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 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.05K- 23.46% |
$2.87M - $3.07M
|
16.5K
$9.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.12K- 15.09% |
$2.91M - $3.11M
|
28.8K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.18K- 1.4% |
$2.94M - $3.15M
|
366K
$221M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 5.39% |
$3.01M - $3.23M
|
93.1K
$56.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.43K- 78.17% |
$3.08M - $3.3M
|
1.52K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.45K- 17.64% |
$3.09M - $3.31M
|
25.4K
$15.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.74K- 5.61% |
$3.26M - $3.49M
|
96.6K
$58.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.86K- 48.57% |
$3.33M - $3.56M
|
6.2K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.88K- 12.73% |
$3.34M - $3.57M
|
40.3K
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.99K- 15.7% |
$3.4M - $3.64M
|
32.1K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.19K- 10.73% |
$3.51M - $3.76M
|
51.5K
$31.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.19K- 3.05% |
$3.51M - $3.76M
|
196K
$119M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.22K- 8.93% |
$3.53M - $3.78M
|
63.5K
$38.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.4K- 29.13% |
$3.63M - $3.89M
|
15.6K
$9.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.53K- 5.42% |
$3.7M - $3.97M
|
114K
$68.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.56K- 12.92% |
$3.73M - $3.99M
|
44.2K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.6K- 50.59% |
$3.75M - $4.01M
|
6.45K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.62K- 34.98% |
$3.76M - $4.03M
|
12.3K
$7.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-6.72K- 31.41% |
$3.82M - $4.09M
|
14.7K
$8.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.76K- 36.31% |
$3.84M - $4.11M
|
11.9K
$7.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-6.81K- 47.32% |
$3.87M - $4.14M
|
7.59K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.87K- 15.75% |
$3.9M - $4.18M
|
36.8K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6.94K- 1.76% |
$3.94M - $4.22M
|
388K
$235M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-6.96K- 19.57% |
$3.95M - $4.23M
|
28.6K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.97K- 0.71% |
$3.96M - $4.23M
|
967K
$585M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-7.04K- 23.43% |
$4M - $4.28M
|
23K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.14K- 85.41% |
$4.06M - $4.34M
|
1.22K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.23K- 93.7% |
$4.1M - $4.39M
|
486
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.43K- 41.52% |
$4.22M - $4.52M
|
10.5K
$6.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-7.44K- 0.55% |
$4.22M - $4.52M
|
1.34M
$813M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.61K- 4.2% |
$4.32M - $4.62M
|
173K
$105M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7.76K- 9.69% |
$4.41M - $4.72M
|
72.4K
$43.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-8.07K- 47.93% |
$4.58M - $4.91M
|
8.77K
$5.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.05K- 24.28% |
$5.14M - $5.5M
|
28.2K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-9.28K- 6.99% |
$5.27M - $5.64M
|
123K
$74.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.33K- 28.36% |
$5.29M - $5.67M
|
23.6K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9.5K- 3.13% |
$5.4M - $5.78M
|
294K
$178M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.7K- 39.71% |
$5.51M - $5.9M
|
14.7K
$8.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.82K- 28.46% |
$5.58M - $5.97M
|
24.7K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-9.99K- 65.7% |
$5.67M - $6.07M
|
5.22K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-10.2K- 9.75% |
$5.78M - $6.19M
|
94.2K
$57M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-10.2K- 16.51% |
$5.78M - $6.19M
|
51.5K
$31.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10.3K- 14.1% |
$5.82M - $6.23M
|
62.5K
$37.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.5K- 2.98% |
$5.98M - $6.4M
|
343K
$208M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-11K- 67.98% |
$6.25M - $6.69M
|
5.18K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-11.1K- 38.52% |
$6.29M - $6.73M
|
17.7K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-11.3K- 67.8% |
$6.4M - $6.86M
|
5.36K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11.6K- 19.37% |
$6.57M - $7.03M
|
48.1K
$29.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.6K- 8.61% |
$6.61M - $7.08M
|
124K
$74.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.1K- 42.34% |
$6.87M - $7.35M
|
16.5K
$9.96M
|