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 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-107- 21.27% |
$60.8K - $65K
|
396
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-108- 3.53% |
$61.3K - $65.6K
|
2.95K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-108- 9.31% |
$61.3K - $65.6K
|
1.05K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-108- 0.48% |
$61.3K - $65.6K
|
22.5K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-108- 2.05% |
$61.3K - $65.6K
|
5.17K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-109- 2.4% |
$61.9K - $66.3K
|
4.42K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-109- 0.43% |
$61.9K - $66.3K
|
25.1K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-110- 4.89% |
$62.5K - $66.9K
|
2.14K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-110- 4.94% |
$62.5K - $66.9K
|
2.12K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-111- 0.21% |
$63K - $67.5K
|
52K
$30.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-112- 2.12% |
$63.6K - $68.1K
|
5.16K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-112- 0.57% |
$63.6K - $68.1K
|
19.6K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-113- 0.41% |
$64.2K - $68.7K
|
27.2K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-113- 6.98% |
$64.2K - $68.7K
|
1.51K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-114- 7.44% |
$64.7K - $69.3K
|
1.42K
$822K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-115- 5.9% |
$65.3K - $69.9K
|
1.83K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-115- 6.37% |
$65.3K - $69.9K
|
1.69K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-115- 1.62% |
$65.3K - $69.9K
|
6.97K
$4.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-116- 0.12% |
$65.9K - $70.5K
|
100K
$58M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-116- 7.23% |
$65.9K - $70.5K
|
1.49K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-116- 0.85% |
$65.9K - $70.5K
|
13.6K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 0.52% |
$66.4K - $71.1K
|
22.5K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-117- 3.44% |
$66.4K - $71.1K
|
3.28K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-118- 0.97% |
$67K - $71.7K
|
12.1K
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118- 7.94% |
$67K - $71.7K
|
1.37K
$792K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-118- 1.1% |
$67K - $71.7K
|
10.6K
$6.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-118- 5.68% |
$67K - $71.7K
|
1.96K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-119- 0.72% |
$67.6K - $72.3K
|
16.5K
$9.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-119- 2.13% |
$67.6K - $72.3K
|
5.46K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-120- 7.95% |
$68.1K - $72.9K
|
1.39K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-120- 1.5% |
$68.1K - $72.9K
|
7.9K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-122- 0.78% |
$69.3K - $74.2K
|
15.5K
$8.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-122- 1.32% |
$69.3K - $74.2K
|
9.13K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-122- 6.27% |
$69.3K - $74.2K
|
1.82K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-122- 6.99% |
$69.3K - $74.2K
|
1.62K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-123- 5.85% |
$69.8K - $74.8K
|
1.98K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 19.25% |
$70.4K - $75.4K
|
520
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-124- 13.6% |
$70.4K - $75.4K
|
788
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-124- 8.67% |
$70.4K - $75.4K
|
1.31K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-125- 14.3% |
$71K - $76K
|
749
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-125- 11.8% |
$71K - $76K
|
934
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-126- 1.58% |
$71.5K - $76.6K
|
7.85K
$4.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-128- 7.01% |
$72.7K - $77.8K
|
1.7K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-128- 0.74% |
$72.7K - $77.8K
|
17.1K
$9.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-129- 99.23% |
$73.2K - $78.4K
|
1
$579
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-130- 7.62% |
$73.8K - $79K
|
1.58K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-130- 1.69% |
$73.8K - $79K
|
7.55K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-131- 1.2% |
$74.4K - $79.6K
|
10.8K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-132- 9.17% |
$75K - $80.2K
|
1.31K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-134- 2.06% |
$76.1K - $81.4K
|
6.38K
$3.69M
|