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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-90- 3.63% |
$51.1K - $54.7K
|
2.39K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-90- 4.36% |
$51.1K - $54.7K
|
1.97K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-90- 1.86% |
$51.1K - $54.7K
|
4.75K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-91- 1.64% |
$51.7K - $55.3K
|
5.47K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-91- 0.25% |
$51.7K - $55.3K
|
36.8K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-91- 1.3% |
$51.7K - $55.3K
|
6.9K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-91- 21.98% |
$51.7K - $55.3K
|
323
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-92- 0.42% |
$52.2K - $55.9K
|
21.7K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-92- 1.43% |
$52.2K - $55.9K
|
6.35K
$3.68M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-92- 5.31% |
$52.2K - $55.9K
|
1.64K
$950K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-92- 1.27% |
$52.2K - $55.9K
|
7.14K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.32% |
$52.8K - $56.5K
|
28.8K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-94- 13.72% |
$53.4K - $57.1K
|
591
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-94- 2.82% |
$53.4K - $57.1K
|
3.24K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-94- 0.64% |
$53.4K - $57.1K
|
14.5K
$8.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-95- 2.1% |
$53.9K - $57.7K
|
4.43K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 1.41% |
$53.9K - $57.7K
|
6.64K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-95- 1.13% |
$53.9K - $57.7K
|
8.3K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-95- 9.13% |
$53.9K - $57.7K
|
946
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 1.99% |
$54.5K - $58.3K
|
4.72K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-96- 3.8% |
$54.5K - $58.3K
|
2.43K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-96- 2.83% |
$54.5K - $58.3K
|
3.29K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-97- 1.13% |
$55.1K - $59K
|
8.49K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-97- 6.07% |
$55.1K - $59K
|
1.5K
$870K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-97- 5.47% |
$55.1K - $59K
|
1.68K
$970K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-98- 10.64% |
$55.6K - $59.6K
|
823
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.77% |
$56.2K - $60.2K
|
3.48K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-99- 8.07% |
$56.2K - $60.2K
|
1.13K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-99- 0.54% |
$56.2K - $60.2K
|
18.3K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-99- 19.92% |
$56.2K - $60.2K
|
398
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-99- 2.81% |
$56.2K - $60.2K
|
3.43K
$1.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-100- 5.0% |
$56.8K - $60.8K
|
1.9K
$1.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-100- 4.61% |
$56.8K - $60.8K
|
2.07K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 1.57% |
$56.8K - $60.8K
|
6.25K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-101- 1.02% |
$57.3K - $61.4K
|
9.84K
$5.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-101- 1.27% |
$57.3K - $61.4K
|
7.85K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-102- 1.78% |
$57.9K - $62K
|
5.64K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-102- 0.36% |
$57.9K - $62K
|
28.5K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-102- 8.97% |
$57.9K - $62K
|
1.04K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-102- 0.34% |
$57.9K - $62K
|
29.6K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-102- 4.72% |
$57.9K - $62K
|
2.06K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-103- 0.25% |
$58.5K - $62.6K
|
40.5K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-103- 3.94% |
$58.5K - $62.6K
|
2.51K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-103- 2.3% |
$58.5K - $62.6K
|
4.38K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-104- 10.31% |
$59.1K - $63.2K
|
905
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-105- 0.5% |
$59.6K - $63.8K
|
20.7K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-107- 0.62% |
$60.8K - $65K
|
17.3K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-107- 0.47% |
$60.8K - $65K
|
22.5K
$13M
|