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 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-120- 1.5% |
$68.1K - $72.9K
|
7.9K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-122- 0.78% |
$69.3K - $74.2K
|
15.5K
$9.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-122- 1.32% |
$69.3K - $74.2K
|
9.13K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-122- 6.27% |
$69.3K - $74.2K
|
1.82K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-122- 6.99% |
$69.3K - $74.2K
|
1.62K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-123- 5.85% |
$69.8K - $74.8K
|
1.98K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 19.25% |
$70.4K - $75.4K
|
520
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-124- 13.6% |
$70.4K - $75.4K
|
788
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-124- 8.67% |
$70.4K - $75.4K
|
1.31K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-125- 14.3% |
$71K - $76K
|
749
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-125- 11.8% |
$71K - $76K
|
934
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-126- 1.58% |
$71.5K - $76.6K
|
7.85K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-128- 7.01% |
$72.7K - $77.8K
|
1.7K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-128- 0.74% |
$72.7K - $77.8K
|
17.1K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-129- 99.23% |
$73.2K - $78.4K
|
1
$628
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-130- 7.62% |
$73.8K - $79K
|
1.58K
$990K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-130- 1.69% |
$73.8K - $79K
|
7.55K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-131- 1.2% |
$74.4K - $79.6K
|
10.8K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-132- 9.17% |
$75K - $80.2K
|
1.31K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-134- 2.06% |
$76.1K - $81.4K
|
6.38K
$4.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-136- 6.02% |
$77.2K - $82.7K
|
2.12K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 2.81% |
$77.8K - $83.3K
|
4.73K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-138- 2.09% |
$78.4K - $83.9K
|
6.47K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-139- 2.43% |
$78.9K - $84.5K
|
5.57K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-139- 0.07% |
$78.9K - $84.5K
|
193K
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-140- 1.58% |
$79.5K - $85.1K
|
8.7K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-140- 28.06% |
$79.5K - $85.1K
|
359
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-140- 14.01% |
$79.5K - $85.1K
|
859
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-142- 3.09% |
$80.6K - $86.3K
|
4.45K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-144- 0.81% |
$81.8K - $87.5K
|
17.7K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-145- 2.11% |
$82.3K - $88.1K
|
6.72K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-145- 4.21% |
$82.3K - $88.1K
|
3.3K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-147- 2.33% |
$83.5K - $89.3K
|
6.17K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-150- 0.73% |
$85.2K - $91.2K
|
20.5K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-150- 3.31% |
$85.2K - $91.2K
|
4.38K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-150- 7.44% |
$85.2K - $91.2K
|
1.87K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-150- 21.43% |
$85.2K - $91.2K
|
550
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-150- 10.59% |
$85.2K - $91.2K
|
1.27K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-150- 1.5% |
$85.2K - $91.2K
|
9.84K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-150- 5.15% |
$85.2K - $91.2K
|
2.76K
$1.73M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-150- 4.35% |
$85.2K - $91.2K
|
3.3K
$2.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-153- 1.22% |
$86.9K - $93K
|
12.4K
$7.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-153- 3.9% |
$86.9K - $93K
|
3.77K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-155- 3.29% |
$88K - $94.2K
|
4.55K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-156- 2.34% |
$88.6K - $94.8K
|
6.5K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-156- 2.96% |
$88.6K - $94.8K
|
5.11K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$90.3K - $96.6K
|
27.5K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-159- 0.96% |
$90.3K - $96.6K
|
16.4K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-162- 8.27% |
$92K - $98.5K
|
1.8K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-163- 5.38% |
$92.6K - $99.1K
|
2.87K
$1.8M
|