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 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-60- 1.22% |
$34.1K - $36.5K
|
4.87K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-60- 0.36% |
$34.1K - $36.5K
|
16.6K
$9.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-60- 10.64% |
$34.1K - $36.5K
|
504
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-61- 0.98% |
$34.6K - $37.1K
|
6.16K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-61- 1.07% |
$34.6K - $37.1K
|
5.64K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-61- 26.87% |
$34.6K - $37.1K
|
166
$97.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-61- 0.65% |
$34.6K - $37.1K
|
9.39K
$5.49M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-61- 0.02% |
$34.6K - $37.1K
|
387K
$227M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-61- 1.44% |
$34.6K - $37.1K
|
4.18K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-61- 0.47% |
$34.6K - $37.1K
|
12.9K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-62- 9.81% |
$35.2K - $37.7K
|
570
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.61% |
$35.2K - $37.7K
|
10.1K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-63- 8.96% |
$35.8K - $38.3K
|
640
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-63- 4.49% |
$35.8K - $38.3K
|
1.34K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-63- 5.69% |
$35.8K - $38.3K
|
1.04K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-63- 2.3% |
$35.8K - $38.3K
|
2.68K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-63- 38.41% |
$35.8K - $38.3K
|
101
$59.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63- 0.84% |
$35.8K - $38.3K
|
7.4K
$4.33M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-63- 4.69% |
$35.8K - $38.3K
|
1.28K
$749K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-64- 0.08% |
$36.3K - $38.9K
|
81.3K
$47.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-64- 0.31% |
$36.3K - $38.9K
|
20.6K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-64- 2.12% |
$36.3K - $38.9K
|
2.95K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-64- 0.18% |
$36.3K - $38.9K
|
36.3K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-64- 4.03% |
$36.3K - $38.9K
|
1.53K
$893K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-65- 0.56% |
$36.9K - $39.5K
|
11.5K
$6.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 2.84% |
$36.9K - $39.5K
|
2.22K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-65- 1.79% |
$36.9K - $39.5K
|
3.57K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.1% |
$36.9K - $39.5K
|
3.03K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-65- 12.95% |
$36.9K - $39.5K
|
437
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.84% |
$36.9K - $39.5K
|
7.65K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 5.72% |
$37.5K - $40.1K
|
1.09K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.08% |
$37.5K - $40.1K
|
6.06K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-66- 0.76% |
$37.5K - $40.1K
|
8.6K
$5.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 1.05% |
$38K - $40.7K
|
6.34K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-68- 13.91% |
$38.6K - $41.3K
|
421
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-69- 1.33% |
$39.2K - $41.9K
|
5.14K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-69- 14.11% |
$39.2K - $41.9K
|
420
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-69- 1.37% |
$39.2K - $41.9K
|
4.98K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-69- 0.75% |
$39.2K - $41.9K
|
9.13K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-69- 1.1% |
$39.2K - $41.9K
|
6.23K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-69- 1.84% |
$39.2K - $41.9K
|
3.69K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-69- 1.68% |
$39.2K - $41.9K
|
4.04K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 10.9% |
$39.7K - $42.5K
|
572
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-70- 1.18% |
$39.7K - $42.5K
|
5.86K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-70- 5.34% |
$39.7K - $42.5K
|
1.24K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70- 0.15% |
$39.7K - $42.5K
|
45.2K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-70- 7.79% |
$39.7K - $42.5K
|
829
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-70- 0.7% |
$39.7K - $42.5K
|
9.98K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 95.89% |
$39.7K - $42.5K
|
3
$1.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-70- 1.89% |
$39.7K - $42.5K
|
3.64K
$2.13M
|