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
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-21- 0.58% |
$11.9K - $12.8K
|
3.58K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.12% |
$12.5K - $13.4K
|
18.2K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-22- 0.69% |
$12.5K - $13.4K
|
3.17K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-23- 2.07% |
$13.1K - $14K
|
1.09K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-23- 0.24% |
$13.1K - $14K
|
9.52K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-23- 0.19% |
$13.1K - $14K
|
12K
$7.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$13.1K - $14K
|
1.13K
$686K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-24- 0.66% |
$13.6K - $14.6K
|
3.63K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.36% |
$13.6K - $14.6K
|
6.56K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24- 1.74% |
$13.6K - $14.6K
|
1.36K
$822K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25- 0.88% |
$14.2K - $15.2K
|
2.83K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.05% |
$14.2K - $15.2K
|
52K
$31.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-25- 0.67% |
$14.2K - $15.2K
|
3.69K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-26- 2.5% |
$14.8K - $15.8K
|
1.02K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 0.08% |
$14.8K - $15.8K
|
31.5K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-26- 5.28% |
$14.8K - $15.8K
|
466
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-26- 1.97% |
$14.8K - $15.8K
|
1.3K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-26- 0.69% |
$14.8K - $15.8K
|
3.73K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-26- 1.14% |
$14.8K - $15.8K
|
2.25K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-26- 1.71% |
$14.8K - $15.8K
|
1.49K
$903K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26- 1.58% |
$14.8K - $15.8K
|
1.62K
$979K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-28- 2.12% |
$15.9K - $17K
|
1.29K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-28- 1.72% |
$15.9K - $17K
|
1.6K
$970K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-29- 0.59% |
$16.5K - $17.6K
|
4.9K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-29- 6.44% |
$16.5K - $17.6K
|
421
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-30- 0.86% |
$17K - $18.2K
|
3.45K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-30- 7.33% |
$17K - $18.2K
|
379
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-30- 5.63% |
$17K - $18.2K
|
503
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-30- 3.08% |
$17K - $18.2K
|
944
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-30- 1.07% |
$17K - $18.2K
|
2.76K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-31- 1.05% |
$17.6K - $18.8K
|
2.93K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.91% |
$17.6K - $18.8K
|
3.36K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-33- 1.74% |
$18.7K - $20.1K
|
1.86K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-33- 0.72% |
$18.7K - $20.1K
|
4.56K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-33- 8.44% |
$18.7K - $20.1K
|
358
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-33- 2.68% |
$18.7K - $20.1K
|
1.2K
$725K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 5.18% |
$19.3K - $20.7K
|
623
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-34- 0.57% |
$19.3K - $20.7K
|
5.96K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 2.21% |
$19.3K - $20.7K
|
1.5K
$910K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-35- 0.21% |
$19.9K - $21.3K
|
16.5K
$9.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-35- 8.47% |
$19.9K - $21.3K
|
378
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-36- 1.44% |
$20.4K - $21.9K
|
2.46K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-36- 5.05% |
$20.4K - $21.9K
|
677
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-37- 0.8% |
$21K - $22.5K
|
4.58K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-37- 0.73% |
$21K - $22.5K
|
5.02K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-37- 0.18% |
$21K - $22.5K
|
20.4K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 0.71% |
$21K - $22.5K
|
5.2K
$3.15M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-38- 7.92% |
$21.6K - $23.1K
|
442
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-38- 1.4% |
$21.6K - $23.1K
|
2.69K
$1.62M
|