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 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.56K- 12.92% |
$3.73M - $3.99M
|
44.2K
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-6.72K- 31.41% |
$3.82M - $4.09M
|
14.7K
$8.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.76K- 36.31% |
$3.84M - $4.11M
|
11.9K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-6.81K- 47.32% |
$3.87M - $4.14M
|
7.59K
$4.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6.94K- 1.76% |
$3.94M - $4.22M
|
388K
$236M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.14K- 85.41% |
$4.06M - $4.34M
|
1.22K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.23K- 93.7% |
$4.1M - $4.39M
|
486
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.61K- 4.2% |
$4.32M - $4.62M
|
173K
$106M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7.76K- 9.69% |
$4.41M - $4.72M
|
72.4K
$44.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.33K- 28.36% |
$5.29M - $5.67M
|
23.6K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-9.99K- 65.7% |
$5.67M - $6.07M
|
5.22K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-11K- 67.98% |
$6.25M - $6.69M
|
5.18K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-11.3K- 67.8% |
$6.4M - $6.86M
|
5.36K
$3.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-12.1K- 15.73% |
$6.89M - $7.38M
|
65K
$39.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-12.7K- 8.9% |
$7.23M - $7.74M
|
130K
$79.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-15.9K- 21.87% |
$9.02M - $9.66M
|
56.8K
$34.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.7K- 46.73% |
$16.3M - $17.5M
|
32.7K
$20M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-29.8K- 87.73% |
$16.9M - $18.1M
|
4.17K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.1K- 99.9% |
$18.2M - $19.5M
|
32
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.1K- 5.98% |
$18.8M - $20.1M
|
521K
$317M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-43.8K- 60.17% |
$24.9M - $26.6M
|
29K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-69.5K- 97.63% |
$39.4M - $42.2M
|
1.69K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-75.8K- 61.65% |
$43.1M - $46.1M
|
47.2K
$28.8M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-115K- 51.39% |
$65.2M - $69.8M
|
109K
$66.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-130K- 10.99% |
$73.8M - $79M
|
1.05M
$642M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-176K- 97.82% |
$100M - $107M
|
3.93K
$2.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-181K- 94.37% |
$103M - $110M
|
10.8K
$6.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-204K- 31.82% |
$116M - $124M
|
436K
$266M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.17M- 92.22% |
$1.8B - $1.93B
|
268K
$163M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14.2M- 99.82% |
$8.08B - $8.65B
|
25.7K
$15.6M
|