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
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-30- 0.86% |
$17K - $18.2K
|
3.45K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-30- 7.33% |
$17K - $18.2K
|
379
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-30- 5.63% |
$17K - $18.2K
|
503
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-30- 3.08% |
$17K - $18.2K
|
944
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-30- 1.07% |
$17K - $18.2K
|
2.76K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-31- 1.05% |
$17.6K - $18.8K
|
2.93K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.91% |
$17.6K - $18.8K
|
3.36K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-33- 1.74% |
$18.7K - $20.1K
|
1.86K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-33- 0.72% |
$18.7K - $20.1K
|
4.56K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-33- 8.44% |
$18.7K - $20.1K
|
358
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-33- 2.68% |
$18.7K - $20.1K
|
1.2K
$717K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 5.18% |
$19.3K - $20.7K
|
623
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-34- 0.57% |
$19.3K - $20.7K
|
5.96K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 2.21% |
$19.3K - $20.7K
|
1.5K
$899K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-34- 0.85% |
$19.3K - $20.7K
|
3.95K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-35- 0.21% |
$19.9K - $21.3K
|
16.5K
$9.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-35- 8.47% |
$19.9K - $21.3K
|
378
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-36- 1.44% |
$20.4K - $21.9K
|
2.46K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-36- 5.05% |
$20.4K - $21.9K
|
677
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-36- 1.6% |
$20.4K - $21.9K
|
2.22K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-36- 0.19% |
$20.4K - $21.9K
|
18.6K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-37- 0.8% |
$21K - $22.5K
|
4.58K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-37- 0.73% |
$21K - $22.5K
|
5.02K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-37- 0.18% |
$21K - $22.5K
|
20.4K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 0.71% |
$21K - $22.5K
|
5.2K
$3.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-38- 7.92% |
$21.6K - $23.1K
|
442
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-38- 1.4% |
$21.6K - $23.1K
|
2.69K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-38- 0.18% |
$21.6K - $23.1K
|
20.7K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-38- 6.9% |
$21.6K - $23.1K
|
513
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-38- 4.16% |
$21.6K - $23.1K
|
875
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-39- 0.38% |
$22.1K - $23.7K
|
10.2K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-39- 7.33% |
$22.1K - $23.7K
|
493
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-39- 6.13% |
$22.1K - $23.7K
|
597
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-40- 6.87% |
$22.7K - $24.3K
|
542
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-40- 1.89% |
$22.7K - $24.3K
|
2.08K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40- 2.21% |
$22.7K - $24.3K
|
1.77K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 0.9% |
$22.7K - $24.3K
|
4.39K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 0.15% |
$22.7K - $24.3K
|
26.8K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-40- 2.07% |
$22.7K - $24.3K
|
1.89K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-41- 1.57% |
$23.3K - $24.9K
|
2.58K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-41- 1.83% |
$23.3K - $24.9K
|
2.2K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-41- 1.77% |
$23.3K - $24.9K
|
2.27K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-41- 0.64% |
$23.3K - $24.9K
|
6.32K
$3.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-41- 6.89% |
$23.3K - $24.9K
|
554
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 2.63% |
$23.8K - $25.5K
|
1.55K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-43- 3.48% |
$24.4K - $26.1K
|
1.19K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-43- 4.54% |
$24.4K - $26.1K
|
904
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-43- 6.13% |
$24.4K - $26.1K
|
658
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$25K - $26.7K
|
7.89K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 2.66% |
$25K - $26.7K
|
1.61K
$962K
|