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
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.32K- 5.94% |
$747K - $800K
|
20.8K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.34K- 0.84% |
$762K - $816K
|
159K
$97M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.44K- 3.15% |
$815K - $873K
|
44.2K
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.46K- 1.88% |
$828K - $886K
|
75.9K
$46.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.48K- 56.99% |
$838K - $897K
|
1.11K
$679K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 11.56% |
$839K - $898K
|
11.3K
$6.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.52K- 2.67% |
$865K - $926K
|
55.5K
$33.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.54K- 5.53% |
$872K - $933K
|
26.2K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.55K- 2.38% |
$879K - $941K
|
63.5K
$38.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.84K- 59.23% |
$1.05M - $1.12M
|
1.27K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.88K- 2.37% |
$1.07M - $1.14M
|
77.5K
$47.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.46% |
$1.09M - $1.17M
|
130K
$79.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.93K- 8.71% |
$1.1M - $1.18M
|
20.3K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 33.19% |
$1.12M - $1.2M
|
3.96K
$2.42M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.01K- 2.27% |
$1.14M - $1.22M
|
86.5K
$52.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.02K- 1.48% |
$1.15M - $1.23M
|
134K
$81.9M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.12K- 10.38% |
$1.2M - $1.29M
|
18.3K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 70.85% |
$1.35M - $1.44M
|
978
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.39K- 53.16% |
$1.36M - $1.45M
|
2.1K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 0.71% |
$1.39M - $1.48M
|
340K
$207M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.45K- 3.09% |
$1.39M - $1.49M
|
76.8K
$46.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.53K- 9.87% |
$1.44M - $1.54M
|
23.1K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.65K- 4.39% |
$1.51M - $1.61M
|
57.8K
$35.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.71K- 15.3% |
$1.54M - $1.65M
|
15K
$9.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.73K- 1.94% |
$1.55M - $1.66M
|
138K
$84.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.74K- 12.34% |
$1.56M - $1.67M
|
19.5K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.83K- 3.05% |
$1.61M - $1.72M
|
89.9K
$54.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.96K- 41.24% |
$1.68M - $1.8M
|
4.21K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-3.16K- 4.86% |
$1.79M - $1.92M
|
61.9K
$37.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-3.18K- 9.12% |
$1.81M - $1.93M
|
31.7K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3.2K- 1.64% |
$1.82M - $1.94M
|
192K
$117M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.22K- 1.94% |
$1.83M - $1.96M
|
163K
$99.5M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.28K- 9.25% |
$1.86M - $1.99M
|
32.1K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.3K- 11.76% |
$1.87M - $2M
|
24.7K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.4K- 23.01% |
$1.93M - $2.07M
|
11.4K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-3.42K- 3.75% |
$1.94M - $2.08M
|
87.7K
$53.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-3.43K- 5.91% |
$1.94M - $2.08M
|
54.5K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.52K- 84.72% |
$2M - $2.14M
|
635
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.67K- 2.33% |
$2.08M - $2.23M
|
154K
$93.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.78K- 2.08% |
$2.15M - $2.3M
|
178K
$108M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.01K- 54.42% |
$2.27M - $2.43M
|
3.36K
$2.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.19K- 2.14% |
$2.38M - $2.54M
|
191K
$117M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.56K- 10.53% |
$2.59M - $2.77M
|
38.8K
$23.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.05K- 23.46% |
$2.87M - $3.07M
|
16.5K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.18K- 1.4% |
$2.94M - $3.15M
|
366K
$223M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.43K- 78.17% |
$3.08M - $3.3M
|
1.52K
$924K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.74K- 5.61% |
$3.26M - $3.49M
|
96.6K
$58.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.88K- 12.73% |
$3.34M - $3.57M
|
40.3K
$24.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.99K- 15.7% |
$3.4M - $3.64M
|
32.1K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.53K- 5.42% |
$3.7M - $3.97M
|
114K
$69.5M
|