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 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-97- 1.13% |
$55.1K - $59K
|
8.49K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.77% |
$56.2K - $60.2K
|
3.48K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-99- 8.07% |
$56.2K - $60.2K
|
1.13K
$682K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-100- 5.0% |
$56.8K - $60.8K
|
1.9K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-100- 4.61% |
$56.8K - $60.8K
|
2.07K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 1.57% |
$56.8K - $60.8K
|
6.25K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-102- 1.78% |
$57.9K - $62K
|
5.64K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-102- 0.36% |
$57.9K - $62K
|
28.5K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-102- 8.97% |
$57.9K - $62K
|
1.04K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-103- 0.25% |
$58.5K - $62.6K
|
40.5K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-103- 3.94% |
$58.5K - $62.6K
|
2.51K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-107- 0.62% |
$60.8K - $65K
|
17.3K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-107- 0.47% |
$60.8K - $65K
|
22.5K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-107- 21.27% |
$60.8K - $65K
|
396
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-108- 3.53% |
$61.3K - $65.6K
|
2.95K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-108- 9.31% |
$61.3K - $65.6K
|
1.05K
$637K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-108- 0.48% |
$61.3K - $65.6K
|
22.5K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-109- 2.4% |
$61.9K - $66.3K
|
4.42K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-112- 2.12% |
$63.6K - $68.1K
|
5.16K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-113- 0.41% |
$64.2K - $68.7K
|
27.2K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-114- 7.44% |
$64.7K - $69.3K
|
1.42K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-115- 5.9% |
$65.3K - $69.9K
|
1.83K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-115- 6.37% |
$65.3K - $69.9K
|
1.69K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-116- 0.12% |
$65.9K - $70.5K
|
100K
$60.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-116- 7.23% |
$65.9K - $70.5K
|
1.49K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-118- 0.97% |
$67K - $71.7K
|
12.1K
$7.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118- 7.94% |
$67K - $71.7K
|
1.37K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-118- 1.1% |
$67K - $71.7K
|
10.6K
$6.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-120- 7.95% |
$68.1K - $72.9K
|
1.39K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-122- 0.78% |
$69.3K - $74.2K
|
15.5K
$9.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-122- 1.32% |
$69.3K - $74.2K
|
9.13K
$5.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 19.25% |
$70.4K - $75.4K
|
520
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-124- 13.6% |
$70.4K - $75.4K
|
788
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-125- 14.3% |
$71K - $76K
|
749
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-125- 11.8% |
$71K - $76K
|
934
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-130- 7.62% |
$73.8K - $79K
|
1.58K
$954K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-134- 2.06% |
$76.1K - $81.4K
|
6.38K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-136- 6.02% |
$77.2K - $82.7K
|
2.12K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 2.81% |
$77.8K - $83.3K
|
4.73K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-139- 2.43% |
$78.9K - $84.5K
|
5.57K
$3.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-140- 1.58% |
$79.5K - $85.1K
|
8.7K
$5.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-140- 28.06% |
$79.5K - $85.1K
|
359
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-145- 2.11% |
$82.3K - $88.1K
|
6.72K
$4.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-147- 2.33% |
$83.5K - $89.3K
|
6.17K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-150- 0.73% |
$85.2K - $91.2K
|
20.5K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-150- 3.31% |
$85.2K - $91.2K
|
4.38K
$2.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-153- 1.22% |
$86.9K - $93K
|
12.4K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-156- 2.34% |
$88.6K - $94.8K
|
6.5K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$90.3K - $96.6K
|
27.5K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-162- 8.27% |
$92K - $98.5K
|
1.8K
$1.09M
|