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 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-411- 8.35% |
$233K - $250K
|
4.51K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-414- 27.44% |
$235K - $252K
|
1.1K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-416- 2.57% |
$236K - $253K
|
15.8K
$9.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 2.25% |
$237K - $253K
|
18.1K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-420- 18.05% |
$238K - $255K
|
1.91K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-421- 7.97% |
$239K - $256K
|
4.86K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-422- 3.27% |
$240K - $256K
|
12.5K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-425- 7.41% |
$241K - $258K
|
5.31K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-428- 4.2% |
$243K - $260K
|
9.76K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-430- 7.31% |
$244K - $261K
|
5.46K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-431- 7.37% |
$245K - $262K
|
5.41K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-432- 22.56% |
$245K - $263K
|
1.48K
$868K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-436- 2.91% |
$248K - $265K
|
14.6K
$8.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-441- 7.26% |
$250K - $268K
|
5.64K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-442- 0.23% |
$251K - $269K
|
191K
$112M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-445- 1.71% |
$253K - $270K
|
25.5K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-446- 3.36% |
$253K - $271K
|
12.8K
$7.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-446- 9.45% |
$253K - $271K
|
4.28K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-447- 7.09% |
$254K - $272K
|
5.86K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-448- 11.93% |
$254K - $272K
|
3.31K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-448- 1.09% |
$254K - $272K
|
40.6K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-452- 2.07% |
$257K - $275K
|
21.4K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-454- 1.25% |
$258K - $276K
|
36K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-455- 0.96% |
$258K - $277K
|
47K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-459- 3.32% |
$261K - $279K
|
13.4K
$7.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-467- 2.29% |
$265K - $284K
|
20K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-473- 4.87% |
$269K - $287K
|
9.25K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-474- 15.83% |
$269K - $288K
|
2.52K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-474- 5.24% |
$269K - $288K
|
8.57K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-474- 30.54% |
$269K - $288K
|
1.08K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-476- 33.57% |
$270K - $289K
|
942
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-477- 3.52% |
$271K - $290K
|
13.1K
$7.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-479- 7.45% |
$272K - $291K
|
5.95K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-480- 15.07% |
$273K - $292K
|
2.71K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-487- 67.27% |
$277K - $296K
|
237
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-492- 11.0% |
$279K - $299K
|
3.98K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-495- 7.04% |
$281K - $301K
|
6.54K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-500- 18.34% |
$284K - $304K
|
2.23K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-503- 2.22% |
$286K - $306K
|
22.1K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-505- 0.57% |
$287K - $307K
|
88.8K
$52M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-505- 4.55% |
$287K - $307K
|
10.6K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-510- 0.82% |
$290K - $310K
|
62K
$36.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-512- 1.34% |
$291K - $311K
|
37.6K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-512- 7.54% |
$291K - $311K
|
6.28K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-518- 0.26% |
$294K - $315K
|
201K
$118M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-519- 2.64% |
$295K - $315K
|
19.2K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-520- 3.66% |
$295K - $316K
|
13.7K
$8.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-522- 3.09% |
$296K - $317K
|
16.4K
$9.58M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-523- 23.77% |
$297K - $318K
|
1.68K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-531- 3.2% |
$302K - $323K
|
16K
$9.39M
|