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 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-610- 1.74% |
$346K - $371K
|
34.5K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-612- 1.45% |
$347K - $372K
|
41.6K
$26.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-613- 2.64% |
$348K - $373K
|
22.6K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-621- 5.94% |
$353K - $377K
|
9.84K
$6.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-623- 9.58% |
$354K - $379K
|
5.88K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-625- 7.61% |
$355K - $380K
|
7.59K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-625- 9.82% |
$355K - $380K
|
5.74K
$3.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-632- 24.38% |
$359K - $384K
|
1.96K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-633- 17.54% |
$359K - $385K
|
2.98K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-633- 2.2% |
$359K - $385K
|
28.1K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-633- 1.35% |
$359K - $385K
|
46.3K
$29.8M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-634- 6.06% |
$360K - $385K
|
9.83K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-638- 0.61% |
$362K - $388K
|
104K
$67M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-642- 50.95% |
$365K - $390K
|
618
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-642- 21.18% |
$365K - $390K
|
2.39K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-661- 3.23% |
$375K - $402K
|
19.8K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-664- 1.88% |
$377K - $404K
|
34.6K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-665- 9.43% |
$378K - $404K
|
6.39K
$4.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-674- 2.81% |
$383K - $410K
|
23.3K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-675- 17.19% |
$383K - $410K
|
3.25K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-678- 3.28% |
$385K - $412K
|
20K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-694- 1.45% |
$394K - $422K
|
47.1K
$30.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-698- 7.93% |
$396K - $424K
|
8.11K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.79M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-704- 5.98% |
$400K - $428K
|
11.1K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-710- 2.73% |
$403K - $432K
|
25.3K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-718- 4.8% |
$408K - $436K
|
14.2K
$9.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-719- 5.43% |
$408K - $437K
|
12.5K
$8.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-727- 2.78% |
$413K - $442K
|
25.4K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-741- 43.03% |
$421K - $450K
|
981
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-742- 7.38% |
$421K - $451K
|
9.31K
$5.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-757- 1.4% |
$430K - $460K
|
53.3K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-769- 14.38% |
$437K - $467K
|
4.58K
$2.94M
|
|
|
May 14, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-769- 14.38% |
$437K - $467K
|
4.58K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-773- 27.7% |
$439K - $470K
|
2.02K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-777- 6.41% |
$441K - $472K
|
11.3K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-787- 4.88% |
$447K - $478K
|
15.4K
$9.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-789- 2.48% |
$448K - $480K
|
31K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-791- 1.34% |
$449K - $481K
|
58.3K
$37.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-794- 7.66% |
$451K - $483K
|
9.57K
$6.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-800- 5.44% |
$454K - $486K
|
13.9K
$8.93M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-801- 4.37% |
$455K - $487K
|
17.5K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-807- 50.5% |
$458K - $491K
|
791
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-810- 4.2% |
$460K - $492K
|
18.5K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-812- 3.66% |
$461K - $494K
|
21.3K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-825- 0.61% |
$468K - $501K
|
135K
$86.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-825- 6.67% |
$468K - $501K
|
11.5K
$7.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-834- 1.05% |
$474K - $507K
|
78.7K
$50.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-836- 32.54% |
$475K - $508K
|
1.73K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-838- 5.04% |
$476K - $509K
|
15.8K
$10.2M
|