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 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-136- 6.02% |
$77.2K - $82.7K
|
2.12K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 2.81% |
$77.8K - $83.3K
|
4.73K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-138- 2.09% |
$78.4K - $83.9K
|
6.47K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-139- 2.43% |
$78.9K - $84.5K
|
5.57K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-139- 0.07% |
$78.9K - $84.5K
|
193K
$118M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-140- 1.58% |
$79.5K - $85.1K
|
8.7K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-140- 28.06% |
$79.5K - $85.1K
|
359
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-140- 14.01% |
$79.5K - $85.1K
|
859
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-142- 3.09% |
$80.6K - $86.3K
|
4.45K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-144- 0.81% |
$81.8K - $87.5K
|
17.7K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-145- 2.11% |
$82.3K - $88.1K
|
6.72K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-145- 4.21% |
$82.3K - $88.1K
|
3.3K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-147- 2.33% |
$83.5K - $89.3K
|
6.17K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-150- 0.73% |
$85.2K - $91.2K
|
20.5K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-150- 3.31% |
$85.2K - $91.2K
|
4.38K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-150- 7.44% |
$85.2K - $91.2K
|
1.87K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-150- 21.43% |
$85.2K - $91.2K
|
550
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-150- 10.59% |
$85.2K - $91.2K
|
1.27K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-150- 1.5% |
$85.2K - $91.2K
|
9.84K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-150- 5.15% |
$85.2K - $91.2K
|
2.76K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-153- 1.22% |
$86.9K - $93K
|
12.4K
$7.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-153- 3.9% |
$86.9K - $93K
|
3.77K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-156- 2.34% |
$88.6K - $94.8K
|
6.5K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-156- 2.96% |
$88.6K - $94.8K
|
5.11K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$90.3K - $96.6K
|
27.5K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-159- 0.96% |
$90.3K - $96.6K
|
16.4K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-162- 8.27% |
$92K - $98.5K
|
1.8K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-163- 5.38% |
$92.6K - $99.1K
|
2.87K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-163- 10.28% |
$92.6K - $99.1K
|
1.42K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-164- 7.74% |
$93.1K - $99.7K
|
1.95K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-165- 1.18% |
$93.7K - $100K
|
13.9K
$8.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-165- 9.49% |
$93.7K - $100K
|
1.57K
$959K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-166- 6.28% |
$94.3K - $101K
|
2.48K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-166- 4.93% |
$94.3K - $101K
|
3.2K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-167- 3.64% |
$94.8K - $102K
|
4.42K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-170- 1.62% |
$96.5K - $103K
|
10.3K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-170- 1.28% |
$96.5K - $103K
|
13.1K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-171- 3.0% |
$97.1K - $104K
|
5.53K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-171- 2.83% |
$97.1K - $104K
|
5.87K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-171- 1.71% |
$97.1K - $104K
|
9.83K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-172- 1.56% |
$97.7K - $105K
|
10.9K
$6.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-172- 0.42% |
$97.7K - $105K
|
40.5K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-174- 0.37% |
$98.8K - $106K
|
47.2K
$28.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-175- 6.83% |
$99.4K - $106K
|
2.39K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-175- 8.72% |
$99.4K - $106K
|
1.83K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-176- 0.1% |
$99.9K - $107K
|
184K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-176- 0.28% |
$99.9K - $107K
|
61.6K
$37.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-176- 10.69% |
$99.9K - $107K
|
1.47K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-178- 1.01% |
$101K - $108K
|
17.4K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-178- 0.75% |
$101K - $108K
|
23.5K
$14.3M
|