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
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-664- 1.88% |
$377K - $404K
|
34.6K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-665- 9.43% |
$378K - $404K
|
6.39K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-674- 2.81% |
$383K - $410K
|
23.3K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-675- 17.19% |
$383K - $410K
|
3.25K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-678- 3.28% |
$385K - $412K
|
20K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-694- 1.45% |
$394K - $422K
|
47.1K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-698- 7.93% |
$396K - $424K
|
8.11K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-704- 5.98% |
$400K - $428K
|
11.1K
$6.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-710- 2.73% |
$403K - $432K
|
25.3K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-718- 4.8% |
$408K - $436K
|
14.2K
$8.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-719- 5.43% |
$408K - $437K
|
12.5K
$7.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-727- 2.78% |
$413K - $442K
|
25.4K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-741- 43.03% |
$421K - $450K
|
981
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-742- 7.38% |
$421K - $451K
|
9.31K
$5.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-757- 1.4% |
$430K - $460K
|
53.3K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-769- 14.38% |
$437K - $467K
|
4.58K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-773- 27.7% |
$439K - $470K
|
2.02K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-777- 6.41% |
$441K - $472K
|
11.3K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-787- 4.88% |
$447K - $478K
|
15.4K
$9.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-789- 2.48% |
$448K - $480K
|
31K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-791- 1.34% |
$449K - $481K
|
58.3K
$35.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-794- 7.66% |
$451K - $483K
|
9.57K
$5.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-800- 5.44% |
$454K - $486K
|
13.9K
$8.52M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-801- 4.37% |
$455K - $487K
|
17.5K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-807- 50.5% |
$458K - $491K
|
791
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-810- 4.2% |
$460K - $492K
|
18.5K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-812- 3.66% |
$461K - $494K
|
21.3K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-825- 0.61% |
$468K - $501K
|
135K
$82.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-825- 6.67% |
$468K - $501K
|
11.5K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-834- 1.05% |
$474K - $507K
|
78.7K
$48.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-836- 32.54% |
$475K - $508K
|
1.73K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-838- 5.04% |
$476K - $509K
|
15.8K
$9.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 5.02% |
$476K - $510K
|
15.9K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-840- 4.07% |
$477K - $511K
|
19.8K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-848- 30.05% |
$482K - $515K
|
1.97K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-858- 3.63% |
$487K - $522K
|
22.8K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-860- 13.72% |
$488K - $523K
|
5.41K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-870- 17.37% |
$494K - $529K
|
4.14K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-873- 0.89% |
$496K - $531K
|
96.9K
$59.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-873- 0.83% |
$496K - $531K
|
105K
$64.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-875- 3.9% |
$497K - $532K
|
21.6K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-876- 1.61% |
$497K - $532K
|
53.4K
$32.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-877- 2.43% |
$498K - $533K
|
35.3K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-878- 3.24% |
$499K - $534K
|
26.2K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-879- 3.1% |
$499K - $534K
|
27.5K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-887- 52.33% |
$504K - $539K
|
808
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-888- 32.94% |
$504K - $540K
|
1.81K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-892- 10.44% |
$506K - $542K
|
7.65K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-898- 3.28% |
$510K - $546K
|
26.5K
$16.2M
|