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
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-445- 1.71% |
$253K - $270K
|
25.5K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-446- 3.36% |
$253K - $271K
|
12.8K
$8.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-446- 9.45% |
$253K - $271K
|
4.28K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-447- 7.09% |
$254K - $272K
|
5.86K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-448- 11.93% |
$254K - $272K
|
3.31K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-448- 1.09% |
$254K - $272K
|
40.6K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-452- 2.07% |
$257K - $275K
|
21.4K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-454- 1.25% |
$258K - $276K
|
36K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-455- 0.96% |
$258K - $277K
|
47K
$31.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-459- 3.32% |
$261K - $279K
|
13.4K
$8.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-467- 2.29% |
$265K - $284K
|
20K
$13.4M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-470- 15.71% |
$267K - $286K
|
2.52K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-473- 4.87% |
$269K - $287K
|
9.25K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-474- 15.83% |
$269K - $288K
|
2.52K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-474- 5.24% |
$269K - $288K
|
8.57K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-474- 30.54% |
$269K - $288K
|
1.08K
$724K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-476- 33.57% |
$270K - $289K
|
942
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-477- 3.52% |
$271K - $290K
|
13.1K
$8.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-479- 7.45% |
$272K - $291K
|
5.95K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-480- 15.07% |
$273K - $292K
|
2.71K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-487- 67.27% |
$277K - $296K
|
237
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-492- 11.0% |
$279K - $299K
|
3.98K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-495- 7.04% |
$281K - $301K
|
6.54K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-500- 18.34% |
$284K - $304K
|
2.23K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-503- 2.22% |
$286K - $306K
|
22.1K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-505- 0.57% |
$287K - $307K
|
88.8K
$59.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-505- 4.55% |
$287K - $307K
|
10.6K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-510- 0.82% |
$290K - $310K
|
62K
$41.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-512- 1.34% |
$291K - $311K
|
37.6K
$25.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-512- 7.54% |
$291K - $311K
|
6.28K
$4.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-518- 0.26% |
$294K - $315K
|
201K
$135M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-519- 2.64% |
$295K - $315K
|
19.2K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-520- 3.66% |
$295K - $316K
|
13.7K
$9.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-522- 3.09% |
$296K - $317K
|
16.4K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-523- 23.77% |
$297K - $318K
|
1.68K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-531- 3.2% |
$302K - $323K
|
16K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-536- 0.9% |
$304K - $326K
|
58.9K
$39.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-539- 1.43% |
$306K - $328K
|
37.1K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-546- 0.38% |
$310K - $332K
|
144K
$96.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-554- 0.59% |
$315K - $337K
|
93.5K
$62.8M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-554- 41.01% |
$315K - $337K
|
797
$535K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-555- 1.43% |
$315K - $337K
|
38.1K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-557- 1.83% |
$316K - $339K
|
29.8K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-560- 2.07% |
$318K - $340K
|
26.5K
$17.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-565- 3.97% |
$321K - $343K
|
13.7K
$9.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-566- 3.01% |
$321K - $344K
|
18.2K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-571- 2.2% |
$324K - $347K
|
25.4K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-572- 2.5% |
$325K - $348K
|
22.3K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-577- 5.86% |
$328K - $351K
|
9.27K
$6.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-580- 80.44% |
$329K - $353K
|
141
$94.7K
|