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 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 2.84% |
$36.9K - $39.5K
|
2.22K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-65- 1.79% |
$36.9K - $39.5K
|
3.57K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.1% |
$36.9K - $39.5K
|
3.03K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-65- 12.95% |
$36.9K - $39.5K
|
437
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.84% |
$36.9K - $39.5K
|
7.65K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 5.72% |
$37.5K - $40.1K
|
1.09K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.08% |
$37.5K - $40.1K
|
6.06K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-66- 0.76% |
$37.5K - $40.1K
|
8.6K
$5.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 1.05% |
$38K - $40.7K
|
6.34K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-68- 13.91% |
$38.6K - $41.3K
|
421
$283K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68- 0.46% |
$38.6K - $41.3K
|
14.7K
$9.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-69- 1.33% |
$39.2K - $41.9K
|
5.14K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-69- 14.11% |
$39.2K - $41.9K
|
420
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-69- 1.37% |
$39.2K - $41.9K
|
4.98K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-69- 0.75% |
$39.2K - $41.9K
|
9.13K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-69- 1.1% |
$39.2K - $41.9K
|
6.23K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-69- 1.84% |
$39.2K - $41.9K
|
3.69K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-69- 1.68% |
$39.2K - $41.9K
|
4.04K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 10.9% |
$39.7K - $42.5K
|
572
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-70- 1.18% |
$39.7K - $42.5K
|
5.86K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-70- 5.34% |
$39.7K - $42.5K
|
1.24K
$834K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70- 0.15% |
$39.7K - $42.5K
|
45.2K
$30.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-70- 7.79% |
$39.7K - $42.5K
|
829
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-70- 0.7% |
$39.7K - $42.5K
|
9.98K
$6.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 95.89% |
$39.7K - $42.5K
|
3
$2.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-70- 1.89% |
$39.7K - $42.5K
|
3.64K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-71- 10.89% |
$40.3K - $43.2K
|
581
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-71- 1.37% |
$40.3K - $43.2K
|
5.12K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-71- 0.78% |
$40.3K - $43.2K
|
9.05K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-72- 0.41% |
$40.9K - $43.8K
|
17.4K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-73- 2.31% |
$41.5K - $44.4K
|
3.09K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-73- 0.7% |
$41.5K - $44.4K
|
10.4K
$7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-73- 2.23% |
$41.5K - $44.4K
|
3.2K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-74- 6.95% |
$42K - $45K
|
990
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-74- 2.3% |
$42K - $45K
|
3.15K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.97% |
$42.6K - $45.6K
|
7.68K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 0.3% |
$42.6K - $45.6K
|
25.1K
$16.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-75- 6.29% |
$42.6K - $45.6K
|
1.12K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-75- 0.88% |
$42.6K - $45.6K
|
8.48K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 1.49% |
$43.2K - $46.2K
|
5.03K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-76- 0.75% |
$43.2K - $46.2K
|
10.1K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-76- 1.11% |
$43.2K - $46.2K
|
6.78K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-77- 6.35% |
$43.7K - $46.8K
|
1.14K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-77- 9.91% |
$43.7K - $46.8K
|
700
$470K
|
|
|
Oct 17, 2025
Q4 2024
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-77- 7.93% |
$43.7K - $46.8K
|
894
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-78- 1.5% |
$44.3K - $47.4K
|
5.11K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-78- 0.82% |
$44.3K - $47.4K
|
9.43K
$6.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-79- 19.65% |
$44.9K - $48K
|
323
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 2.33% |
$44.9K - $48K
|
3.32K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-79- 1.37% |
$44.9K - $48K
|
5.67K
$3.8M
|