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 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 7.8% |
$1.06M - $1.14M
|
22.1K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.88K- 2.37% |
$1.07M - $1.14M
|
77.5K
$51.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.46% |
$1.09M - $1.17M
|
130K
$85.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.93K- 25.41% |
$1.1M - $1.17M
|
5.67K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.93K- 8.71% |
$1.1M - $1.18M
|
20.3K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 33.19% |
$1.12M - $1.2M
|
3.96K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.99K- 1.35% |
$1.13M - $1.21M
|
146K
$96.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.99K- 3.16% |
$1.13M - $1.21M
|
61K
$40.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2K- 2.68% |
$1.14M - $1.22M
|
72.7K
$48M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.01K- 9.88% |
$1.14M - $1.22M
|
18.3K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.01K- 1.16% |
$1.14M - $1.22M
|
171K
$113M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.01K- 2.27% |
$1.14M - $1.22M
|
86.5K
$57.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.02K- 1.48% |
$1.15M - $1.23M
|
134K
$88.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.03K- 2.13% |
$1.15M - $1.23M
|
93K
$61.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.06K- 4.54% |
$1.17M - $1.25M
|
43.2K
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 2.35% |
$1.17M - $1.25M
|
85.7K
$56.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.08K- 41.56% |
$1.18M - $1.26M
|
2.93K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-2.09K- 6.31% |
$1.19M - $1.27M
|
31.1K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.12K- 10.38% |
$1.2M - $1.29M
|
18.3K
$12.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.14K- 7.96% |
$1.21M - $1.3M
|
24.7K
$16.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.16K- 5.0% |
$1.23M - $1.31M
|
41.1K
$27.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.21K- 19.41% |
$1.26M - $1.34M
|
9.18K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.21K- 2.29% |
$1.26M - $1.34M
|
94.2K
$62.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.22K- 1.03% |
$1.26M - $1.35M
|
213K
$141M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.22K- 8.69% |
$1.26M - $1.35M
|
23.4K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.28K- 8.41% |
$1.3M - $1.39M
|
24.9K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.29K- 28.09% |
$1.3M - $1.39M
|
5.85K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.33K- 5.39% |
$1.33M - $1.42M
|
41K
$27.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.35K- 1.77% |
$1.33M - $1.43M
|
130K
$86.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.35K- 5.3% |
$1.33M - $1.43M
|
42K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 70.85% |
$1.35M - $1.44M
|
978
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.39K- 53.16% |
$1.36M - $1.45M
|
2.1K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.42K- 8.82% |
$1.37M - $1.47M
|
25K
$16.5M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.42K- 8.82% |
$1.37M - $1.47M
|
25K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.43K- 1.07% |
$1.38M - $1.48M
|
225K
$149M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 0.71% |
$1.39M - $1.48M
|
340K
$224M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.45K- 3.09% |
$1.39M - $1.49M
|
76.8K
$50.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 38.66% |
$1.39M - $1.49M
|
3.89K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.45K- 3.55% |
$1.39M - $1.49M
|
66.6K
$44M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.48K- 3.22% |
$1.41M - $1.51M
|
74.5K
$49.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-2.5K- 14.81% |
$1.42M - $1.52M
|
14.4K
$9.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.53K- 5.4% |
$1.43M - $1.53M
|
44.2K
$29.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.53K- 9.87% |
$1.44M - $1.54M
|
23.1K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-2.55K- 0.51% |
$1.45M - $1.55M
|
497K
$328M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.59K- 28.71% |
$1.47M - $1.57M
|
6.43K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.6K- 7.57% |
$1.48M - $1.58M
|
31.8K
$21M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.61K- 2.82% |
$1.48M - $1.58M
|
89.7K
$59.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.61K- 74.55% |
$1.48M - $1.59M
|
892
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.65K- 4.39% |
$1.51M - $1.61M
|
57.8K
$38.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.67K- 2.18% |
$1.51M - $1.62M
|
120K
$79.3M
|