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 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.26K- 17.68% |
$715K - $765K
|
5.86K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.26K- 0.77% |
$717K - $767K
|
163K
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.27K- 1.67% |
$719K - $770K
|
74.7K
$50.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.27K- 3.71% |
$723K - $774K
|
33K
$22.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.3K- 1.51% |
$736K - $788K
|
84.8K
$56.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.31K- 15.7% |
$743K - $795K
|
7.02K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.31K- 2.11% |
$745K - $797K
|
60.9K
$40.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.32K- 17.37% |
$747K - $799K
|
6.26K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.32K- 5.94% |
$747K - $800K
|
20.8K
$14M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.32K- 1.12% |
$749K - $802K
|
116K
$78M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.33K- 15.87% |
$755K - $808K
|
7.05K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.33K- 4.1% |
$756K - $810K
|
31.2K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.34K- 4.68% |
$760K - $813K
|
27.2K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.34K- 0.84% |
$762K - $816K
|
159K
$107M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.35K- 6.75% |
$768K - $822K
|
18.7K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.36K- 1.12% |
$773K - $827K
|
120K
$80.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.36K- 0.62% |
$773K - $827K
|
220K
$147M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.37K- 6.22% |
$776K - $831K
|
20.6K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.38K- 0.5% |
$782K - $837K
|
272K
$182M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.38K- 3.82% |
$784K - $839K
|
34.7K
$23.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.39K- 3.5% |
$789K - $844K
|
38.3K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 9.09% |
$806K - $862K
|
14.2K
$9.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.44K- 3.15% |
$815K - $873K
|
44.2K
$29.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.46K- 1.88% |
$828K - $886K
|
75.9K
$51M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.48K- 56.99% |
$838K - $897K
|
1.11K
$748K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 11.56% |
$839K - $898K
|
11.3K
$7.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.52K- 2.67% |
$865K - $926K
|
55.5K
$37.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.54K- 5.53% |
$872K - $933K
|
26.2K
$17.6M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.54K- 10.37% |
$874K - $935K
|
13.3K
$8.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.54K- 0.75% |
$875K - $937K
|
204K
$137M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.55K- 2.38% |
$879K - $941K
|
63.5K
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.56K- 69.43% |
$884K - $946K
|
685
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.59K- 0.56% |
$904K - $968K
|
285K
$191M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 7.06% |
$906K - $969K
|
21K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-1.61K- 8.36% |
$912K - $977K
|
17.6K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.61K- 41.66% |
$916K - $981K
|
2.26K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.61K- 1.4% |
$916K - $981K
|
114K
$76.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.62K- 15.27% |
$922K - $987K
|
9.01K
$6.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.64K- 0.94% |
$928K - $994K
|
173K
$116M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.64K- 7.54% |
$931K - $996K
|
20.1K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.66K- 4.11% |
$940K - $1.01M
|
38.7K
$26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 5.27% |
$961K - $1.03M
|
30.4K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.7K- 3.6% |
$966K - $1.03M
|
45.6K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-1.7K- 1.92% |
$967K - $1.04M
|
87.1K
$58.5M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.73K- 6.41% |
$984K - $1.05M
|
25.3K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.77K- 3.33% |
$1M - $1.07M
|
51.3K
$34.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.8K- 0.93% |
$1.02M - $1.09M
|
191K
$128M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.83K- 2.62% |
$1.04M - $1.11M
|
68K
$45.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.84K- 59.23% |
$1.05M - $1.12M
|
1.27K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.86K- 2.24% |
$1.05M - $1.13M
|
80.9K
$54.3M
|