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 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-37- 0.8% |
$21K - $22.5K
|
4.58K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-37- 0.73% |
$21K - $22.5K
|
5.02K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-37- 0.18% |
$21K - $22.5K
|
20.4K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 0.71% |
$21K - $22.5K
|
5.2K
$3.27M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-38- 7.92% |
$21.6K - $23.1K
|
442
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-38- 1.4% |
$21.6K - $23.1K
|
2.69K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-38- 0.18% |
$21.6K - $23.1K
|
20.7K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-38- 6.9% |
$21.6K - $23.1K
|
513
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-38- 4.16% |
$21.6K - $23.1K
|
875
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-38- 22.62% |
$21.6K - $23.1K
|
130
$81.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-39- 0.38% |
$22.1K - $23.7K
|
10.2K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-39- 7.33% |
$22.1K - $23.7K
|
493
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-39- 6.13% |
$22.1K - $23.7K
|
597
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-39- 0.94% |
$22.1K - $23.7K
|
4.11K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-39- 2.8% |
$22.1K - $23.7K
|
1.36K
$851K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-40- 6.87% |
$22.7K - $24.3K
|
542
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 1.89% |
$22.7K - $24.3K
|
2.08K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40- 2.21% |
$22.7K - $24.3K
|
1.77K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 0.9% |
$22.7K - $24.3K
|
4.39K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 0.15% |
$22.7K - $24.3K
|
26.8K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-40- 2.07% |
$22.7K - $24.3K
|
1.89K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-41- 1.57% |
$23.3K - $24.9K
|
2.58K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-41- 1.83% |
$23.3K - $24.9K
|
2.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-41- 1.77% |
$23.3K - $24.9K
|
2.27K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-41- 0.64% |
$23.3K - $24.9K
|
6.32K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-41- 6.89% |
$23.3K - $24.9K
|
554
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-41- 1.04% |
$23.3K - $24.9K
|
3.91K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 2.63% |
$23.8K - $25.5K
|
1.55K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-42- 2.75% |
$23.8K - $25.5K
|
1.49K
$933K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 0.52% |
$23.8K - $25.5K
|
8.11K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-43- 3.48% |
$24.4K - $26.1K
|
1.19K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-43- 4.54% |
$24.4K - $26.1K
|
904
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-43- 6.13% |
$24.4K - $26.1K
|
658
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-43- 3.85% |
$24.4K - $26.1K
|
1.07K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$25K - $26.7K
|
7.89K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 2.66% |
$25K - $26.7K
|
1.61K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-44- 6.15% |
$25K - $26.7K
|
671
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-44- 1.53% |
$25K - $26.7K
|
2.82K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.67K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-45- 0.04% |
$25.6K - $27.4K
|
126K
$79M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 6.29% |
$25.6K - $27.4K
|
670
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-45- 0.71% |
$25.6K - $27.4K
|
6.33K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-45- 0.3% |
$25.6K - $27.4K
|
14.9K
$9.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-45- 1.23% |
$25.6K - $27.4K
|
3.61K
$2.27M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-45- 1.21% |
$25.6K - $27.4K
|
3.66K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-46- 3.47% |
$26.1K - $28K
|
1.28K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 0.73% |
$26.1K - $28K
|
6.27K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-46- 0.3% |
$26.1K - $28K
|
15.4K
$9.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-47- 1.85% |
$26.7K - $28.6K
|
2.49K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-47- 1.25% |
$26.7K - $28.6K
|
3.73K
$2.34M
|