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 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
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-184- 4.17% |
$104K - $112K
|
4.23K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-184- 1.27% |
$104K - $112K
|
14.3K
$8.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-184- 3.96% |
$104K - $112K
|
4.46K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-184- 1.13% |
$104K - $112K
|
16.1K
$9.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-185- 1.64% |
$105K - $112K
|
11.1K
$6.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-186- 14.03% |
$106K - $113K
|
1.14K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-188- 0.51% |
$107K - $114K
|
36.8K
$22.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-188- 3.01% |
$107K - $114K
|
6.06K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-189- 33.69% |
$107K - $115K
|
372
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-189- 6.1% |
$107K - $115K
|
2.91K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-189- 3.64% |
$107K - $115K
|
5K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-191- 4.03% |
$108K - $116K
|
4.55K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-192- 2.82% |
$109K - $117K
|
6.61K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-192- 0.41% |
$109K - $117K
|
46.7K
$28.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-193- 0.3% |
$110K - $117K
|
63.2K
$38.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-193- 1.33% |
$110K - $117K
|
14.4K
$8.76M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-194- 0.82% |
$110K - $118K
|
23.5K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194- 0.21% |
$110K - $118K
|
92.2K
$56.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-195- 3.9% |
$111K - $119K
|
4.81K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-196- 2.92% |
$111K - $119K
|
6.52K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-196- 2.6% |
$111K - $119K
|
7.33K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-196- 3.74% |
$111K - $119K
|
5.05K
$3.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-197- 0.62% |
$112K - $120K
|
31.4K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-200- 17.2% |
$114K - $122K
|
963
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 9.24% |
$114K - $122K
|
1.97K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-201- 13.21% |
$114K - $122K
|
1.32K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-203- 1.25% |
$115K - $123K
|
16K
$9.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-203- 24.43% |
$115K - $123K
|
628
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-204- 0.37% |
$116K - $124K
|
54.5K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-207- 3.41% |
$118K - $126K
|
5.86K
$3.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-207- 4.04% |
$118K - $126K
|
4.92K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-208- 5.44% |
$118K - $126K
|
3.62K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-210- 2.46% |
$119K - $128K
|
8.33K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-211- 1.25% |
$120K - $128K
|
16.7K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-212- 1.16% |
$120K - $129K
|
18K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 1.04% |
$122K - $131K
|
20.5K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-218- 7.94% |
$124K - $133K
|
2.53K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-219- 0.56% |
$124K - $133K
|
38.6K
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-220- 6.34% |
$125K - $134K
|
3.25K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-222- 9.52% |
$126K - $135K
|
2.11K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-223- 0.55% |
$127K - $136K
|
40.7K
$24.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-224- 1.28% |
$127K - $136K
|
17.3K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-224- 20.23% |
$127K - $136K
|
883
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-227- 0.27% |
$129K - $138K
|
84K
$51.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-229- 0.7% |
$130K - $139K
|
32.5K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-230- 20.05% |
$131K - $140K
|
917
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-231- 2.13% |
$131K - $140K
|
10.6K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-231- 23.77% |
$131K - $140K
|
741
$452K
|