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 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-203- 24.43% |
$115K - $123K
|
628
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-204- 0.37% |
$116K - $124K
|
54.5K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-205- 0.23% |
$116K - $125K
|
90.5K
$52.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-207- 3.41% |
$118K - $126K
|
5.86K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-207- 4.04% |
$118K - $126K
|
4.92K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-208- 5.44% |
$118K - $126K
|
3.62K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-210- 2.46% |
$119K - $128K
|
8.33K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-211- 1.25% |
$120K - $128K
|
16.7K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-212- 1.16% |
$120K - $129K
|
18K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 1.04% |
$122K - $131K
|
20.5K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-218- 7.94% |
$124K - $133K
|
2.53K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-218- 4.06% |
$124K - $133K
|
5.15K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-219- 0.56% |
$124K - $133K
|
38.6K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-220- 6.34% |
$125K - $134K
|
3.25K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-222- 9.52% |
$126K - $135K
|
2.11K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-223- 0.55% |
$127K - $136K
|
40.7K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-224- 1.28% |
$127K - $136K
|
17.3K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-224- 20.23% |
$127K - $136K
|
883
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-227- 0.27% |
$129K - $138K
|
84K
$49.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-229- 0.7% |
$130K - $139K
|
32.5K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-230- 20.05% |
$131K - $140K
|
917
$536K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-230- 14.1% |
$131K - $140K
|
1.4K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-231- 2.13% |
$131K - $140K
|
10.6K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-231- 23.77% |
$131K - $140K
|
741
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-232- 2.93% |
$132K - $141K
|
7.69K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-233- 0.89% |
$132K - $142K
|
26K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-233- 0.72% |
$132K - $142K
|
32K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-236- 4.08% |
$134K - $143K
|
5.55K
$3.25M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-237- 32.07% |
$135K - $144K
|
502
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-238- 13.34% |
$135K - $145K
|
1.55K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-240- 3.98% |
$136K - $146K
|
5.79K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-242- 2.02% |
$137K - $147K
|
11.8K
$6.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-242- 1.57% |
$137K - $147K
|
15.2K
$8.89M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-244- 8.04% |
$139K - $148K
|
2.79K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-245- 0.48% |
$139K - $149K
|
51.3K
$30M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-246- 3.44% |
$140K - $150K
|
6.91K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-246- 1.32% |
$140K - $150K
|
18.4K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-247- 1.6% |
$140K - $150K
|
15.2K
$8.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-249- 1.2% |
$141K - $151K
|
20.5K
$12M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 6.66% |
$142K - $152K
|
3.51K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-250- 7.12% |
$142K - $152K
|
3.26K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$8.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-250- 4.03% |
$142K - $152K
|
5.95K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-250- 0.52% |
$142K - $152K
|
47.5K
$27.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-251- 1.27% |
$143K - $153K
|
19.5K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-251- 1.17% |
$143K - $153K
|
21.2K
$12.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-252- 0.37% |
$143K - $153K
|
67.9K
$39.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-252- 2.15% |
$143K - $153K
|
11.5K
$6.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-255- 4.62% |
$145K - $155K
|
5.27K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-257- 1.15% |
$146K - $156K
|
22.1K
$12.9M
|