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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.9K- 41.62% |
$7.9M - $8.46M
|
19.5K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14K- 10.62% |
$7.97M - $8.53M
|
118K
$69.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-14.3K- 37.47% |
$8.14M - $8.71M
|
23.9K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-14.8K- 59.32% |
$8.4M - $8.99M
|
10.1K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-14.8K- 6.05% |
$8.42M - $9.01M
|
230K
$135M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-14.9K- 2.59% |
$8.45M - $9.04M
|
560K
$327M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-15K- 28.65% |
$8.51M - $9.11M
|
37.3K
$21.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
SELL
|
- |
-15K- 3.06% |
$8.52M - $9.12M
|
475K
$278M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.2K- 3.24% |
$8.62M - $9.23M
|
454K
$266M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.3K- 2.54% |
$8.69M - $9.3M
|
586K
$343M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-15.3K- 2.09% |
$8.7M - $9.32M
|
718K
$420M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-15.3K- 85.22% |
$8.71M - $9.32M
|
2.66K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-15.4K- 95.53% |
$8.75M - $9.36M
|
720
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.7K- 4.86% |
$8.89M - $9.52M
|
306K
$179M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-15.8K- 43.92% |
$8.95M - $9.58M
|
20.1K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.57% |
$8.95M - $9.58M
|
2.73M
$1.6B
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-15.9K- 21.87% |
$9.02M - $9.66M
|
56.8K
$33.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-15.9K- 12.94% |
$9.03M - $9.66M
|
107K
$62.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16K- 2.73% |
$9.11M - $9.75M
|
571K
$334M
|
|
|
Feb 14, 2025
Q4 2024
|
Lsp Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.2K- 22.45% |
$9.2M - $9.85M
|
56K
$32.8M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.4K- 59.0% |
$9.3M - $9.96M
|
11.4K
$6.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.4K- 15.0% |
$9.33M - $9.99M
|
93.1K
$54.5M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.6K- 70.51% |
$9.44M - $10.1M
|
6.95K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-17K- 2.68% |
$9.62M - $10.3M
|
616K
$360M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-18.6K- 4.72% |
$10.6M - $11.3M
|
376K
$220M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-18.8K- 11.24% |
$10.7M - $11.4M
|
149K
$87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.2K- 82.55% |
$10.9M - $11.7M
|
4.07K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-19.2K- 87.58% |
$10.9M - $11.7M
|
2.73K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-19.6K- 31.22% |
$11.1M - $11.9M
|
43.1K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.6K- 3.54% |
$11.1M - $11.9M
|
534K
$313M
|
|
|
Feb 13, 2025
Q4 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-19.7K- 9.14% |
$11.2M - $12M
|
196K
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-19.7K- 17.61% |
$11.2M - $12M
|
92.2K
$53.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.8K- 5.61% |
$11.3M - $12M
|
333K
$195M
|
|
|
Feb 14, 2025
Q4 2024
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-20K- 2.6% |
$11.4M - $12.2M
|
750K
$439M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-20.3K- 5.18% |
$11.5M - $12.3M
|
372K
$218M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.9K- 17.84% |
$11.8M - $12.7M
|
96.1K
$56.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.9K- 25.66% |
$11.9M - $12.7M
|
60.5K
$35.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-21K- 36.26% |
$11.9M - $12.7M
|
36.8K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.5K- 2.05% |
$12.2M - $13.1M
|
1.03M
$602M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-22.4K- 1.73% |
$12.7M - $13.6M
|
1.27M
$743M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-22.8K- 27.62% |
$12.9M - $13.9M
|
59.8K
$35M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23K- 26.81% |
$13.1M - $14M
|
62.9K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-24.3K- 44.75% |
$13.8M - $14.8M
|
30K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-25.4K- 10.31% |
$14.4M - $15.4M
|
221K
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-25.8K- 9.63% |
$14.6M - $15.7M
|
242K
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-26K- 11.32% |
$14.7M - $15.8M
|
203K
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27.5K- 3.16% |
$15.6M - $16.7M
|
844K
$494M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-27.6K- 3.54% |
$15.6M - $16.8M
|
751K
$439M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.9K- 1.25% |
$15.8M - $17M
|
2.21M
$1.29B
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-28.2K- 96.96% |
$16M - $17.1M
|
883
$517K
|