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
|
Allworth Financial LP
|
SELL
|
- |
-928- 0.55% |
$527K - $564K
|
167K
$99.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-928- 23.17% |
$527K - $564K
|
3.08K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-938- 22.86% |
$533K - $570K
|
3.17K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-938- 15.59% |
$533K - $570K
|
5.08K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-939- 25.9% |
$533K - $571K
|
2.69K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-946- 5.57% |
$537K - $575K
|
16.1K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-950- 4.28% |
$539K - $577K
|
21.2K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-963- 1.67% |
$547K - $585K
|
56.7K
$33.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-969- 7.63% |
$550K - $589K
|
11.7K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-990- 1.53% |
$562K - $602K
|
63.5K
$37.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-997- 10.92% |
$566K - $606K
|
8.13K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-998- 60.12% |
$567K - $607K
|
662
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-999- 17.49% |
$567K - $607K
|
4.71K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1K- 3.4% |
$568K - $608K
|
28.4K
$16.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.01K- 3.84% |
$573K - $613K
|
25.3K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 5.33% |
$577K - $618K
|
18.1K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 34.0% |
$581K - $622K
|
1.99K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 8.61% |
$584K - $625K
|
10.9K
$6.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.03K- 7.26% |
$585K - $626K
|
13.2K
$7.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.04K- 2.26% |
$591K - $633K
|
45K
$26.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.05K- 10.06% |
$595K - $637K
|
9.37K
$5.59M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 4.36% |
$596K - $638K
|
23K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.06K- 2.39% |
$599K - $641K
|
43.1K
$25.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.06K- 0.47% |
$601K - $643K
|
223K
$133M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.06K- 31.01% |
$604K - $647K
|
2.37K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.07K- 12.7% |
$607K - $650K
|
7.35K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.07K- 3.06% |
$607K - $650K
|
33.8K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.07K- 5.36% |
$607K - $650K
|
18.9K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.07K- 8.24% |
$608K - $650K
|
11.9K
$7.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.08K- 0.7% |
$611K - $654K
|
152K
$90.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.08K- 1.24% |
$611K - $654K
|
85.4K
$50.9M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.08K- 2.41% |
$611K - $654K
|
43.6K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.08K- 66.36% |
$612K - $655K
|
546
$325K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.08K- 22.65% |
$613K - $656K
|
3.69K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.09K- 3.01% |
$619K - $663K
|
35.2K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.1K- 3.49% |
$623K - $667K
|
30.3K
$18.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.1K- 4.56% |
$625K - $669K
|
23K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.1K- 41.95% |
$625K - $669K
|
1.52K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 7.29% |
$626K - $670K
|
14K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.1K- 10.81% |
$626K - $670K
|
9.1K
$5.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.11K- 13.68% |
$628K - $672K
|
6.98K
$4.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.13K- 0.36% |
$640K - $685K
|
315K
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.14K- 3.63% |
$648K - $694K
|
30.3K
$18.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 4.55% |
$652K - $698K
|
24.1K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.17K- 4.22% |
$665K - $712K
|
26.6K
$15.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.18K- 3.31% |
$667K - $714K
|
34.3K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.18K- 21.82% |
$667K - $714K
|
4.21K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-1.19K- 3.57% |
$675K - $723K
|
32.1K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.19K- 7.03% |
$677K - $725K
|
15.8K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.2K- 70.18% |
$680K - $728K
|
509
$303K
|