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 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-581- 2.93% |
$330K - $353K
|
19.2K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-584- 2.6% |
$332K - $355K
|
21.9K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-585- 7.01% |
$332K - $356K
|
7.76K
$5.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-595- 8.59% |
$338K - $362K
|
6.33K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-599- 15.08% |
$340K - $364K
|
3.37K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-600- 53.14% |
$341K - $365K
|
529
$349K
|
|
|
Jul 15, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-600- 53.14% |
$341K - $365K
|
529
$349K
|
|
|
Oct 10, 2025
Q4 2024
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-601Closed |
$341K - $365K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-607- 1.84% |
$345K - $369K
|
32.5K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-610- 1.74% |
$346K - $371K
|
34.5K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-612- 1.45% |
$347K - $372K
|
41.6K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-613- 2.64% |
$348K - $373K
|
22.6K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-621- 5.94% |
$353K - $377K
|
9.84K
$6.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-623- 9.58% |
$354K - $379K
|
5.88K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-625- 7.61% |
$355K - $380K
|
7.59K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-625- 9.82% |
$355K - $380K
|
5.74K
$3.79M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-632- 24.38% |
$359K - $384K
|
1.96K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-633- 17.54% |
$359K - $385K
|
2.98K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-633- 2.2% |
$359K - $385K
|
28.1K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-633- 1.35% |
$359K - $385K
|
46.3K
$30.6M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-634- 6.06% |
$360K - $385K
|
9.83K
$6.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-638- 0.61% |
$362K - $388K
|
104K
$68.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-642- 50.95% |
$365K - $390K
|
618
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-642- 21.18% |
$365K - $390K
|
2.39K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-661- 3.23% |
$375K - $402K
|
19.8K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-664- 1.88% |
$377K - $404K
|
34.6K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-665- 9.43% |
$378K - $404K
|
6.39K
$4.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-674- 2.81% |
$383K - $410K
|
23.3K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-675- 17.19% |
$383K - $410K
|
3.25K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-678- 3.28% |
$385K - $412K
|
20K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-694- 1.45% |
$394K - $422K
|
47.1K
$31.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-698- 7.93% |
$396K - $424K
|
8.11K
$5.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-704- 5.98% |
$400K - $428K
|
11.1K
$7.32M
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-705- 1.11% |
$400K - $429K
|
63.1K
$41.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-710- 2.73% |
$403K - $432K
|
25.3K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-718- 4.8% |
$408K - $436K
|
14.2K
$9.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-719- 5.43% |
$408K - $437K
|
12.5K
$8.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-727- 2.78% |
$413K - $442K
|
25.4K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-741- 43.03% |
$421K - $450K
|
981
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-742- 7.38% |
$421K - $451K
|
9.31K
$6.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-757- 1.4% |
$430K - $460K
|
53.3K
$35.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-769- 14.38% |
$437K - $467K
|
4.58K
$3.03M
|
|
|
May 14, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-769- 14.38% |
$437K - $467K
|
4.58K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-773- 27.7% |
$439K - $470K
|
2.02K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-777- 6.41% |
$441K - $472K
|
11.3K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-787- 4.88% |
$447K - $478K
|
15.4K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-789- 2.48% |
$448K - $480K
|
31K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-791- 1.34% |
$449K - $481K
|
58.3K
$38.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-794- 7.66% |
$451K - $483K
|
9.57K
$6.32M
|