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
|
Professional Advisory Services Inc
|
SELL
|
- |
-175- 6.83% |
$99.4K - $106K
|
2.39K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-175- 8.72% |
$99.4K - $106K
|
1.83K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-176- 0.1% |
$99.9K - $107K
|
184K
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-176- 0.28% |
$99.9K - $107K
|
61.6K
$37.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-178- 1.01% |
$101K - $108K
|
17.4K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-179- 1.12% |
$102K - $109K
|
15.8K
$9.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-180- 2.74% |
$102K - $109K
|
6.4K
$3.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-180- 4.11% |
$102K - $109K
|
4.2K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-181- 0.89% |
$103K - $110K
|
20.2K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-182- 8.91% |
$103K - $111K
|
1.86K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-184- 8.52% |
$104K - $112K
|
1.98K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-184- 5.21% |
$104K - $112K
|
3.35K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-184- 4.17% |
$104K - $112K
|
4.23K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-184- 1.27% |
$104K - $112K
|
14.3K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-185- 1.64% |
$105K - $112K
|
11.1K
$6.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-188- 0.51% |
$107K - $114K
|
36.8K
$22.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-189- 33.69% |
$107K - $115K
|
372
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-189- 6.1% |
$107K - $115K
|
2.91K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-191- 4.03% |
$108K - $116K
|
4.55K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-193- 0.3% |
$110K - $117K
|
63.2K
$38.3M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-194- 0.82% |
$110K - $118K
|
23.5K
$14.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194- 0.21% |
$110K - $118K
|
92.2K
$55.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-196- 2.92% |
$111K - $119K
|
6.52K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-196- 2.6% |
$111K - $119K
|
7.33K
$4.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-197- 0.62% |
$112K - $120K
|
31.4K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-201- 13.21% |
$114K - $122K
|
1.32K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-203- 1.25% |
$115K - $123K
|
16K
$9.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-203- 24.43% |
$115K - $123K
|
628
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-204- 0.37% |
$116K - $124K
|
54.5K
$33M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-207- 3.41% |
$118K - $126K
|
5.86K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-207- 4.04% |
$118K - $126K
|
4.92K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-208- 5.44% |
$118K - $126K
|
3.62K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-210- 2.46% |
$119K - $128K
|
8.33K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-211- 1.25% |
$120K - $128K
|
16.7K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-212- 1.16% |
$120K - $129K
|
18K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 1.04% |
$122K - $131K
|
20.5K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-219- 0.56% |
$124K - $133K
|
38.6K
$23.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-220- 6.34% |
$125K - $134K
|
3.25K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-222- 9.52% |
$126K - $135K
|
2.11K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-224- 1.28% |
$127K - $136K
|
17.3K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-227- 0.27% |
$129K - $138K
|
84K
$50.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-229- 0.7% |
$130K - $139K
|
32.5K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-231- 2.13% |
$131K - $140K
|
10.6K
$6.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-232- 2.93% |
$132K - $141K
|
7.69K
$4.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-233- 0.89% |
$132K - $142K
|
26K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-236- 4.08% |
$134K - $143K
|
5.55K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-238- 13.34% |
$135K - $145K
|
1.55K
$937K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-242- 2.02% |
$137K - $147K
|
11.8K
$7.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-242- 1.57% |
$137K - $147K
|
15.2K
$9.22M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-244- 8.04% |
$139K - $148K
|
2.79K
$1.69M
|