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 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-38- 0.18% |
$21.6K - $23.1K
|
20.7K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-38- 6.9% |
$21.6K - $23.1K
|
513
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-39- 0.38% |
$22.1K - $23.7K
|
10.2K
$6.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-39- 7.33% |
$22.1K - $23.7K
|
493
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-39- 6.13% |
$22.1K - $23.7K
|
597
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-40- 6.87% |
$22.7K - $24.3K
|
542
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 1.89% |
$22.7K - $24.3K
|
2.08K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40- 2.21% |
$22.7K - $24.3K
|
1.77K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 0.9% |
$22.7K - $24.3K
|
4.39K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 0.15% |
$22.7K - $24.3K
|
26.8K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-41- 1.57% |
$23.3K - $24.9K
|
2.58K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-41- 1.83% |
$23.3K - $24.9K
|
2.2K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-41- 1.77% |
$23.3K - $24.9K
|
2.27K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 2.63% |
$23.8K - $25.5K
|
1.55K
$940K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-43- 3.48% |
$24.4K - $26.1K
|
1.19K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-43- 4.54% |
$24.4K - $26.1K
|
904
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$25K - $26.7K
|
7.89K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.67K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-45- 0.04% |
$25.6K - $27.4K
|
126K
$76.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-46- 3.47% |
$26.1K - $28K
|
1.28K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-47- 1.85% |
$26.7K - $28.6K
|
2.49K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-48- 0.3% |
$27.3K - $29.2K
|
16.1K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-49- 1.63% |
$27.8K - $29.8K
|
2.96K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-49- 7.34% |
$27.8K - $29.8K
|
619
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-49- 2.81% |
$27.8K - $29.8K
|
1.69K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 3.25% |
$28.4K - $30.4K
|
1.49K
$900K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-50- 1.24% |
$28.4K - $30.4K
|
3.99K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-50- 1.11% |
$28.4K - $30.4K
|
4.45K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 2.47% |
$28.4K - $30.4K
|
1.98K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.21% |
$28.4K - $30.4K
|
24.3K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-51- 2.77% |
$29K - $31K
|
1.79K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-52- 0.39% |
$29.5K - $31.6K
|
13.4K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-52- 1.71% |
$29.5K - $31.6K
|
2.99K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 0.31% |
$29.5K - $31.6K
|
16.6K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-52- 1.52% |
$29.5K - $31.6K
|
3.38K
$2.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-53- 8.2% |
$30.1K - $32.2K
|
593
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-54- 0.59% |
$30.7K - $32.8K
|
9.09K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-54- 0.55% |
$30.7K - $32.8K
|
9.75K
$5.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-54- 1.1% |
$30.7K - $32.8K
|
4.87K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-55- 8.94% |
$31.2K - $33.4K
|
560
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-55- 4.23% |
$31.2K - $33.4K
|
1.24K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-55- 7.15% |
$31.2K - $33.4K
|
714
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-55- 1.35% |
$31.2K - $33.4K
|
4.01K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-56- 1.33% |
$31.8K - $34K
|
4.16K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-56- 0.94% |
$31.8K - $34K
|
5.93K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-58- 2.29% |
$32.9K - $35.3K
|
2.47K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-58- 1.11% |
$32.9K - $35.3K
|
5.15K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 2.77% |
$33.5K - $35.9K
|
2.07K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-59- 0.27% |
$33.5K - $35.9K
|
22.2K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 2.18% |
$34.1K - $36.5K
|
2.69K
$1.63M
|