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 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-355- 31.78% |
$202K - $216K
|
762
$458K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-356- 0.94% |
$202K - $216K
|
37.6K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-360- 16.3% |
$204K - $219K
|
1.85K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-362- 4.08% |
$206K - $220K
|
8.51K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-363- 2.17% |
$206K - $221K
|
16.4K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-365- 13.43% |
$207K - $222K
|
2.35K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-368- 2.38% |
$209K - $224K
|
15.1K
$9.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-373- 1.53% |
$212K - $227K
|
24K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-374- 0.17% |
$212K - $227K
|
221K
$133M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-376- 4.1% |
$213K - $229K
|
8.8K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-377- 3.47% |
$214K - $229K
|
10.5K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 2.08% |
$215K - $230K
|
17.8K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-381- 46.01% |
$216K - $232K
|
447
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-381- 66.49% |
$216K - $232K
|
192
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-384- 2.49% |
$218K - $233K
|
15K
$9.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-385- 6.36% |
$219K - $234K
|
5.67K
$3.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-385- 24.58% |
$219K - $234K
|
1.18K
$710K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-385- 4.13% |
$219K - $234K
|
8.94K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-398- 12.42% |
$226K - $242K
|
2.81K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-406- 3.12% |
$231K - $247K
|
12.6K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-409- 31.53% |
$232K - $249K
|
888
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-411- 8.35% |
$233K - $250K
|
4.51K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-414- 27.44% |
$235K - $252K
|
1.1K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-416- 2.57% |
$236K - $253K
|
15.8K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 2.25% |
$237K - $253K
|
18.1K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-421- 7.97% |
$239K - $256K
|
4.86K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-422- 3.27% |
$240K - $256K
|
12.5K
$7.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-430- 7.31% |
$244K - $261K
|
5.46K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-432- 22.56% |
$245K - $263K
|
1.48K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-436- 2.91% |
$248K - $265K
|
14.6K
$8.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-441- 7.26% |
$250K - $268K
|
5.64K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-442- 0.23% |
$251K - $269K
|
191K
$115M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-445- 1.71% |
$253K - $270K
|
25.5K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-446- 3.36% |
$253K - $271K
|
12.8K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-446- 9.45% |
$253K - $271K
|
4.28K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-447- 7.09% |
$254K - $272K
|
5.86K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-448- 11.93% |
$254K - $272K
|
3.31K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-454- 1.25% |
$258K - $276K
|
36K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-459- 3.32% |
$261K - $279K
|
13.4K
$8.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-467- 2.29% |
$265K - $284K
|
20K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-473- 4.87% |
$269K - $287K
|
9.25K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-476- 33.57% |
$270K - $289K
|
942
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-479- 7.45% |
$272K - $291K
|
5.95K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-492- 11.0% |
$279K - $299K
|
3.98K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-495- 7.04% |
$281K - $301K
|
6.54K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-500- 18.34% |
$284K - $304K
|
2.23K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-505- 0.57% |
$287K - $307K
|
88.8K
$53.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-505- 4.55% |
$287K - $307K
|
10.6K
$6.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-512- 1.34% |
$291K - $311K
|
37.6K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-512- 7.54% |
$291K - $311K
|
6.28K
$3.77M
|