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
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-229- 0.7% |
$130K - $139K
|
32.5K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-231- 2.13% |
$131K - $140K
|
10.6K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-231- 23.77% |
$131K - $140K
|
741
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-232- 2.93% |
$132K - $141K
|
7.69K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-233- 0.89% |
$132K - $142K
|
26K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-236- 4.08% |
$134K - $143K
|
5.55K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-238- 13.34% |
$135K - $145K
|
1.55K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-242- 2.02% |
$137K - $147K
|
11.8K
$7.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-242- 1.57% |
$137K - $147K
|
15.2K
$9.13M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-244- 8.04% |
$139K - $148K
|
2.79K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-245- 0.48% |
$139K - $149K
|
51.3K
$30.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-246- 3.44% |
$140K - $150K
|
6.91K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-247- 1.6% |
$140K - $150K
|
15.2K
$9.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-249- 1.2% |
$141K - $151K
|
20.5K
$12.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 6.66% |
$142K - $152K
|
3.51K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-250- 7.12% |
$142K - $152K
|
3.26K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-251- 1.27% |
$143K - $153K
|
19.5K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-251- 1.17% |
$143K - $153K
|
21.2K
$12.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-252- 0.37% |
$143K - $153K
|
67.9K
$40.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-252- 2.15% |
$143K - $153K
|
11.5K
$6.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-255- 4.62% |
$145K - $155K
|
5.27K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-257- 1.15% |
$146K - $156K
|
22.1K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-262- 1.3% |
$149K - $159K
|
20K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-262- 5.38% |
$149K - $159K
|
4.61K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-268- 0.21% |
$152K - $163K
|
128K
$77.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-269- 3.98% |
$153K - $164K
|
6.5K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-269- 7.03% |
$153K - $164K
|
3.56K
$2.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-270- 1.59% |
$153K - $164K
|
16.7K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-270- 2.82% |
$153K - $164K
|
9.3K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-274- 3.47% |
$156K - $167K
|
7.63K
$4.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-277- 0.69% |
$157K - $168K
|
39.6K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-278- 6.78% |
$158K - $169K
|
3.82K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-280- 0.65% |
$159K - $170K
|
43.1K
$25.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-281- 2.59% |
$160K - $171K
|
10.6K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-281- 0.46% |
$160K - $171K
|
60.5K
$36.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-282- 1.4% |
$160K - $171K
|
19.8K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-284- 4.22% |
$161K - $173K
|
6.45K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-284- 0.88% |
$161K - $173K
|
31.9K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-288- 2.85% |
$164K - $175K
|
9.81K
$5.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-295- 0.55% |
$168K - $179K
|
53.7K
$32.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-297- 0.04% |
$169K - $181K
|
674K
$405M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-298- 1.83% |
$169K - $181K
|
15.9K
$9.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-299- 17.12% |
$170K - $182K
|
1.45K
$869K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-300- 22.52% |
$170K - $182K
|
1.03K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-304- 1.21% |
$173K - $185K
|
24.7K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-306- 25.59% |
$174K - $186K
|
890
$535K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-307- 0.92% |
$174K - $187K
|
33.1K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-308- 1.49% |
$175K - $187K
|
20.4K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-309- 12.99% |
$175K - $188K
|
2.07K
$1.24M
|