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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.36K- 1.12% |
$773K - $827K
|
120K
$72.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.37K- 6.22% |
$776K - $831K
|
20.6K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.38K- 0.5% |
$782K - $837K
|
272K
$164M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.44K- 3.15% |
$815K - $873K
|
44.2K
$26.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.46K- 1.88% |
$828K - $886K
|
75.9K
$45.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.48K- 56.99% |
$838K - $897K
|
1.11K
$670K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 11.56% |
$839K - $898K
|
11.3K
$6.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.52K- 2.67% |
$865K - $926K
|
55.5K
$33.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.54K- 5.53% |
$872K - $933K
|
26.2K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.55K- 2.38% |
$879K - $941K
|
63.5K
$38.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.61K- 41.66% |
$916K - $981K
|
2.26K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.77K- 3.33% |
$1M - $1.07M
|
51.3K
$30.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.83K- 2.62% |
$1.04M - $1.11M
|
68K
$40.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.84K- 59.23% |
$1.05M - $1.12M
|
1.27K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 7.8% |
$1.06M - $1.14M
|
22.1K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.88K- 2.37% |
$1.07M - $1.14M
|
77.5K
$46.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.46% |
$1.09M - $1.17M
|
130K
$78.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.93K- 8.71% |
$1.1M - $1.18M
|
20.3K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 33.19% |
$1.12M - $1.2M
|
3.96K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2K- 2.68% |
$1.14M - $1.22M
|
72.7K
$43.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.01K- 9.88% |
$1.14M - $1.22M
|
18.3K
$11M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.01K- 2.27% |
$1.14M - $1.22M
|
86.5K
$52.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.02K- 1.48% |
$1.15M - $1.23M
|
134K
$80.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.06K- 4.54% |
$1.17M - $1.25M
|
43.2K
$26M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 2.35% |
$1.17M - $1.25M
|
85.7K
$51.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-2.09K- 6.31% |
$1.19M - $1.27M
|
31.1K
$18.7M
|
|
|
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
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.16K- 5.0% |
$1.23M - $1.31M
|
41.1K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.22K- 1.03% |
$1.26M - $1.35M
|
213K
$128M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.22K- 8.69% |
$1.26M - $1.35M
|
23.4K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.33K- 5.39% |
$1.33M - $1.42M
|
41K
$24.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 70.85% |
$1.35M - $1.44M
|
978
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.39K- 53.16% |
$1.36M - $1.45M
|
2.1K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 0.71% |
$1.39M - $1.48M
|
340K
$204M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.45K- 3.09% |
$1.39M - $1.49M
|
76.8K
$46.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.45K- 3.55% |
$1.39M - $1.49M
|
66.6K
$40.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.53K- 9.87% |
$1.44M - $1.54M
|
23.1K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.61K- 2.82% |
$1.48M - $1.58M
|
89.7K
$54M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.65K- 4.39% |
$1.51M - $1.61M
|
57.8K
$34.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.69K- 2.48% |
$1.53M - $1.63M
|
106K
$63.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.71K- 15.3% |
$1.54M - $1.65M
|
15K
$9.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.73K- 1.94% |
$1.55M - $1.66M
|
138K
$83.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.74K- 12.34% |
$1.56M - $1.67M
|
19.5K
$11.7M
|
|
|
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
$54.1M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.87K- 38.15% |
$1.63M - $1.74M
|
4.65K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.89K- 3.52% |
$1.64M - $1.76M
|
79.2K
$47.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.91K- 2.96% |
$1.65M - $1.77M
|
95.3K
$57.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.96K- 41.24% |
$1.68M - $1.8M
|
4.21K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.98K- 27.0% |
$1.69M - $1.81M
|
8.06K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.08K- 18.67% |
$1.75M - $1.87M
|
13.4K
$8.07M
|