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 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.61K- 74.55% |
$1.48M - $1.59M
|
892
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.65K- 4.39% |
$1.51M - $1.61M
|
57.8K
$33.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.67K- 2.18% |
$1.51M - $1.62M
|
120K
$70.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.69K- 2.48% |
$1.53M - $1.63M
|
106K
$61.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.71K- 15.3% |
$1.54M - $1.65M
|
15K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.73K- 2.42% |
$1.55M - $1.66M
|
110K
$64.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.73K- 1.94% |
$1.55M - $1.66M
|
138K
$80.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.73K- 8.13% |
$1.55M - $1.66M
|
30.9K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.74K- 12.34% |
$1.56M - $1.67M
|
19.5K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.77K- 0.48% |
$1.58M - $1.69M
|
580K
$339M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.83K- 3.05% |
$1.61M - $1.72M
|
89.9K
$52.6M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.87K- 38.15% |
$1.63M - $1.74M
|
4.65K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.89K- 3.52% |
$1.64M - $1.76M
|
79.2K
$46.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.89K- 43.15% |
$1.64M - $1.76M
|
3.81K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.91K- 2.96% |
$1.65M - $1.77M
|
95.3K
$55.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.96K- 41.24% |
$1.68M - $1.8M
|
4.21K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.98K- 27.0% |
$1.69M - $1.81M
|
8.06K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3K- 2.09% |
$1.7M - $1.82M
|
141K
$82.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.08K- 18.67% |
$1.75M - $1.87M
|
13.4K
$7.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.12K- 13.71% |
$1.77M - $1.9M
|
19.6K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.13K- 4.11% |
$1.77M - $1.9M
|
73K
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 60.82% |
$1.79M - $1.91M
|
2.03K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-3.16K- 4.86% |
$1.79M - $1.92M
|
61.9K
$36.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-3.18K- 9.12% |
$1.81M - $1.93M
|
31.7K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.19K- 10.93% |
$1.81M - $1.94M
|
26K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3.2K- 1.64% |
$1.82M - $1.94M
|
192K
$112M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.2K- 1.21% |
$1.82M - $1.95M
|
261K
$153M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-3.21K- 0.66% |
$1.82M - $1.95M
|
481K
$281M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.22K- 1.94% |
$1.83M - $1.96M
|
163K
$95.5M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.28K- 9.25% |
$1.86M - $1.99M
|
32.1K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.3K- 11.76% |
$1.87M - $2M
|
24.7K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.31K- 7.14% |
$1.88M - $2.01M
|
43K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.32K- 1.57% |
$1.89M - $2.02M
|
209K
$122M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.4K- 23.01% |
$1.93M - $2.07M
|
11.4K
$6.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.4K- 6.97% |
$1.93M - $2.07M
|
45.4K
$26.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-3.42K- 3.75% |
$1.94M - $2.08M
|
87.7K
$51.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-3.43K- 5.91% |
$1.94M - $2.08M
|
54.5K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.5K- 21.93% |
$1.99M - $2.13M
|
12.5K
$7.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.52K- 84.72% |
$2M - $2.14M
|
635
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.52K- 5.37% |
$2M - $2.14M
|
62.1K
$36.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.58K- 3.43% |
$2.03M - $2.17M
|
101K
$58.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.59K- 83.36% |
$2.04M - $2.18M
|
716
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.65K- 98.12% |
$2.07M - $2.22M
|
70
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.65K- 5.37% |
$2.07M - $2.22M
|
64.3K
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.66K- 1.49% |
$2.08M - $2.22M
|
241K
$141M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.67K- 2.33% |
$2.08M - $2.23M
|
154K
$90.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.73K- 10.84% |
$2.12M - $2.26M
|
30.6K
$17.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.76K- 3.28% |
$2.14M - $2.29M
|
111K
$64.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.78K- 4.2% |
$2.14M - $2.29M
|
86.1K
$50.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.78K- 2.08% |
$2.15M - $2.3M
|
178K
$104M
|