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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-10.2K- 9.75% |
$5.78M - $6.19M
|
94.2K
$56.8M
|
|
|
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
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.5K- 2.98% |
$5.98M - $6.4M
|
343K
$207M
|
|
|
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
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11.6K- 19.37% |
$6.57M - $7.03M
|
48.1K
$29M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.6K- 8.61% |
$6.61M - $7.08M
|
124K
$74.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11.9K- 14.8% |
$6.77M - $7.25M
|
68.6K
$41.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.1K- 42.34% |
$6.87M - $7.35M
|
16.5K
$9.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-12.1K- 15.73% |
$6.89M - $7.38M
|
65K
$39.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-12.4K- 4.77% |
$7.05M - $7.54M
|
248K
$150M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-12.7K- 41.42% |
$7.23M - $7.74M
|
18K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-12.7K- 8.9% |
$7.23M - $7.74M
|
130K
$78.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.2K- 8.4% |
$7.49M - $8.02M
|
144K
$86.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-13.6K- 16.47% |
$7.74M - $8.29M
|
69.1K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.8K- 10.94% |
$7.84M - $8.39M
|
112K
$67.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.9K- 41.62% |
$7.9M - $8.46M
|
19.5K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14K- 10.62% |
$7.97M - $8.53M
|
118K
$71.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-14.3K- 37.47% |
$8.14M - $8.71M
|
23.9K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-14.8K- 59.32% |
$8.4M - $8.99M
|
10.1K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-14.8K- 6.05% |
$8.42M - $9.01M
|
230K
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-15K- 28.65% |
$8.51M - $9.11M
|
37.3K
$22.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
SELL
|
- |
-15K- 3.06% |
$8.52M - $9.12M
|
475K
$287M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.3K- 2.54% |
$8.69M - $9.3M
|
586K
$354M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-15.3K- 2.09% |
$8.7M - $9.32M
|
718K
$433M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-15.3K- 85.22% |
$8.71M - $9.32M
|
2.66K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.7K- 4.86% |
$8.89M - $9.52M
|
306K
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-15.8K- 43.92% |
$8.95M - $9.58M
|
20.1K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.57% |
$8.95M - $9.58M
|
2.73M
$1.65B
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-15.9K- 21.87% |
$9.02M - $9.66M
|
56.8K
$34.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-15.9K- 12.94% |
$9.03M - $9.66M
|
107K
$64.5M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.4K- 59.0% |
$9.3M - $9.96M
|
11.4K
$6.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.4K- 15.0% |
$9.33M - $9.99M
|
93.1K
$56.2M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.6K- 70.51% |
$9.44M - $10.1M
|
6.95K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-17K- 2.68% |
$9.62M - $10.3M
|
616K
$371M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-18.6K- 4.72% |
$10.6M - $11.3M
|
376K
$227M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.2K- 82.55% |
$10.9M - $11.7M
|
4.07K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.6K- 3.54% |
$11.1M - $11.9M
|
534K
$322M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.8K- 5.61% |
$11.3M - $12M
|
333K
$201M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-20.3K- 5.18% |
$11.5M - $12.3M
|
372K
$224M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.9K- 17.84% |
$11.8M - $12.7M
|
96.1K
$58M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.9K- 25.66% |
$11.9M - $12.7M
|
60.5K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-21K- 36.26% |
$11.9M - $12.7M
|
36.8K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-22.4K- 1.73% |
$12.7M - $13.6M
|
1.27M
$767M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-25.4K- 10.31% |
$14.4M - $15.4M
|
221K
$133M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.9K- 1.25% |
$15.8M - $17M
|
2.21M
$1.33B
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.7K- 32.44% |
$16.3M - $17.4M
|
59.8K
$36.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.7K- 46.73% |
$16.3M - $17.5M
|
32.7K
$19.8M
|