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 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-167- 3.64% |
$94.8K - $102K
|
4.42K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-170- 1.62% |
$96.5K - $103K
|
10.3K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-170- 1.28% |
$96.5K - $103K
|
13.1K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-171- 3.0% |
$97.1K - $104K
|
5.53K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-171- 2.83% |
$97.1K - $104K
|
5.87K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-171- 1.71% |
$97.1K - $104K
|
9.83K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-172- 1.56% |
$97.7K - $105K
|
10.9K
$6.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-172- 0.42% |
$97.7K - $105K
|
40.5K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-174- 0.37% |
$98.8K - $106K
|
47.2K
$28.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-175- 6.83% |
$99.4K - $106K
|
2.39K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-175- 8.72% |
$99.4K - $106K
|
1.83K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-176- 0.1% |
$99.9K - $107K
|
184K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-176- 0.28% |
$99.9K - $107K
|
61.6K
$37.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-176- 10.69% |
$99.9K - $107K
|
1.47K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-178- 1.01% |
$101K - $108K
|
17.4K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-178- 0.75% |
$101K - $108K
|
23.5K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-179- 1.12% |
$102K - $109K
|
15.8K
$9.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-180- 2.74% |
$102K - $109K
|
6.4K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-180- 4.11% |
$102K - $109K
|
4.2K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-180- 11.76% |
$102K - $109K
|
1.35K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-181- 0.89% |
$103K - $110K
|
20.2K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-182- 8.91% |
$103K - $111K
|
1.86K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-184- 8.52% |
$104K - $112K
|
1.98K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-184- 5.21% |
$104K - $112K
|
3.35K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-184- 4.17% |
$104K - $112K
|
4.23K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-184- 1.27% |
$104K - $112K
|
14.3K
$8.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-184- 3.96% |
$104K - $112K
|
4.46K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-184- 1.13% |
$104K - $112K
|
16.1K
$9.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-185- 1.64% |
$105K - $112K
|
11.1K
$6.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-186- 14.03% |
$106K - $113K
|
1.14K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-188- 0.51% |
$107K - $114K
|
36.8K
$22.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-188- 3.01% |
$107K - $114K
|
6.06K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-189- 33.69% |
$107K - $115K
|
372
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-189- 6.1% |
$107K - $115K
|
2.91K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-189- 3.64% |
$107K - $115K
|
5K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-191- 4.03% |
$108K - $116K
|
4.55K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-192- 2.82% |
$109K - $117K
|
6.61K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-192- 0.41% |
$109K - $117K
|
46.7K
$28.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-193- 0.3% |
$110K - $117K
|
63.2K
$38.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-193- 1.33% |
$110K - $117K
|
14.4K
$8.76M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-194- 0.82% |
$110K - $118K
|
23.5K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194- 0.21% |
$110K - $118K
|
92.2K
$56.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-195- 3.9% |
$111K - $119K
|
4.81K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-196- 2.92% |
$111K - $119K
|
6.52K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-196- 2.6% |
$111K - $119K
|
7.33K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-196- 3.74% |
$111K - $119K
|
5.05K
$3.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-197- 0.62% |
$112K - $120K
|
31.4K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-200- 17.2% |
$114K - $122K
|
963
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 9.24% |
$114K - $122K
|
1.97K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-201- 13.21% |
$114K - $122K
|
1.32K
$805K
|