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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.19K- 10.73% |
$3.51M - $3.76M
|
51.5K
$30.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.19K- 3.05% |
$3.51M - $3.76M
|
196K
$116M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.22K- 8.93% |
$3.53M - $3.78M
|
63.5K
$37.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.4K- 29.13% |
$3.63M - $3.89M
|
15.6K
$9.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.53K- 5.42% |
$3.7M - $3.97M
|
114K
$67.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.56K- 12.92% |
$3.73M - $3.99M
|
44.2K
$26.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.6K- 50.59% |
$3.75M - $4.01M
|
6.45K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.62K- 34.98% |
$3.76M - $4.03M
|
12.3K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-6.72K- 31.41% |
$3.82M - $4.09M
|
14.7K
$8.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.76K- 36.31% |
$3.84M - $4.11M
|
11.9K
$7.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-6.81K- 47.32% |
$3.87M - $4.14M
|
7.59K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.87K- 15.75% |
$3.9M - $4.18M
|
36.8K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.88K- 30.67% |
$3.91M - $4.18M
|
15.6K
$9.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6.94K- 1.76% |
$3.94M - $4.22M
|
388K
$230M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-6.96K- 19.57% |
$3.95M - $4.23M
|
28.6K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.97K- 0.71% |
$3.96M - $4.23M
|
967K
$573M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-7.04K- 23.43% |
$4M - $4.28M
|
23K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.14K- 85.41% |
$4.06M - $4.34M
|
1.22K
$723K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.23K- 93.7% |
$4.1M - $4.39M
|
486
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-7.29K- 19.16% |
$4.14M - $4.43M
|
30.7K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.43K- 41.52% |
$4.22M - $4.52M
|
10.5K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-7.44K- 0.55% |
$4.22M - $4.52M
|
1.34M
$796M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.61K- 4.2% |
$4.32M - $4.62M
|
173K
$103M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.64K- 2.19% |
$4.34M - $4.64M
|
341K
$202M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7.76K- 9.69% |
$4.41M - $4.72M
|
72.4K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
SELL
|
- |
-8.05K- 25.76% |
$4.57M - $4.89M
|
23.2K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-8.07K- 47.93% |
$4.58M - $4.91M
|
8.77K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.41K- 8.01% |
$4.78M - $5.11M
|
96.6K
$57.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.04K- 5.06% |
$5.14M - $5.5M
|
170K
$101M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.05K- 24.28% |
$5.14M - $5.5M
|
28.2K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-9.09K- 0.82% |
$5.16M - $5.52M
|
1.1M
$649M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-9.28K- 6.99% |
$5.27M - $5.64M
|
123K
$73.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.33K- 28.36% |
$5.29M - $5.67M
|
23.6K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9.5K- 3.13% |
$5.4M - $5.78M
|
294K
$174M
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-9.51K- 6.48% |
$5.4M - $5.78M
|
137K
$81.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.7K- 39.71% |
$5.51M - $5.9M
|
14.7K
$8.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.82K- 28.46% |
$5.58M - $5.97M
|
24.7K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-9.99K- 65.7% |
$5.67M - $6.07M
|
5.22K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10K- 9.79% |
$5.7M - $6.1M
|
92.5K
$54.8M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-10K- 58.01% |
$5.7M - $6.1M
|
7.27K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-10.2K- 9.75% |
$5.78M - $6.19M
|
94.2K
$55.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-10.2K- 16.51% |
$5.78M - $6.19M
|
51.5K
$30.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10.3K- 14.1% |
$5.82M - $6.23M
|
62.5K
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.5K- 2.98% |
$5.98M - $6.4M
|
343K
$203M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-11K- 67.98% |
$6.25M - $6.69M
|
5.18K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-11.1K- 38.52% |
$6.29M - $6.73M
|
17.7K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-11.3K- 67.8% |
$6.4M - $6.86M
|
5.36K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-11.3K- 9.15% |
$6.42M - $6.88M
|
112K
$66.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-11.4K- 94.13% |
$6.45M - $6.9M
|
708
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11.6K- 19.37% |
$6.57M - $7.03M
|
48.1K
$28.5M
|