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 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 6.66% |
$142K - $152K
|
3.51K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-250- 7.12% |
$142K - $152K
|
3.26K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.67% |
$142K - $152K
|
14.7K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-250- 4.03% |
$142K - $152K
|
5.95K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-250- 0.52% |
$142K - $152K
|
47.5K
$29.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-251- 1.27% |
$143K - $153K
|
19.5K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-251- 1.17% |
$143K - $153K
|
21.2K
$13.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-252- 0.37% |
$143K - $153K
|
67.9K
$42.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-252- 2.15% |
$143K - $153K
|
11.5K
$7.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-255- 4.62% |
$145K - $155K
|
5.27K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-257- 1.15% |
$146K - $156K
|
22.1K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-260- 3.87% |
$148K - $158K
|
6.45K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-262- 1.3% |
$149K - $159K
|
20K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-262- 5.38% |
$149K - $159K
|
4.61K
$2.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-262- 14.4% |
$149K - $159K
|
1.56K
$980K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-268- 0.21% |
$152K - $163K
|
128K
$80.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-269- 3.98% |
$153K - $164K
|
6.5K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-269- 7.03% |
$153K - $164K
|
3.56K
$2.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-270- 1.59% |
$153K - $164K
|
16.7K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-270- 2.82% |
$153K - $164K
|
9.3K
$5.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-274- 3.47% |
$156K - $167K
|
7.63K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-276- 16.11% |
$157K - $168K
|
1.44K
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-277- 0.69% |
$157K - $168K
|
39.6K
$24.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-278- 6.78% |
$158K - $169K
|
3.82K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-279- 0.95% |
$158K - $170K
|
29.1K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-280- 0.65% |
$159K - $170K
|
43.1K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-280- 0.88% |
$159K - $170K
|
31.6K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-281- 2.59% |
$160K - $171K
|
10.6K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-281- 0.46% |
$160K - $171K
|
60.5K
$38.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-282- 1.4% |
$160K - $171K
|
19.8K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-282- 2.24% |
$160K - $171K
|
12.3K
$7.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-284- 4.22% |
$161K - $173K
|
6.45K
$4.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-284- 0.88% |
$161K - $173K
|
31.9K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-284- 18.37% |
$161K - $173K
|
1.26K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-288- 2.85% |
$164K - $175K
|
9.81K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-295- 0.55% |
$168K - $179K
|
53.7K
$33.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-296- 1.0% |
$168K - $180K
|
29.4K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-297- 0.04% |
$169K - $181K
|
674K
$424M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-297- 41.65% |
$169K - $181K
|
416
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-298- 1.83% |
$169K - $181K
|
15.9K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-299- 17.12% |
$170K - $182K
|
1.45K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-300- 22.52% |
$170K - $182K
|
1.03K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-300- 30.3% |
$170K - $182K
|
690
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-301- 2.49% |
$171K - $183K
|
11.8K
$7.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-303- 5.39% |
$172K - $184K
|
5.32K
$3.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-304- 1.21% |
$173K - $185K
|
24.7K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-306- 25.59% |
$174K - $186K
|
890
$560K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-307- 0.92% |
$174K - $187K
|
33.1K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-307- 1.91% |
$174K - $187K
|
15.8K
$9.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-308- 1.49% |
$175K - $187K
|
20.4K
$12.8M
|