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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12- 0.63% |
$6.81K - $7.29K
|
1.88K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-12- 2.45% |
$6.81K - $7.29K
|
477
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 3.98% |
$7.38K - $7.9K
|
314
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.88% |
$7.38K - $7.9K
|
1.46K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 2.82% |
$7.38K - $7.9K
|
448
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-13- 1.77% |
$7.38K - $7.9K
|
723
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-13- 1.32% |
$7.38K - $7.9K
|
969
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.3% |
$7.38K - $7.9K
|
4.33K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-14- 1.11% |
$7.95K - $8.51K
|
1.24K
$706K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-14- 1.25% |
$7.95K - $8.51K
|
1.11K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-14- 2.56% |
$7.95K - $8.51K
|
532
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.2% |
$7.95K - $8.51K
|
1.15K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-14- 0.34% |
$7.95K - $8.51K
|
4.09K
$2.32M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 1.77% |
$7.95K - $8.51K
|
775
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15- 0.21% |
$8.52K - $9.12K
|
7.1K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-15- 2.58% |
$8.52K - $9.12K
|
566
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-15- 0.8% |
$8.52K - $9.12K
|
1.85K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15- 0.6% |
$8.52K - $9.12K
|
2.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-15- 3.2% |
$8.52K - $9.12K
|
454
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-15- 1.35% |
$8.52K - $9.12K
|
1.1K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-16- 1.33% |
$9.08K - $9.72K
|
1.19K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-16- 0.22% |
$9.08K - $9.72K
|
7.29K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-16- 2.49% |
$9.08K - $9.72K
|
626
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-16- 2.6% |
$9.08K - $9.72K
|
599
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-16- 1.8% |
$9.08K - $9.72K
|
875
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.86% |
$9.08K - $9.72K
|
1.84K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-17- 0.47% |
$9.65K - $10.3K
|
3.63K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-17- 1.35% |
$9.65K - $10.3K
|
1.24K
$702K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-17- 0.31% |
$9.65K - $10.3K
|
5.49K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.53% |
$9.65K - $10.3K
|
3.19K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-17- 0.93% |
$9.65K - $10.3K
|
1.82K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-18- 0.3% |
$10.2K - $10.9K
|
5.95K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-18- 0.8% |
$10.2K - $10.9K
|
2.24K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-18- 0.03% |
$10.2K - $10.9K
|
55.6K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-18- 0.23% |
$10.2K - $10.9K
|
7.78K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-18- 0.41% |
$10.2K - $10.9K
|
4.36K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19- 0.72% |
$10.8K - $11.5K
|
2.63K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-19- 0.19% |
$10.8K - $11.5K
|
9.79K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-19- 2.66% |
$10.8K - $11.5K
|
694
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.03% |
$10.8K - $11.5K
|
1.83K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.73% |
$10.8K - $11.5K
|
2.58K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-19- 0.24% |
$10.8K - $11.5K
|
7.9K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-19- 1.02% |
$10.8K - $11.5K
|
1.84K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-19- 0.69% |
$10.8K - $11.5K
|
2.75K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-19- 0.09% |
$10.8K - $11.5K
|
21.2K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-20- 0.68% |
$11.4K - $12.2K
|
2.92K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-20- 0.43% |
$11.4K - $12.2K
|
4.64K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-20- 2.57% |
$11.4K - $12.2K
|
757
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-20- 1.46% |
$11.4K - $12.2K
|
1.35K
$764K
|