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 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 5.02% |
$476K - $510K
|
15.9K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-840- 4.07% |
$477K - $511K
|
19.8K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-848- 30.05% |
$482K - $515K
|
1.97K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-858- 3.63% |
$487K - $522K
|
22.8K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-860- 13.72% |
$488K - $523K
|
5.41K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-870- 17.37% |
$494K - $529K
|
4.14K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-873- 0.89% |
$496K - $531K
|
96.9K
$62.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-873- 0.83% |
$496K - $531K
|
105K
$67.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-875- 3.9% |
$497K - $532K
|
21.6K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-876- 1.61% |
$497K - $532K
|
53.4K
$34.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-877- 2.43% |
$498K - $533K
|
35.3K
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-878- 3.24% |
$499K - $534K
|
26.2K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-879- 3.1% |
$499K - $534K
|
27.5K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-887- 52.33% |
$504K - $539K
|
808
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-888- 32.94% |
$504K - $540K
|
1.81K
$1.16M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-889- 1.39% |
$505K - $540K
|
63.2K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-892- 10.44% |
$506K - $542K
|
7.65K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-898- 3.28% |
$510K - $546K
|
26.5K
$17M
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-898- 18.3% |
$510K - $546K
|
4.01K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-899- 8.81% |
$510K - $546K
|
9.3K
$5.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-900- 4.05% |
$511K - $547K
|
21.3K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-902- 2.3% |
$512K - $548K
|
38.3K
$24.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-910- 0.87% |
$517K - $553K
|
104K
$66.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-912- 11.7% |
$518K - $554K
|
6.88K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-922- 3.18% |
$524K - $560K
|
28.1K
$18M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-927- 27.42% |
$526K - $563K
|
2.45K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-928- 0.55% |
$527K - $564K
|
167K
$107M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-928- 23.17% |
$527K - $564K
|
3.08K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-938- 22.86% |
$533K - $570K
|
3.17K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-938- 15.59% |
$533K - $570K
|
5.08K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-939- 25.9% |
$533K - $571K
|
2.69K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-946- 5.57% |
$537K - $575K
|
16.1K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-950- 4.28% |
$539K - $577K
|
21.2K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-963- 1.67% |
$547K - $585K
|
56.7K
$36.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-969- 7.63% |
$550K - $589K
|
11.7K
$7.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-990- 1.53% |
$562K - $602K
|
63.5K
$40.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-997- 10.92% |
$566K - $606K
|
8.13K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-998- 60.12% |
$567K - $607K
|
662
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-999- 17.49% |
$567K - $607K
|
4.71K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1K- 3.4% |
$568K - $608K
|
28.4K
$18.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.01K- 3.84% |
$573K - $613K
|
25.3K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 5.33% |
$577K - $618K
|
18.1K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 34.0% |
$581K - $622K
|
1.99K
$1.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 8.61% |
$584K - $625K
|
10.9K
$7.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.03K- 7.26% |
$585K - $626K
|
13.2K
$8.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.04K- 2.26% |
$591K - $633K
|
45K
$28.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.05K- 10.06% |
$595K - $637K
|
9.37K
$6.02M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 4.36% |
$596K - $638K
|
23K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.06K- 2.39% |
$599K - $641K
|
43.1K
$27.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.06K- 0.47% |
$601K - $643K
|
223K
$143M
|