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
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-17- 1.35% |
$9.65K - $10.3K
|
1.24K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-17- 0.31% |
$9.65K - $10.3K
|
5.49K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.53% |
$9.65K - $10.3K
|
3.19K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-17- 0.93% |
$9.65K - $10.3K
|
1.82K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-18- 0.3% |
$10.2K - $10.9K
|
5.95K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-18- 0.8% |
$10.2K - $10.9K
|
2.24K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-18- 0.03% |
$10.2K - $10.9K
|
55.6K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-18- 0.23% |
$10.2K - $10.9K
|
7.78K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-18- 0.41% |
$10.2K - $10.9K
|
4.36K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19- 0.72% |
$10.8K - $11.5K
|
2.63K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-19- 0.19% |
$10.8K - $11.5K
|
9.79K
$6.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-19- 2.66% |
$10.8K - $11.5K
|
694
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.03% |
$10.8K - $11.5K
|
1.83K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.73% |
$10.8K - $11.5K
|
2.58K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-19- 0.24% |
$10.8K - $11.5K
|
7.9K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-19- 1.02% |
$10.8K - $11.5K
|
1.84K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-19- 0.69% |
$10.8K - $11.5K
|
2.75K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-19- 0.09% |
$10.8K - $11.5K
|
21.2K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-20- 0.68% |
$11.4K - $12.2K
|
2.92K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-20- 0.43% |
$11.4K - $12.2K
|
4.64K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-20- 2.57% |
$11.4K - $12.2K
|
757
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-20- 1.46% |
$11.4K - $12.2K
|
1.35K
$847K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.68% |
$11.4K - $12.2K
|
2.91K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-20- 1.5% |
$11.4K - $12.2K
|
1.31K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 2.49% |
$11.4K - $12.2K
|
783
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-20- 1.32% |
$11.4K - $12.2K
|
1.5K
$942K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-20- 1.67% |
$11.4K - $12.2K
|
1.18K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-20- 0.37% |
$11.4K - $12.2K
|
5.32K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-21- 1.8% |
$11.9K - $12.8K
|
1.14K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-21- 1.66% |
$11.9K - $12.8K
|
1.24K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-21- 0.85% |
$11.9K - $12.8K
|
2.46K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-21- 0.58% |
$11.9K - $12.8K
|
3.58K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-21- 0.81% |
$11.9K - $12.8K
|
2.56K
$1.61M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-21- 0.32% |
$11.9K - $12.8K
|
6.62K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.12% |
$12.5K - $13.4K
|
18.2K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-22- 0.69% |
$12.5K - $13.4K
|
3.17K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-22- 0.83% |
$12.5K - $13.4K
|
2.63K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-23- 2.07% |
$13.1K - $14K
|
1.09K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-23- 0.24% |
$13.1K - $14K
|
9.52K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-23- 0.19% |
$13.1K - $14K
|
12K
$7.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$13.1K - $14K
|
1.13K
$712K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-24- 0.66% |
$13.6K - $14.6K
|
3.63K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.36% |
$13.6K - $14.6K
|
6.56K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24- 1.74% |
$13.6K - $14.6K
|
1.36K
$853K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-24- 2.26% |
$13.6K - $14.6K
|
1.04K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-24- 4.48% |
$13.6K - $14.6K
|
512
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-24- 0.06% |
$13.6K - $14.6K
|
42.8K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 1.32% |
$13.6K - $14.6K
|
1.79K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-25- 0.03% |
$14.2K - $15.2K
|
74.4K
$46.7M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25- 0.88% |
$14.2K - $15.2K
|
2.83K
$1.77M
|