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 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-270- 1.59% |
$153K - $164K
|
16.7K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-270- 2.82% |
$153K - $164K
|
9.3K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-274- 3.47% |
$156K - $167K
|
7.63K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-276- 16.11% |
$157K - $168K
|
1.44K
$879K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-277- 0.69% |
$157K - $168K
|
39.6K
$24.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-278- 6.78% |
$158K - $169K
|
3.82K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-279- 0.95% |
$158K - $170K
|
29.1K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-280- 0.65% |
$159K - $170K
|
43.1K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-280- 0.88% |
$159K - $170K
|
31.6K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-281- 2.59% |
$160K - $171K
|
10.6K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-281- 0.46% |
$160K - $171K
|
60.5K
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-282- 1.4% |
$160K - $171K
|
19.8K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-282- 2.24% |
$160K - $171K
|
12.3K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-284- 4.22% |
$161K - $173K
|
6.45K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-284- 0.88% |
$161K - $173K
|
31.9K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-284- 18.37% |
$161K - $173K
|
1.26K
$772K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-288- 2.85% |
$164K - $175K
|
9.81K
$6M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-295- 0.55% |
$168K - $179K
|
53.7K
$32.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-296- 1.0% |
$168K - $180K
|
29.4K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-297- 0.04% |
$169K - $181K
|
674K
$412M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-297- 41.65% |
$169K - $181K
|
416
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-298- 1.83% |
$169K - $181K
|
15.9K
$9.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-299- 17.12% |
$170K - $182K
|
1.45K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-300- 22.52% |
$170K - $182K
|
1.03K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-300- 30.3% |
$170K - $182K
|
690
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-301- 2.49% |
$171K - $183K
|
11.8K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-303- 5.39% |
$172K - $184K
|
5.32K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-304- 1.21% |
$173K - $185K
|
24.7K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-306- 25.59% |
$174K - $186K
|
890
$544K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-307- 0.92% |
$174K - $187K
|
33.1K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-307- 1.91% |
$174K - $187K
|
15.8K
$9.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-308- 1.49% |
$175K - $187K
|
20.4K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-309- 12.99% |
$175K - $188K
|
2.07K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-310- 1.15% |
$176K - $188K
|
26.7K
$16.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-311- 20.01% |
$177K - $189K
|
1.24K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-311- 0.55% |
$177K - $189K
|
56.6K
$34.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-312- 4.85% |
$177K - $190K
|
6.12K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-314- 0.87% |
$178K - $191K
|
35.8K
$21.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-315- 4.2% |
$179K - $191K
|
7.18K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-315- 1.79% |
$179K - $191K
|
17.3K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-315- 2.67% |
$179K - $191K
|
11.5K
$7.03M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-317- 3.36% |
$180K - $193K
|
9.11K
$5.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-318- 7.47% |
$181K - $193K
|
3.94K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-323- 9.41% |
$183K - $196K
|
3.11K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-323- 5.54% |
$183K - $196K
|
5.51K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-329- 2.57% |
$187K - $200K
|
12.5K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-331- 2.72% |
$188K - $201K
|
11.8K
$7.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-331- 6.28% |
$188K - $201K
|
4.94K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-333- 10.69% |
$189K - $202K
|
2.78K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-335- 0.86% |
$190K - $204K
|
38.6K
$23.6M
|