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
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 1.89% |
$14.2K - $15.2K
|
1.3K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.05% |
$14.2K - $15.2K
|
52K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-25- 0.67% |
$14.2K - $15.2K
|
3.69K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-25- 0.51% |
$14.2K - $15.2K
|
4.88K
$3.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 3.23% |
$14.2K - $15.2K
|
748
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-25- 0.56% |
$14.2K - $15.2K
|
4.42K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-25- 2.89% |
$14.2K - $15.2K
|
840
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 2.25% |
$14.2K - $15.2K
|
1.09K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25- 1.12% |
$14.2K - $15.2K
|
2.2K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-26- 2.5% |
$14.8K - $15.8K
|
1.02K
$638K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 0.08% |
$14.8K - $15.8K
|
31.5K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-26- 5.28% |
$14.8K - $15.8K
|
466
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-26- 1.97% |
$14.8K - $15.8K
|
1.3K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-26- 0.69% |
$14.8K - $15.8K
|
3.73K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-26- 1.14% |
$14.8K - $15.8K
|
2.25K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-26- 1.71% |
$14.8K - $15.8K
|
1.49K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26- 1.58% |
$14.8K - $15.8K
|
1.62K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-27- 4.37% |
$15.3K - $16.4K
|
591
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-27- 2.34% |
$15.3K - $16.4K
|
1.13K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-27- 5.86% |
$15.3K - $16.4K
|
434
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-28- 2.12% |
$15.9K - $17K
|
1.29K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-28- 1.72% |
$15.9K - $17K
|
1.6K
$1.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-29- 0.59% |
$16.5K - $17.6K
|
4.9K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-29- 6.44% |
$16.5K - $17.6K
|
421
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-29- 1.49% |
$16.5K - $17.6K
|
1.92K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-30- 0.86% |
$17K - $18.2K
|
3.45K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-30- 7.33% |
$17K - $18.2K
|
379
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-30- 5.63% |
$17K - $18.2K
|
503
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-30- 3.08% |
$17K - $18.2K
|
944
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-30- 1.07% |
$17K - $18.2K
|
2.76K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 0.21% |
$17K - $18.2K
|
14.3K
$8.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-31- 1.05% |
$17.6K - $18.8K
|
2.93K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.91% |
$17.6K - $18.8K
|
3.36K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-33- 1.74% |
$18.7K - $20.1K
|
1.86K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-33- 0.72% |
$18.7K - $20.1K
|
4.56K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-33- 8.44% |
$18.7K - $20.1K
|
358
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-33- 2.68% |
$18.7K - $20.1K
|
1.2K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-33- 1.99% |
$18.7K - $20.1K
|
1.63K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 5.18% |
$19.3K - $20.7K
|
623
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-34- 0.57% |
$19.3K - $20.7K
|
5.96K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 2.21% |
$19.3K - $20.7K
|
1.5K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-34- 0.85% |
$19.3K - $20.7K
|
3.95K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-34- 0.56% |
$19.3K - $20.7K
|
6.07K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-35- 0.21% |
$19.9K - $21.3K
|
16.5K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-35- 8.47% |
$19.9K - $21.3K
|
378
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-36- 1.44% |
$20.4K - $21.9K
|
2.46K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-36- 5.05% |
$20.4K - $21.9K
|
677
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-36- 1.6% |
$20.4K - $21.9K
|
2.22K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-36- 0.19% |
$20.4K - $21.9K
|
18.6K
$11.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-36- 39.56% |
$20.4K - $21.9K
|
55
$34.5K
|