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 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-83- 0.23% |
$47.1K - $50.4K
|
35.8K
$22.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-84- 0.54% |
$47.7K - $51.1K
|
15.5K
$9.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-84- 0.58% |
$47.7K - $51.1K
|
14.5K
$9.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-84- 2.52% |
$47.7K - $51.1K
|
3.24K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-84- 10.54% |
$47.7K - $51.1K
|
713
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-84- 13.4% |
$47.7K - $51.1K
|
543
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 10.61% |
$48.3K - $51.7K
|
716
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-85- 0.2% |
$48.3K - $51.7K
|
42.3K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-86- 1.14% |
$48.8K - $52.3K
|
7.49K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-86- 0.93% |
$48.8K - $52.3K
|
9.12K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-86- 9.41% |
$48.8K - $52.3K
|
828
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-87- 0.19% |
$49.4K - $52.9K
|
45.8K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-87- 1.71% |
$49.4K - $52.9K
|
5.01K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-87- 0.53% |
$49.4K - $52.9K
|
16.3K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.04% |
$50K - $53.5K
|
8.37K
$5.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88- 4.7% |
$50K - $53.5K
|
1.78K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-89- 14.47% |
$50.5K - $54.1K
|
526
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-89- 1.26% |
$50.5K - $54.1K
|
6.96K
$4.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 3.28% |
$50.5K - $54.1K
|
2.62K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 0.52% |
$50.5K - $54.1K
|
17.2K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-90- 3.63% |
$51.1K - $54.7K
|
2.39K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-90- 4.36% |
$51.1K - $54.7K
|
1.97K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-90- 1.86% |
$51.1K - $54.7K
|
4.75K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-91- 1.64% |
$51.7K - $55.3K
|
5.47K
$3.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-91- 0.25% |
$51.7K - $55.3K
|
36.8K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-91- 1.3% |
$51.7K - $55.3K
|
6.9K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-91- 2.54% |
$51.7K - $55.3K
|
3.49K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-91- 21.98% |
$51.7K - $55.3K
|
323
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-92- 0.42% |
$52.2K - $55.9K
|
21.7K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-92- 1.43% |
$52.2K - $55.9K
|
6.35K
$3.99M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-92- 5.31% |
$52.2K - $55.9K
|
1.64K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-92- 1.27% |
$52.2K - $55.9K
|
7.14K
$4.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.32% |
$52.8K - $56.5K
|
28.8K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-94- 13.72% |
$53.4K - $57.1K
|
591
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-94- 2.82% |
$53.4K - $57.1K
|
3.24K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-94- 0.64% |
$53.4K - $57.1K
|
14.5K
$9.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-95- 2.1% |
$53.9K - $57.7K
|
4.43K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 1.41% |
$53.9K - $57.7K
|
6.64K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-95- 1.13% |
$53.9K - $57.7K
|
8.3K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-95- 9.13% |
$53.9K - $57.7K
|
946
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 1.99% |
$54.5K - $58.3K
|
4.72K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-96- 3.8% |
$54.5K - $58.3K
|
2.43K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-96- 2.83% |
$54.5K - $58.3K
|
3.29K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-97- 1.13% |
$55.1K - $59K
|
8.49K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-97- 6.07% |
$55.1K - $59K
|
1.5K
$943K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-97- 5.47% |
$55.1K - $59K
|
1.68K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-98- 10.64% |
$55.6K - $59.6K
|
823
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.77% |
$56.2K - $60.2K
|
3.48K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-99- 8.07% |
$56.2K - $60.2K
|
1.13K
$708K
|