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
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-118- 0.97% |
$67K - $71.7K
|
12.1K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118- 7.94% |
$67K - $71.7K
|
1.37K
$818K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-118- 1.1% |
$67K - $71.7K
|
10.6K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-120- 7.95% |
$68.1K - $72.9K
|
1.39K
$830K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-122- 0.78% |
$69.3K - $74.2K
|
15.5K
$9.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-122- 1.32% |
$69.3K - $74.2K
|
9.13K
$5.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-123- 5.85% |
$69.8K - $74.8K
|
1.98K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 19.25% |
$70.4K - $75.4K
|
520
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-124- 13.6% |
$70.4K - $75.4K
|
788
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-125- 14.3% |
$71K - $76K
|
749
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-125- 11.8% |
$71K - $76K
|
934
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-126- 1.58% |
$71.5K - $76.6K
|
7.85K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-130- 7.62% |
$73.8K - $79K
|
1.58K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-134- 2.06% |
$76.1K - $81.4K
|
6.38K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-136- 6.02% |
$77.2K - $82.7K
|
2.12K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 2.81% |
$77.8K - $83.3K
|
4.73K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-139- 2.43% |
$78.9K - $84.5K
|
5.57K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-140- 1.58% |
$79.5K - $85.1K
|
8.7K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-140- 28.06% |
$79.5K - $85.1K
|
359
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-140- 14.01% |
$79.5K - $85.1K
|
859
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-144- 0.81% |
$81.8K - $87.5K
|
17.7K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-145- 2.11% |
$82.3K - $88.1K
|
6.72K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-147- 2.33% |
$83.5K - $89.3K
|
6.17K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-150- 0.73% |
$85.2K - $91.2K
|
20.5K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-150- 3.31% |
$85.2K - $91.2K
|
4.38K
$2.62M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-153- 1.22% |
$86.9K - $93K
|
12.4K
$7.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-156- 2.34% |
$88.6K - $94.8K
|
6.5K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$90.3K - $96.6K
|
27.5K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-159- 0.96% |
$90.3K - $96.6K
|
16.4K
$9.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-162- 8.27% |
$92K - $98.5K
|
1.8K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-163- 5.38% |
$92.6K - $99.1K
|
2.87K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-163- 10.28% |
$92.6K - $99.1K
|
1.42K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-164- 7.74% |
$93.1K - $99.7K
|
1.95K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-165- 1.18% |
$93.7K - $100K
|
13.9K
$8.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-165- 9.49% |
$93.7K - $100K
|
1.57K
$940K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-166- 6.28% |
$94.3K - $101K
|
2.48K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-167- 3.64% |
$94.8K - $102K
|
4.42K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-170- 1.62% |
$96.5K - $103K
|
10.3K
$6.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-170- 1.28% |
$96.5K - $103K
|
13.1K
$7.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-171- 3.0% |
$97.1K - $104K
|
5.53K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-172- 1.56% |
$97.7K - $105K
|
10.9K
$6.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-172- 0.42% |
$97.7K - $105K
|
40.5K
$24.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-174- 0.37% |
$98.8K - $106K
|
47.2K
$28.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-175- 6.83% |
$99.4K - $106K
|
2.39K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-175- 8.72% |
$99.4K - $106K
|
1.83K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-176- 0.1% |
$99.9K - $107K
|
184K
$110M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-178- 1.01% |
$101K - $108K
|
17.4K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-180- 2.74% |
$102K - $109K
|
6.4K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-180- 4.11% |
$102K - $109K
|
4.2K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-182- 8.91% |
$103K - $111K
|
1.86K
$1.11M
|