
|
4.87K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-60- 0.36% |
$34.1K - $36.5K
|
16.6K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-60- 10.64% |
$34.1K - $36.5K
|
504
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-61- 0.98% |
$34.6K - $37.1K
|
6.16K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-61- 1.07% |
$34.6K - $37.1K
|
5.64K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-61- 26.87% |
$34.6K - $37.1K
|
166
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-61- 0.65% |
$34.6K - $37.1K
|
9.39K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-61- 0.02% |
$34.6K - $37.1K
|
387K
$249M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-61- 1.44% |
$34.6K - $37.1K
|
4.18K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-61- 0.47% |
$34.6K - $37.1K
|
12.9K
$8.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-62- 9.81% |
$35.2K - $37.7K
|
570
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.61% |
$35.2K - $37.7K
|
10.1K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-63- 8.96% |
$35.8K - $38.3K
|
640
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-63- 4.49% |
$35.8K - $38.3K
|
1.34K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-63- 5.69% |
$35.8K - $38.3K
|
1.04K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-63- 2.3% |
$35.8K - $38.3K
|
2.68K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-63- 38.41% |
$35.8K - $38.3K
|
101
$64.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63- 0.84% |
$35.8K - $38.3K
|
7.4K
$4.76M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-63- 4.69% |
$35.8K - $38.3K
|
1.28K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-64- 0.08% |
$36.3K - $38.9K
|
81.3K
$52.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-64- 0.31% |
$36.3K - $38.9K
|
20.6K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-64- 2.12% |
$36.3K - $38.9K
|
2.95K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-64- 0.18% |
$36.3K - $38.9K
|
36.3K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-64- 4.03% |
$36.3K - $38.9K
|
1.53K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-65- 0.56% |
$36.9K - $39.5K
|
11.5K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 2.84% |
$36.9K - $39.5K
|
2.22K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-65- 1.79% |
$36.9K - $39.5K
|
3.57K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.1% |
$36.9K - $39.5K
|
3.03K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-65- 12.95% |
$36.9K - $39.5K
|
437
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.84% |
$36.9K - $39.5K
|
7.65K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 5.72% |
$37.5K - $40.1K
|
1.09K
$699K
|