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 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-495- 7.04% |
$281K - $301K
|
6.54K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-500- 18.34% |
$284K - $304K
|
2.23K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-503- 2.22% |
$286K - $306K
|
22.1K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-505- 0.57% |
$287K - $307K
|
88.8K
$54.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-505- 4.55% |
$287K - $307K
|
10.6K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-510- 0.82% |
$290K - $310K
|
62K
$38M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-512- 1.34% |
$291K - $311K
|
37.6K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-512- 7.54% |
$291K - $311K
|
6.28K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-518- 0.26% |
$294K - $315K
|
201K
$123M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-519- 2.64% |
$295K - $315K
|
19.2K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-520- 3.66% |
$295K - $316K
|
13.7K
$8.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-522- 3.09% |
$296K - $317K
|
16.4K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-523- 23.77% |
$297K - $318K
|
1.68K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-531- 3.2% |
$302K - $323K
|
16K
$9.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-536- 0.9% |
$304K - $326K
|
58.9K
$36.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-539- 1.43% |
$306K - $328K
|
37.1K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-546- 0.38% |
$310K - $332K
|
144K
$88.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-554- 0.59% |
$315K - $337K
|
93.5K
$57.3M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-554- 41.01% |
$315K - $337K
|
797
$489K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-555- 1.43% |
$315K - $337K
|
38.1K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-557- 1.83% |
$316K - $339K
|
29.8K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-560- 2.07% |
$318K - $340K
|
26.5K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-565- 3.97% |
$321K - $343K
|
13.7K
$8.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-566- 3.01% |
$321K - $344K
|
18.2K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-571- 2.2% |
$324K - $347K
|
25.4K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-572- 2.5% |
$325K - $348K
|
22.3K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-577- 5.86% |
$328K - $351K
|
9.27K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-580- 80.44% |
$329K - $353K
|
141
$86.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-581- 2.93% |
$330K - $353K
|
19.2K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-584- 2.6% |
$332K - $355K
|
21.9K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-585- 7.01% |
$332K - $356K
|
7.76K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-595- 8.59% |
$338K - $362K
|
6.33K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-599- 15.08% |
$340K - $364K
|
3.37K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-600- 53.14% |
$341K - $365K
|
529
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-607- 1.84% |
$345K - $369K
|
32.5K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-610- 1.74% |
$346K - $371K
|
34.5K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-612- 1.45% |
$347K - $372K
|
41.6K
$25.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-613- 2.64% |
$348K - $373K
|
22.6K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-621- 5.94% |
$353K - $377K
|
9.84K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-623- 9.58% |
$354K - $379K
|
5.88K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-625- 7.61% |
$355K - $380K
|
7.59K
$4.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-625- 9.82% |
$355K - $380K
|
5.74K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-633- 17.54% |
$359K - $385K
|
2.98K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-633- 2.2% |
$359K - $385K
|
28.1K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-633- 1.35% |
$359K - $385K
|
46.3K
$28.4M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-634- 6.06% |
$360K - $385K
|
9.83K
$6.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-638- 0.61% |
$362K - $388K
|
104K
$63.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-642- 50.95% |
$365K - $390K
|
618
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-642- 21.18% |
$365K - $390K
|
2.39K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-661- 3.23% |
$375K - $402K
|
19.8K
$12.1M
|