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
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-52- 1.71% |
$29.5K - $31.6K
|
2.99K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 0.31% |
$29.5K - $31.6K
|
16.6K
$9.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-53- 8.2% |
$30.1K - $32.2K
|
593
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-54- 0.59% |
$30.7K - $32.8K
|
9.09K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-54- 0.55% |
$30.7K - $32.8K
|
9.75K
$5.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-54- 1.1% |
$30.7K - $32.8K
|
4.87K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-55- 8.94% |
$31.2K - $33.4K
|
560
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-55- 4.23% |
$31.2K - $33.4K
|
1.24K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-55- 7.15% |
$31.2K - $33.4K
|
714
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-56- 1.33% |
$31.8K - $34K
|
4.16K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-56- 0.94% |
$31.8K - $34K
|
5.93K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-58- 2.29% |
$32.9K - $35.3K
|
2.47K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-58- 1.11% |
$32.9K - $35.3K
|
5.15K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 2.77% |
$33.5K - $35.9K
|
2.07K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-59- 0.27% |
$33.5K - $35.9K
|
22.2K
$13.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 2.18% |
$34.1K - $36.5K
|
2.69K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-60- 1.02% |
$34.1K - $36.5K
|
5.8K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-60- 7.13% |
$34.1K - $36.5K
|
782
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 5.47% |
$34.1K - $36.5K
|
1.04K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-61- 0.98% |
$34.6K - $37.1K
|
6.16K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-61- 1.07% |
$34.6K - $37.1K
|
5.64K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-61- 26.87% |
$34.6K - $37.1K
|
166
$99.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-62- 9.81% |
$35.2K - $37.7K
|
570
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-63- 8.96% |
$35.8K - $38.3K
|
640
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-65- 0.56% |
$36.9K - $39.5K
|
11.5K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 2.84% |
$36.9K - $39.5K
|
2.22K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 5.72% |
$37.5K - $40.1K
|
1.09K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.08% |
$37.5K - $40.1K
|
6.06K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 1.05% |
$38K - $40.7K
|
6.34K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-69- 1.33% |
$39.2K - $41.9K
|
5.14K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 10.9% |
$39.7K - $42.5K
|
572
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-70- 1.18% |
$39.7K - $42.5K
|
5.86K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-70- 5.34% |
$39.7K - $42.5K
|
1.24K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70- 0.15% |
$39.7K - $42.5K
|
45.2K
$27.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.97% |
$42.6K - $45.6K
|
7.68K
$4.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 11.07% |
$45.4K - $48.6K
|
643
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-81- 0.14% |
$46K - $49.2K
|
56.4K
$33.8M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-82- 0.99% |
$46.6K - $49.8K
|
8.18K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-82- 1.23% |
$46.6K - $49.8K
|
6.59K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-83- 2.14% |
$47.1K - $50.4K
|
3.8K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-83- 16.97% |
$47.1K - $50.4K
|
406
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-84- 0.54% |
$47.7K - $51.1K
|
15.5K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-84- 0.58% |
$47.7K - $51.1K
|
14.5K
$8.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-84- 2.52% |
$47.7K - $51.1K
|
3.24K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 10.61% |
$48.3K - $51.7K
|
716
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.04% |
$50K - $53.5K
|
8.37K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88- 4.7% |
$50K - $53.5K
|
1.78K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-89- 14.47% |
$50.5K - $54.1K
|
526
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-91- 1.64% |
$51.7K - $55.3K
|
5.47K
$3.28M
|