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 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-99- 8.07% |
$56.2K - $60.2K
|
1.13K
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-99- 0.54% |
$56.2K - $60.2K
|
18.3K
$11.1M
|
|
|
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
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 1.57% |
$56.8K - $60.8K
|
6.25K
$3.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-101- 1.02% |
$57.3K - $61.4K
|
9.84K
$5.97M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-102- 1.78% |
$57.9K - $62K
|
5.64K
$3.42M
|
|
|
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
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-102- 0.34% |
$57.9K - $62K
|
29.6K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-103- 0.25% |
$58.5K - $62.6K
|
40.5K
$24.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-103- 3.94% |
$58.5K - $62.6K
|
2.51K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-103- 2.3% |
$58.5K - $62.6K
|
4.38K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-107- 0.62% |
$60.8K - $65K
|
17.3K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-107- 0.47% |
$60.8K - $65K
|
22.5K
$13.7M
|
|
|
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
$638K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-110- 4.89% |
$62.5K - $66.9K
|
2.14K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-110- 4.94% |
$62.5K - $66.9K
|
2.12K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-112- 2.12% |
$63.6K - $68.1K
|
5.16K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-113- 0.41% |
$64.2K - $68.7K
|
27.2K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-113- 6.98% |
$64.2K - $68.7K
|
1.51K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-114- 7.44% |
$64.7K - $69.3K
|
1.42K
$860K
|
|
|
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
$60.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-116- 7.23% |
$65.9K - $70.5K
|
1.49K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-116- 0.85% |
$65.9K - $70.5K
|
13.6K
$8.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-118- 0.97% |
$67K - $71.7K
|
12.1K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118- 7.94% |
$67K - $71.7K
|
1.37K
$829K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-118- 1.1% |
$67K - $71.7K
|
10.6K
$6.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-120- 7.95% |
$68.1K - $72.9K
|
1.39K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-122- 0.78% |
$69.3K - $74.2K
|
15.5K
$9.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-122- 1.32% |
$69.3K - $74.2K
|
9.13K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-122- 6.27% |
$69.3K - $74.2K
|
1.82K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-123- 5.85% |
$69.8K - $74.8K
|
1.98K
$1.2M
|
|
|
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
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-125- 14.3% |
$71K - $76K
|
749
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-125- 11.8% |
$71K - $76K
|
934
$566K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-126- 1.58% |
$71.5K - $76.6K
|
7.85K
$4.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-128- 7.01% |
$72.7K - $77.8K
|
1.7K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-130- 7.62% |
$73.8K - $79K
|
1.58K
$956K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-134- 2.06% |
$76.1K - $81.4K
|
6.38K
$3.87M
|
|
|
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
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-138- 2.09% |
$78.4K - $83.9K
|
6.47K
$3.92M
|