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 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-116- 0.12% |
$65.9K - $70.5K
|
100K
$61.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-118- 0.97% |
$67K - $71.7K
|
12.1K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118- 7.94% |
$67K - $71.7K
|
1.37K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-118- 1.1% |
$67K - $71.7K
|
10.6K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-120- 7.95% |
$68.1K - $72.9K
|
1.39K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-122- 0.78% |
$69.3K - $74.2K
|
15.5K
$9.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 19.25% |
$70.4K - $75.4K
|
520
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-125- 14.3% |
$71K - $76K
|
749
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 2.81% |
$77.8K - $83.3K
|
4.73K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-139- 2.43% |
$78.9K - $84.5K
|
5.57K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-140- 1.58% |
$79.5K - $85.1K
|
8.7K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-145- 2.11% |
$82.3K - $88.1K
|
6.72K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-147- 2.33% |
$83.5K - $89.3K
|
6.17K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-150- 0.73% |
$85.2K - $91.2K
|
20.5K
$12.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-153- 1.22% |
$86.9K - $93K
|
12.4K
$7.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-156- 2.34% |
$88.6K - $94.8K
|
6.5K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$90.3K - $96.6K
|
27.5K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-163- 5.38% |
$92.6K - $99.1K
|
2.87K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-164- 7.74% |
$93.1K - $99.7K
|
1.95K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-165- 1.18% |
$93.7K - $100K
|
13.9K
$8.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-167- 3.64% |
$94.8K - $102K
|
4.42K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-170- 1.62% |
$96.5K - $103K
|
10.3K
$6.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-171- 3.0% |
$97.1K - $104K
|
5.53K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-172- 1.56% |
$97.7K - $105K
|
10.9K
$6.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-174- 0.37% |
$98.8K - $106K
|
47.2K
$28.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-175- 6.83% |
$99.4K - $106K
|
2.39K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-178- 1.01% |
$101K - $108K
|
17.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-180- 2.74% |
$102K - $109K
|
6.4K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-184- 5.21% |
$104K - $112K
|
3.35K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-184- 4.17% |
$104K - $112K
|
4.23K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-184- 8.52% |
$104K - $112K
|
1.98K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-185- 1.64% |
$105K - $112K
|
11.1K
$6.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-188- 0.51% |
$107K - $114K
|
36.8K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-189- 33.69% |
$107K - $115K
|
372
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-191- 4.03% |
$108K - $116K
|
4.55K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-196- 2.92% |
$111K - $119K
|
6.52K
$3.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-197- 0.62% |
$112K - $120K
|
31.4K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-201- 13.21% |
$114K - $122K
|
1.32K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-203- 1.25% |
$115K - $123K
|
16K
$9.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-208- 5.44% |
$118K - $126K
|
3.62K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-210- 2.46% |
$119K - $128K
|
8.33K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-211- 1.25% |
$120K - $128K
|
16.7K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 1.04% |
$122K - $131K
|
20.5K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-219- 0.56% |
$124K - $133K
|
38.6K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-224- 1.28% |
$127K - $136K
|
17.3K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-229- 0.7% |
$130K - $139K
|
32.5K
$19.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-231- 2.13% |
$131K - $140K
|
10.6K
$6.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-233- 0.89% |
$132K - $142K
|
26K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-242- 2.02% |
$137K - $147K
|
11.8K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-244- 8.04% |
$139K - $148K
|
2.79K
$1.7M
|