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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-9- 0.32% |
$5.11K - $5.47K
|
2.79K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.28% |
$5.68K - $6.08K
|
3.57K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-10- 1.37% |
$5.68K - $6.08K
|
722
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 2.33% |
$5.68K - $6.08K
|
419
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-10- 1.43% |
$5.68K - $6.08K
|
690
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10- 0.19% |
$5.68K - $6.08K
|
5.34K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-10- 0.59% |
$5.68K - $6.08K
|
1.68K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10- 1.62% |
$5.68K - $6.08K
|
607
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.42% |
$5.68K - $6.08K
|
2.35K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$5.68K - $6.08K
|
2.36K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.22% |
$5.68K - $6.08K
|
4.44K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10- 0.04% |
$5.68K - $6.08K
|
23.7K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-11- 0.75% |
$6.25K - $6.69K
|
1.45K
$909K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.52% |
$6.25K - $6.69K
|
2.12K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-11- 2.62% |
$6.25K - $6.69K
|
409
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11- 0.03% |
$6.25K - $6.69K
|
36.5K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-11- 0.99% |
$6.25K - $6.69K
|
1.1K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.29% |
$6.81K - $7.29K
|
4.18K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-12- 0.18% |
$6.81K - $7.29K
|
6.52K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-12- 0.15% |
$6.81K - $7.29K
|
7.83K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-12- 0.71% |
$6.81K - $7.29K
|
1.69K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12- 0.63% |
$6.81K - $7.29K
|
1.88K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-12- 2.45% |
$6.81K - $7.29K
|
477
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 3.98% |
$7.38K - $7.9K
|
314
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.88% |
$7.38K - $7.9K
|
1.46K
$918K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 2.82% |
$7.38K - $7.9K
|
448
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-13- 1.77% |
$7.38K - $7.9K
|
723
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-13- 1.32% |
$7.38K - $7.9K
|
969
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.3% |
$7.38K - $7.9K
|
4.33K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-14- 1.11% |
$7.95K - $8.51K
|
1.24K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-14- 1.25% |
$7.95K - $8.51K
|
1.11K
$694K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-14- 2.56% |
$7.95K - $8.51K
|
532
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-14- 0.34% |
$7.95K - $8.51K
|
4.09K
$2.57M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 1.77% |
$7.95K - $8.51K
|
775
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.21% |
$8.52K - $9.12K
|
7.1K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-15- 2.58% |
$8.52K - $9.12K
|
566
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-15- 0.8% |
$8.52K - $9.12K
|
1.85K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15- 0.6% |
$8.52K - $9.12K
|
2.5K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-15- 3.2% |
$8.52K - $9.12K
|
454
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-15- 1.35% |
$8.52K - $9.12K
|
1.1K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-16- 1.33% |
$9.08K - $9.72K
|
1.19K
$747K
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-16- 0.22% |
$9.08K - $9.72K
|
7.29K
$4.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-16- 2.49% |
$9.08K - $9.72K
|
626
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-16- 2.6% |
$9.08K - $9.72K
|
599
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-16- 1.8% |
$9.08K - $9.72K
|
875
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.86% |
$9.08K - $9.72K
|
1.84K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-17- 0.47% |
$9.65K - $10.3K
|
3.63K
$2.28M
|