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 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
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-60- 1.02% |
$34.1K - $36.5K
|
5.8K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-60- 7.13% |
$34.1K - $36.5K
|
782
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-60- 5.47% |
$34.1K - $36.5K
|
1.04K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 0.9% |
$34.1K - $36.5K
|
6.58K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-60- 1.22% |
$34.1K - $36.5K
|
4.87K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-60- 0.36% |
$34.1K - $36.5K
|
16.6K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-60- 10.64% |
$34.1K - $36.5K
|
504
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-61- 0.98% |
$34.6K - $37.1K
|
6.16K
$3.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-61- 1.07% |
$34.6K - $37.1K
|
5.64K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-61- 26.87% |
$34.6K - $37.1K
|
166
$99.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-61- 0.65% |
$34.6K - $37.1K
|
9.39K
$5.64M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-61- 0.02% |
$34.6K - $37.1K
|
387K
$233M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-63- 4.49% |
$35.8K - $38.3K
|
1.34K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-64- 0.08% |
$36.3K - $38.9K
|
81.3K
$48.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-65- 0.56% |
$36.9K - $39.5K
|
11.5K
$6.9M
|
|
|
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 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-65- 1.79% |
$36.9K - $39.5K
|
3.57K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.1% |
$36.9K - $39.5K
|
3.03K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 5.72% |
$37.5K - $40.1K
|
1.09K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.08% |
$37.5K - $40.1K
|
6.06K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-66- 0.76% |
$37.5K - $40.1K
|
8.6K
$5.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 1.05% |
$38K - $40.7K
|
6.34K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-68- 13.91% |
$38.6K - $41.3K
|
421
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-69- 1.33% |
$39.2K - $41.9K
|
5.14K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-69- 14.11% |
$39.2K - $41.9K
|
420
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-69- 1.37% |
$39.2K - $41.9K
|
4.98K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-69- 0.75% |
$39.2K - $41.9K
|
9.13K
$5.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 10.9% |
$39.7K - $42.5K
|
572
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-70- 1.18% |
$39.7K - $42.5K
|
5.86K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-70- 5.34% |
$39.7K - $42.5K
|
1.24K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70- 0.15% |
$39.7K - $42.5K
|
45.2K
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-70- 7.79% |
$39.7K - $42.5K
|
829
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-70- 0.7% |
$39.7K - $42.5K
|
9.98K
$5.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 95.89% |
$39.7K - $42.5K
|
3
$1.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-71- 10.89% |
$40.3K - $43.2K
|
581
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-73- 2.31% |
$41.5K - $44.4K
|
3.09K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-73- 0.7% |
$41.5K - $44.4K
|
10.4K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.97% |
$42.6K - $45.6K
|
7.68K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 0.3% |
$42.6K - $45.6K
|
25.1K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-75- 6.29% |
$42.6K - $45.6K
|
1.12K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 1.49% |
$43.2K - $46.2K
|
5.03K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-78- 1.5% |
$44.3K - $47.4K
|
5.11K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-78- 0.82% |
$44.3K - $47.4K
|
9.43K
$5.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-79- 19.65% |
$44.9K - $48K
|
323
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 2.33% |
$44.9K - $48K
|
3.32K
$1.99M
|