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 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 20.1% |
$397K - $425K
|
2.78K
$1.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-704- 5.98% |
$400K - $428K
|
11.1K
$6.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-757- 1.4% |
$430K - $460K
|
53.3K
$31.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-777- 6.41% |
$441K - $472K
|
11.3K
$6.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-791- 1.34% |
$449K - $481K
|
58.3K
$34.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-794- 7.66% |
$451K - $483K
|
9.57K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-800- 5.44% |
$454K - $486K
|
13.9K
$8.31M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-801- 4.37% |
$455K - $487K
|
17.5K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-812- 3.66% |
$461K - $494K
|
21.3K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-825- 0.61% |
$468K - $501K
|
135K
$80.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-825- 6.67% |
$468K - $501K
|
11.5K
$6.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 5.02% |
$476K - $510K
|
15.9K
$9.48M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-848- 30.05% |
$482K - $515K
|
1.97K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-870- 17.37% |
$494K - $529K
|
4.14K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-873- 0.89% |
$496K - $531K
|
96.9K
$57.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-875- 3.9% |
$497K - $532K
|
21.6K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-876- 1.61% |
$497K - $532K
|
53.4K
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-902- 2.3% |
$512K - $548K
|
38.3K
$22.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-910- 0.87% |
$517K - $553K
|
104K
$61.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-912- 11.7% |
$518K - $554K
|
6.88K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-922- 3.18% |
$524K - $560K
|
28.1K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-928- 0.55% |
$527K - $564K
|
167K
$99.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-938- 22.86% |
$533K - $570K
|
3.17K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-938- 15.59% |
$533K - $570K
|
5.08K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-939- 25.9% |
$533K - $571K
|
2.69K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-946- 5.57% |
$537K - $575K
|
16.1K
$9.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-963- 1.67% |
$547K - $585K
|
56.7K
$33.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-969- 7.63% |
$550K - $589K
|
11.7K
$7.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-998- 60.12% |
$567K - $607K
|
662
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1K- 3.4% |
$568K - $608K
|
28.4K
$17M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.03K- 7.26% |
$585K - $626K
|
13.2K
$7.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.04K- 2.26% |
$591K - $633K
|
45K
$26.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.05K- 10.06% |
$595K - $637K
|
9.37K
$5.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 4.36% |
$596K - $638K
|
23K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.06K- 31.01% |
$604K - $647K
|
2.37K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.07K- 12.7% |
$607K - $650K
|
7.35K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.07K- 3.06% |
$607K - $650K
|
33.8K
$20.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.07K- 8.24% |
$608K - $650K
|
11.9K
$7.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.08K- 0.7% |
$611K - $654K
|
152K
$90.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.08K- 66.36% |
$612K - $655K
|
546
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.09K- 3.01% |
$619K - $663K
|
35.2K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.1K- 3.49% |
$623K - $667K
|
30.3K
$18.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.1K- 4.56% |
$625K - $669K
|
23K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 7.29% |
$626K - $670K
|
14K
$8.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.1K- 10.81% |
$626K - $670K
|
9.1K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.11K- 13.68% |
$628K - $672K
|
6.98K
$4.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.18K- 3.31% |
$667K - $714K
|
34.3K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.18K- 21.82% |
$667K - $714K
|
4.21K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.19K- 7.03% |
$677K - $725K
|
15.8K
$9.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.2K- 70.18% |
$680K - $728K
|
509
$304K
|